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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
601
Smith Salley Wealth Management
North Carolina
$424K -$908 -8 -0.2%
PPC
602
Park Place Capital
Alabama
$424K +$208K +1,831 +91%
GEA
603
Glen Eagle Advisors
New Jersey
$423K – – –
I
604
InceptionR
California
$420K +$434K +3,819 New
PG
605
Patten Group
Tennessee
$419K +$12.4K +109 +3%
RWPA
606
Richard W. Paul & Associates
Michigan
$416K -$6.02K -53 -1%
PWS
607
Precision Wealth Strategies
Missouri
$415K +$52.6K +463 +14%
CBTWT
608
Community Bank & Trust (Waco, Texas)
Texas
$412K – – –
NP
609
NorthRock Partners
Minnesota
$410K +$25.2K +222 +6%
CFG
610
Cooper Financial Group
California
$402K +$415K +3,652 New
TA
611
Tectonic Advisors
Texas
$401K -$34.3K -302 -8%
LCM
612
Laurion Capital Management
New York
$401K -$12.7M -111,546 -97%
AAM
613
Advisors Asset Management
Colorado
$397K +$216K +1,898 +111%
KNW
614
Kesler Norman & Wride
Utah
$397K +$409K +3,605 New
CI
615
CX Institutional
Indiana
$397K +$229K +2,016 +127%
PGFC
616
Peapack-Gladstone Financial Corp
New Jersey
$389K -$204K -1,800 -34%
WHCI
617
W.H. Cornerstone Investments
Massachusetts
$387K -$37K -326 -8%
VCA
618
Verdence Capital Advisors
Maryland
$386K -$467K -4,109 -54%
KWM
619
Kingsview Wealth Management
Oregon
$382K +$394K +3,473 New
NWWA
620
New Wave Wealth Advisors
Arkansas
$374K +$386K +3,398 New
HAS
621
Horizon Advisory Services
New York
$373K +$341 +3 +0.1%
BRWA
622
B. Riley Wealth Advisors
Florida
$373K -$123K -1,087 -24%
CIA
623
Concurrent Investment Advisors
Florida
$372K +$103K +906 +37%
BFG
624
Bleakley Financial Group
New Jersey
$368K -$12.2K -107 -3%
SW
625
Simplicity Wealth
New Jersey
$368K -$12.5K -110 -3%
23 24
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