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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
776
Concourse Financial Group Securities
Alabama
$216K +$1.17K +9 +0.5%
NI
777
NDVR Inc
Massachusetts
$216K +$14.5K +112 +6%
SIS
778
Sound Income Strategies
Florida
$214K +$49.9K +384 +24%
VC
779
Vicus Capital
Pennsylvania
$213K +$48.9K +377 +24%
WSFS
780
Wilmington Savings Fund Society
Delaware
$212K -$409K -3,150 -62%
WAP
781
Wealthcare Advisory Partners
Pennsylvania
$211K -$27.1K -209 -10%
KIM
782
Kestra Investment Management
Texas
$209K +$18.3K +141 +8%
SWM
783
Sugarloaf Wealth Management
Georgia
$208K +$24.4K +188 +11%
PWMG
784
Pinnacle Wealth Management Group
Michigan
$207K – – –
SF
785
Summit Financial
New Jersey
$204K +$44.7K +344 +23%
PFA
786
Pathway Financial Advisors
Vermont
$203K – – –
RBFC
787
Roman Butler Fullerton & Co
Missouri
$203K -$1.56K -12 -0.7%
FRA
788
Frank Rimerman Advisors
California
$202K +$52.2K +402 +28%
DCM
789
DGS Capital Management
New Jersey
$202K -$12.6K -97 -5%
RDWM
790
Red Door Wealth Management
Tennessee
$201K +$4.42K +34 +2%
MPWT
791
MassMutual Private Wealth & Trust
Connecticut
$201K +$8.05K +62 +3%
LSAG
792
Lake Street Advisors Group
New Hampshire
$201K -$18.2K -140 -7%
LIM
793
Leavell Investment Management
Alabama
$201K +$29.7K +229 +14%
HWM
794
Hemington Wealth Management
Virginia
$189K +$4.16K +32 +2%
QCG
795
Quadrant Capital Group
Ohio
$186K -$1.04K -8 -0.5%
MG
796
Mather Group
Illinois
$182K +$1.95K +15 +0.9%
SWM
797
Spire Wealth Management
Virginia
$178K +$153K +1,176 +257%
AA
798
AlphaCentric Advisors
Puerto Rico
$172K -$11.3K -87 -5%
PWS
799
Peterson Wealth Services
Utah
$170K -$52.8K -407 -21%
PSFG
800
Park Square Financial Group
Georgia
$168K +$200K +1,542 New
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