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Banco Santander
SAN

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
526
Blue Trust Inc
Georgia
$39.5K -$21.1K -1,705 -37%
APFP
527
Action Point Financial Planning
Michigan
$39K +$35K +2,828 New
KG
528
Kilter Group
New York
$38.2K +$22.3K +1,802 +187%
SWM
529
SHP Wealth Management
Massachusetts
$37.9K +$5.51K +445 +19%
CA
530
Continuum Advisory
Idaho
$37.9K +$34.1K +2,748 New
SWM
531
Spire Wealth Management
Virginia
$35.3K +$260 +21 +0.8%
CFM
532
Compass Financial Management
Florida
$34.3K +$30.8K +2,484 New
FMP
533
Financial Management Professionals
Texas
$34.1K +$18.4K +1,487 +151%
SGFG
534
Silver Grove Financial Group
New York
$34K +$30.5K +2,462 New
FC
535
Financial Consulate
Maryland
$33.8K +$5.89K +475 +24%
AWA
536
Acumen Wealth Advisors
Tennessee
$32.4K +$496 +40 +2%
IAS
537
IMA Advisory Services
Colorado
$32.2K +$19.7K +1,590 +214%
SEP
538
Signature Equity Partners
Ohio
$30.7K -$1.08K -87 -4%
PWA
539
Physician Wealth Advisors
Utah
$28.5K +$1.13K +91 +5%
VSQM
540
V-Square Quantitative Management
Illinois
$28.3K +$25.4K +2,053 New
S
541
Sachetta
Massachusetts
$27.8K – – –
BCM
542
Boreal Capital Management
Florida
$27.6K -$12 -1 Closed
FHC
543
First Horizon Corporation
Tennessee
$26.5K +$23.8K +1,922 New
HWP
544
Highline Wealth Partners
California
$25.6K – – –
RWS
545
Retirement Wealth Solutions
Wisconsin
$25.3K -$4.04K -326 -15%
EP
546
Essential Partners
California
$24.4K – – –
EI
547
EFG International
$23.8K +$174 +14 +0.8%
MWA
548
Medallion Wealth Advisors
Connecticut
$23.5K – – –
AFG
549
Albion Financial Group
Utah
$22.7K -$781 -63 -4%
SIC
550
SJS Investment Consulting
Ohio
$22.1K +$6.18K +499 +45%
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