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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
701
Fortem Financial Group
California
$258K – – –
EWA
702
Exencial Wealth Advisors
Oklahoma
$257K +$7.56K +70 +3%
WTB
703
Washington Trust Bank
Washington
$257K – – –
CPIG
704
Chicago Partners Investment Group
Illinois
$256K +$273K +2,526 New
SHFA
705
SC&H Financial Advisors
Maryland
$255K – – –
BA
706
Bristlecone Advisors
Washington
$255K – – –
BPW
707
Bingham Private Wealth
California
$254K +$267K +2,472 New
AF
708
Allworth Financial
California
$253K -$5.62K -52 -2%
HI
709
Harbour Investments
Wisconsin
$252K -$87.6K -811 -25%
TPA
710
Trivium Point Advisory
Connecticut
$252K -$22.9K -212 -8%
CRI
711
Colonial River Investments
Virginia
$251K -$79.9K -740 -23%
EH
712
Equitable Holdings
New York
$250K +$2.38K +22 +0.9%
ST
713
Smithfield Trust
Pennsylvania
$250K -$16.5K -153 -6%
IWC
714
Integrated Wealth Concepts
Massachusetts
$248K -$153K -1,416 -37%
SOW
715
State of Wyoming
Wyoming
$247K -$210K -1,942 -45%
SFI
716
Siemens Fonds Invest
Germany
$246K +$14.3K +132 +6%
MCM
717
Manchester Capital Management
Vermont
$245K -$216 -2 -0.1%
CPC
718
CFC Planning Company
Indiana
$245K +$257K +2,383 New
TAM
719
Trust Asset Management
Texas
$245K -$26.5K -245 -9%
CI
720
CX Institutional
Indiana
$244K -$136K -1,260 -35%
AIC
721
Archer Investment Corporation
Indiana
$243K – – –
CAL
722
Capital Analysts LLC
Pennsylvania
$242K -$110K -1,015 -30%
BOH
723
Bank of Hawaii
Hawaii
$242K +$254K +2,353 New
OFW
724
Omnia Family Wealth
Florida
$240K +$19.4K +180 +8%
DT
725
Diversified Trust
Tennessee
$240K +$252K +2,332 New
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