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Name Holding Trade Value Shares
Change 		Change in
Stake
GHI
3201
Gross & Hartman Investments
Pennsylvania
$271K +$261K +3,519 New
SFS
3202
Summit Financial Strategies
Ohio
$271K +$261K +3,516 New
PWA
3203
Portus Wealth Advisors
North Carolina
$270K +$3.34K +45 +1%
FNBOMD
3204
First National Bank of Mount Dora
Florida
$270K +$3.12K +42 +1%
FL
3205
FreeGulliver LLC
Louisiana
$269K +$2.23K +30 +0.9%
TB
3206
Terril Brothers
Missouri
$269K -$82.4K -1,110 -24%
NJIM
3207
Nabity-Jensen Investment Management
Nebraska
$269K +$11.9K +161 +5%
PIA
3208
Pollock Investment Advisors
Michigan
$269K – – –
PPG
3209
Peak Planning Group
Colorado
$269K -$22.6K -304 -8%
FFM
3210
Fullerton Fund Management
Singapore
$269K +$259K +3,489 New
RRA
3211
Red Reef Advisors
Florida
$268K +$259K +3,485 New
EP
3212
Essential Partners
California
$268K +$44.1K +594 +21%
SWTS
3213
Stonehaven Wealth & Tax Solutions
Wisconsin
$268K +$258K +3,483 New
PP
3214
Postrock Partners
Oregon
$268K – – –
FCT
3215
First Community Trust
Iowa
$267K – – –
CFG
3216
Carter Financial Group
Illinois
$267K -$41.7K -562 -14%
AP
3217
Advisortrust Partners
North Carolina
$266K +$256K +3,453 New
AWM
3218
Abound Wealth Management
Tennessee
$266K +$13.7K +184 +6%
HTHT
3219
Hemenway Trust Hemenway Trust
New Hampshire
$265K +$29.8K +402 +13%
TCM
3220
Tradewinds Capital Management
Washington
$265K +$44.5K +600 +21%
CCM
3221
Crabel Capital Management
California
$265K -$39.4K -531 -13%
SCA
3222
Sandy Cove Advisors
Massachusetts
$265K +$255K +3,440 New
LC
3223
Landaas & Company
Wisconsin
$265K +$223 +3 +0.1%
WIA
3224
Wealthedge Investment Advisors
New York
$264K +$10.1K +136 +4%
FS
3225
Ferguson Shapiro
Georgia
$264K – – –
127 128
129
130 131