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Banco Santander

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
351
Stiles Financial Services
Minnesota
$150K
JTWM
352
Jackson Thornton Wealth Management
Alabama
$148K +$18.5K +1,982 +16%
SW
353
SVB Wealth
Massachusetts
$145K -$69.6K -7,473 -35%
AWM
354
AE Wealth Management
Kansas
$144K -$43.9K -4,716 -26%
IPW
355
Intergy Private Wealth
Colorado
$143K +$6K +645 +5%
XSC
356
X-Square Capital
Puerto Rico
$138K
SI
357
Stephens Inc
Arkansas
$137K +$121K +13,039 New
Brown Advisory
358
Brown Advisory
Maryland
$137K -$48.9K -5,249 -29%
BWM
359
BigSur Wealth Management
Florida
$136K
DAS
360
Diversify Advisory Services
Utah
$135K +$20.2K +2,172 +20%
PFW
361
Petros Family Wealth
Minnesota
$134K +$119K +12,781 New
FCH
362
Freestone Capital Holdings
Washington
$134K +$119K +12,763 New
AC
363
Avestar Capital
New York
$133K +$118K +12,710 New
EW
364
Evoke Wealth
California
$133K +$24K +2,575 +26%
CIA
365
Concurrent Investment Advisors
Florida
$132K +$117K +12,598 New
BWM
366
Bulltick Wealth Management
Florida
$131K
BW
367
BIP Wealth
Georgia
$128K +$113K +12,185 New
RCA
368
Resonant Capital Advisors
Wisconsin
$127K +$113K +12,088 New
DE
369
Diversified Enterprises
Delaware
$126K
BTI
370
Blue Trust Inc
Georgia
$126K -$21.2K -2,277 -16%
TPCW
371
TD Private Client Wealth
New York
$125K +$63K +6,766 +130%
TFCP
372
Twin Focus Capital Partners
Massachusetts
$122K +$108K +11,626 New
EFG
373
Everhart Financial Group
Ohio
$122K +$8.53K +916 +9%
GPW
374
Genesis Private Wealth
Virginia
$122K +$4.82K +518 +5%
MMA
375
Miracle Mile Advisors
California
$120K +$107K +11,490 New