We are live on ! Find out more
PHM icon

Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
751
Hancock Whitney
Mississippi
$250K -$7.97K -65 -3%
RDWM
752
Red Door Wealth Management
Tennessee
$250K +$123 +1 +0%
GWMR
753
GC Wealth Management RIA
Massachusetts
$250K -$929K -7,576 -78%
ANTB
754
AMG National Trust Bank
Colorado
$249K – – –
FFG
755
Fortem Financial Group
California
$246K -$613 -5 -0.2%
EI
756
EDMP Inc
Florida
$245K – – –
SWP
757
Stratos Wealth Partners
Ohio
$243K -$8.22K -67 -3%
OFW
758
Omnia Family Wealth
Florida
$243K – – –
RBFC
759
Roman Butler Fullerton & Co
Missouri
$242K +$21.8K +178 +10%
NP
760
Nilsine Partners
Colorado
$242K +$30.3K +247 +14%
IP
761
Ignite Planners
California
$241K +$35.4K +289 +18%
SLC
762
Second Line Capital
Louisiana
$240K +$13.9K +113 +6%
JWS
763
Juncture Wealth Strategies
Arizona
$237K – – –
SWA
764
Stratos Wealth Advisors
Ohio
$237K -$9.2K -75 -4%
PCIA
765
Prime Capital Investment Advisors
Kansas
$235K +$246K +2,004 New
SWTS
766
Stonehaven Wealth & Tax Solutions
Wisconsin
$235K -$8.46K -69 -3%
SIA
767
Spectrum Investment Advisors
Wisconsin
$235K +$245K +2,000 New
PPWP
768
Premier Path Wealth Partners
New Jersey
$234K +$12.6K +103 +5%
SFO
769
Stokes Family Office
Louisiana
$233K +$243K +1,985 New
FG
770
Franchise GP
$230K +$240K +1,960 New
ATPW
771
Ashton Thomas Private Wealth
Arizona
$229K +$239K +1,950 New
GW
772
Graetz Wealth
Michigan
$228K +$239K +1,945 New
AC
773
AlphaCore Capital
California
$227K -$20K -163 -8%
TSW
774
Three Seasons Wealth
Utah
$226K – – –
NP
775
NorthRock Partners
Minnesota
$225K -$239K -1,950 -50%
29 30
31
32 33