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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
676
Bingham Private Wealth
California
$322K +$28.6K +223 +9%
FCH
677
Freestone Capital Holdings
Washington
$320K +$768 +6 +0.2%
EWA
678
Exencial Wealth Advisors
Oklahoma
$318K +$5.12K +40 +2%
GT
679
Greenleaf Trust
Michigan
$316K +$26.4K +206 +8%
BWM
680
BAM Wealth Management
Colorado
$316K -$57.6K -450 -14%
PF
681
Phoenix Financial
Israel
$313K +$29.5K +230 +9%
HAS
682
Horizon Advisory Services
New York
$312K -$15K -117 -4%
CA
683
COFG Advisors
Illinois
$312K +$9.48K +74 +3%
KFP
684
KMG Fiduciary Partners
Ohio
$311K -$61.5K -480 -15%
DE
685
Diversified Enterprises
Delaware
$311K -$4.35K -34 -1%
FBFS
686
First Business Financial Services
Wisconsin
$306K +$334K +2,605 New
SAI
687
Savvy Advisors Inc
New York
$305K +$10.2K +80 +3%
RB
688
Renasant Bank
Mississippi
$304K -$16K -125 -5%
TCBWMS
689
Texas Capital Bank Wealth Management Services
Texas
$303K -$3.2K -25 -1%
MAMU
690
Myriad Asset Management US
Florida
$303K +$36.4K +284 +12%
PCS
691
Personal CFO Solutions
New Jersey
$301K +$30K +234 +10%
SLC
692
Second Line Capital
Louisiana
$300K +$52.5K +410 +20%
WAP
693
Wealthcare Advisory Partners
Pennsylvania
$300K +$12.9K +101 +4%
OAG
694
Oakmont Advisory Group
New Mexico
$299K +$2.56K +20 +0.8%
CWG
695
Cornerstone Wealth Group
North Carolina
$298K -$51.1K -399 -15%
LIM
696
Leavell Investment Management
Alabama
$297K -$640 -5 -0.2%
WBC
697
Westpac Banking Corp
Australia
$296K -$4.48K -35 -1%
DT
698
Diversified Trust
Tennessee
$296K +$17.4K +136 +6%
GWMR
699
GC Wealth Management RIA
Massachusetts
$294K +$48K +375 +18%
EHC
700
Everett Harris & Co
California
$294K -$3.46K -27 -1%
26 27
28
29 30