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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
576
Brown Brothers Harriman & Co
New York
$29K +$29K +655 +6,550%
WLPWM
577
Walled Lake Planning & Wealth Management
Illinois
$26K – – –
FCA
578
FinTrust Capital Advisors
South Carolina
$25K -$7.04K -159 -22%
AF
579
Allworth Financial
California
$24K +$21K +473 +531%
KLWA
580
Kelly Lawrence W & Associates
California
$22K – – –
NG
581
NWK Group
California
$22K – – –
GRP
582
Global Retirement Partners
California
$21K +$3.59K +81 +20%
WT
583
Whittier Trust
California
$20K – – –
LFG
584
Larson Financial Group
Missouri
$19K +$44 +1 +0.2%
PFO
585
Pathstone Family Office
New Jersey
$19K +$19.3K +436 New
CFA
586
Carroll Financial Associates
North Carolina
$18K – – –
FP
587
Financial Perspectives
Minnesota
$17.7K – – –
AA
588
Ancora Advisors
Ohio
$17K – – –
BCA
589
Berman Capital Advisors
Georgia
$17K – – –
CCA
590
Childress Capital Advisors
Texas
$15K +$15.2K +343 New
EIP
591
Ellis Investment Partners
Pennsylvania
$14K +$44 +1 +0.3%
AWA
592
Arkadios Wealth Advisors
Georgia
$14K +$3.01K +68 +25%
CAAS
593
Capital Asset Advisory Services
Michigan
$14K +$13.9K +313 New
PMFA
594
Plante Moran Financial Advisors
Michigan
$13K +$930 +21 +8%
JCM
595
Jacobi Capital Management
Pennsylvania
$13K +$3.23K +73 +33%
CWC
596
Carolinas Wealth Consulting
North Carolina
$12K – – –
CI
597
CX Institutional
Indiana
$11K -$1.64K -37 -13%
AW
598
Avion Wealth
Texas
$11K +$11.1K +250 New
CA
599
Clearstead Advisors
Ohio
$10K – – –
PFBT
600
Parkside Financial Bank & Trust
Missouri
$9K -$177 -4 -2%
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