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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
DMBA
851
Deseret Mutual Benefit Administrators
Utah
$46.6K – – –
FP
852
Financial Perspectives
Minnesota
$44.6K – – –
WW
853
Winnow Wealth
Texas
$44K +$53.2K +410 New
AA
854
Ancora Advisors
Ohio
$43.8K – – –
PFBT
855
Parkside Financial Bank & Trust
Missouri
$43.2K +$2.86K +22 +6%
QL
856
Quarry LP
New York
$43.2K +$51.5K +397 New
HFS
857
Hantz Financial Services
Michigan
$43K – – –
SNB
858
Security National Bank
Nebraska
$42.5K – – –
FMP
859
Financial Management Professionals
Texas
$41.6K – – –
RS
860
R Squared
Hong Kong
$39.2K +$46.7K +360 New
TWC
861
TD Waterhouse Canada
Ontario, Canada
$38K +$13.6K +105 +43%
AG
862
AmeriFlex Group
Nevada
$37.4K +$42.7K +329 New
DIP
863
DT Investment Partners
Pennsylvania
$36.4K – – –
FFO
864
Fortitude Family Office
Arizona
$35.1K +$17.8K +137 +74%
JFA
865
JNBA Financial Advisors
Minnesota
$32.7K – – –
W
866
WealthCollab
Washington
$31.8K – – –
EWA
867
EverSource Wealth Advisors
Alabama
$31.8K +$6.1K +47 +19%
SIC
868
Salem Investment Counselors
North Carolina
$31.1K – – –
WT
869
Whittier Trust
California
$30.5K – – –
CFD
870
Creative Financial Designs
Indiana
$29.7K -$13.1K -101 -27%
WWP
871
WR Wealth Planners
Missouri
$29.5K +$3.9K +30 +12%
LI
872
LRI Investments
Florida
$29K – – –
HIMS
873
Hager Investment Management Services
New Hampshire
$28.9K +$34.4K +265 New
CB
874
CNB Bank
Pennsylvania
$23.8K -$130 -1 -0.5%
MAM
875
Meeder Asset Management
Ohio
$23.3K -$890K -6,857 -97%
33 34
35
36 37