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Name Holding Trade Value Shares
Change
Change in
Stake
FI
1901
Fractal Investments
Connecticut
$267K – – –
WCWM
1902
Willow Creek Wealth Management
California
$267K +$230K +748 New
FCM
1903
Fortis Capital Management
Washington
$267K +$230K +747 New
BTD
1904
BankPlus Trust Department
Mississippi
$267K -$1.85K -6 -0.8%
WBC
1905
West Branch Capital
Massachusetts
$266K -$115K -375 -33%
WBC
1906
Westpac Banking Corp
Australia
$266K -$10.8K -35 -4%
SC
1907
Sapient Capital
Indiana
$266K +$229K +745 New
FWI
1908
Facet Wealth Inc
Maryland
$266K +$213K +691 New
VFG
1909
Victory Financial Group
Texas
$266K -$2.46K -8 -1%
LFS
1910
Legacy Financial Strategies
Kansas
$265K -$1.85K -6 -0.8%
ABWM
1911
Alpine Bank Wealth Management
Colorado
$265K – – –
HPM
1912
Hoxton Planning & Management
West Virginia
$264K +$228K +739 New
AWC
1913
Abundance Wealth Counselors
Pennsylvania
$262K -$26.5K -86 -10%
CVA
1914
Central Valley Advisors
California
$261K +$225K +732 New
ACG
1915
Allen Capital Group
Nebraska
$261K +$225K +732 New
MF
1916
Manchester Financial
California
$261K +$225K +731 New
GCM
1917
Gunderson Capital Management
South Carolina
$261K +$225K +730 New
RWP
1918
Ridgecrest Wealth Partners
California
$260K +$224K +728 New
BPFA
1919
Barnes Pettey Financial Advisors
Mississippi
$259K +$224K +726 New
EIA
1920
Eldridge Investment Advisors
New Hampshire
$259K +$224K +726 New
ECM
1921
Elgethun Capital Management
South Dakota
$259K – – –
VCP
1922
Vista Capital Partners
Oregon
$259K +$223K +725 New
FA
1923
Fermata Advisors
California
$258K -$411K -1,335 -65%
TCOK
1924
Trust Company of Kansas
Kansas
$258K +$222K +722 New
LF
1925
Lee Financial
Texas
$258K +$222K +722 New