We are live on ! Find out more
PHM icon

Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
851
Evelyn Partners Investment Management Services
$36.8K +$40.1K +313 New
TWD
852
True Wealth Design
Ohio
$35.5K -$4.35K -34 -10%
AUB
853
Atlantic Union Bankshares
Virginia
$35.3K +$38.4K +300 New
WT
854
Whittier Trust
California
$33.6K – – –
GSWM
855
Golden State Wealth Management
California
$33.4K -$25.6K -200 -41%
SWP
856
Strategic Wealth Partners
Ohio
$32.3K – – –
HWA
857
HHM Wealth Advisors
Tennessee
$32.2K +$21.5K +168 +158%
PWMG
858
Private Wealth Management Group
New Jersey
$31.9K – – –
W
859
WealthCollab
Washington
$31.6K – – –
JWA
860
JFS Wealth Advisors
Pennsylvania
$31.3K +$1.15K +9 +4%
RIAS
861
Rachor Investment Advisory Services
Michigan
$31.3K – – –
IAIM
862
International Assets Investment Management
Florida
$30.1K -$674K -5,260 -95%
FP
863
Financial Perspectives
Minnesota
$29.4K – – –
NFSG
864
Newbridge Financial Services Group
Florida
$29.4K +$32K +250 New
UFPG
865
United Financial Planning Group
New York
$29.3K +$10.4K +81 +48%
FFO
866
Fortitude Family Office
Arizona
$29.1K +$9.48K +74 +43%
SNB
867
Security National Bank
Nebraska
$28.6K -$9.48K -74 -23%
WG
868
Wellington Group
Indiana
$28K -$7.81K -61 -20%
CTB
869
Country Trust Bank
Illinois
$27.1K +$5.51K +43 +23%
OCWP
870
Owl Creek Wealth Partners
Colorado
$26.6K +$28.9K +226 New
HIMS
871
Hager Investment Management Services
New Hampshire
$26.5K -$33.6K -262 -54%
CB
872
Community Bank
New York
$24.7K – – –
TFIPS
873
Towarzystwo Funduszy Inwestycyjnych PZU SA
$24.7K – – –
CMA
874
Cedar Mountain Advisors
Oregon
$24.7K +$25.4K +198 +1,650%
CJ
875
Caitlin John
Michigan
$24.1K -$768 -6 -3%
33 34
35
36 37