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On this page, we present all of the funds holding DON from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding DON, with a link to that fund's top holdings. The next columns
indicate the amount of DON stock held by each of the funds holding DON, followed by the DON position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 395 funds holding DON within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding DON), click the fund name in the "Holder" column of the funds-holding-DON table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Bank of America Corp DE | 4,245,866 | $193,994 | 12/31/2023 | | DON | 4,245,866 | $193,994 | 12/31/2023 | | Morgan Stanley | 2,637,872 | $120,524 | 12/31/2023 | | DON | 2,637,872 | $120,524 | 12/31/2023 | | Linscomb & Williams Inc. | 1,923,571 | $87,888 | 12/31/2023 | | DON | 1,923,571 | $87,888 | 12/31/2023 | | LPL Financial LLC | 1,762,483 | $80,528 | 12/31/2023 | | DON | 1,762,483 | $80,528 | 12/31/2023 | | UBS Group AG | 1,677,080 | $76,626 | 12/31/2023 | | DON | 1,677,080 | $76,626 | 12/31/2023 | | Creative Planning | 1,657,243 | $75,719 | 12/31/2023 | | DON | 1,657,243 | $75,719 | 12/31/2023 | | Ameriprise Financial Inc. | 1,423,230 | $64,856 | 12/31/2023 | | DON | 1,423,230 | $64,856 | 12/31/2023 | | Financial Planning & Information Services Inc. | 1,026,724 | $46,911 | 12/31/2023 | | DON | 1,026,724 | $46,911 | 12/31/2023 | | Wells Fargo & Company MN | 993,581 | $45,397 | 12/31/2023 | | DON | 993,581 | $45,397 | 12/31/2023 | | Commonwealth Equity Services LLC | 797,855 | $36,454 | 12/31/2023 | | DON | 797,855 | $36,454 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 737,174 | $35,952 | 03/31/2024 | | DON | 737,174 | $35,952 | 03/31/2024 | | AE Wealth Management LLC | 785,831 | $35,700 | 12/31/2023 | | DON | 785,831 | $35,700 | 12/31/2023 | | Royal Bank of Canada | 759,881 | $34,719 | 12/31/2023 | | DON | 759,881 | $34,719 | 12/31/2023 | | Sandy Spring Bank | 598,222 | $27,333 | 12/31/2023 | | DON | 598,222 | $27,333 | 12/31/2023 | | Coldstream Capital Management Inc. | 560,862 | $25,626 | 12/31/2023 | | DON | 560,862 | $25,626 | 12/31/2023 | | IAG Wealth Partners LLC | 493,093 | $24,048 | 03/31/2024 | | DON | 493,093 | $24,048 | 03/31/2024 | | Baird Financial Group Inc. | 521,034 | $23,806 | 12/31/2023 | | DON | 521,034 | $23,806 | 12/31/2023 | | Advisor Group Holdings Inc. | 514,108 | $23,493 | 12/31/2023 | | DON | 514,108 | $23,493 | 12/31/2023 | | Cetera Advisor Networks LLC | 483,803 | $22,105 | 12/31/2023 | | DON | 483,803 | $22,105 | 12/31/2023 | | Raymond James & Associates | 441,787 | $21,546 | 03/31/2024 | | DON | 441,787 | $21,546 | 03/31/2024 | | Envestnet Asset Management Inc. | 464,354 | $21,216 | 12/31/2023 | | DON | 464,354 | $21,216 | 12/31/2023 | | Keybank National Association OH | 448,964 | $20,513 | 12/31/2023 | | DON | 448,964 | $20,513 | 12/31/2023 | | Rockefeller Capital Management L.P. | 447,617 | $20,452 | 12/31/2023 | | DON | 447,617 | $20,452 | 12/31/2023 | | Soltis Investment Advisors LLC | 429,544 | $19,626 | 12/31/2023 | | DON | 429,544 | $19,626 | 12/31/2023 | | JPMorgan Chase & Co. | 351,350 | $16,053 | 12/31/2023 | | DON | 351,350 | $16,053 | 12/31/2023 | | MAI Capital Management | 346,051 | $15,811 | 12/31/2023 | | DON | 346,051 | $15,811 | 12/31/2023 | | Melone Private Wealth LLC | 327,039 | $14,942 | 12/31/2023 | | DON | 327,039 | $14,942 | 12/31/2023 | | Kestra Advisory Services LLC | 324,998 | $14,849 | 12/31/2023 | | DON | 324,998 | $14,849 | 12/31/2023 | | Huntington National Bank | 318,041 | $14,531 | 12/31/2023 | | DON | 318,041 | $14,531 | 12/31/2023 | | Stifel Financial Corp | 289,225 | $13,215 | 12/31/2023 | | DON | 289,225 | $13,215 | 12/31/2023 | | Precedent Wealth Partners LLC | 257,006 | $12,534 | 03/31/2024 | | DON | 257,006 | $12,534 | 03/31/2024 | | Private Wealth Strategies L.L.C. | 266,539 | $12,178 | 12/31/2023 | | DON | 266,539 | $12,178 | 12/31/2023 | | Marion Wealth Management | 243,430 | $11,872 | 03/31/2024 | | DON | 243,430 | $11,872 | 03/31/2024 | | Mercer Global Advisors Inc. ADV | 251,043 | $11,470 | 12/31/2023 | | DON | 251,043 | $11,470 | 12/31/2023 | | First Hawaiian Bank | 225,509 | $10,998 | 03/31/2024 | | DON | 225,509 | $10,998 | 03/31/2024 | | Destination Wealth Management | 240,587 | $10,992 | 12/31/2023 | | DON | 240,587 | $10,992 | 12/31/2023 | | Coulter & Justus Financial Services LLC | 228,556 | $10,443 | 12/31/2023 | | DON | 228,556 | $10,443 | 12/31/2023 | | Honkamp Krueger Financial Services Inc. | 216,389 | $9,887 | 12/31/2023 | | DON | 216,389 | $9,887 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 201,123 | $9,809 | 03/31/2024 | | DON | 201,123 | $9,809 | 03/31/2024 | | RMB Capital Management LLC | 198,866 | $9,086 | 12/31/2023 | | DON | 198,866 | $9,086 | 12/31/2023 | | Concord Wealth Partners | 197,121 | $9,006 | 12/31/2023 | | DON | 197,121 | $9,006 | 12/31/2023 | | Janney Montgomery Scott LLC | 189,686 | $8,667 | 12/31/2023 | | DON | 189,686 | $8,667 | 12/31/2023 | | Private Advisor Group LLC | 185,693 | $8,484 | 12/31/2023 | | DON | 185,693 | $8,484 | 12/31/2023 | | Wade G W & Inc. | 180,297 | $8,238 | 12/31/2023 | | DON | 180,297 | $8,238 | 12/31/2023 | | HighTower Advisors LLC | 169,889 | $7,756 | 12/31/2023 | | DON | 169,889 | $7,756 | 12/31/2023 | | Beacon Financial Group | 167,412 | $7,649 | 12/31/2023 | | DON | 167,412 | $7,649 | 12/31/2023 | | Invenio Wealth Partners LLC | 166,269 | $7,597 | 12/31/2023 | | DON | 166,269 | $7,597 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 165,880 | $7,579 | 12/31/2023 | | DON | 165,880 | $7,579 | 12/31/2023 | | CX Institutional | 149,344 | $7,284 | 03/31/2024 | | DON | 149,344 | $7,284 | 03/31/2024 | | JNBA Financial Advisors | 139,530 | $6,805 | 03/31/2024 | | DON | 139,530 | $6,805 | 03/31/2024 | | Apeiron RIA LLC | 133,172 | $6,495 | 03/31/2024 | | DON | 133,172 | $6,495 | 03/31/2024 | | Signature Estate & Investment Advisors LLC | 140,323 | $6,411 | 12/31/2023 | | DON | 140,323 | $6,411 | 12/31/2023 | | Cornerstone Wealth Management LLC | 130,904 | $6,384 | 03/31/2024 | | DON | 130,904 | $6,384 | 03/31/2024 | | Mariner LLC | 138,137 | $6,311 | 12/31/2023 | | DON | 138,137 | $6,311 | 12/31/2023 | | United Capital Financial Advisers LLC | 137,225 | $6,270 | 12/31/2023 | | DON | 137,225 | $6,270 | 12/31/2023 | | Modera Wealth Management LLC | 135,742 | $6,202 | 12/31/2023 | | DON | 135,742 | $6,202 | 12/31/2023 | | Salomon & Ludwin LLC | 129,273 | $5,906 | 12/31/2023 | | DON | 129,273 | $5,906 | 12/31/2023 | | Financial Advisory Service Inc. | 124,796 | $5,702 | 12/31/2023 | | DON | 124,796 | $5,702 | 12/31/2023 | | Dynamic Advisor Solutions LLC | 114,091 | $5,564 | 03/31/2024 | | DON | 114,091 | $5,564 | 03/31/2024 | | MML Investors Services LLC | 121,110 | $5,533 | 12/31/2023 | | DON | 121,110 | $5,533 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 107,815 | $5,258 | 03/31/2024 | | DON | 107,815 | $5,258 | 03/31/2024 | | JFS Wealth Advisors LLC | 112,948 | $5,161 | 12/31/2023 | | DON | 112,948 | $5,161 | 12/31/2023 | | White Pine Investment CO | 103,341 | $5,040 | 03/31/2024 | | DON | 103,341 | $5,040 | 03/31/2024 | | D.A. Davidson & CO. | 109,585 | $5,007 | 12/31/2023 | | DON | 109,585 | $5,007 | 12/31/2023 | | Inspirion Wealth Advisors LLC | 100,282 | $4,891 | 03/31/2024 | | DON | 100,282 | $4,891 | 03/31/2024 | | Team Financial Group LLC | 106,086 | $4,847 | 12/31/2023 | | DON | 106,086 | $4,847 | 12/31/2023 | | Long Run Wealth Advisors LLC | 92,414 | $4,507 | 03/31/2024 | | DON | 92,414 | $4,507 | 03/31/2024 | | Frazier Financial Advisors LLC | 95,738 | $4,374 | 12/31/2023 | | DON | 95,738 | $4,374 | 12/31/2023 | | Citadel Advisors LLC | 93,755 | $4,284 | 12/31/2023 | | DON | 93,755 | $4,284 | 12/31/2023 | | Wealthcare Advisory Partners LLC | 85,395 | $4,165 | 03/31/2024 | | DON | 85,395 | $4,165 | 03/31/2024 | | Proequities Inc. | 90,532 | $4,138 | 12/31/2023 | | DON | 90,532 | $4,138 | 12/31/2023 | | Bank of New York Mellon Corp | 79,238 | $3,864 | 03/31/2024 | | DON | 79,238 | $3,864 | 03/31/2024 | | Captrust Financial Advisors | 84,408 | $3,857 | 12/31/2023 | | DON | 84,408 | $3,857 | 12/31/2023 | | Financial Counselors Inc. | 84,134 | $3,844 | 12/31/2023 | | DON | 84,134 | $3,844 | 12/31/2023 | | IFG Advisory LLC | 83,981 | $3,837 | 12/31/2023 | | DON | 83,981 | $3,837 | 12/31/2023 | | NBT Bank N A NY | 76,786 | $3,745 | 03/31/2024 | | DON | 76,786 | $3,745 | 03/31/2024 | | Midland Wealth Advisors LLC | 81,870 | $3,741 | 12/31/2023 | | DON | 81,870 | $3,741 | 12/31/2023 | | Atria Wealth Solutions Inc. | 81,151 | $3,708 | 12/31/2023 | | DON | 81,151 | $3,708 | 12/31/2023 | | GSB Wealth Management LLC | 78,762 | $3,599 | 12/31/2023 | | DON | 78,762 | $3,599 | 12/31/2023 | | Private Capital Management LLC | 78,161 | $3,571 | 12/31/2023 | | DON | 78,161 | $3,571 | 12/31/2023 | | Cetera Investment Advisers | 77,736 | $3,552 | 12/31/2023 | | DON | 77,736 | $3,552 | 12/31/2023 | | CWM LLC | 72,804 | $3,551 | 03/31/2024 | | DON | 72,804 | $3,551 | 03/31/2024 | | Main Street Financial Solutions LLC | 72,689 | $3,545 | 03/31/2024 | | DON | 72,689 | $3,545 | 03/31/2024 | | Stock Yards Bank & Trust Co. | 77,369 | $3,535 | 12/31/2023 | | DON | 77,369 | $3,535 | 12/31/2023 | | Financial Insights Inc. | 68,017 | $3,317 | 03/31/2024 | | DON | 68,017 | $3,317 | 03/31/2024 | | Jones Financial Companies Lllp | 69,576 | $3,179 | 12/31/2023 | | DON | 69,576 | $3,179 | 12/31/2023 | | DB Wealth Management Group LLC | 69,447 | $3,173 | 12/31/2023 | | DON | 69,447 | $3,173 | 12/31/2023 | | Hancock Whitney Corp | 69,095 | $3,157 | 12/31/2023 | | DON | 69,095 | $3,157 | 12/31/2023 | | West Bancorporation Inc. | 68,133 | $3,113 | 12/31/2023 | | DON | 68,133 | $3,113 | 12/31/2023 | | Equitable