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Banco Santander

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
301
Valeo Financial Advisors
Indiana
$6K +$6K +906 New
SWP
302
Strategic Wealth Partners
Ohio
$6K +$6.56K +991 New
HMS
303
Hanseatic Management Services
New Mexico
$5K
PAMU
304
Pictet Asset Management (UK)
United Kingdom
$4K
QAM
305
QCI Asset Management
New York
$4K
TL
306
TrueWealth LLC
Georgia
$4K
FANJ
307
Financial Architects (New Jersey)
New Jersey
$4K +$7 +1 +0.2%
CFG
308
Citizens Financial Group
Rhode Island
$4K +$13 +2 +0.3%
CCM
309
Cribstone Capital Management
Maine
$3K
LWCFA
310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K
RFA
311
Reilly Financial Advisors
California
$3K
JA
312
JOYN Advisors
Georgia
$3K +$2.8K +423 New
WPW
313
Winthrop Partners - WNY
New York
$2.9K +$2.99K +452 New
UBS AM
314
UBS AM
Illinois
$2.2K
FGC
315
Financial Gravity Companies
Texas
$2K -$2.5K -377 -55%
EWM
316
Endurance Wealth Management
Rhode Island
$2K
MAMU
317
Marathon Asset Management (UK)
United Kingdom
$2K
FGAM
318
Financial Gravity Asset Management
Texas
$2K +$2.01K +304 New
Carson Wealth (CWM LLC)
319
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.11K +318 +558%
AssetMark Inc
320
AssetMark Inc
California
$1K -$453K -68,404 -100%
BWM
321
Baystate Wealth Management
Massachusetts
$1K -$6.92K -1,044 -99%
First Manhattan
322
First Manhattan
New York
$1K
FFW
323
Fusion Family Wealth
New York
$1K
PFA
324
Pathway Financial Advisors
Vermont
$1K
SFG
325
SevenBridge Financial Group
Pennsylvania
$1K