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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
776
EverSource Wealth Advisors
Alabama
$31.8K +$1.36K +16 +5%
BFPW
777
BOK Financial Private Wealth
Colorado
$31.2K – – –
AWM
778
Avior Wealth Management
Nebraska
$31.1K -$15.5K -182 -38%
NMM
779
Naples Money Management
Florida
$31K +$25.5K +300 New
PFBT
780
Parkside Financial Bank & Trust
Missouri
$30K -$8.41K -99 -25%
SSB
781
Sandy Spring Bank
Maryland
$29.7K – – –
SIC
782
Salem Investment Counselors
North Carolina
$29.5K – – –
WT
783
Whittier Trust
California
$28.9K -$12.6K -148 -35%
TWC
784
TD Waterhouse Canada
Ontario, Canada
$28.5K -$5.99M -70,483 -100%
JWA
785
JFS Wealth Advisors
Pennsylvania
$27.6K +$765 +9 +3%
W
786
WealthCollab
Washington
$27.3K +$22.4K +264 New
RFG
787
RFP Financial Group
Georgia
$26.3K -$6.8K -80 -24%
BAM
788
Byrne Asset Management
New Jersey
$25.7K -$1.36K -16 -6%
QL
789
Quarry LP
New York
$24.8K +$1.36K +16 +7%
WCM
790
Winthrop Capital Management
Indiana
$24.5K +$20.1K +237 New
TCWA
791
Turtle Creek Wealth Advisors
Texas
$24.2K +$19.9K +234 New
BIA
792
Bell Investment Advisors
California
$22.8K +$1.19K +14 +7%
LF
793
Lee Financial
Texas
$22.8K – – –
FMP
794
Financial Management Professionals
Texas
$22K -$32.6K -384 -65%
CB
795
Community Bank
New York
$21.7K – – –
CB
796
CNB Bank
Pennsylvania
$20.3K – – –
RIL
797
Rothschild Investment LLC
Illinois
$19.8K +$16.3K +192 New
FFA
798
Frazier Financial Advisors
Ohio
$19K +$15.6K +184 New
CAC
799
Core Alternative Capital
Georgia
$18.5K -$1.27K -15 -8%
VWM
800
Venturi Wealth Management
Texas
$17.9K -$2.29K -27 -14%
30 31
32
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