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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
576
Blue Trust Inc
Georgia
$247K +$31.3K +393 +14%
PWMAG
577
Pinnacle Wealth Management Advisory Group
New Jersey
$247K -$43K -540 -14%
CIA
578
Choate Investment Advisors
Massachusetts
$244K +$263K +3,294 New
ST
579
Smithfield Trust
Pennsylvania
$241K +$191K +2,392 +273%
EI
580
Ellevest Inc
New York
$240K +$8.93K +112 +4%
CW
581
CreativeOne Wealth
Kansas
$238K +$1.35K +17 +0.5%
OIA
582
Optimum Investment Advisors
Illinois
$237K – – –
RCAG
583
Rehmann Capital Advisory Group
Michigan
$236K -$73.2K -918 -22%
AG
584
Algert Global
California
$234K -$1.48M -18,531 -85%
EVM
585
Evelyn V. Moreno
$233K – – –
FMAEN1
586
Fund Management at Engine No 1
California
$233K +$250K +3,140 New
RP
587
Riverwater Partners
Wisconsin
$232K +$250K +3,139 New
WS
588
Wedbush Securities
California
$231K -$45.4K -569 -15%
EFG
589
Everhart Financial Group
Ohio
$229K +$27.1K +340 +12%
VFA
590
Voya Financial Advisors
Connecticut
$229K +$244K +3,067 New
BP
591
Ballentine Partners
Massachusetts
$228K +$4.3K +54 +2%
IPW
592
Impact Partnership Wealth
Georgia
$228K -$185K -2,315 -43%
SA
593
Syntax Advisors
New York
$226K -$27.1K -340 -10%
VCG
594
Vantage Consulting Group
Virginia
$226K -$27.1K -340 -10%
ATC
595
Argent Trust Co
Tennessee
$223K +$16.3K +204 +7%
LAI
596
Legal Advantage Investments
California
$222K – – –
UID
597
Union Investments & Development
Israel
$222K – – –
KFP
598
KMG Fiduciary Partners
Ohio
$221K +$80 +1 +0%
CCIA
599
Campbell & Co Investment Adviser
Maryland
$219K -$177K -2,216 -43%
BFG
600
Bleakley Financial Group
New Jersey
$217K -$7.49K -94 -3%
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