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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
751
Ameritas Investment Partners
Nebraska
$227K -$8.62K -71 -4%
KFP
752
KMG Fiduciary Partners
Ohio
$227K -$121K -995 -38%
PG
753
Patten Group
Tennessee
$226K -$90.6K -746 -31%
WETS
754
Wealth Enhancement Trust Services
South Dakota
$225K -$121 -1 -0.1%
FRA
755
Frank Rimerman Advisors
California
$223K +$197K +1,624 New
CAS
756
Coppell Advisory Solutions
Texas
$222K +$5.71K +47 New
MW
757
Marble Wealth
Alabama
$220K +$195K +1,606 New
KFI
758
Key Financial Inc
Pennsylvania
$220K – – –
RCA
759
Resonant Capital Advisors
Wisconsin
$220K +$194K +1,599 New
T
760
TrustBank
Illinois
$220K +$194K +1,600 New
KWM
761
Kingsview Wealth Management
Oregon
$219K -$52.7K -434 -21%
CPW
762
Cogent Private Wealth
Florida
$217K +$192K +1,581 New
SP
763
SmartHarvest Portfolios
Washington
$217K +$192K +1,578 New
WA
764
Waystone Advisors
Washington
$216K +$191K +1,572 New
AMPWP
765
Alvarez & Marsal Private Wealth Partners
Florida
$215K -$61.2K -504 -24%
EWA
766
Evolution Wealth Advisors
Florida
$214K +$190K +1,563 New
PCMC
767
Paragon Capital Management (Colorado)
Colorado
$214K +$189K +1,560 New
SW
768
Simplicity Wealth
New Jersey
$213K +$188K +1,550 New
BF
769
BOK Financial
Oklahoma
$212K +$17.7K +146 +10%
SC
770
Saiph Capital
New Jersey
$212K +$187K +1,542 New
RBFC
771
Roman Butler Fullerton & Co
Missouri
$211K -$8.99K -74 -4%
DWT
772
Dorsey & Whitney Trust
South Dakota
$207K -$34.7K -286 -16%
GHA
773
GW Henssler & Associates
Georgia
$207K +$183K +1,510 New
AI
774
Accredited Investors
Minnesota
$206K +$182K +1,500 New
MSWM
775
McGlone Suttner Wealth Management
Wisconsin
$205K +$182K +1,496 New
29 30
31
32 33