We are live on ! Find out more
PHM icon

Pultegroup

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
726
Smartleaf Asset Management
Massachusetts
$269K +$91.8K +739 +58%
AC
727
Apella Capital
Connecticut
$268K +$10.8K +87 +4%
JWS
728
Juncture Wealth Strategies
Arizona
$267K – – –
Parallax Volatility Advisers
729
Parallax Volatility Advisers
California
$266K -$74.4K -599 -23%
SF
730
Summit Financial
New Jersey
$263K +$247K +1,988 New
CI
731
Cigna Investments
Connecticut
$262K – – –
CPC
732
CFC Planning Company
Indiana
$261K -$44.1K -355 -15%
CA
733
Clearstead Advisors
Ohio
$260K +$1.24K +10 +0.5%
KCP
734
Kera Capital Partners
California
$260K +$245K +1,969 New
SLC
735
Second Line Capital
Louisiana
$256K -$9.44K -76 -4%
WBC
736
Westpac Banking Corp
Australia
$256K +$95.9K +772 +66%
TSW
737
Three Seasons Wealth
Utah
$255K -$233K -1,877 -49%
HSA
738
HBK Sorce Advisory
Pennsylvania
$252K +$251K +2,024 New
BIG
739
Brooklyn Investment Group
New York
$251K -$7.58K -61 -3%
PPWP
740
Premier Path Wealth Partners
New Jersey
$250K +$235K +1,890 New
HAP
741
Harbor Asset Planning
Massachusetts
$249K – – –
RA
742
Riversedge Advisors
Delaware
$249K +$234K +1,883 New
PCS
743
Personal CFO Solutions
New Jersey
$247K +$232K +1,871 New
PI
744
PFG Investments
New York
$245K +$230K +1,852 New
HI
745
Harbour Investments
Wisconsin
$244K -$4.72K -38 -2%
SP
746
Symmetry Partners
Connecticut
$244K +$230K +1,850 New
NP
747
Nilsine Partners
Colorado
$240K -$157K -1,264 -41%
AIP
748
Ameritas Investment Partners
Nebraska
$238K -$11.7K -94 -5%
HWM
749
Hemington Wealth Management
Virginia
$237K +$5.59K +45 +3%
RCA
750
Resonant Capital Advisors
Wisconsin
$237K +$222K +1,790 New