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Pultegroup
PHM

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
976
Itau Unibanco Holding S.A.
Brazil
$4.16K +$3.69K +29 New
BCMLT
977
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.02K – – –
SS
978
Sunbelt Securities
Texas
$3.88K +$3.43K +27 New
ADL
979
Asset Dedication LLC
California
$3.73K +$2.67K +21 +420%
GIA
980
GHP Investment Advisors
Colorado
$3.16K – – –
S
981
Sachetta
Massachusetts
$2.73K – – –
TFM
982
TFC Financial Management
Massachusetts
$2.44K +$254 +2 +13%
TWD
983
True Wealth Design
Ohio
$2.3K -$381 -3 -16%
NSIM
984
North Star Investment Management
Illinois
$2.3K – – –
ZB
985
Zions Bancorporation
Utah
$1.87K -$4.32K -34 -72%
RWM
986
Raffa Wealth Management
District of Columbia
$1.58K – – –
LIS
987
Legacy Investment Solutions
Idaho
$1.53K +$1.53K +12 New
LWMI
988
Legacy Wealth Management (Idaho)
Idaho
$1.53K +$1.53K +12 New
NL
989
NVWM LLC
Pennsylvania
$1.44K – – –
CA
990
Claris Advisors
Missouri
$1.44K +$1.27K +10 New
HWP
991
Highline Wealth Partners
California
$1.44K +$1.27K +10 New
TCOV
992
Trust Company of Vermont
Vermont
$1.29K +$127 +1 +13%
CTB
993
Country Trust Bank
Illinois
$1K – – –
TCM
994
Tradewinds Capital Management
Washington
$1K – – –
JFG
995
JDM Financial Group
Texas
$1K +$890 +7 New
PMAM
996
Picton Mahoney Asset Management
Ontario, Canada
$1K -$176K -1,387 -99%
AWM
997
Abound Wealth Management
Tennessee
$862 – – –
FAM
998
Flaharty Asset Management
Florida
$718 +$636 +5 New
CAM
999
Chesapeake Asset Management
New York
$717 +$636 +5 New
GAM
1000
Groupama Asset Management
France
$553 +$626K +4,923 New
38 39
40
41 42