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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
676
Meeder Advisory Services
Ohio
$235K +$193K +2,277 New
MFG
677
Menard Financial Group
Texas
$231K +$190K +2,237 New
JC
678
JB Capital
Connecticut
$231K +$190K +2,234 New
GWS
679
Glassman Wealth Services
Virginia
$229K +$255 +3 +0.1%
EH
680
Equitable Holdings
New York
$228K +$188K +2,213 New
IAS
681
Insigneo Advisory Services
Florida
$228K +$188K +2,209 New
HW
682
Hancock Whitney
Mississippi
$227K +$187K +2,202 New
PWM
683
Perigon Wealth Management
California
$225K +$185K +2,181 New
FT
684
Fiduciary Trust
Massachusetts
$225K +$185K +2,175 New
BHCM
685
Brevan Howard Capital Management
Jersey
$224K +$185K +2,173 New
1WA
686
180 Wealth Advisors
Washington
$224K +$187K +2,204 New
CI
687
Conning Inc
Connecticut
$224K +$184K +2,167 New
CT
688
Colonial Trust
South Carolina
$223K – – –
XT
689
XTX Topco
Cayman Islands
$223K +$183K +2,156 New
NC
690
NovaPoint Capital
Georgia
$222K +$183K +2,153 New
GRP
691
Global Retirement Partners
California
$221K -$40.8K -480 -18%
ANTB
692
AMG National Trust Bank
Colorado
$219K +$180K +2,121 New
MW
693
Marcum Wealth
Ohio
$218K +$180K +2,113 New
SOW
694
State of Wyoming
Wyoming
$217K -$131K -1,545 -42%
SI
695
Stephens Inc
Arkansas
$217K +$178K +2,098 New
KCM
696
Kennedy Capital Management
Missouri
$216K +$178K +2,093 New
OFW
697
Omnia Family Wealth
Florida
$214K +$175K +2,065 New
USCWA
698
U.S. Capital Wealth Advisors
Texas
$213K +$175K +2,062 New
LSAG
699
Lake Street Advisors Group
New Hampshire
$210K +$172K +2,027 New
JWS
700
Juncture Wealth Strategies
Arizona
$208K +$172K +2,019 New
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