Holdings Inc. | 65,304 | $2,984 | 12/31/2023 | | DON | 65,304 | $2,984 | 12/31/2023 | | TFG Advisers LLC | 65,226 | $2,980 | 12/31/2023 | | DON | 65,226 | $2,980 | 12/31/2023 | | BIP Wealth LLC | 63,847 | $2,917 | 12/31/2023 | | DON | 63,847 | $2,917 | 12/31/2023 | | Vestor Capital LLC | 63,493 | $2,901 | 12/31/2023 | | DON | 63,493 | $2,901 | 12/31/2023 | | Cahill Financial Advisors Inc. | 59,363 | $2,712 | 12/31/2023 | | DON | 59,363 | $2,712 | 12/31/2023 | | Atria Investments LLC | 58,814 | $2,687 | 12/31/2023 | | DON | 58,814 | $2,687 | 12/31/2023 | | Silverlake Wealth Management LLC | 54,077 | $2,637 | 03/31/2024 | | DON | 54,077 | $2,637 | 03/31/2024 | | Cliftonlarsonallen Wealth Advisors LLC | 57,367 | $2,621 | 12/31/2023 | | DON | 57,367 | $2,621 | 12/31/2023 | | GLOBALT Investments LLC GA | 56,525 | $2,583 | 12/31/2023 | | DON | 56,525 | $2,583 | 12/31/2023 | | Mather Group LLC. | 55,303 | $2,527 | 03/31/2024 | | DON | 55,303 | $2,527 | 03/31/2024 | | Berkeley Capital Partners LLC | 53,960 | $2,465 | 12/31/2023 | | DON | 53,960 | $2,465 | 12/31/2023 | | EisnerAmper Wealth Management Corporate Benefits LLC | 53,254 | $2,433 | 12/31/2023 | | DON | 53,254 | $2,433 | 12/31/2023 | | Powers Advisory Group LLC | 48,661 | $2,373 | 03/31/2024 | | DON | 48,661 | $2,373 | 03/31/2024 | | Vident Advisory LLC | 51,428 | $2,350 | 12/31/2023 | | DON | 51,428 | $2,350 | 12/31/2023 | | Apollon Wealth Management LLC | 50,838 | $2,323 | 12/31/2023 | | DON | 50,838 | $2,323 | 12/31/2023 | | Alaska Permanent Capital Management | 47,311 | $2,309 | 03/31/2024 | | DON | 47,311 | $2,309 | 03/31/2024 | | Centennial Wealth Advisory LLC | 47,147 | $2,299 | 03/31/2024 | | DON | 47,147 | $2,299 | 03/31/2024 | | Beacon Pointe Advisors LLC | 49,703 | $2,271 | 12/31/2023 | | DON | 49,703 | $2,271 | 12/31/2023 | | Susquehanna International Group LLP | 48,744 | $2,227 | 12/31/2023 | | DON | 48,744 | $2,227 | 12/31/2023 | | Eudaimonia Advisors LLC | 45,469 | $2,218 | 03/31/2024 | | DON | 45,469 | $2,218 | 03/31/2024 | | Insight Advisors LLC PA | 46,512 | $2,125 | 12/31/2023 | | DON | 46,512 | $2,125 | 12/31/2023 | | Rooted Wealth Advisors Inc. | 44,091 | $2,114 | 03/31/2024 | | DON | 44,091 | $2,114 | 03/31/2024 | | Merit Financial Group LLC | 45,161 | $2,063 | 12/31/2023 | | DON | 45,161 | $2,063 | 12/31/2023 | | JPL Wealth Management LLC | 44,188 | $2,019 | 12/31/2023 | | DON | 44,188 | $2,019 | 12/31/2023 | | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 44,103 | $2,015 | 12/31/2023 | | DON | 44,103 | $2,015 | 12/31/2023 | | Well Done LLC | 41,234 | $2,011 | 03/31/2024 | | DON | 41,234 | $2,011 | 03/31/2024 | | Chicago Partners Investment Group LLC | 41,359 | $1,935 | 03/31/2024 | | DON | 41,359 | $1,935 | 03/31/2024 | | Farmers & Merchants Trust Co of Chambersburg PA | 37,878 | $1,847 | 03/31/2024 | | DON | 37,878 | $1,847 | 03/31/2024 | | CI Private Wealth LLC | 39,759 | $1,817 | 12/31/2023 | | DON | 39,759 | $1,817 | 12/31/2023 | | Northern Trust Corp | 39,581 | $1,808 | 12/31/2023 | | DON | 39,581 | $1,808 | 12/31/2023 | | Yarger Wealth Strategies LLC | 39,378 | $1,799 | 12/31/2023 | | DON | 39,378 | $1,799 | 12/31/2023 | | Sontag Advisory LLC | 38,600 | $1,764 | 12/31/2023 | | DON | 38,600 | $1,764 | 12/31/2023 | | Connecticut Wealth Management LLC | 37,778 | $1,726 | 12/31/2023 | | DON | 37,778 | $1,726 | 12/31/2023 | | HF Advisory Group LLC | 35,148 | $1,714 | 03/31/2024 | | DON | 35,148 | $1,714 | 03/31/2024 | | Argent Trust Co | 37,418 | $1,710 | 12/31/2023 | | DON | 37,418 | $1,710 | 12/31/2023 | | Two Sigma Investments LP | 36,800 | $1,681 | 12/31/2023 | | DON | 36,800 | $1,681 | 12/31/2023 | | Centaurus Financial Inc. | 36,512 | $1,668 | 12/31/2023 | | DON | 36,512 | $1,668 | 12/31/2023 | | Capital Advisors Ltd. LLC | 33,365 | $1,627 | 03/31/2024 | | DON | 33,365 | $1,627 | 03/31/2024 | | Sweet Financial Partners LLC | 32,187 | $1,570 | 03/31/2024 | | DON | 32,187 | $1,570 | 03/31/2024 | | Principal Securities Inc. | 34,057 | $1,556 | 12/31/2023 | | DON | 34,057 | $1,556 | 12/31/2023 | | Miracle Mile Advisors LLC | 31,299 | $1,526 | 03/31/2024 | | DON | 31,299 | $1,526 | 03/31/2024 | | Truist Financial Corp | 32,966 | $1,506 | 12/31/2023 | | DON | 32,966 | $1,506 | 12/31/2023 | | EP Wealth Advisors LLC | 32,130 | $1,468 | 12/31/2023 | | DON | 32,130 | $1,468 | 12/31/2023 | | BancorpSouth Bank | 32,055 | $1,465 | 12/31/2023 | | DON | 32,055 | $1,465 | 12/31/2023 | | FFG Retirement Advisors LLC | 31,992 | $1,462 | 12/31/2023 | | DON | 31,992 | $1,462 | 12/31/2023 | | Smartleaf Asset Management LLC | 31,617 | $1,454 | 12/31/2023 | | DON | 31,617 | $1,454 | 12/31/2023 | | Southland Equity Partners LLC | 29,769 | $1,452 | 03/31/2024 | | DON | 29,769 | $1,452 | 03/31/2024 | | Financial Advisory Partners LLC | 29,633 | $1,445 | 03/31/2024 | | DON | 29,633 | $1,445 | 03/31/2024 | | Financial Management Network Inc. | 30,142 | $1,437 | 03/31/2024 | | DON | 30,142 | $1,437 | 03/31/2024 | | Financial Engines Advisors L.L.C. | 31,385 | $1,435 | 12/31/2023 | | DON | 31,385 | $1,435 | 12/31/2023 | | Baystate Wealth Management LLC | 30,339 | $1,386 | 12/31/2023 | | DON | 30,339 | $1,386 | 12/31/2023 | | Culbertson A N & Co. Inc. | 30,166 | $1,378 | 12/31/2023 | | DON | 30,166 | $1,378 | 12/31/2023 | | Benjamin Edwards Inc. | 29,226 | $1,335 | 12/31/2023 | | DON | 29,226 | $1,335 | 12/31/2023 | | IMS Capital Management | 29,125 | $1,331 | 12/31/2023 | | DON | 29,125 | $1,331 | 12/31/2023 | | GYL Financial Synergies LLC | 28,208 | $1,289 | 12/31/2023 | | DON | 28,208 | $1,289 | 12/31/2023 | | Pinnacle Associates Ltd. | 26,035 | $1,270 | 03/31/2024 | | DON | 26,035 | $1,270 | 03/31/2024 | | Principle Wealth Partners LLC | 25,990 | $1,268 | 03/31/2024 | | DON | 25,990 | $1,268 | 03/31/2024 | | Harbor Investment Advisory LLC | 25,611 | $1,249 | 03/31/2024 | | DON | 25,611 | $1,249 | 03/31/2024 | | Comerica Bank | 26,648 | $1,218 | 12/31/2023 | | DON | 26,648 | $1,218 | 12/31/2023 | | Independence Bank of Kentucky | 24,825 | $1,211 | 03/31/2024 | | DON | 24,825 | $1,211 | 03/31/2024 | | Snowden Capital Advisors LLC | 26,470 | $1,209 | 12/31/2023 | | DON | 26,470 | $1,209 | 12/31/2023 | | Investors Research Corp | 26,387 | $1,206 | 12/31/2023 | | DON | 26,387 | $1,206 | 12/31/2023 | | Biondo Investment Advisors LLC | 25,733 | $1,176 | 12/31/2023 | | DON | 25,733 | $1,176 | 12/31/2023 | | Wesbanco Bank Inc. | 23,982 | $1,170 | 03/31/2024 | | DON | 23,982 | $1,170 | 03/31/2024 | | Arkadios Wealth Advisors | 25,376 | $1,159 | 12/31/2023 | | DON | 25,376 | $1,159 | 12/31/2023 | | Apexium Financial LP | 23,751 | $1,158 | 03/31/2024 | | DON | 23,751 | $1,158 | 03/31/2024 | | Great Diamond Partners LLC | 25,140 | $1,149 | 12/31/2023 | | DON | 25,140 | $1,149 | 12/31/2023 | | Peterson Financial Group Inc. | 23,496 | $1,146 | 03/31/2024 | | DON | 23,496 | $1,146 | 03/31/2024 | | Natixis Advisors L.P. | 23,185 | $1,131 | 03/31/2024 | | DON | 23,185 | $1,131 | 03/31/2024 | | NBC Securities Inc. | 20,857 | $1,117 | 03/31/2024 | | DON | 20,857 | $1,117 | 03/31/2024 | | WealthShield Partners LLC | 24,334 | $1,112 | 12/31/2023 | | DON | 24,334 | $1,112 | 12/31/2023 | | Pinnacle Wealth Management Advisory Group LLC | 24,170 | $1,104 | 12/31/2023 | | DON | 24,170 | $1,104 | 12/31/2023 | | Bristlecone Advisors LLC | 21,850 | $1,066 | 03/31/2024 | | DON | 21,850 | $1,066 | 03/31/2024 | | Simmons Bank | 23,304 | $1,065 | 12/31/2023 | | DON | 23,304 | $1,065 | 12/31/2023 | | Pacific Sun Financial Corp | 23,275 | $1,063 | 12/31/2023 | | DON | 23,275 | $1,063 | 12/31/2023 | | Resurgent Financial Advisors LLC | 23,147 | $1,058 | 12/31/2023 | | DON | 23,147 | $1,058 | 12/31/2023 | | Harbour Investments Inc. | 22,998 | $1,051 | 12/31/2023 | | DON | 22,998 | $1,051 | 12/31/2023 | | Denver Wealth Management Inc. | 21,514 | $1,049 | 03/31/2024 | | DON | 21,514 | $1,049 | 03/31/2024 | | John W. Brooker & Co. CPAs | 21,495 | $1,048 | 03/31/2024 | | DON | 21,495 | $1,048 | 03/31/2024 | | Opes Wealth Management LLC | 22,438 | $1,025 | 12/31/2023 | | DON | 22,438 | $1,025 | 12/31/2023 | | Kaydan Wealth Management Inc. | 20,963 | $1,022 | 03/31/2024 | | DON | 20,963 | $1,022 | 03/31/2024 | | Collaborative Wealth Managment Inc. | 22,287 | $1,018 | 12/31/2023 | | DON | 22,287 | $1,018 | 12/31/2023 | | Montag A & Associates Inc. | 22,210 | $1,015 | 12/31/2023 | | DON | 22,210 | $1,015 | 12/31/2023 | | Gryphon Financial Partners LLC | 22,116 | $1,010 | 12/31/2023 | | DON | 22,116 | $1,010 | 12/31/2023 | | OMNI 360 Wealth Inc. | 20,538 | $1,002 | 03/31/2024 | | DON | 20,538 | $1,002 | 03/31/2024 | | Avantax Advisory Services Inc. | 21,785 | $995 | 12/31/2023 | | DON | 21,785 | $995 | 12/31/2023 | | IHT Wealth Management LLC | 21,316 | $974 | 12/31/2023 | | DON | 21,316 | $974 | 12/31/2023 | | Gladstone Institutional Advisory LLC | 21,306 | $973 | 12/31/2023 | | DON | 21,306 | $973 | 12/31/2023 | | My Legacy Advisors LLC | 21,343 | $963 | 12/31/2023 | | DON | 21,343 | $963 | 12/31/2023 | | Consolidated Planning Corp | 20,522 | $938 | 12/31/2023 | | DON | 20,522 | $938 | 12/31/2023 | | StrategIQ Financial Group LLC | 20,500 | $937 | 12/31/2023 | | DON | 20,500 | $937 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 20,079 | $917 | 12/31/2023 | | DON | 20,079 | $917 | 12/31/2023 | | Octavia Wealth Advisors LLC | 17,938 | $875 | 03/31/2024 | | DON | 17,938 | $875 | 03/31/2024 | | Exencial Wealth Advisors LLC | 19,072 | $871 | 12/31/2023 | | DON | 19,072 | $871 | 12/31/2023 | | Trustmark National Bank Trust Department | 18,948 | $866 | 12/31/2023 | | DON | 18,948 | $866 | 12/31/2023 | | Focus Financial Network Inc. | 18,773 | $857 | 03/31/2024 | | DON | 18,773 | $857 | 03/31/2024 | | Focus Financial Network Inc. ADV | 18,619 | $851 | 12/31/2023 | | DON | 18,619 | $851 | 12/31/2023 | | Cetera