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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
601
Clark Asset Management
New Hampshire
$475K -$607 -5 -0.1%
RCM
602
Raleigh Capital Management
North Carolina
$474K -$9.59K -79 -2%
GM
603
GeoWealth Management
Illinois
$467K +$33.9K +279 +9%
BBA
604
Baader Bank Aktiengesellschaft
Germany
$466K +$22.6K +186 +6%
RWA
605
Rooted Wealth Advisors
Illinois
$464K +$45.7K +376 +13%
RGC
606
Roberts, Glore & Co
Illinois
$461K +$408K +3,359 New
IF
607
Intrua Financial
Texas
$459K +$406K +3,347 New
EHWM
608
Eads & Heald Wealth Management
Georgia
$458K +$11.5K +95 +3%
PGFC
609
Peapack-Gladstone Financial Corp
New Jersey
$456K -$51.4K -423 -11%
KIM
610
Kestra Investment Management
Texas
$455K -$163K -1,339 -29%
XWL
611
XXI Wealth LLC
Illinois
$449K -$10.8K -89 -3%
CTC
612
Central Trust Company
Missouri
$446K -$3.16K -26 -0.8%
C
613
Certuity
Florida
$442K -$74.8K -616 -16%
GAM
614
Generali Asset Management
Italy
$441K -$816K -6,720 -68%
CAU
615
Caxton Associates (UK)
$440K -$116K -955 -23%
TG
616
TCW Group
California
$439K -$2.19K -18 -0.6%
CA
617
Clearstead Advisors
Ohio
$436K -$1.59M -13,060 -80%
CAM
618
Cidel Asset Management
Ontario, Canada
$433K +$18.7K +154 +5%
TCA
619
Transcend Capital Advisors
New Jersey
$432K +$47.9K +394 +14%
SF
620
Summit Financial
New Jersey
$428K +$162K +1,338 +75%
MT
621
Midwest Trust
Kansas
$425K -$13.4K -110 -3%
RWPA
622
Richard W. Paul & Associates
Michigan
$422K -$8.02K -66 -2%
JWCA
623
J.W. Cole Advisors
Florida
$421K +$372K +3,067 New
7WCP
624
71 West Capital Partners
Massachusetts
$419K +$107K +882 +41%
SSWM
625
Smith Salley Wealth Management
North Carolina
$417K – – –
23 24
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