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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
726
Foundations Investment Advisors
Arizona
$240K +$252K +2,330 New
WCA
727
Westover Capital Advisors
Delaware
$239K -$845K -7,826 -77%
BEI
728
Benjamin Edwards Inc
Missouri
$239K -$49.8K -461 -17%
DAS
729
Dynamic Advisor Solutions
Arizona
$237K +$249K +2,305 New
PCA
730
Pallas Capital Advisors
Massachusetts
$237K -$71.1K -658 -22%
SF
731
Summit Financial
New Jersey
$235K +$45K +417 +22%
PPWP
732
Premier Path Wealth Partners
New Jersey
$233K -$32.7K -303 -12%
CAM
733
Cidel Asset Management
Ontario, Canada
$232K -$14K -130 -5%
CFO
734
Callan Family Office
Pennsylvania
$231K -$17.7K -164 -7%
HW
735
Hancock Whitney
Mississippi
$231K +$243K +2,246 New
PCA
736
Providence Capital Advisors
North Carolina
$230K -$5.08K -47 -2%
MSWM
737
McGlone Suttner Wealth Management
Wisconsin
$230K +$14.4K +133 +6%
SI
738
Stephens Inc
Arkansas
$229K -$157K -1,455 -40%
IFG
739
Independent Financial Group
California
$228K +$1.3K +12 +0.5%
CWA
740
Carolina Wealth Advisors
South Carolina
$227K -$354K -3,275 -60%
CT
741
Colonial Trust
South Carolina
$226K +$3.13K +29 +1%
LIM
742
Leavell Investment Management
Alabama
$222K +$34.6K +320 +17%
OWA
743
Opal Wealth Advisors
New York
$222K +$233K +2,159 New
SWTS
744
Stonehaven Wealth & Tax Solutions
Wisconsin
$221K +$233K +2,154 New
GWANC
745
Guardian Wealth Advisors (North Carolina)
North Carolina
$219K +$2.59K +24 +1%
IIC
746
Integrated Investment Consultants
Michigan
$219K – – –
SWA
747
Stratos Wealth Advisors
Ohio
$219K -$1.4K -13 -0.6%
SPA
748
Sherbrooke Park Advisers
New York
$218K -$201K -1,857 -47%
ANTB
749
AMG National Trust Bank
Colorado
$218K – – –
PCIA
750
Prime Capital Investment Advisors
Kansas
$216K +$227K +2,102 New
28 29
30
31 32