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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
951
GHP Investment Advisors
Colorado
$2.4K – – –
RPA
952
Redwood Park Advisors
California
$2.4K +$2.86K +22 New
S
953
Sachetta
Massachusetts
$2.18K +$130 +1 +5%
SS
954
SBI Securities
Japan
$2.18K +$2.6K +20 New
LIS
955
Legacy Investment Solutions
Idaho
$2.12K +$1.04K +8 +67%
LWMI
956
Legacy Wealth Management (Idaho)
Idaho
$2.12K +$1.04K +8 +67%
RTC
957
Riverview Trust Company
Washington
$1.96K +$2.34K +18 New
TFM
958
TFC Financial Management
Massachusetts
$1.85K – – –
TWD
959
True Wealth Design
Ohio
$1.74K – – –
NSIM
960
North Star Investment Management
Illinois
$1.74K – – –
ZB
961
Zions Bancorporation
Utah
$1.42K – – –
NC
962
NewSquare Capital
Pennsylvania
$1.42K +$1.69K +13 New
WCM
963
WealthTrak Capital Management
Virginia
$1.31K +$1.56K +12 New
RWM
964
Raffa Wealth Management
District of Columbia
$1.2K – – –
BTD
965
BankPlus Trust Department
Mississippi
$1.2K +$1.43K +11 New
CIAM
966
Caitong International Asset Management
Hong Kong
$1.2K +$1.43K +11 New
NL
967
NVWM LLC
Pennsylvania
$1.09K – – –
CSWM
968
Cassady Schiller Wealth Management
Ohio
$1.09K +$1.3K +10 New
HCA
969
Heck Capital Advisors
Wisconsin
$1.09K +$1.3K +10 New
PWM
970
Parkworth Wealth Management
California
$1.09K +$1.3K +10 New
PMAM
971
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
TCOV
972
Trust Company of Vermont
Vermont
$980 – – –
HWP
973
Highline Wealth Partners
California
$871 -$260 -2 -20%
TCM
974
Tradewinds Capital Management
Washington
$763 – – –
MSWM
975
Mowery & Schoenfeld Wealth Management
Illinois
$763 +$909 +7 New
37 38
39
40 41