We are live on ! Find out more
PHM icon

Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
851
Park Place Capital
Alabama
$51.6K +$2.19K +18 +5%
KFA
852
Kelleher Financial Advisors
New York
$50.1K +$44.3K +365 New
BFS
853
Beacon Financial Strategies
North Carolina
$46.7K – – –
DIP
854
DT Investment Partners
Pennsylvania
$45.8K – – –
RC
855
Rexford Capital
Texas
$45.3K – – –
UIC
856
Uniplan Investment Counsel
Wisconsin
$45.2K +$40K +329 New
HPWM
857
High Point Wealth Management
New Jersey
$44.1K +$121 +1 +0.3%
SVWA
858
Sarver Vrooman Wealth Advisors
Missouri
$43.3K -$1.34K -11 -3%
MP
859
McDonald Partners
Ohio
$42.5K +$37.6K +310 New
RF
860
Rossby Financial
Florida
$41.4K -$1.82K -15 -5%
SFAM
861
Sawyer Falduto Asset Management
Illinois
$41.2K -$12.1K -100 -25%
AUB
862
Atlantic Union Bankshares
Virginia
$41.2K – – –
OAG
863
Oakmont Advisory Group
New Mexico
$38.8K -$274K -2,256 -89%
SWP
864
Strategic Wealth Partners
Ohio
$37.7K – – –
WT
865
Whittier Trust
California
$37.7K +$850 +7 +3%
HWA
866
HHM Wealth Advisors
Tennessee
$37.6K – – –
PWMG
867
Private Wealth Management Group
New Jersey
$37.2K – – –
W
868
WealthCollab
Washington
$36.9K – – –
JWA
869
JFS Wealth Advisors
Pennsylvania
$36.8K +$243 +2 +0.8%
RIAS
870
Rachor Investment Advisory Services
Michigan
$36.6K +$121 +1 +0.4%
SGFG
871
Silver Grove Financial Group
New York
$36.5K +$32.3K +266 New
FP
872
Financial Perspectives
Minnesota
$34.3K – – –
NFSG
873
Newbridge Financial Services Group
Florida
$34.3K – – –
UFPG
874
United Financial Planning Group
New York
$34.2K – – –
TWD
875
True Wealth Design
Ohio
$34K -$6.56K -54 -18%
33 34
35
36 37