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Banco Santander
SAN

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
Continuum Advisory
Idaho
$37.9K +$34.1K +2,748 New
SWM
527
Spire Wealth Management
Virginia
$35.3K +$260 +21 +0.8%
CFM
528
Compass Financial Management
Florida
$34.3K +$30.8K +2,484 New
FMP
529
Financial Management Professionals
Texas
$34.1K +$18.4K +1,487 +151%
SGFG
530
Silver Grove Financial Group
New York
$34K +$30.5K +2,462 New
FC
531
Financial Consulate
Maryland
$33.8K +$5.89K +475 +24%
AWA
532
Acumen Wealth Advisors
Tennessee
$32.4K +$496 +40 +2%
IAS
533
IMA Advisory Services
Colorado
$32.2K +$19.7K +1,590 +214%
SEP
534
Signature Equity Partners
Ohio
$30.7K -$1.08K -87 -4%
PWA
535
Physician Wealth Advisors
Utah
$28.5K +$1.13K +91 +5%
VSQM
536
V-Square Quantitative Management
Illinois
$28.3K +$25.4K +2,053 New
S
537
Sachetta
Massachusetts
$27.8K – – –
BCM
538
Boreal Capital Management
Florida
$27.6K -$12 -1 Closed
FHC
539
First Horizon Corporation
Tennessee
$26.5K +$23.8K +1,922 New
HWP
540
Highline Wealth Partners
California
$25.6K – – –
RWS
541
Retirement Wealth Solutions
Wisconsin
$25.3K -$4.04K -326 -15%
EP
542
Essential Partners
California
$24.4K – – –
WG
543
Wellington Group
Indiana
$24K – – –
EI
544
EFG International
$23.8K +$174 +14 +0.8%
MWA
545
Medallion Wealth Advisors
Connecticut
$23.5K – – –
AFG
546
Albion Financial Group
Utah
$22.7K -$781 -63 -4%
SIC
547
SJS Investment Consulting
Ohio
$22.1K +$6.18K +499 +45%
EWP
548
Elevation Wealth Partners
California
$20.9K +$18.8K +1,513 New
T2I
549
Turim 21 Investimentos
Brazil
$20.5K – – –
GBT
550
Grove Bank & Trust
Florida
$20.4K +$1.05K +85 +6%
20 21
22
23 24