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Banco Santander
SAN

Name Holding Trade Value Shares
Change 		Change in
Stake
NVCHI
401
New Vernon Capital Holdings II
New Jersey
$210K – – –
CFG
402
Carter Financial Group
Illinois
$208K -$208K -16,820 -53%
S
403
Sunpointe
Missouri
$208K -$4.39K -354 -2%
AGC
404
Aspen Grove Capital
Colorado
$208K – – –
EFG
405
Everhart Financial Group
Ohio
$204K -$1.23K -99 -0.7%
DW30
406
Drucker Wealth 3.0
New Jersey
$202K +$16.5K +1,332 +10%
ACM
407
Advisors Capital Management
New Jersey
$202K +$28.2K +2,274 +18%
FRA
408
Frank Rimerman Advisors
California
$202K +$28.1K +2,269 +18%
C
409
Certuity
Florida
$200K -$106K -8,539 -37%
MC
410
Moors & Cabot
Massachusetts
$199K -$17.7K -1,431 -9%
SFS
411
Stiles Financial Services
Minnesota
$198K +$471 +38 +0.3%
SPAS
412
Spectrum Planning & Advisory Services
California
$198K +$177K +14,318 New
PAG
413
Private Advisor Group
New Jersey
$196K -$749K -60,431 -81%
ACM
414
Arlington Capital Management
Illinois
$195K -$4.02M -324,346 -96%
KWA
415
Kingswood Wealth Advisors
California
$195K +$1.38K +111 +0.8%
SIC
416
Samalin Investment Counsel
New York
$195K +$1.51K +122 +0.9%
PSP
417
Principal Street Partners
Tennessee
$194K – – –
TPWA
418
Twin Peaks Wealth Advisors
California
$194K +$56.8K +4,583 +48%
PGFC
419
Peapack-Gladstone Financial Corp
New Jersey
$191K +$172K +13,844 New
SW
420
SVB Wealth
Massachusetts
$191K -$1.13K -91 -0.7%
AGC
421
August Group Capital
$189K -$7.81K -630 -4%
OFS
422
OneAscent Financial Services
Alabama
$189K +$322 +26 +0.2%
KA
423
Klingman & Associates
New York
$186K +$22.9K +1,851 +16%
NWM
424
Nolet Wealth Management
Texas
$184K +$27.6K +2,226 +20%
SEIA
425
Signature Estate & Investment Advisors
California
$184K -$57.6K -4,645 -26%
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17
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