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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
601
Wealthspire Advisors (New York)
New York
$461K +$418K +3,411 +657%
WIA
602
World Investment Advisors
California
$460K -$43.9K -358 -8%
AAS
603
Ameritas Advisory Services
Nebraska
$460K +$481K +3,921 New
LAI
604
Legal Advantage Investments
California
$460K – – –
II
605
Inspire Investing
Idaho
$459K +$197K +1,610 +70%
CCM
606
Coldstream Capital Management
Washington
$458K -$271K -2,213 -36%
WWM
607
Whalen Wealth Management
Nevada
$455K +$35K +285 +8%
HCA
608
Harbor Capital Advisors
Illinois
$454K -$736 -6 -0.2%
IA
609
IFP Advisors
Florida
$454K +$17.7K +144 +4%
NHC
610
Nicholas Hoffman & Company
Georgia
$453K – – –
RCAG
611
Rehmann Capital Advisory Group
Michigan
$452K -$1.59K -13 -0.3%
CBTWT
612
Community Bank & Trust (Waco, Texas)
Texas
$449K – – –
FTWA
613
Fifth Third Wealth Advisors
Ohio
$447K +$51.8K +422 +12%
GEA
614
Glen Eagle Advisors
New Jersey
$443K -$6.13K -50 -1%
AWM
615
Accurate Wealth Management
Florida
$438K +$35.4K +289 +10%
PGFC
616
Peapack-Gladstone Financial Corp
New Jersey
$438K +$859 +7 +0.2%
TPCW
617
TD Private Client Wealth
New York
$434K +$26K +212 +6%
PS
618
Planned Solutions
California
$434K +$40.1K +327 +10%
CG
619
Cynosure Group
Utah
$434K -$53K -432 -10%
SW
620
SkyOak Wealth
Michigan
$431K -$32.3K -263 -7%
DOA
621
D'Orazio & Associates
Virginia
$429K +$9.32K +76 +2%
RCM
622
Raleigh Capital Management
North Carolina
$425K -$9.94K -81 -2%
DAS
623
Dynamic Advisor Solutions
Arizona
$421K +$110K +895 +33%
BP
624
Ballentine Partners
Massachusetts
$420K -$2.82K -23 -0.6%
CIA
625
Capital Investment Advisors
Georgia
$419K +$37.8K +308 +9%
23 24
25
26 27