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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
601
Readystate Asset Management
Illinois
$404K +$359K +3,350 New
FHA
602
First Horizon Advisors
Tennessee
$404K -$26.4K -246 -7%
DWA
603
Delap Wealth Advisory
Oregon
$402K +$357K +3,330 New
HI
604
Horizon Investments
North Carolina
$402K -$3.22K -30 -0.9%
FCP
605
Fidelis Capital Partners
Florida
$400K +$49.7K +463 +16%
PWS
606
Precision Wealth Strategies
Missouri
$399K -$37.6K -350 -10%
HI
607
Harbour Investments
Wisconsin
$397K +$181K +1,685 +105%
PWM
608
Perigon Wealth Management
California
$393K +$116K +1,081 +50%
BTI
609
Blue Trust Inc
Georgia
$385K -$50.8K -473 -13%
ST
610
Smithfield Trust
Pennsylvania
$381K -$12.9K -120 -4%
KCM
611
Kathmere Capital Management
Pennsylvania
$379K +$43.7K +407 +15%
AA
612
ALPS Advisors
Colorado
$378K -$82.8K -772 -20%
AA
613
AlphaCentric Advisors
Puerto Rico
$378K -$45.2K -421 -12%
AG
614
Ascent Group
Virginia
$376K +$14.5K +135 +5%
BAM
615
Belpointe Asset Management
Nevada
$376K +$334K +3,117 New
EFM
616
E Fund Management
China
$374K +$333K +3,104 New
KFP
617
KMG Fiduciary Partners
Ohio
$374K +$107 +1 +0%
JWCA
618
J.W. Cole Advisors
Florida
$370K +$3.33K +31 +1%
PS
619
Planned Solutions
California
$369K +$32.2K +300 +11%
CIA
620
Capital Investment Advisors
Georgia
$366K -$6.76K -63 -2%
LAI
621
Legal Advantage Investments
California
$364K – – –
QPW
622
Quantum Private Wealth
Florida
$363K +$75.1K +700 +30%
AWM
623
Axxcess Wealth Management
California
$362K – – –
UID
624
Union Investments & Development
Israel
$362K – – –
CIA
625
Choate Investment Advisors
Massachusetts
$362K -$18.1K -169 -5%
23 24
25
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