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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
576
Nicholas Hoffman & Company
Georgia
$466K – – –
SSWM
577
Smith Salley Wealth Management
North Carolina
$465K – – –
GEA
578
Glen Eagle Advisors
New Jersey
$463K -$8.05K -75 -2%
WHCI
579
W.H. Cornerstone Investments
Massachusetts
$463K +$69.7K +650 +20%
RWPA
580
Richard W. Paul & Associates
Michigan
$463K -$54.6K -509 -12%
BP
581
Ballentine Partners
Massachusetts
$453K +$16.2K +151 +4%
PA
582
Parallel Advisors
California
$452K -$44.3K -413 -10%
CBTWT
583
Community Bank & Trust (Waco, Texas)
Texas
$451K – – –
PG
584
Patten Group
Tennessee
$446K -$3.33K -31 -0.8%
EI
585
Ellevest Inc
New York
$439K +$41.4K +386 +12%
OWA
586
One Wealth Advisors
California
$437K -$2.79K -26 -0.7%
FA
587
FDx Advisors
Illinois
$435K -$144K -1,342 -27%
SAM
588
Smartleaf Asset Management
Massachusetts
$431K +$191K +1,780 +95%
1WA
589
180 Wealth Advisors
Washington
$423K +$140K +1,301 +59%
NP
590
NorthRock Partners
Minnesota
$422K +$644 +6 +0.2%
HFM
591
Harvest Fund Management
China
$421K -$227K -2,120 -38%
BMCM
592
Burns Matteson Capital Management
New York
$420K +$373K +3,478 New
ET
593
Entropy Technologies
New York
$419K +$372K +3,470 New
MFG
594
Menard Financial Group
Texas
$417K +$131K +1,217 +54%
BFG
595
Bleakley Financial Group
New Jersey
$416K +$8.26K +77 +2%
SW
596
Simplicity Wealth
New Jersey
$416K +$370K +3,451 New
PWMAG
597
Pinnacle Wealth Management Advisory Group
New Jersey
$413K -$11.2K -104 -3%
BCM
598
Brown Capital Management
Maryland
$410K – – –
HAS
599
Horizon Advisory Services
New York
$409K +$364K +3,389 New
CA
600
CoreCap Advisors
Michigan
$409K +$10.7K +100 +3%
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