Advisors LLC | 18,616 | $851 | 12/31/2023 | | DON | 18,616 | $851 | 12/31/2023 | | Vicus Capital | 17,414 | $849 | 03/31/2024 | | DON | 17,414 | $849 | 03/31/2024 | | Marino Stram & Associates LLC | 17,341 | $846 | 03/31/2024 | | DON | 17,341 | $846 | 03/31/2024 | | Raymond James Trust N.A. | 17,204 | $839 | 03/31/2024 | | DON | 17,204 | $839 | 03/31/2024 | | Wintrust Investments LLC | 18,141 | $829 | 12/31/2023 | | DON | 18,141 | $829 | 12/31/2023 | | Archetype Wealth Partners LLC | 17,669 | $807 | 12/31/2023 | | DON | 17,669 | $807 | 12/31/2023 | | TD Waterhouse Canada Inc. | 17,793 | $798 | 12/31/2023 | | DON | 17,793 | $798 | 12/31/2023 | | Saxon Interests Inc. | 16,231 | $792 | 03/31/2024 | | DON | 16,231 | $792 | 03/31/2024 | | Platform Technology Partners | 17,251 | $784 | 12/31/2023 | | DON | 17,251 | $784 | 12/31/2023 | | RFG Advisory LLC | 15,454 | $754 | 03/31/2024 | | DON | 15,454 | $754 | 03/31/2024 | | Oppenheimer & Co. Inc. | 16,461 | $752 | 12/31/2023 | | DON | 16,461 | $752 | 12/31/2023 | | GWM Advisors LLC | 16,254 | $741 | 12/31/2023 | | DON | 16,254 | $741 | 12/31/2023 | | Brady Family Wealth LLC | 16,217 | $741 | 12/31/2023 | | DON | 16,217 | $741 | 12/31/2023 | | NewSquare Capital LLC | 16,134 | $737 | 12/31/2023 | | DON | 16,134 | $737 | 12/31/2023 | | J.W. Cole Advisors Inc. | 15,554 | $711 | 12/31/2023 | | DON | 15,554 | $711 | 12/31/2023 | | National Asset Management Inc. | 15,544 | $710 | 12/31/2023 | | DON | 15,544 | $710 | 12/31/2023 | | Lido Advisors LLC | 15,441 | $706 | 12/31/2023 | | DON | 15,441 | $706 | 12/31/2023 | | Allworth Financial LP | 14,368 | $701 | 03/31/2024 | | DON | 14,368 | $701 | 03/31/2024 | | Flagship Harbor Advisors LLC | 14,367 | $701 | 03/31/2024 | | DON | 14,367 | $701 | 03/31/2024 | | Strategic Family Wealth Counselors L.L.C. | 15,039 | $687 | 12/31/2023 | | DON | 15,039 | $687 | 12/31/2023 | | Johnson Investment Counsel Inc. | 14,896 | $681 | 12/31/2023 | | DON | 14,896 | $681 | 12/31/2023 | | Global Assets Advisory LLC | 13,845 | $675 | 03/31/2024 | | DON | 13,845 | $675 | 03/31/2024 | | Navis Wealth Advisors LLC | 14,233 | $650 | 12/31/2023 | | DON | 14,233 | $650 | 12/31/2023 | | FMR LLC | 14,167 | $647 | 12/31/2023 | | DON | 14,167 | $647 | 12/31/2023 | | Citigroup Inc. | 13,928 | $636 | 12/31/2023 | | DON | 13,928 | $636 | 12/31/2023 | | Jane Street Group LLC | 13,867 | $634 | 12/31/2023 | | DON | 13,867 | $634 | 12/31/2023 | | Bridge Advisory LLC | 12,835 | $626 | 03/31/2024 | | DON | 12,835 | $626 | 03/31/2024 | | Guidance Capital Inc. | 13,526 | $623 | 03/31/2024 | | DON | 13,526 | $623 | 03/31/2024 | | DGS Capital Management LLC | 12,613 | $615 | 03/31/2024 | | DON | 12,613 | $615 | 03/31/2024 | | Heritage Trust Co | 13,294 | $607 | 12/31/2023 | | DON | 13,294 | $607 | 12/31/2023 | | Asset Dedication LLC | 12,303 | $600 | 03/31/2024 | | DON | 12,303 | $600 | 03/31/2024 | | Financial Advocates Investment Management | 13,097 | $598 | 12/31/2023 | | DON | 13,097 | $598 | 12/31/2023 | | Integrated Advisors Network LLC | 13,020 | $595 | 12/31/2023 | | DON | 13,020 | $595 | 12/31/2023 | | Etfidea LLC | 12,751 | $583 | 12/31/2023 | | DON | 12,751 | $583 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 12,705 | $580 | 12/31/2023 | | DON | 12,705 | $580 | 12/31/2023 | | Invesco Ltd. | 12,665 | $579 | 12/31/2023 | | DON | 12,665 | $579 | 12/31/2023 | | Betterment LLC | 12,409 | $567 | 12/31/2023 | | DON | 12,409 | $567 | 12/31/2023 | | Putnam FL Investment Management Co. | 12,283 | $561 | 12/31/2023 | | DON | 12,283 | $561 | 12/31/2023 | | New Hampshire Trust | 11,400 | $556 | 03/31/2024 | | DON | 11,400 | $556 | 03/31/2024 | | BlackRock Inc. | 12,000 | $548 | 12/31/2023 | | DON | 12,000 | $548 | 12/31/2023 | | Essex Financial Services Inc. | 11,127 | $543 | 03/31/2024 | | DON | 11,127 | $543 | 03/31/2024 | | South State CORP. | 11,724 | $536 | 12/31/2023 | | DON | 11,724 | $536 | 12/31/2023 | | Sunbelt Securities Inc. | 10,978 | $535 | 03/31/2024 | | DON | 10,978 | $535 | 03/31/2024 | | Oxinas Partners Wealth Management LLC | 10,864 | $530 | 03/31/2024 | | DON | 10,864 | $530 | 03/31/2024 | | KLR Investment Advisors LLC | 11,370 | $528 | 03/31/2024 | | DON | 11,370 | $528 | 03/31/2024 | | Fortune Financial Advisors LLC | 10,439 | $509 | 03/31/2024 | | DON | 10,439 | $509 | 03/31/2024 | | PFG Investments LLC | 10,394 | $507 | 03/31/2024 | | DON | 10,394 | $507 | 03/31/2024 | | Bank of Montreal Can | 10,919 | $503 | 12/31/2023 | | DON | 10,919 | $503 | 12/31/2023 | | HB Wealth Management LLC | 10,916 | $499 | 12/31/2023 | | DON | 10,916 | $499 | 12/31/2023 | | Cape ANN Savings Bank | 11,114 | $497 | 12/31/2023 | | DON | 11,114 | $497 | 12/31/2023 | | Goldman Sachs Group Inc. | 10,810 | $494 | 12/31/2023 | | DON | 10,810 | $494 | 12/31/2023 | | Eagle Strategies LLC | 10,088 | $492 | 03/31/2024 | | DON | 10,088 | $492 | 03/31/2024 | | Plimoth Trust Co. LLC | 