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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
776
Kowal Investment Group
Wisconsin
$259K +$230K +1,807 New
SPC
777
Sigma Planning Corp
Michigan
$259K +$229K +1,802 New
CCG
778
Catalina Capital Group
California
$257K +$228K +1,791 New
MPWT
779
MassMutual Private Wealth & Trust
Connecticut
$256K +$51.2K +403 +29%
KIM
780
Kestra Investment Management
Texas
$256K +$227K +1,782 New
GSEP
781
Golden State Equity Partners
California
$253K +$225K +1,766 New
HW
782
Hancock Whitney
Mississippi
$253K +$224K +1,760 New
DWT
783
Dorsey & Whitney Trust
South Dakota
$252K -$52.8K -415 -19%
SGI
784
Summit Global Investments
Utah
$251K +$223K +1,751 New
RBFC
785
Roman Butler Fullerton & Co
Missouri
$250K +$220K +1,727 New
GFP
786
Gryphon Financial Partners
Ohio
$249K +$220K +1,733 New
PWPS
787
Pinnacle Wealth Planning Services
Ohio
$248K -$161K -1,266 -42%
SWM
788
Sugarloaf Wealth Management
Georgia
$248K +$19.1K +150 +10%
QCG
789
Quadrant Capital Group
Ohio
$247K -$6.1K -48 -3%
IWM
790
IHT Wealth Management
Illinois
$247K +$218K +1,717 New
ECM
791
Evergreen Capital Management
Washington
$245K +$217K +1,705 New
SSA
792
South Street Advisors
New York
$244K +$216K +1,700 New
CAM
793
Claret Asset Management
Quebec, Canada
$244K +$216K +1,702 New
MWPCG
794
Measured Wealth Private Client Group
New Hampshire
$244K +$216K +1,697 New
CT
795
Chicago Trust
Illinois
$243K -$18.1K -142 -8%
BP
796
BBR Partners
New York
$242K +$215K +1,688 New
BA
797
Bristlecone Advisors
Washington
$241K +$214K +1,680 New
BCM
798
Brown Capital Management
Maryland
$240K +$213K +1,674 New
AA
799
AlphaCentric Advisors
Puerto Rico
$240K -$8.01K -63 -4%
MWM
800
Modern Wealth Management
Kansas
$239K +$212K +1,668 New
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