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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
751
Integrated Wealth Concepts
Massachusetts
$251K -$166K -1,355 -39%
HW
752
Hancock Whitney
Mississippi
$250K -$7.97K -65 -3%
RDWM
753
Red Door Wealth Management
Tennessee
$250K +$123 +1 +0%
GWMR
754
GC Wealth Management RIA
Massachusetts
$250K -$929K -7,576 -78%
ANTB
755
AMG National Trust Bank
Colorado
$249K – – –
FFG
756
Fortem Financial Group
California
$246K -$613 -5 -0.2%
EI
757
EDMP Inc
Florida
$245K – – –
SWP
758
Stratos Wealth Partners
Ohio
$243K -$8.22K -67 -3%
OFW
759
Omnia Family Wealth
Florida
$243K – – –
RBFC
760
Roman Butler Fullerton & Co
Missouri
$242K +$21.8K +178 +10%
NP
761
Nilsine Partners
Colorado
$242K +$30.3K +247 +14%
IP
762
Ignite Planners
California
$241K +$35.4K +289 +18%
SLC
763
Second Line Capital
Louisiana
$240K +$13.9K +113 +6%
JWS
764
Juncture Wealth Strategies
Arizona
$237K – – –
SWA
765
Stratos Wealth Advisors
Ohio
$237K -$9.2K -75 -4%
PCIA
766
Prime Capital Investment Advisors
Kansas
$235K +$246K +2,004 New
SWTS
767
Stonehaven Wealth & Tax Solutions
Wisconsin
$235K -$8.46K -69 -3%
SIA
768
Spectrum Investment Advisors
Wisconsin
$235K +$245K +2,000 New
PPWP
769
Premier Path Wealth Partners
New Jersey
$234K +$12.6K +103 +5%
SFO
770
Stokes Family Office
Louisiana
$233K +$243K +1,985 New
FG
771
Franchise GP
$230K +$240K +1,960 New
ATPW
772
Ashton Thomas Private Wealth
Arizona
$229K +$239K +1,950 New
GW
773
Graetz Wealth
Michigan
$228K +$239K +1,945 New
AC
774
AlphaCore Capital
California
$227K -$20K -163 -8%
TSW
775
Three Seasons Wealth
Utah
$226K – – –
29 30
31
32 33