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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
976
Atlantic Edge Private Wealth Management
Florida
$3.43K -$8.5K -70 -74%
GWM
977
Gilpin Wealth Management
Colorado
$3.43K – – –
GWM
978
Geneos Wealth Management
Colorado
$3.3K -$364 -3 -11%
SWM
979
SHP Wealth Management
Massachusetts
$3.29K -$364 -3 -11%
APW
980
Allied Private Wealth
Florida
$3.09K +$3.04K +25 New
DWM
981
Dogwood Wealth Management
Kansas
$3.02K -$7.41K -61 -73%
AAG
982
Armstrong Advisory Group
Massachusetts
$3.02K -$4.98K -41 -65%
GIA
983
GHP Investment Advisors
Colorado
$3.02K – – –
GSEP
984
Golden State Equity Partners
California
$3.02K -$454K -3,740 -99%
ADL
985
Asset Dedication LLC
California
$2.88K – – –
HIA
986
HFM Investment Advisors
New Jersey
$2.88K +$1.21K +10 +91%
PWA
987
Principia Wealth Advisory
Texas
$2.88K -$121 -1 -5%
MO
988
McMillan Office
Michigan
$2.88K – – –
BGAI
989
Bruce G. Allen Investments
Colorado
$2.74K – – –
JSAM
990
J. Safra Asset Management
New York
$2.74K – – –
IWP
991
IAG Wealth Partners
Wisconsin
$2.69K – – –
TCM
992
Triumph Capital Management
Colorado
$2.61K -$121 -1 -5%
CIAS
993
CBIZ Investment Advisory Services
Ohio
$2.59K – – –
PSFG
994
Park Square Financial Group
Georgia
$2.47K -$2.06K -17 -49%
KG
995
Kilter Group
New York
$2.47K +$121 +1 +6%
WA
996
Whipplewood Advisors
Colorado
$2.33K -$15.2K -125 -88%
RWS
997
Retirement Wealth Solutions
Wisconsin
$2.33K +$1.58K +13 +325%
DF
998
Dunhill Financial
United Kingdom
$2.23K +$121 +1 +7%
EWM
999
Evolution Wealth Management
Florida
$2.19K +$1.94K +16 New
MWM
1000
Mosley Wealth Management
California
$2.19K +$1.94K +16 New
38 39
40
41 42