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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
851
Beacon Financial Strategies
North Carolina
$46.7K – – –
DIP
852
DT Investment Partners
Pennsylvania
$45.8K – – –
RC
853
Rexford Capital
Texas
$45.3K – – –
UIC
854
Uniplan Investment Counsel
Wisconsin
$45.2K +$40K +329 New
HPWM
855
High Point Wealth Management
New Jersey
$44.1K +$121 +1 +0.3%
SVWA
856
Sarver Vrooman Wealth Advisors
Missouri
$43.3K -$1.34K -11 -3%
MP
857
McDonald Partners
Ohio
$42.5K +$37.6K +310 New
RF
858
Rossby Financial
Florida
$41.4K -$1.82K -15 -5%
SFAM
859
Sawyer Falduto Asset Management
Illinois
$41.2K -$12.1K -100 -25%
AUB
860
Atlantic Union Bankshares
Virginia
$41.2K – – –
OAG
861
Oakmont Advisory Group
New Mexico
$38.8K -$274K -2,256 -89%
SWP
862
Strategic Wealth Partners
Ohio
$37.7K – – –
WT
863
Whittier Trust
California
$37.7K +$850 +7 +3%
HWA
864
HHM Wealth Advisors
Tennessee
$37.6K – – –
PWMG
865
Private Wealth Management Group
New Jersey
$37.2K – – –
W
866
WealthCollab
Washington
$36.9K – – –
JWA
867
JFS Wealth Advisors
Pennsylvania
$36.8K +$243 +2 +0.8%
RIAS
868
Rachor Investment Advisory Services
Michigan
$36.6K +$121 +1 +0.4%
SGFG
869
Silver Grove Financial Group
New York
$36.5K +$32.3K +266 New
FP
870
Financial Perspectives
Minnesota
$34.3K – – –
NFSG
871
Newbridge Financial Services Group
Florida
$34.3K – – –
UFPG
872
United Financial Planning Group
New York
$34.2K – – –
TWD
873
True Wealth Design
Ohio
$34K -$6.56K -54 -18%
APFP
874
Action Point Financial Planning
Michigan
$33.8K +$30.2K +249 New
SNB
875
Security National Bank
Nebraska
$33.3K – – –
33 34
35
36 37