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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
726
Patriot Financial Group Insurance Agency
Massachusetts
$326K -$127 -1 -0%
1WM
727
1858 Wealth Management
Ohio
$321K -$56.6K -445 -17%
IB
728
Intrust Bank
Kansas
$321K +$284K +2,237 New
C
729
Certuity
Florida
$320K -$5.72K -45 -2%
FHA
730
Flagship Harbor Advisors
Massachusetts
$318K +$20.5K +161 +8%
RP
731
Riverwater Partners
Wisconsin
$315K -$3.18K -25 -1%
FA
732
FDx Advisors
Illinois
$312K -$79.7K -627 -22%
CT
733
Colonial Trust
South Carolina
$312K +$4.07K +32 +1%
FT
734
Fiduciary Trust
Massachusetts
$311K -$636 -5 -0.2%
IFG
735
Independent Financial Group
California
$311K +$276K +2,168 New
CI
736
Conning Inc
Connecticut
$310K -$636 -5 -0.2%
IIC
737
Integrated Investment Consultants
Michigan
$309K -$509 -4 -0.2%
AC
738
Avestar Capital
New York
$309K +$273K +2,151 New
WAP
739
Wealthcare Advisory Partners
Pennsylvania
$308K +$273K +2,149 New
CI
740
Cigna Investments
Connecticut
$308K -$15.6K -123 -5%
SWA
741
Stratos Wealth Advisors
Ohio
$307K -$509 -4 -0.2%
MAM
742
Madison Asset Management
Wisconsin
$307K – – –
CS
743
Candriam SCA
Luxembourg
$305K +$270K +2,124 New
ANTB
744
AMG National Trust Bank
Colorado
$304K – – –
AIP
745
Ameritas Investment Partners
Nebraska
$302K -$26.1K -205 -9%
KCM
746
Kennedy Capital Management
Missouri
$301K – – –
KWM
747
Kolinsky Wealth Management
New Jersey
$298K -$14.2K -112 -5%
SG
748
Sienna Gestion
France
$298K – – –
OFW
749
Omnia Family Wealth
Florida
$298K -$2.67K -21 -1%
BWM
750
Baron Wealth Management
Michigan
$297K +$263K +2,069 New
28 29
30
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