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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
851
Oakworth Capital
Alabama
$54.5K – – –
SEP
852
Signature Equity Partners
Ohio
$54K +$56.4K +460 New
SIM
853
Sentry Investment Management
Wisconsin
$51K – – –
LAMC
854
Longview Asset Management (California)
California
$50K – – –
TFA
855
Transamerica Financial Advisors
Florida
$49.7K +$22K +179 +73%
SFAM
856
Sawyer Falduto Asset Management
Illinois
$46.9K +$49.1K +400 New
PPC
857
Park Place Capital
Alabama
$46.2K -$1.96K -16 -4%
SVWA
858
Sarver Vrooman Wealth Advisors
Missouri
$45.6K -$28.8K -235 -38%
SFG
859
Strive Financial Group
Indiana
$42K +$43.9K +358 New
EW
860
Elyxium Wealth
California
$40.9K +$42.8K +349 New
BFS
861
Beacon Financial Strategies
North Carolina
$39.9K +$41.7K +340 New
TWD
862
True Wealth Design
Ohio
$39.4K -$2.45K -20 -6%
DIP
863
DT Investment Partners
Pennsylvania
$39.2K – – –
RC
864
Rexford Capital
Texas
$38.7K – – –
HPWM
865
High Point Wealth Management
New Jersey
$37.6K +$39.2K +320 New
SNB
866
Security National Bank
Nebraska
$37.2K – – –
WG
867
Wellington Group
Indiana
$35.1K +$36.7K +299 New
SSG
868
Summit Securities Group
New York
$34K -$219K -1,785 -86%
WT
869
Whittier Trust
California
$33.9K – – –
LAS
870
Lloyd Advisory Services
Georgia
$33.2K +$34.7K +283 New
PSFG
871
Park Square Financial Group
Georgia
$33K +$7.97K +65 +27%
SWP
872
Strategic Wealth Partners
Ohio
$32.2K +$5.27K +43 +19%
DE
873
DV Equities
Illinois
$32K +$33.5K +273 New
PWMG
874
Private Wealth Management Group
New Jersey
$31.8K – – –
W
875
WealthCollab
Washington
$31.5K – – –
33 34
35
36 37