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Banco Santander
SAN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
326
Crestwood Advisors Group
Massachusetts
$341K +$67.6K +5,456 +28%
RCAG
327
Rehmann Capital Advisory Group
Michigan
$340K +$19.7K +1,587 +7%
CAG
328
Csenge Advisory Group
Florida
$336K +$9.8K +791 +3%
HPM
329
Hoxton Planning & Management
West Virginia
$334K – – –
SFG
330
Snider Financial Group
Washington
$332K +$1.03K +83 +0.3%
SW
331
SteelPeak Wealth
California
$332K +$719 +58 +0.2%
GTAM
332
Global Trust Asset Management
Florida
$327K -$10K -810 -3%
IAS
333
Insigneo Advisory Services
Florida
$326K +$16.5K +1,331 +6%
WIA
334
World Investment Advisors
California
$323K -$5.5K -444 -2%
NP
335
Nilsine Partners
Colorado
$322K +$11.6K +936 +4%
SFS
336
Sowell Financial Services
Arkansas
$319K -$35.6K -2,872 -11%
MNBTD
337
Moody National Bank Trust Division
Texas
$318K – – –
SWP
338
Stratos Wealth Partners
Ohio
$317K +$23.4K +1,892 +9%
ES
339
Eagle Strategies
New York
$316K +$3.46K +279 +1%
AWM
340
Angeles Wealth Management
California
$313K +$12.7K +1,022 +5%
EI
341
Ellevest Inc
New York
$312K +$182K +14,677 +74%
CWA
342
CogentBlue Wealth Advisors
Tennessee
$309K -$18.6K -1,503 -6%
DAS
343
Dynamic Advisor Solutions
Arizona
$304K +$51.2K +4,129 +23%
PWM
344
Perigon Wealth Management
California
$303K +$11.7K +942 +4%
GM
345
GeoWealth Management
Illinois
$302K +$6.12K +494 +2%
CAM
346
Cresset Asset Management
Illinois
$300K -$314K -25,367 -54%
DWM
347
Drive Wealth Management
Utah
$298K +$12.1K +979 +5%
GA
348
GFS Advisors
Texas
$298K – – –
RCA
349
Resonant Capital Advisors
Wisconsin
$296K +$18.3K +1,479 +7%
HSA
350
HBK Sorce Advisory
Pennsylvania
$291K +$8.23K +664 +3%
12 13
14
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