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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
901
Physician Wealth Advisors
Utah
$8.19K +$7.7K +62 New
HNW
902
High Note Wealth
Minnesota
$8.06K -$1.49K -12 -16%
RS
903
Rakuten Securities
Japan
$8.06K -$745 -6 -9%
HCM
904
Hollencrest Capital Management
California
$7.93K – – –
FFA
905
Frazier Financial Advisors
Ohio
$7.8K – – –
GWSA
906
Global Wealth Strategies & Associates
Colorado
$7.53K – – –
PB
907
Pinnacle Bancorp
Nebraska
$7.27K – – –
RTL
908
Red Tortoise LLC
Georgia
$7.13K – – –
CIAS
909
CBIZ Investment Advisory Services
Ohio
$7.01K +$2.73K +22 +71%
OAJ
910
Ogorek Anthony Joseph
New York
$7K +$4.97K +40 +308%
HIA
911
Harbor Investment Advisory
Maryland
$6.87K – – –
KFP
912
Kerr Financial Planning
California
$6.75K +$7.2K +58 New
NEWAS
913
N.E.W. Advisory Services
Wisconsin
$6.62K – – –
AWM
914
Abound Wealth Management
Tennessee
$6.61K – – –
DPW
915
DiNuzzo Private Wealth
Pennsylvania
$6.47K – – –
FC
916
Financial Consulate
Maryland
$5.95K +$5.59K +45 New
PWMG
917
Prestige Wealth Management Group
New Jersey
$5.82K – – –
EWP
918
Elevation Wealth Partners
California
$5.81K +$5.46K +44 New
HHMI
919
Howard Hughes Medical Institute
Maryland
$5.68K – – –
CCM
920
Chilton Capital Management
Texas
$5.68K +$5.34K +43 New
MSWA
921
Marshall & Sterling Wealth Advisors
New York
$5.68K +$5.34K +43 New
WTA
922
Washington Trust Advisors
Massachusetts
$5.55K +$5.22K +42 New
CCM
923
Cloud Capital Management
Washington
$5K +$4.72K +38 New
PWAM
924
Private Wealth Asset Management
Iowa
$4.63K -$8.32K -67 -66%
EPW
925
Evergreen Private Wealth
Colorado
$4.63K – – –
35 36
37
38 39