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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIFAIM
751
American Institute for Advanced Investment Management
Arizona
$217K – – –
NCFG
752
New Century Financial Group
New Jersey
$217K +$223K +1,968 New
LSAG
753
Lake Street Advisors Group
New Hampshire
$213K -$10.3K -91 -4%
VI
754
Versor Investments
New York
$213K -$1.53M -13,465 -87%
CFSG
755
Clark Financial Services Group
Missouri
$213K +$12.9K +114 +6%
CMF
756
Counterpoint Mutual Funds
California
$211K +$217K +1,912 New
PWMG
757
Pinnacle Wealth Management Group
Michigan
$209K – – –
NI
758
NDVR Inc
Massachusetts
$206K -$18.8K -166 -8%
IIC
759
Ironwood Investment Counsel
Arizona
$206K +$213K +1,875 New
PP
760
Paloma Partners
Connecticut
$206K -$2.56M -22,517 -92%
TPCW
761
TD Private Client Wealth
New York
$206K +$681 +6 +0.3%
CC
762
Callan Capital
California
$205K +$212K +1,863 New
PFA
763
Pathway Financial Advisors
Vermont
$205K – – –
CT
764
Chicago Trust
Illinois
$202K +$208K +1,834 New
MSWM
765
McGlone Suttner Wealth Management
Wisconsin
$202K -$80.8K -712 -27%
PF
766
Phoenix Financial
Israel
$201K -$8.06K -71 -4%
VC
767
Vicus Capital
Pennsylvania
$201K +$15.9K +140 +8%
CFGS
768
Concourse Financial Group Securities
Alabama
$199K +$33.7K +297 +20%
FLPIM
769
F.L. Putnam Investment Management
Massachusetts
$198K +$204K +1,800 New
QCG
770
Quadrant Capital Group
Ohio
$195K +$20K +176 +11%
OWA
771
Opal Wealth Advisors
New York
$193K +$199K +1,750 New
AA
772
AlphaCentric Advisors
Puerto Rico
$191K -$159K -1,399 -45%
MG
773
Mather Group
Illinois
$186K +$21.1K +186 +14%
AF
774
Allworth Financial
California
$184K +$19.4K +171 +13%
GI
775
GAMMA Investing
California
$175K +$49.3K +434 +38%
29 30
31
32 33