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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
826
Sentry Investment Management
Wisconsin
$55K -$25.6K -206 -32%
PFBT
827
Parkside Financial Bank & Trust
Missouri
$54.4K -$4.84K -39 -9%
PPC
828
Park Place Capital
Alabama
$54.2K -$27.6K -222 -35%
GSWM
829
Golden State Wealth Management
California
$54K – – –
RFP
830
Root Financial Partners
California
$53.8K +$50.5K +407 New
AA
831
Ancora Advisors
Ohio
$53.4K – – –
SIC
832
SJS Investment Consulting
Ohio
$52.3K +$46K +370 +1,423%
TWD
833
True Wealth Design
Ohio
$47K +$30.8K +248 +230%
DIP
834
DT Investment Partners
Pennsylvania
$44.1K – – –
RC
835
Rexford Capital
Texas
$43.6K – – –
CWP
836
Concord Wealth Partners
Virginia
$42.3K -$119K -956 -75%
SNB
837
Security National Bank
Nebraska
$41.9K -$9.07K -73 -19%
WT
838
Whittier Trust
California
$38.5K – – –
SIC
839
Salem Investment Counselors
North Carolina
$37.7K – – –
PWMG
840
Private Wealth Management Group
New Jersey
$35.8K +$24.8K +200 +282%
W
841
WealthCollab
Washington
$35.5K -$1.86K -15 -5%
RF
842
Rossby Financial
Florida
$35.4K +$1.99K +16 +6%
DWM
843
Darwin Wealth Management
Florida
$35K -$1.23M -9,866 -97%
WA
844
WPG Advisers
Maryland
$34.2K – – –
FP
845
Financial Perspectives
Minnesota
$33K -$19.9K -160 -39%
TFA
846
Transamerica Financial Advisors
Florida
$32.3K +$30.3K +244 New
PSFG
847
Park Square Financial Group
Georgia
$31.4K -$159K -1,280 -84%
SWP
848
Strategic Wealth Partners
Ohio
$30.7K +$11.7K +94 +68%
LI
849
LRI Investments
Florida
$29.2K – – –
JWA
850
JFS Wealth Advisors
Pennsylvania
$28K – – –
32 33
34
35 36