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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
551
NBC Securities
Alabama
$562K +$38.3K +337 +7%
GCM
552
Graham Capital Management
Connecticut
$550K +$567K +4,996 New
AFCM
553
Applied Finance Capital Management
Puerto Rico
$548K +$565K +4,978 New
EFG
554
Everhart Financial Group
Ohio
$546K +$89.2K +786 +19%
OCBCO
555
Oversea-Chinese Banking Corp (OCBC)
Singapore
$544K +$561K +4,943 New
CWP
556
Concord Wealth Partners
Virginia
$542K +$8.4K +74 +2%
CCP
557
Clarkston Capital Partners
Michigan
$532K – – –
CAMV
558
Concord Asset Management (Virginia)
Virginia
$532K +$8.4K +74 +2%
P
559
&Partners
Tennessee
$526K +$542K +4,776 New
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$526K – – –
TCMP
561
Thrive Capital Management (Pennsylvania)
Pennsylvania
$522K +$297K +2,619 +123%
FHB
562
First Hawaiian Bank
Hawaii
$522K +$260K +2,287 +93%
OIA
563
OneDigital Investment Advisors
Kansas
$520K +$317K +2,795 +145%
SIC
564
Schwartz Investment Counsel
Michigan
$512K – – –
GFPC
565
Global Financial Private Client
Florida
$509K +$525K +4,624 New
FCP
566
Fidelis Capital Partners
Florida
$509K +$105K +927 +28%
WI
567
Wahed Invest
New York
$507K +$53.4K +470 +11%
BP
568
Ballentine Partners
Massachusetts
$500K +$88.7K +781 +21%
TC
569
TownSquare Capital
Utah
$497K +$220K +1,939 +75%
AFG
570
Atomi Financial Group
New York
$493K +$44.9K +395 +10%
HCA
571
Harbor Capital Advisors
Illinois
$492K -$16.9K -149 -3%
UCB
572
United Community Bank
South Carolina
$491K +$40.5K +357 +9%
FFM
573
Forum Financial Management
Illinois
$490K +$33.6K +296 +7%
CAS
574
CTC Alternative Strategies
Illinois
$484K +$500K +4,400 New
CW
575
CreativeOne Wealth
Kansas
$484K -$5.56K -49 -1%
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