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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
701
Delta Investment Management
California
$294K +$130 +1 +0%
AF
702
Allworth Financial
California
$293K +$152K +1,174 +88%
BB
703
Burford Brothers
Texas
$292K – – –
SFS
704
Sharp Financial Services
Pennsylvania
$290K +$160K +1,230 +86%
TPA
705
Trivium Point Advisory
Connecticut
$290K -$53.4K -411 -13%
MAP
706
Moody Aldrich Partners
Massachusetts
$289K -$1.56K -12 -0.5%
TAM
707
Trust Asset Management
Texas
$286K – – –
VFA
708
Voya Financial Advisors
Connecticut
$284K +$39.5K +304 +13%
WC
709
Waterloo Capital
Texas
$284K -$2.21K -17 -0.6%
ST
710
Smithfield Trust
Pennsylvania
$284K +$1.3K +10 +0.4%
AWM
711
Accurate Wealth Management
Florida
$283K -$38.3K -295 -10%
FT
712
Fiduciary Trust
Massachusetts
$282K +$54.9K +423 +19%
EWA
713
EP Wealth Advisors
California
$282K -$31.2K -240 -8%
BRWA
714
B. Riley Wealth Advisors
Florida
$282K -$83K -639 -20%
PPWP
715
Premier Path Wealth Partners
New Jersey
$280K +$12.3K +95 +4%
CS
716
Candriam SCA
Luxembourg
$278K +$56K +431 +20%
TCOO
717
Trust Company of Oklahoma
Oklahoma
$277K +$331K +2,546 New
CG
718
Cynosure Group
Utah
$276K -$44.4K -342 -12%
AA
719
ALPS Advisors
Colorado
$276K – – –
WF
720
Wayfinding Financial
Washington
$275K +$328K +2,528 New
ATPW
721
Ashton Thomas Private Wealth
Arizona
$274K -$70K -539 -18%
FFG
722
Fortem Financial Group
California
$273K +$130 +1 +0%
WTB
723
Washington Trust Bank
Washington
$272K – – –
SHFA
724
SC&H Financial Advisors
Maryland
$270K – – –
BA
725
Bristlecone Advisors
Washington
$270K +$104K +799 +48%
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