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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
601
Simon Quick Advisors
New Jersey
$408K +$428K +3,964 New
MAM
602
Mystic Asset Management
Rhode Island
$406K +$427K +3,950 New
FTWA
603
Fifth Third Wealth Advisors
Ohio
$403K +$52.2K +483 +14%
RCAG
604
Rehmann Capital Advisory Group
Michigan
$400K -$1.51K -14 -0.4%
NHC
605
Nicholas Hoffman & Company
Georgia
$397K – – –
ONB
606
Old National Bancorp
Indiana
$397K -$53K -491 -11%
CBTWT
607
Community Bank & Trust (Waco, Texas)
Texas
$395K -$540 -5 -0.1%
EI
608
Ellevest Inc
New York
$395K -$12.5K -116 -3%
GSC
609
Ground Swell Capital
South Carolina
$394K +$414K +3,829 New
AFPL
610
Advus Financial Partners, LLC
Florida
$393K +$147K +1,360 +55%
PA
611
Profund Advisors
Maryland
$392K -$157K -1,452 -28%
TSW
612
Three Seasons Wealth
Utah
$392K – – –
DOA
613
D'Orazio & Associates
Virginia
$389K -$3.78K -35 -0.9%
PG
614
Patten Group
Tennessee
$383K -$27.9K -258 -6%
NG
615
Norden Group
Utah
$380K +$399K +3,698 New
SW
616
SkyOak Wealth
Michigan
$378K +$397K +3,679 New
KPWS
617
Kestra Private Wealth Services
Texas
$372K – – –
MSA
618
MUFG Securities Americas
New York
$368K +$60.1K +556 +18%
SSWM
619
Smith Salley Wealth Management
North Carolina
$367K – – –
GEA
620
Glen Eagle Advisors
New Jersey
$367K – – –
WIA
621
World Investment Advisors
California
$366K -$917K -8,490 -70%
TVM
622
True Vision MN
Minnesota
$366K +$383K +3,548 New
MWPCG
623
Measured Wealth Private Client Group
New Hampshire
$364K +$70.3K +651 +23%
PGFC
624
Peapack-Gladstone Financial Corp
New Jersey
$364K – – –
BP
625
Ballentine Partners
Massachusetts
$362K -$66.5K -616 -15%
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