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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
701
Exencial Wealth Advisors
Oklahoma
$368K -$2.42K -19 -0.7%
SWP
702
Strategic Wealth Partners
Ohio
$366K +$28.6K +225 +10%
AA
703
ALPS Advisors
Colorado
$363K -$74.4K -585 -19%
FFG
704
Fortem Financial Group
California
$359K +$127 +1 +0%
WTB
705
Washington Trust Bank
Washington
$359K – – –
SHFA
706
SC&H Financial Advisors
Maryland
$356K – – –
PPWP
707
Premier Path Wealth Partners
New Jersey
$355K +$33.1K +260 +12%
MFG
708
Merit Financial Group
Georgia
$355K -$828K -6,512 -72%
MCM
709
Moore Capital Management
New York
$355K -$965K -7,591 -75%
PF
710
Phoenix Financial
Israel
$351K +$77.2K +607 +33%
AIM
711
Aspen Investment Management
Michigan
$350K +$310K +2,435 New
HIP
712
HUB Investment Partners
Texas
$350K +$6.74K +53 +2%
FTWA
713
Fifth Third Wealth Advisors
Ohio
$348K +$14.6K +115 +5%
EH
714
Equitable Holdings
New York
$346K +$1.78K +14 +0.6%
CAM
715
Cidel Asset Management
Ontario, Canada
$343K -$14.9K -117 -5%
HCA
716
Hyperion Capital Advisors
New York
$343K – – –
MCM
717
Manchester Capital Management
Vermont
$343K +$254 +2 +0.1%
HIIFS
718
Harel Insurance Investments & Financial Services
Israel
$341K +$34.1K +268 +13%
AIC
719
Archer Investment Corporation
Indiana
$339K – – –
CF
720
Centaurus Financial
California
$337K +$298K +2,345 New
PCA
721
Providence Capital Advisors
North Carolina
$334K -$17.9K -141 -6%
FPAS
722
Focus Partners Advisor Solutions
Missouri
$334K -$21.1K -166 -7%
VFA
723
Voya Financial Advisors
Connecticut
$331K -$36K -283 -11%
SFI
724
Siemens Fonds Invest
Germany
$330K -$4.45K -35 -1%
AIFAIM
725
American Institute for Advanced Investment Management
Arizona
$329K +$40K +315 +16%
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29
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