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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
726
Smartleaf Asset Management
Massachusetts
$327K +$21.6K +170 +8%
PFGIA
727
Patriot Financial Group Insurance Agency
Massachusetts
$326K -$127 -1 -0%
1WM
728
1858 Wealth Management
Ohio
$321K -$56.6K -445 -17%
IB
729
Intrust Bank
Kansas
$321K +$284K +2,237 New
C
730
Certuity
Florida
$320K -$5.72K -45 -2%
FHA
731
Flagship Harbor Advisors
Massachusetts
$318K +$20.5K +161 +8%
RP
732
Riverwater Partners
Wisconsin
$315K -$3.18K -25 -1%
FA
733
FDx Advisors
Illinois
$312K -$79.7K -627 -22%
CT
734
Colonial Trust
South Carolina
$312K +$4.07K +32 +1%
FT
735
Fiduciary Trust
Massachusetts
$311K -$636 -5 -0.2%
IFG
736
Independent Financial Group
California
$311K +$276K +2,168 New
CI
737
Conning Inc
Connecticut
$310K -$636 -5 -0.2%
IIC
738
Integrated Investment Consultants
Michigan
$309K -$509 -4 -0.2%
AC
739
Avestar Capital
New York
$309K +$273K +2,151 New
WAP
740
Wealthcare Advisory Partners
Pennsylvania
$308K +$273K +2,149 New
CI
741
Cigna Investments
Connecticut
$308K -$15.6K -123 -5%
SWA
742
Stratos Wealth Advisors
Ohio
$307K -$509 -4 -0.2%
MAM
743
Madison Asset Management
Wisconsin
$307K – – –
CS
744
Candriam SCA
Luxembourg
$305K +$270K +2,124 New
ANTB
745
AMG National Trust Bank
Colorado
$304K – – –
AIP
746
Ameritas Investment Partners
Nebraska
$302K -$26.1K -205 -9%
KCM
747
Kennedy Capital Management
Missouri
$301K – – –
KWM
748
Kolinsky Wealth Management
New Jersey
$298K -$14.2K -112 -5%
SG
749
Sienna Gestion
France
$298K – – –
OFW
750
Omnia Family Wealth
Florida
$298K -$2.67K -21 -1%
28 29
30
31 32