9,948 | $485 | 03/31/2024 | | DON | 9,948 | $485 | 03/31/2024 | | Ancora Advisors LLC | 10,511 | $480 | 12/31/2023 | | DON | 10,511 | $480 | 12/31/2023 | | Aspen Investment Management Inc | 9,760 | $476 | 03/31/2024 | | DON | 9,760 | $476 | 03/31/2024 | | Private Trust Co. NA | 9,542 | $465 | 03/31/2024 | | DON | 9,542 | $465 | 03/31/2024 | | Anson Capital Inc. | 10,141 | $463 | 12/31/2023 | | DON | 10,141 | $463 | 12/31/2023 | | Atlas Private Wealth Advisors | 10,084 | $461 | 12/31/2023 | | DON | 10,084 | $461 | 12/31/2023 | | Western Wealth Management LLC | 10,030 | $458 | 12/31/2023 | | DON | 10,030 | $458 | 12/31/2023 | | Summit Financial LLC | 9,242 | $451 | 03/31/2024 | | DON | 9,242 | $451 | 03/31/2024 | | Arden Trust Co | 9,225 | $450 | 03/31/2024 | | DON | 9,225 | $450 | 03/31/2024 | | Redmond Asset Management LLC | 9,812 | $448 | 12/31/2023 | | DON | 9,812 | $448 | 12/31/2023 | | Personal CFO Solutions LLC | 9,740 | $445 | 12/31/2023 | | DON | 9,740 | $445 | 12/31/2023 | | Institute for Wealth Management LLC. | 9,714 | $444 | 12/31/2023 | | DON | 9,714 | $444 | 12/31/2023 | | Evanson Asset Management LLC | 9,025 | $440 | 03/31/2024 | | DON | 9,025 | $440 | 03/31/2024 | | Patten Group Inc. | 8,988 | $438 | 03/31/2024 | | DON | 8,988 | $438 | 03/31/2024 | | Savant Capital LLC | 9,490 | $434 | 12/31/2023 | | DON | 9,490 | $434 | 12/31/2023 | | IFP Advisors Inc | 9,367 | $428 | 12/31/2023 | | DON | 9,367 | $428 | 12/31/2023 | | Vertex Planning Partners LLC | 9,376 | $428 | 12/31/2023 | | DON | 9,376 | $428 | 12/31/2023 | | Citizens Financial Group Inc RI | 9,336 | $427 | 12/31/2023 | | DON | 9,336 | $427 | 12/31/2023 | | OLD National Bancorp IN | 8,318 | $406 | 03/31/2024 | | DON | 8,318 | $406 | 03/31/2024 | | TNF LLC | 8,627 | $405 | 03/31/2024 | | DON | 8,627 | $405 | 03/31/2024 | | Robinson Smith Wealth Advisors LLC | 8,161 | $398 | 03/31/2024 | | DON | 8,161 | $398 | 03/31/2024 | | Clearwater Capital Advisors LLC | 8,593 | $393 | 12/31/2023 | | DON | 8,593 | $393 | 12/31/2023 | | BCGM Wealth Management LLC | 8,342 | $381 | 12/31/2023 | | DON | 8,342 | $381 | 12/31/2023 | | Cerity Partners LLC | 8,209 | $375 | 12/31/2023 | | DON | 8,209 | $375 | 12/31/2023 | | Resources Investment Advisors LLC. | 8,143 | $372 | 12/31/2023 | | DON | 8,143 | $372 | 12/31/2023 | | Leo Wealth LLC | 7,832 | $367 | 12/31/2023 | | DON | 7,832 | $367 | 12/31/2023 | | Strategic Financial Concepts LLC | 7,451 | $363 | 03/31/2024 | | DON | 7,451 | $363 | 03/31/2024 | | Prospera Financial Services Inc | 7,705 | $352 | 12/31/2023 | | DON | 7,705 | $352 | 12/31/2023 | | Patriot Financial Group Insurance Agency LLC | 7,526 | $344 | 12/31/2023 | | DON | 7,526 | $344 | 12/31/2023 | | Fragasso Group Inc. | 6,986 | $341 | 03/31/2024 | | DON | 6,986 | $341 | 03/31/2024 | | Geneos Wealth Management Inc. | 7,447 | $340 | 12/31/2023 | | DON | 7,447 | $340 | 12/31/2023 | | U.S. Capital Wealth Advisors LLC | 7,255 | $331 | 12/31/2023 | | DON | 7,255 | $331 | 12/31/2023 | | Vontobel Holding Ltd. | 7,196 | $329 | 12/31/2023 | | DON | 7,196 | $329 | 12/31/2023 | | Key Financial Inc | 7,205 | $329 | 12/31/2023 | | DON | 7,205 | $329 | 12/31/2023 | | Source Financial Advisors LLC | 6,990 | $319 | 12/31/2023 | | DON | 6,990 | $319 | 12/31/2023 | | Calton & Associates Inc. | 6,421 | $313 | 03/31/2024 | | DON | 6,421 | $313 | 03/31/2024 | | Smith Moore & CO. | 6,859 | $313 | 12/31/2023 | | DON | 6,859 | $313 | 12/31/2023 | | RMR Wealth Builders | 6,405 | $312 | 03/31/2024 | | DON | 6,405 | $312 | 03/31/2024 | | Integrated Wealth Concepts LLC | 6,838 | $312 | 12/31/2023 | | DON | 6,838 | $312 | 12/31/2023 | | Renaissance Technologies LLC | 6,800 | $311 | 12/31/2023 | | DON | 6,800 | $311 | 12/31/2023 | | Wambolt & Associates LLC | 6,798 | $311 | 12/31/2023 | | DON | 6,798 | $311 | 12/31/2023 | | Cottage Street Advisors LLC | 6,325 | $308 | 03/31/2024 | | DON | 6,325 | $308 | 03/31/2024 | | The PNC Financial Services Group Inc. | 6,732 | $308 | 12/31/2023 | | DON | 6,732 | $308 | 12/31/2023 | | CIBC World Markets Inc. | 6,728 | $307 | 12/31/2023 | | DON | 6,728 | $307 | 12/31/2023 | | Synovus Financial Corp | 6,681 | $305 | 12/31/2023 | | DON | 6,681 | $305 | 12/31/2023 | | Great Valley Advisor Group Inc. | 6,609 | $302 | 12/31/2023 | | DON | 6,609 | $302 | 12/31/2023 | | Mission Creek Capital Partners Inc. | 6,549 | $299 | 12/31/2023 | | DON | 6,549 | $299 | 12/31/2023 | | Park Avenue Securities LLC | 6,055 | $295 | 03/31/2024 | | DON | 6,055 | $295 | 03/31/2024 | | Edge Financial Advisors LLC | 6,036 | $294 | 03/31/2024 | | DON | 6,036 | $294 | 03/31/2024 | | TCG Advisory Services LLC | 6,426 | $294 | 12/31/2023 | | DON | 6,426 | $294 | 12/31/2023 | | MONECO Advisors LLC | 5,948 | $290 | 03/31/2024 | | DON | 5,948 | $290 | 03/31/2024 | | MTM Investment Management LLC | 5,921 | $289 | 03/31/2024 | | DON | 5,921 | $289 | 03/31/2024 | | NewEdge Wealth LLC | 6,227 | $285 | 12/31/2023 | | DON | 6,227 | $285 | 12/31/2023 | | MCF Advisors LLC | 5,676 | $277 | 03/31/2024 | | DON | 5,676 | $277 | 03/31/2024 | | Claro Advisors LLC | 5,619 | $274 | 03/31/2024 | | DON | 5,619 | $274 | 03/31/2024 | | SPC Financial Inc. | 5,994 | $274 | 12/31/2023 | | DON | 5,994 | $274 | 12/31/2023 | | Neuberger Berman Group LLC | 5,981 | $273 | 12/31/2023 | | DON | 5,981 | $273 | 12/31/2023 | | Signal Advisors Wealth LLC | 5,547 | $271 | 03/31/2024 | | DON | 5,547 | $271 | 03/31/2024 | | CoreCap Advisors LLC | 5,879 | $269 | 12/31/2023 | | DON | 5,879 | $269 | 12/31/2023 | | Daymark Wealth Partners LLC | 5,498 | $268 | 03/31/2024 | | DON | 5,498 | $268 | 03/31/2024 | | Holistic Planning LLC | 5,796 | $265 | 12/31/2023 | | DON | 5,796 | $265 | 12/31/2023 | | Clarity Capital Advisors LLC | 5,304 | $259 | 03/31/2024 | | DON | 5,304 | $259 | 03/31/2024 | | B.O.S.S. Retirement Advisors LLC | 5,575 | $255 | 12/31/2023 | | DON | 5,575 | $255 | 12/31/2023 | | CIBC Private Wealth Group LLC | 5,483 | $251 | 12/31/2023 | | DON | 5,483 | $251 | 12/31/2023 | | Berger Financial Group Inc | 5,103 | $249 | 03/31/2024 | | DON | 5,103 | $249 | 03/31/2024 | | Nwam LLC | 5,411 | $247 | 12/31/2023 | | DON | 5,411 | $247 | 12/31/2023 | | Capital Advisors Wealth Management LLC | 5,053 | $246 | 03/31/2024 | | DON | 5,053 | $246 | 03/31/2024 | | Foundations Investment Advisors LLC | 5,352 | $241 | 12/31/2023 | | DON | 5,352 | $241 | 12/31/2023 | | Argent Advisors Inc. | 5,230 | $239 | 12/31/2023 | | DON | 5,230 | $239 | 12/31/2023 | | Kickstand Ventures LLC. | 5,219 | $238 | 12/31/2023 | | DON | 5,219 | $238 | 12/31/2023 | | Harvest Investment Services LLC | 5,128 | $234 | 12/31/2023 | | DON | 5,128 | $234 | 12/31/2023 | | RVW Wealth LLC | 4,728 | $231 | 03/31/2024 | | DON | 4,728 | $231 | 03/31/2024 | | Worth Financial Advisory Group LLC | 4,946 | $226 | 12/31/2023 | | DON | 4,946 | $226 | 12/31/2023 | | Alhambra Investment Partners LLC | 4,470 | $218 | 03/31/2024 | | DON | 4,470 | $218 | 03/31/2024 | | Tower Research Capital LLC TRC | 4,768 | $218 | 12/31/2023 | | DON | 4,768 | $218 | 12/31/2023 | | Sequoia Financial Advisors LLC | 4,712 | $215 | 12/31/2023 | | DON | 4,712 | $215 | 12/31/2023 | | Quadcap Wealth Management LLC | 4,660 | $213 | 12/31/2023 | | DON | 4,660 | $213 | 12/31/2023 | | Willner & Heller LLC | 4,547 | $208 | 12/31/2023 | | DON | 4,547 | $208 | 12/31/2023 | | Gateway Wealth Partners LLC | 4,518 | $206 | 12/31/2023 | | DON | 4,518 | $206 | 12/31/2023 | | Brighton Jones LLC | 4,492 | $205 | 12/31/2023 | | DON | 4,492 | $205 | 12/31/2023 | | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 4,184 | $204 | 03/31/2024 | | DON | 4,184 | $204 | 03/31/2024 | | Diversified LLC | 4,445 | $203 | 12/31/2023 | | DON | 4,445 | $203 | 12/31/2023 | | Prime Capital Investment Advisors LLC | 4,409 | $201 | 12/31/2023 | | DON | 4,409 | $201 | 12/31/2023 | | Spire Wealth Management | 3,911 | $191 | 03/31/2024 | | DON | 3,911 | $191 | 03/31/2024 | | Colonial Trust Co SC | 3,927 | $181 | 12/31/2023 | | DON | 3,927 | $181 | 12/31/2023 | | PSI Advisors LLC | 3,584 | $175 | 03/31/2024 | | DON | 3,584 | $175 | 03/31/2024 | | Creative Financial Designs Inc. ADV | 3,053 | $139 | 12/31/2023 | | DON | 3,053 | $139 | 12/31/2023 | | US Bancorp DE | 2,916 | $133 | 12/31/2023 | | DON | 2,916 | $133 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 2,889 | $132 | 12/31/2023 | | DON | 2,889 | $132 | 12/31/2023 | | Blair William & Co. IL | 2,833 | $129 | 12/31/2023 | | DON | 2,833 | $129 | 12/31/2023 | | ICA Group Wealth Management LLC | 2,778 | $127 | 12/31/2023 | | DON | 2,778 | $127 | 12/31/2023 | | Viewpoint Capital Management LLC | 2,550 | $124 | 03/31/2024 | | DON | 2,550 | $124 | 03/31/2024 | | Franklin Resources Inc. | 2,496 | $114 | 12/31/2023 | | DON | 2,496 | $114 | 12/31/2023 | | Evermay Wealth Management LLC | 2,427 | $111 | 12/31/2023 | | DON | 2,427 | $111 | 12/31/2023 | | Advisory Services Network LLC | 2,067 | $94 | 12/31/2023 | | DON | 2,067 | $94 | 12/31/2023 | | FinTrust Capital Advisors LLC | 1,964 | $90 | 12/31/2023 | | DON | 1,964 | $90 | 12/31/2023 | | Oliver Lagore Vanvalin Investment Group | 1,882 | $86 | 12/31/2023 | | DON | 1,882 | $86 | 12/31/2023 | | Retirement Group LLC | 1,850 | $85 | 12/31/2023 | | DON | 1,850 | $85 | 12/31/2023 | | EverSource Wealth Advisors LLC | 1,810 | $83 | 12/31/2023 | | DON | 1,810 | $83 | 12/31/2023 | | Ameritas Investment Partners Inc. | 1,685 | $77 | 12/31/2023 | | DON | 1,685 | $77 | 12/31/2023 | | Pinnacle Financial Partners Inc. | 1,599 | $73 | 12/31/2023 | | DON | 1,599 | $73 | 12/31/2023 | | Massmutual Trust Co. FSB ADV | 1,458 | $71 | 03/31/2024 | | DON | 1,458 | $71 | 03/31/2024 | | BOKF NA | 1,492 | $68 | 12/31/2023 | | DON | 1,492 | $68 | 12/31/2023 | | Element Wealth LLC | 1,428 | $65 | 12/31/2023 | | DON | 1,428 | $65 | 12/31/2023 | | United Community Bank | 