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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
551
Beacon Investment Advisory Services
New Jersey
$604K – – –
LWM
552
Liberty Wealth Management
California
$603K +$2.21K +17 +0.3%
CWA
553
Carolina Wealth Advisors
South Carolina
$597K -$253K -1,948 -26%
WS
554
Wedbush Securities
California
$596K -$18.3K -141 -3%
I
555
InceptionR
California
$595K +$709K +5,464 New
EFG
556
Everhart Financial Group
Ohio
$593K -$46.7K -360 -6%
PP
557
Patron Partners
Texas
$588K – – –
A
558
Allianz
Germany
$583K +$300K +2,314 +76%
PA
559
Profund Advisors
Maryland
$574K +$164K +1,265 +32%
AFCM
560
Applied Finance Capital Management
Puerto Rico
$574K – – –
CAM
561
Cresset Asset Management
Illinois
$571K -$3.39M -26,076 -83%
CWP
562
Concord Wealth Partners
Virginia
$566K +$25.3K +195 +4%
WI
563
Wahed Invest
New York
$563K +$21.3K +164 +3%
CAMV
564
Concord Asset Management (Virginia)
Virginia
$562K +$649 +5 +0.1%
PFS
565
Prospera Financial Services
Texas
$552K -$596K -4,587 -48%
KCM
566
Kathmere Capital Management
Pennsylvania
$551K -$19.2K -148 -3%
MAS
567
Meeder Advisory Services
Ohio
$544K +$79.7K +614 +14%
BAM
568
Blueshift Asset Management
New Jersey
$543K +$648K +4,987 New
TAM
569
Tocqueville Asset Management
New York
$540K -$12.9K -99 -2%
CCP
570
Clarkston Capital Partners
Michigan
$526K – – –
SWM
571
Segment Wealth Management
Texas
$523K -$10.8M -83,492 -95%
SC
572
Syon Capital
California
$522K -$75.8K -584 -11%
PIM
573
Plato Investment Management
Australia
$521K -$242K -1,867 -28%
DA
574
Denali Advisors
California
$514K +$91.7K +706 +18%
CCM
575
Coldstream Capital Management
Washington
$504K -$37.9K -292 -6%
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