Stock Transactions

BANCO SANTANDER SA

Total Bought
73,301
35 transactions
Total Sold
399,275
24 transactions
Net
-325,974
shares
Filing Period:Transaction:
FundPrevious Shares
Current Shares
Change in Shares
Previous Portfolio Weightage (%)
Current Portfolio Weightage (%)
Change in Weight (%)Type
RIVERSEDGE ADVISORS, LLC29,28743,102+13,8150.050.08+0.03buy
Sivia Capital Partners, LLC141,174150,238+9,0640.310.25-0.06buy
LVW Advisors, LLC48,50857,324+8,8160.050.07+0.01buy
Aprio Wealth Management, LLC48,98655,854+6,8680.030.04+0.01buy
Valeo Financial Advisors, LLC42,87147,927+5,0560.010.01+0.00buy
Portside Wealth Group, LLC43,33047,727+4,3970.070.08+0.01buy
Foster Group, Inc.21,69825,394+3,6960.010.01+0.00buy
Cornerstone Wealth Group, LLC14,43017,463+3,0330.010.01+0.00buy
Venturi Wealth Management, LLC101,574103,721+2,1470.050.06+0.00buy
Planned Solutions, Inc.10,92512,996+2,0710.040.05+0.01buy
Aaron Wealth Advisors LLC196,165197,972+1,8070.130.14+0.01buy
CARY STREET PARTNERS INVESTMENT ADVISORY LLC9,91211,575+1,6630.030.03+0.00buy
Baron Wealth Management LLC93,19694,626+1,4300.310.34+0.02buy
Abel Hall, LLC70,60471,943+1,3390.170.17+0.00buy
Drucker Wealth 3.0, LLC13,33914,671+1,3320.030.03+0.01buy
DRIVE WEALTH MANAGEMENT, LLC20,60121,580+9790.050.05+0.00buy
Nilsine Partners, LLC22,39523,331+9360.020.02+0.00buy
FIDUCIARY FINANCIAL GROUP, LLC19,87020,658+7880.030.03+0.00buy
CONTRAVISORY INVESTMENT MANAGEMENT, INC.25,08525,784+6990.060.06+0.00buy
Intergy Private Wealth, LLC14,90715,533+6260.050.05+0.00buy
FOUNDERS GROVE WEALTH PARTNERS, LLC11,26011,885+6250.030.03+0.00buy
Eagle Strategies LLC22,62622,905+2790.030.03+0.00buy
GRIMES & COMPANY, INC.26,79227,068+2760.010.01-0.00buy
HALBERT HARGROVE GLOBAL ADVISORS, LLC676952+2760.000.00+0.00buy
Nova R Wealth, Inc.10,84511,086+2410.040.04+0.01buy
Dogwood Wealth Management LLC4,3804,602+2220.020.03+0.00buy
Impact Capital Partners LLC20,75920,921+1620.070.08+0.01buy
Optas, LLC29,88530,016+1310.050.06+0.01buy
Traveka Wealth, LLC35,09435,204+1100.150.16+0.01buy
Grove Bank & Trust1,3951,480+850.000.00+0.00buy
Snider Financial Group23,99624,079+830.080.08+0.00buy
Venture Visionary Partners LLC139,778139,853+750.050.05+0.00buy
Orca Wealth Management, LLC65,76065,821+610.530.55+0.02buy
SteelPeak Wealth, LLC23,99924,057+580.010.01+0.00buy
Canopy Partners, LLC11,00411,059+550.040.05+0.00buy
TOTH FINANCIAL ADVISORY CORP442380-620.000.00-0.00sell
ALBION FINANCIAL GROUP /UT1,7101,647-630.000.00+0.00sell
Everhart Financial Group, Inc.14,87714,778-990.010.01-0.00sell
GENESIS PRIVATE WEALTH, LLC11,78411,682-1020.040.05+0.00sell
Mayflower Financial Advisors, LLC16,05815,866-1920.020.02-0.00sell
WEBSTER BANK, N. A.30095-2050.000.00-0.00sell
OLD NATIONAL BANCORP /IN/30,05229,735-3170.010.01+0.00sell
Retirement Wealth Solutions LLC2,1621,836-3260.020.01-0.00sell
Sunpointe, LLC15,44015,086-3540.060.06+0.00sell
BAKER TILLY WEALTH MANAGEMENT, LLC16,26915,478-7910.040.05+0.00sell
LifeGoal Wealth Advisors11,22110,349-8720.070.07-0.01sell
Brucke Financial, Inc.12,65311,505-1,1480.070.07-0.00sell
CogentBlue Wealth Advisors, LLC23,92022,417-1,5030.180.18-0.00sell
Trust Point Inc.63,43661,357-2,0790.060.07+0.01sell
B. Riley Wealth Advisors, Inc.15,66212,625-3,0370.010.01-0.00sell
Procyon Advisors, LLC16,38712,753-3,6340.010.01-0.00sell
GREENLEAF TRUST95,99292,112-3,8800.010.01+0.00sell
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC17,95913,314-4,6450.000.00-0.00sell
Wedmont Private Capital42,70237,127-5,5750.020.01-0.00sell
Legacy Wealth Asset Management, LLC67,76759,042-8,7250.190.18-0.01sell
Gallacher Capital Management LLC79,86546,450-33,4150.350.36+0.01sell
Archford Capital Strategies, LLC92,39540,444-51,9510.120.06-0.06sell
HIGHLAND CAPITAL MANAGEMENT, LLC134,95075,100-59,8500.080.05-0.03sell
Generali Investments CEE, investicni spolecnost, a.s.731,982515,532-216,4500.420.34-0.08sell
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