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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
601
Aaron Wealth Advisors
Illinois
$458K -$398K -3,109 -44%
NHC
602
Nicholas Hoffman & Company
Georgia
$454K – – –
HFS
603
Hantz Financial Services
Michigan
$452K +$140K +1,097 +40%
BP
604
Ballentine Partners
Massachusetts
$452K +$32.7K +255 +7%
SFI
605
Siemens Fonds Invest
Germany
$451K -$48.4K -378 -9%
C
606
Certuity
Florida
$451K -$239K -1,866 -33%
DAS
607
Dynamic Advisor Solutions
Arizona
$447K +$26.9K +210 +6%
GSEP
608
Golden State Equity Partners
California
$442K +$96.7K +755 +25%
PGFC
609
Peapack-Gladstone Financial Corp
New Jersey
$441K +$1.54K +12 +0.3%
NS
610
NBC Securities
Alabama
$441K -$35.7K -279 -7%
HCA
611
Harbor Capital Advisors
Illinois
$439K -$18.2K -142 -4%
CBTWT
612
Community Bank & Trust (Waco, Texas)
Texas
$438K -$13.7K -107 -3%
PS
613
Planned Solutions
California
$435K – – –
CIA
614
Capital Investment Advisors
Georgia
$433K +$13.6K +106 +3%
FTWA
615
Fifth Third Wealth Advisors
Ohio
$433K -$16.6K -130 -3%
DEA
616
DoubleLine ETF Adviser
Florida
$431K -$74.7K -583 -14%
OWA
617
One Wealth Advisors
California
$421K -$122K -950 -21%
GEA
618
Glen Eagle Advisors
New Jersey
$419K -$27.7K -216 -6%
RCM
619
Raleigh Capital Management
North Carolina
$416K -$11.9K -93 -3%
PAM
620
Panagora Asset Management
Massachusetts
$414K – – –
WC
621
Waterloo Capital
Texas
$412K +$768 +6 +0.2%
KWA
622
Kingswood Wealth Advisors
California
$410K +$6.15K +48 +1%
CAM
623
Clark Asset Management
New Hampshire
$408K +$640 +5 +0.1%
CL
624
CSS LLC
Illinois
$399K +$88.4K +690 +26%
WPC
625
Wedmont Private Capital
Pennsylvania
$396K -$768 -6 -0.2%
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