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Banco Santander
SAN

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
126
Snider Financial Group
Washington
$96K – – –
LSAG
127
Lake Street Advisors Group
New Hampshire
$95K +$23.7K +9,489 +30%
RHBC
128
R.H. Bluestein & Co
Michigan
$93K – – –
AP
129
Adero Partners
California
$92K +$52.9K +21,143 +160%
PWPS
130
Pinnacle Wealth Planning Services
Ohio
$90K -$82.9K -33,132 -46%
JIC
131
Johnson Investment Counsel
Ohio
$89K – – –
KAS
132
Kestra Advisory Services
Texas
$86K +$60.2K +24,078 +183%
BP
133
Ballentine Partners
Massachusetts
$85K -$2.59K -1,037 -3%
BBHC
134
Brown Brothers Harriman & Co
New York
$81K +$7.04K +2,813 +9%
VCA
135
Verdence Capital Advisors
Maryland
$79K -$576K -230,391 -87%
CCA
136
Checchi Capital Advisers
California
$79K -$4.77K -1,906 -5%
GRP
137
Global Retirement Partners
California
$77K +$4.91K +1,963 +7%
RFC
138
Regions Financial Corp
Alabama
$76K -$1.25M -498,691 -94%
CGL
139
Clarius Group LLC
Washington
$74K -$23.2K -9,270 -22%
PMA
140
Prudent Man Advisors
Illinois
$73K – – –
PA
141
Parallel Advisors
California
$73K +$14K +5,580 +22%
P
142
Pitcairn
Pennsylvania
$70K +$75.2K +30,047 New
MC
143
Moors & Cabot
Massachusetts
$69K -$5.05K -2,018 -6%
CIAS
144
Capital Investment Advisory Services
North Carolina
$69K -$3.77K -1,507 -5%
GT
145
Glenmede Trust
Pennsylvania
$68K +$14.3K +5,725 +24%
BF
146
BOK Financial
Oklahoma
$67K -$54.2K -21,656 -43%
CAM
147
Cresset Asset Management
Illinois
$67K -$22K -8,810 -23%
IP
148
Ignite Planners
California
$66K -$5K -2,000 -7%
PFO
149
Pathstone Family Office
New Jersey
$65.1K +$10.7K +4,294 +18%
MWM
150
Meridian Wealth Management
Kentucky
$65K +$7.01K +2,801 +11%
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