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Banco Santander

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
401
Heritage Wealth Advisors
Virginia
$2.68K -$1.24K -212 -35%
KHC
402
Koesten Hirschmann & Crabtree
Kansas
$2.68K +$2.34K +400 New
TFA
403
Toth Financial Advisory
Virginia
$2.55K +$2.22K +380 New
SIC
404
Salem Investment Counselors
North Carolina
$2.45K – – –
NC
405
NewSquare Capital
Pennsylvania
$2.43K +$234 +40 +12%
FFO
406
Fortitude Family Office
Arizona
$2.13K – – –
FCAS
407
First Command Advisory Services
Texas
$2.06K +$1.8K +307 New
Lazard Asset Management
408
Lazard Asset Management
New York
$2K – – –
PWAM
409
Private Wealth Asset Management
Iowa
$1.88K +$1.65K +281 New
BFS
410
Bare Financial Services
Pennsylvania
$1.6K +$1.4K +239 New
HI
411
Horizon Investments
North Carolina
$1.42K -$269 -46 -18%
RWM
412
Raffa Wealth Management
District of Columbia
$1.41K -$1.56K -267 -56%
PWMA
413
Pension & Wealth Management Advisors
Massachusetts
$1.08K – – –
BIA
414
Bell Investment Advisors
California
$979 – – –
CA
415
Clearstead Advisors
Ohio
$912 -$299 -51 -27%
CVM
416
Cheviot Value Management
California
$896 +$732 +125 New
PSFG
417
Park Square Financial Group
Georgia
$824 – – –
HNW
418
High Note Wealth
Minnesota
$423 – – –
BWL
419
Bogart Wealth LLC
Virginia
$208 +$181 +31 New
PWMG
420
Private Wealth Management Group
New Jersey
$94 – – –
GK
421
Graney & King
New York
$68 – – –
RCA
422
Runnymede Capital Advisors
Ohio
$40 – – –
RI
423
Ridgewood Investments
New Jersey
$21 – – –
PWM
424
Parkworth Wealth Management
California
$7 – – –
APM
425
Advanced Portfolio Management
New York
– -$3.65M -800,000 Closed