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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1276
Merriman Wealth Management
Washington
$760K
TBNY
1277
Trustco Bank (New York)
New York
$758K
WA
1278
Wealth Architects
California
$757K +$1.72K +7 +0.2%
BL
1279
Balentine LLC
Georgia
$755K -$2.66M -10,853 -77%
LFG
1280
Lazard Frères Gestion
France
$754K -$197K -803 -18%
SFM
1281
Signet Financial Management
New Jersey
$753K -$16.4K -67 -2%
SFA
1282
Souders Financial Advisors
Ohio
$752K +$5.16K +21 +0.7%
SWA
1283
Stratos Wealth Advisors
Ohio
$751K -$1.09M -4,455 -59%
PL
1284
Plancorp LLC
Missouri
$744K -$9.33K -38 -1%
BFC
1285
Blue Fin Capital
Rhode Island
$743K -$25K -102 -3%
GC
1286
Grimes & Company
Massachusetts
$742K -$71.7K -292 -9%
FFO
1287
Fiduciary Family Office
Florida
$740K -$36.8K -150 -5%
SFS
1288
Stiles Financial Services
Minnesota
$739K -$40.8K -166 -5%
FDCP
1289
Foster Dykema Cabot & Partners
Massachusetts
$739K +$75.1K +306 +11%
MCM
1290
Manchester Capital Management
Vermont
$739K -$205K -835 -21%
FCAS
1291
First Command Advisory Services
Texas
$739K
HH
1292
Hilltop Holdings
Texas
$738K +$759K +3,092 New
SG
1293
StoneX Group
New York
$737K
FIB
1294
First Interstate Bank
Montana
$736K -$7.12K -29 -0.9%
BLC
1295
Brown, Lisle/Cummings
Rhode Island
$736K +$358K +1,458 +90%
AIM
1296
Alhambra Investment Management
Florida
$735K +$2.7K +11 +0.4%
ET
1297
Entropy Technologies
New York
$732K +$11.8K +48 +2%
BIM
1298
Baldwin Investment Management
Pennsylvania
$727K -$154K -628 -17%
SI
1299
Seeds Investor
New York
$727K +$61.4K +250 +9%
AFG
1300
Atomi Financial Group
New York
$727K +$299K +1,218 +67%