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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
776
Red Door Wealth Management
Tennessee
$261K +$231K +1,816 New
KIG
777
Kowal Investment Group
Wisconsin
$259K +$230K +1,807 New
SPC
778
Sigma Planning Corp
Michigan
$259K +$229K +1,802 New
CCG
779
Catalina Capital Group
California
$257K +$228K +1,791 New
MPWT
780
MassMutual Private Wealth & Trust
Connecticut
$256K +$51.2K +403 +29%
KIM
781
Kestra Investment Management
Texas
$256K +$227K +1,782 New
GSEP
782
Golden State Equity Partners
California
$253K +$225K +1,766 New
HW
783
Hancock Whitney
Mississippi
$253K +$224K +1,760 New
DWT
784
Dorsey & Whitney Trust
South Dakota
$252K -$52.8K -415 -19%
SGI
785
Summit Global Investments
Utah
$251K +$223K +1,751 New
RBFC
786
Roman Butler Fullerton & Co
Missouri
$250K +$220K +1,727 New
GFP
787
Gryphon Financial Partners
Ohio
$249K +$220K +1,733 New
PWPS
788
Pinnacle Wealth Planning Services
Ohio
$248K -$161K -1,266 -42%
SWM
789
Sugarloaf Wealth Management
Georgia
$248K +$19.1K +150 +10%
QCG
790
Quadrant Capital Group
Ohio
$247K -$6.1K -48 -3%
IWM
791
IHT Wealth Management
Illinois
$247K +$218K +1,717 New
ECM
792
Evergreen Capital Management
Washington
$245K +$217K +1,705 New
SSA
793
South Street Advisors
New York
$244K +$216K +1,700 New
CAM
794
Claret Asset Management
Quebec, Canada
$244K +$216K +1,702 New
MWPCG
795
Measured Wealth Private Client Group
New Hampshire
$244K +$216K +1,697 New
CT
796
Chicago Trust
Illinois
$243K -$18.1K -142 -8%
BP
797
BBR Partners
New York
$242K +$215K +1,688 New
BA
798
Bristlecone Advisors
Washington
$241K +$214K +1,680 New
BCM
799
Brown Capital Management
Maryland
$240K +$213K +1,674 New
AA
800
AlphaCentric Advisors
Puerto Rico
$240K -$8.01K -63 -4%
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