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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
776
NewEdge Wealth
Pennsylvania
$202K +$210K +1,690 New
FA
777
FDx Advisors
Illinois
$201K +$209K +1,679 New
BF
778
BOK Financial
Oklahoma
$198K +$3.6K +29 +2%
C
779
Covestor
United Kingdom
$198K +$18.8K +151 +11%
PWS
780
Peterson Wealth Services
Utah
$191K -$150K -1,206 -87%
FAM
781
Fulcrum Asset Management
United Kingdom
$190K -$3.1K -25 -2%
LS
782
Livforsakringsbolaget Skandia
Sweden
$179K -$11.7M -94,200 -99%
MPWT
783
MassMutual Private Wealth & Trust
Connecticut
$168K +$373 +3 +0.2%
HFS
784
Hantz Financial Services
Michigan
$166K +$41.5K +334 +36%
EWA
785
EverSource Wealth Advisors
Alabama
$160K -$621 -5 -0.4%
TWC
786
TD Waterhouse Canada
Ontario, Canada
$153K +$85K +684 +151%
MWPCG
787
Measured Wealth Private Client Group
New Hampshire
$149K -$136K -1,097 -49%
MEG
788
Millstone Evans Group
Colorado
$140K – – –
LSA
789
Leonteq Securities AG
Switzerland
$134K -$564K -4,542 -82%
PTC
790
Private Trust Company
Ohio
$132K -$745 -6 -0.6%
JFGIW
791
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$128K +$44.1K +355 +58%
BHWM
792
Bay Harbor Wealth Management
Maryland
$126K +$2.48K +20 +2%
EP
793
Essential Partners
California
$119K +$111K +895 +11,188%
CB
794
CNB Bank
Pennsylvania
$116K +$82K +660 +301%
MCM
795
MAI Capital Management
Ohio
$115K -$17.5K -141 -14%
RBI
796
Raiffeisen Bank International
Austria
$113K +$17.4K +140 +20%
PW
797
Pandora Wealth
Illinois
$113K – – –
ATC
798
Adirondack Trust Company
New York
$108K -$869 -7 -0.9%
RFS
799
Richardson Financial Services
Massachusetts
$106K +$27K +217 +37%
GBT
800
Grove Bank & Trust
Florida
$99.6K – – –
30 31
32
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