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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
601
Walled Lake Planning & Wealth Management
Illinois
$32K – – –
HIIFS
602
Harel Insurance Investments & Financial Services
Israel
$29K -$2.43K -52 -24%
AF
603
Allworth Financial
California
$29K – – –
KLWA
604
Kelly Lawrence W & Associates
California
$26K – – –
NG
605
NWK Group
California
$26K – – –
GRP
606
Global Retirement Partners
California
$24K -$1.63K -35 -7%
FCA
607
FinTrust Capital Advisors
South Carolina
$23K -$6.02K -129 -22%
FP
608
Financial Perspectives
Minnesota
$21.5K – – –
FCB
609
First Command Bank
Texas
$21K -$18.7K -400 -50%
FCFS
610
First Command Financial Services
Texas
$21K -$18.7K -400 -50%
AA
611
Ancora Advisors
Ohio
$21K – – –
BCA
612
Berman Capital Advisors
Georgia
$20K – – –
CI
613
CX Institutional
Indiana
$20K +$5.97K +128 +52%
APA
614
American Portfolios Advisors
New York
$19.9K -$221K -4,727 -93%
PP
615
Pacifica Partners
Canada
$19K +$16.3K +350 New
CFO
616
CVA Family Office
Colorado
$18K +$16.1K +345 New
EIP
617
Ellis Investment Partners
Pennsylvania
$17K +$47 +1 +0.3%
PFBT
618
Parkside Financial Bank & Trust
Missouri
$16K +$4.71K +101 +48%
WT
619
Whittier Trust
California
$15K -$8.96K -192 -41%
PMFA
620
Plante Moran Financial Advisors
Michigan
$15K -$233 -5 -2%
CWC
621
Carolinas Wealth Consulting
North Carolina
$15K – – –
CA
622
Clearstead Advisors
Ohio
$15K +$2.29K +49 +21%
APC
623
Aspire Private Capital
North Carolina
$15K +$12.7K +273 +2,100%
FHA
624
First Horizon Advisors
Tennessee
$13K +$3.22K +69 +36%
SWA
625
Sutton Wealth Advisors
Florida
$12.1K +$1.12K +24 +12%
23 24
25
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