1,400 | $64 | 12/31/2023 | | DON | 1,400 | $64 | 12/31/2023 | | National Bank of Canada FI | 1,350 | $62 | 12/31/2023 | | DON | 1,350 | $62 | 12/31/2023 | | Hazlett Burt & Watson Inc. | 1,314 | $60 | 12/31/2023 | | DON | 1,314 | $60 | 12/31/2023 | | Qube Research & Technologies Ltd | 1,234 | $56 | 12/31/2023 | | DON | 1,234 | $56 | 12/31/2023 | | Signaturefd LLC | 1,211 | $55 | 12/31/2023 | | DON | 1,211 | $55 | 12/31/2023 | | Barrett & Company Inc. | 1,050 | $51 | 03/31/2024 | | DON | 1,050 | $51 | 03/31/2024 | | SOA Wealth Advisors LLC. | 1,029 | $50 | 03/31/2024 | | DON | 1,029 | $50 | 03/31/2024 | | Founders Financial Alliance LLC | 1,020 | $47 | 12/31/2023 | | DON | 1,020 | $47 | 12/31/2023 | | Tidemark LLC | 1,015 | $46 | 12/31/2023 | | DON | 1,015 | $46 | 12/31/2023 | | Valley National Advisers Inc. | 930 | $45 | 03/31/2024 | | DON | 930 | $45 | 03/31/2024 | | Carmichael Hill & Associates Inc. | 915 | $45 | 03/31/2024 | | DON | 915 | $45 | 03/31/2024 | | Missouri Trust & Investment Co | 857 | $39 | 12/31/2023 | | DON | 857 | $39 | 12/31/2023 | | Northwest Financial Advisors | 805 | $37 | 12/31/2023 | | DON | 805 | $37 | 12/31/2023 | | Cullen Frost Bankers Inc. | 792 | $36 | 12/31/2023 | | DON | 792 | $36 | 12/31/2023 | | Global Retirement Partners LLC | 727 | $35 | 03/31/2024 | | DON | 727 | $35 | 03/31/2024 | | Householder Group Estate & Retirement Specialist LLC | 704 | $32 | 12/31/2023 | | DON | 704 | $32 | 12/31/2023 | | First Personal Financial Services | 645 | $31 | 03/31/2024 | | DON | 645 | $31 | 03/31/2024 | | Capital Investment Advisory Services LLC | 576 | $28 | 03/31/2024 | | DON | 576 | $28 | 03/31/2024 | | Aspire Private Capital LLC | 570 | $28 | 03/31/2024 | | DON | 570 | $28 | 03/31/2024 | | LifeSteps Financial Inc. | 527 | $26 | 03/31/2024 | | DON | 527 | $26 | 03/31/2024 | | Avion Wealth | 525 | $24 | 12/31/2023 | | DON | 525 | $24 | 12/31/2023 | | Wolff Wiese Magana LLC | 450 | $22 | 03/31/2024 | | DON | 450 | $22 | 03/31/2024 | | Armstrong Advisory Group Inc. | 451 | $21 | 03/31/2024 | | DON | 451 | $21 | 03/31/2024 | | West Branch Capital LLC | 412 | $20 | 03/31/2024 | | DON | 412 | $20 | 03/31/2024 | | Bartlett & Co. LLC | 425 | $20 | 12/31/2023 | | DON | 425 | $20 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 425 | $20 | 12/31/2023 | | DON | 425 | $20 | 12/31/2023 | | Register Financial Advisors LLC | 271 | $13 | 03/31/2024 | | DON | 271 | $13 | 03/31/2024 | | GHP Investment Advisors Inc. | 245 | $12 | 03/31/2024 | | DON | 245 | $12 | 03/31/2024 | | Creekmur Asset Management LLC | 244 | $11 | 12/31/2023 | | DON | 244 | $11 | 12/31/2023 | | CENTRAL TRUST Co | 176 | $9 | 03/31/2024 | | DON | 176 | $9 | 03/31/2024 | | Coastal Investment Advisors Inc. | 186 | $9 | 03/31/2024 | | DON | 186 | $9 | 03/31/2024 | | Pacifica Partners Inc. | 166 | $8 | 03/31/2024 | | DON | 166 | $8 | 03/31/2024 | | SRS Capital Advisors Inc. | 182 | $8 | 12/31/2023 | | DON | 182 | $8 | 12/31/2023 | | Migdal Insurance & Financial Holdings Ltd. | 150 | $7 | 12/31/2023 | | DON | 150 | $7 | 12/31/2023 | | Richardson Capital Management LLC | 118 | $6 | 03/31/2024 | | DON | 118 | $6 | 03/31/2024 | | Rain Capital Management LLC | 116 | $5 | 12/31/2023 | | DON | 116 | $5 | 12/31/2023 | | AdvisorNet Financial Inc | 72 | $4 | 03/31/2024 | | DON | 72 | $4 | 03/31/2024 | | Sound Income Strategies LLC | 83 | $4 | 03/31/2024 | | DON | 83 | $4 | 03/31/2024 | | Tucker Asset Management LLC | 97 | $4 | 12/31/2023 | | DON | 97 | $4 | 12/31/2023 | | True Wealth Design LLC | 98 | $4 | 12/31/2023 | | DON | 98 | $4 | 12/31/2023 | | Northwest Capital Management Inc | 60 | $3 | 03/31/2024 | | DON | 60 | $3 | 03/31/2024 | | Opal Wealth Advisors LLC | 57 | $3 | 03/31/2024 | | DON | 57 | $3 | 03/31/2024 | | Covestor Ltd | 75 | $3 | 12/31/2023 | | DON | 75 | $3 | 12/31/2023 |  Cutler Group LP | | $2 | 03/31/2024 | | Call | 500 | $2 | 03/31/2024 | | Tsfg LLC | 51 | $2 | 03/31/2024 | | DON | 51 | $2 | 03/31/2024 | | Transcendent Capital Group LLC | 38 | $2 | 03/31/2024 | | DON | 38 | $2 | 03/31/2024 | | Coppell Advisory Solutions LLC | 41 | $2 | 12/31/2023 | | DON | 41 | $2 | 12/31/2023 | | New Millennium Group LLC | 44 | $2 | 12/31/2023 | | DON | 44 | $2 | 12/31/2023 | | Future Financial Wealth Managment LLC | 22 | $1 | 03/31/2024 | | DON | 22 | $1 | 03/31/2024 | | DHJJ Financial Advisors Ltd. | 24 | $1 | 03/31/2024 | | DON | 24 | $1 | 03/31/2024 | | Bank of New Hampshire | 30 | $1 | 03/31/2024 | | DON | 30 | $1 | 03/31/2024 | | Assetmark Inc. | 14 | $1 | 12/31/2023 | | DON | 14 | $1 | 12/31/2023 | | Front Row Advisors LLC | 21 | $1 | 12/31/2023 | | DON | 21 | $1 | 12/31/2023 | | Financial Gravity Asset Management Inc. | 6 | $0 | 12/31/2023 | | DON | 6 | $0 | 12/31/2023 |
See Summary: Institutional Holders of DON
See Details: Top 10 Hedge Funds Holding DON
Also See: DON Holdings Changes
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