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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
701
Banque Cantonale Vaudoise
Switzerland
$300K -$328K -2,641 -54%
SI
702
Stephens Inc
Arkansas
$300K – – –
CWG
703
Cornerstone Wealth Group
North Carolina
$299K +$281K +2,264 New
PCA
704
Providence Capital Advisors
North Carolina
$296K – – –
BRWA
705
B. Riley Wealth Advisors
Florida
$295K -$2.11K -17 -0.8%
TPA
706
Trivium Point Advisory
Connecticut
$293K -$50.2K -404 -15%
HW
707
Hancock Whitney
Mississippi
$290K -$6.09K -49 -2%
PCA
708
Pallas Capital Advisors
Massachusetts
$290K +$994 +8 +0.4%
CFB
709
Cullen/Frost Bankers
Texas
$289K -$3.1K -25 -1%
CT
710
Colonial Trust
South Carolina
$287K -$2.86K -23 -1%
PFM
711
Patton Fund Management
Texas
$286K – – –
ST
712
Smithfield Trust
Pennsylvania
$285K -$23.8K -192 -8%
SWP
713
Stratos Wealth Partners
Ohio
$283K +$29.9K +241 +13%
OL
714
Optas LLC
Texas
$281K +$265K +2,130 New
RDWM
715
Red Door Wealth Management
Tennessee
$281K – – –
ANTB
716
AMG National Trust Bank
Colorado
$280K – – –
GWANC
717
Guardian Wealth Advisors (North Carolina)
North Carolina
$280K -$2.24K -18 -0.8%
FFG
718
Fortem Financial Group
California
$278K – – –
AC
719
AlphaCore Capital
California
$277K +$260K +2,091 New
SWA
720
Stratos Wealth Advisors
Ohio
$277K -$2.36K -19 -0.9%
EI
721
EDMP Inc
Florida
$276K – – –
SSG
722
Summit Securities Group
New York
$274K +$81.1K +653 +46%
OWA
723
Opal Wealth Advisors
New York
$274K +$3.1K +25 +1%
SWTS
724
Stonehaven Wealth & Tax Solutions
Wisconsin
$273K -$10.6K -85 -4%
OFW
725
Omnia Family Wealth
Florida
$273K – – –
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