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On this page, we present all of the funds holding HDV from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding HDV, with a link to that fund's top holdings. The next columns
indicate the amount of HDV stock held by each of the funds holding HDV, followed by the HDV position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 712 funds holding HDV 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 HDV), click the fund name in the "Holder" column of the funds-holding-HDV table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Bank of America Corp DE | 4,869,077 | $496,597 | 12/31/2023 | HDV | 4,869,077 | $496,597 | 12/31/2023 | Morgan Stanley | 2,997,281 | $305,693 | 12/31/2023 | HDV | 2,997,281 | $305,693 | 12/31/2023 | Meiji Yasuda Life Insurance Co | 2,512,228 | $256,222 | 12/31/2023 | HDV | 2,512,228 | $256,222 | 12/31/2023 | LPL Financial LLC | 1,854,255 | $204,357 | 03/31/2024 | HDV | 1,854,255 | $204,357 | 03/31/2024 | UBS Group AG | 1,554,375 | $171,308 | 03/31/2024 | HDV | 1,554,375 | $171,308 | 03/31/2024 | Royal Bank of Canada | 1,437,319 | $146,591 | 12/31/2023 | HDV | 1,437,319 | $146,591 | 12/31/2023 | Wells Fargo & Company MN | 1,308,300 | $144,188 | 03/31/2024 | HDV | 1,308,300 | $144,188 | 03/31/2024 | JPMorgan Chase & Co. | 1,222,893 | $134,775 | 03/31/2024 | HDV | 1,222,893 | $134,775 | 03/31/2024 | Securian Asset Management Inc | 915,202 | $100,864 | 03/31/2024 | HDV | 915,202 | $100,864 | 03/31/2024 | Truist Financial Corp | 800,095 | $88,178 | 03/31/2024 | HDV | 800,095 | $88,178 | 03/31/2024 | Commonwealth Equity Services LLC | 793,501 | $87,452 | 03/31/2024 | HDV | 793,501 | $87,452 | 03/31/2024 | Envestnet Asset Management Inc. | 743,806 | $81,975 | 03/31/2024 | HDV | 743,806 | $81,975 | 03/31/2024 | M&T Bank Corp | 712,425 | $78,516 | 03/31/2024 | HDV | 712,425 | $78,516 | 03/31/2024 | Janney Montgomery Scott LLC | 647,251 | $71,334 | 03/31/2024 | HDV | 647,251 | $71,334 | 03/31/2024 | Ameriprise Financial Inc. | 603,841 | $61,592 | 12/31/2023 | HDV | 603,841 | $61,592 | 12/31/2023 | FMR LLC | 529,750 | $58,384 | 03/31/2024 | HDV | 529,750 | $58,384 | 03/31/2024 | BlackRock Inc. | 527,228 | $58,106 | 03/31/2024 | HDV | 527,228 | $58,106 | 03/31/2024 | Lbmc Investment Advisors LLC | 479,389 | $52,833 | 03/31/2024 | HDV | 479,389 | $52,833 | 03/31/2024 | Federated Hermes Inc. | 515,674 | $52,594 | 12/31/2023 | HDV | 515,674 | $52,594 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 469,258 | $51,717 | 03/31/2024 | HDV | 469,258 | $51,717 | 03/31/2024 | Citadel Advisors LLC | | $45,105 | 12/31/2023 | Call | 435,300 | $44,396 | 12/31/2023 | HDV | 15,549 | $1,586 | 12/31/2023 | Put | 8,600 | $877 | 12/31/2023 | Advisor Group Holdings Inc. | 366,447 | $40,400 | 03/31/2024 | HDV | 366,447 | $40,400 | 03/31/2024 | Townsend & Associates Inc | 362,520 | $39,602 | 03/31/2024 | HDV | 362,520 | $39,602 | 03/31/2024 | Mariner LLC | 317,627 | $32,395 | 12/31/2023 | HDV | 317,627 | $32,395 | 12/31/2023 | CVS HEALTH Corp | 273,110 | $30,099 | 03/31/2024 | HDV | 273,110 | $30,099 | 03/31/2024 | Raymond James & Associates | 270,143 | $29,772 | 03/31/2024 | HDV | 270,143 | $29,772 | 03/31/2024 | Steward Partners Investment Advisory LLC | 277,251 | $28,277 | 12/31/2023 | HDV | 277,251 | $28,277 | 12/31/2023 | MML Investors Services LLC | 270,257 | $27,564 | 12/31/2023 | HDV | 270,257 | $27,564 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 246,489 | $27,166 | 03/31/2024 | HDV | 246,489 | $27,166 | 03/31/2024 | Thrivent Financial for Lutherans | 258,917 | $26,407 | 12/31/2023 | HDV | 258,917 | $26,407 | 12/31/2023 | Regimen Wealth LLC | 253,194 | $25,975 | 12/31/2023 | HDV | 253,194 | $25,975 | 12/31/2023 | Wharton Business Group LLC | 232,644 | $25,640 | 03/31/2024 | HDV | 232,644 | $25,640 | 03/31/2024 | Atria Wealth Solutions Inc. | 221,612 | $24,424 | 03/31/2024 | HDV | 221,612 | $24,424 | 03/31/2024 | Alliancebernstein L.P. | 229,885 | $23,446 | 12/31/2023 | HDV | 229,885 | $23,446 | 12/31/2023 | Creative Planning | 206,310 | $22,737 | 03/31/2024 | HDV | 206,310 | $22,737 | 03/31/2024 | BNP Paribas Arbitrage SA | 206,154 | $22,720 | 03/31/2024 | HDV | 206,154 | $22,720 | 03/31/2024 | Rockefeller Capital Management L.P. | 213,916 | $21,817 | 12/31/2023 | HDV | 213,916 | $21,817 | 12/31/2023 | Comerica Bank | 212,757 | $21,699 | 12/31/2023 | HDV | 212,757 | $21,699 | 12/31/2023 | Cetera Advisor Networks LLC | 203,989 | $20,805 | 12/31/2023 | HDV | 203,989 | $20,805 | 12/31/2023 | Stifel Financial Corp | 202,475 | $20,650 | 12/31/2023 | HDV | 202,475 | $20,650 | 12/31/2023 | Valeo Financial Advisors LLC | 169,679 | $18,700 | 03/31/2024 | HDV | 169,679 | $18,700 | 03/31/2024 | DAVENPORT & Co LLC | 165,613 | $18,252 | 03/31/2024 | HDV | 165,613 | $18,252 | 03/31/2024 | GDS Wealth Management | 165,101 | $18,196 | 03/31/2024 | HDV | 165,101 | $18,196 | 03/31/2024 | Warren Averett Asset Management LLC | 178,163 | $18,171 | 12/31/2023 | HDV | 178,163 | $18,171 | 12/31/2023 | Simmons Bank | 170,010 | $17,339 | 12/31/2023 | HDV | 170,010 | $17,339 | 12/31/2023 | WNY Asset Management LLC | 156,486 | $17,246 | 03/31/2024 | HDV | 156,486 | $17,246 | 03/31/2024 | VAUGHAN & Co SECURITIES INC. | 155,183 | $17,103 | 03/31/2024 | HDV | 155,183 | $17,103 | 03/31/2024 | Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P. | 163,603 | $16,686 | 12/31/2023 | HDV | 163,603 | $16,686 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 141,155 | $15,557 | 03/31/2024 | HDV | 141,155 | $15,557 | 03/31/2024 | Kohmann Bosshard Financial Services LLC | 140,370 | $15,470 | 03/31/2024 | HDV | 140,370 | $15,470 | 03/31/2024 | Northwestern Mutual Wealth Management Co. | 142,146 | $14,498 | 12/31/2023 | HDV | 142,146 | $14,498 | 12/31/2023 | BEAM Asset Management LLC | 130,272 | $14,357 | 03/31/2024 | HDV | 130,272 | $14,357 | 03/31/2024 | HB Wealth Management LLC | 128,653 | $14,179 | 03/31/2024 | HDV | 128,653 | $14,179 | 03/31/2024 | Orion Portfolio Solutions LLC | 121,818 | $13,426 | 03/31/2024 | HDV | 121,818 | $13,426 | 03/31/2024 | HighTower Advisors LLC | 120,959 | $13,336 | 03/31/2024 | HDV | 120,959 | $13,336 | 03/31/2024 | Private Advisor Group LLC | 112,126 | $12,357 | 03/31/2024 | HDV | 112,126 | $12,357 | 03/31/2024 | Kestra Advisory Services LLC | 120,938 | $12,335 | 12/31/2023 | HDV | 120,938 | $12,335 | 12/31/2023 | IFP Advisors Inc | 117,088 | $11,942 | 12/31/2023 | HDV | 117,088 | $11,942 | 12/31/2023 | Avantax Advisory Services Inc. | 107,611 | $11,860 | 03/31/2024 | HDV | 107,611 | $11,860 | 03/31/2024 | Goldman Sachs Group Inc. | 115,823 | $11,813 | 12/31/2023 | HDV | 115,823 | $11,813 | 12/31/2023 | Kapstone Financial Advisors LLC | 103,189 | $11,372 | 03/31/2024 | HDV | 103,189 | $11,372 | 03/31/2024 | Global Strategic Investment Solutions LLC | 102,286 | $11,273 | 03/31/2024 | HDV | 102,286 | $11,273 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 109,360 | $11,154 | 12/31/2023 | HDV | 109,360 | $11,154 | 12/31/2023 | Kayne Anderson Rudnick Investment Management LLC | 108,501 | $11,067 | 12/31/2023 | HDV | 108,501 | $11,067 | 12/31/2023 | Susquehanna International Group LLP | | $10,614 | 03/31/2024 | Call | 117,100 | $12,906 | 03/31/2024 | Put | 20,800 | $2,292 | 03/31/2024 | AE Wealth Management LLC | 101,230 | $10,534 | 12/31/2023 | HDV | 101,230 | $10,534 | 12/31/2023 | Captrust Financial Advisors | 103,137 | $10,519 | 12/31/2023 | HDV | 103,137 | $10,519 | 12/31/2023 | JNB Advisors LLC | 95,281 | $10,501 | 03/31/2024 | HDV | 95,281 | $10,501 | 03/31/2024 | Gunma Bank Ltd. | 95,000 | $10,470 | 03/31/2024 | HDV | 95,000 | $10,470 | 03/31/2024 | Keystone Financial Planning Inc. | 94,640 | $10,430 | 03/31/2024 | HDV | 94,640 | $10,430 | 03/31/2024 | Advisory Services Network LLC | 92,948 | $10,244 | 03/31/2024 | HDV | 92,948 | $10,244 | 03/31/2024 | Lantz Financial LLC | 92,122 | $10,153 | 03/31/2024 | HDV | 92,122 | $10,153 | 03/31/2024 | NTV Asset Management LLC | 89,355 | $9,848 | 03/31/2024 | HDV | 89,355 | $9,848 | 03/31/2024 | Beaumont Financial Advisors LLC | 83,758 | $9,231 | 03/31/2024 | HDV | 83,758 | $9,231 | 03/31/2024 | Foundry Financial Group Inc. | 80,849 | $8,910 | 03/31/2024 | HDV | 80,849 | $8,910 | 03/31/2024 | Sontag Advisory LLC | 80,784 | $8,903 | 03/31/2024 | HDV | 80,784 | $8,903 | 03/31/2024 | Financial Advisory Service Inc. | 79,375 | $8,748 | 03/31/2024 | HDV | 79,375 | $8,748 | 03/31/2024 | Green Square Capital Advisors LLC | 83,328 | $8,499 | 12/31/2023 | HDV | 83,328 | $8,499 | 12/31/2023 | Smithfield Trust Co. | 75,663 | $8,337 | 03/31/2024 | HDV | 75,663 | $8,337 | 03/31/2024 | Regions Financial Corp | 75,479 | $8,319 | 03/31/2024 | HDV | 75,479 | $8,319 | 03/31/2024 | Jones Financial Companies Lllp | 80,043 | $8,164 | 12/31/2023 | HDV | 80,043 | $8,164 | 12/31/2023 | Bank of Montreal Can | 73,820 | $8,139 | 03/31/2024 | HDV | 73,820 | $8,139 | 03/31/2024 | Glenmede Trust Co. NA | 74,077 | $7,555 | 12/31/2023 | HDV | 74,077 | $7,555 | 12/31/2023 | Financial Perspectives Inc | 68,475 | $7,547 | 03/31/2024 | HDV | 68,475 | $7,547 | 03/31/2024 | Sowa Financial Group Inc. | 73,836 | $7,531 | 03/31/2024 | HDV | 73,836 | $7,531 | 03/31/2024 | Michelson Medical Research Foundation Inc. | 73,240 | $7,470 | 12/31/2023 | HDV | 73,240 | $7,470 | 12/31/2023 | Benedetti & Gucer Inc. | 67,482 | $7,437 | 03/31/2024 | HDV | 67,482 | $7,437 | 03/31/2024 | GWM Advisors LLC | 69,270 | $7,072 | 12/31/2023 | HDV | 69,270 | $7,072 | 12/31/2023 | CWM LLC | 61,040 | $6,727 | 03/31/2024 | HDV | 61,040 | $6,727 | 03/31/2024 | Cetera Advisors LLC | 64,400 | $6,568 | 12/31/2023 | HDV | 64,400 | $6,568 | 12/31/2023 | Phoenix Wealth Advisors | 59,339 | $6,540 | 03/31/2024 | HDV | 59,339 | $6,540 | 03/31/2024 | Franklin Resources Inc. | 59,132 | $6,517 | 03/31/2024 | HDV | 59,132 | $6,517 | 03/31/2024 | The PNC Financial Services Group Inc. | 58,982 | $6,500 | 03/31/2024 | HDV | 58,982 | $6,500 | 03/31/2024 | Gallagher Fiduciary Advisors LLC | 63,333 | $6,459 | 12/31/2023 | HDV | 63,333 | $6,459 | 12/31/2023 | Cowa LLC | 57,409 | $6,327 | 03/31/2024 | HDV | 57,409 | $6,327 | 03/31/2024 | Cetera Investment Advisers | 60,056 | $6,125 | 12/31/2023 | HDV | 60,056 | $6,125 | 12/31/2023 | Aptus Capital Advisors LLC | 58,740 | $5,991 | 12/31/2023 | HDV | 58,740 | $5,991 | 12/31/2023 | Advisor OS LLC | 52,681 | $5,806 | 03/31/2024 | HDV | 52,681 | $5,806 | 03/31/2024 | Level Four Advisory Services LLC | 56,366 | $5,749 | 03/31/2024 | HDV | 56,366 | $5,749 | 03/31/2024 | MJP Associates Inc. ADV | 51,858 | $5,715 | 03/31/2024 | HDV | 51,858 | $5,715 | 03/31/2024 | Sigma Planning Corp | 50,559 | $5,572 | 03/31/2024 | HDV | 50,559 | $5,572 | 03/31/2024 | Lido Advisors LLC | 54,196 | $5,527 | 12/31/2023 | HDV | 54,196 | $5,527 | 12/31/2023 | Janney Capital Management LLC | 47,694 | $5,256 | 03/31/2024 | HDV | 47,694 | $5,256 | 03/31/2024 | Atria Investments LLC | 49,185 | $5,016 | 12/31/2023 | HDV | 49,185 | $5,016 | 12/31/2023 | Embree Financial Group | 45,267 | $4,989 | 03/31/2024 | HDV | 45,267 | $4,989 | 03/31/2024 | Renaissance Technologies LLC | 44,700 | $4,926 | 03/31/2024 | HDV | 44,700 | $4,926 | 03/31/2024 | Forefront Analytics LLC | 47,355 | $4,830 | 12/31/2023 | HDV | 47,355 | $4,830 | 12/31/2023 | Formidable Asset Management LLC | 45,763 | $4,667 | 12/31/2023 | HDV | 45,763 | $4,667 | 12/31/2023 | Global Retirement Partners LLC | 42,272 | $4,659 | 03/31/2024 | HDV | 42,272 | $4,659 | 03/31/2024 | Deutsche Bank AG | 44,907 | $4,580 | 12/31/2023 | HDV | 44,907 | $4,580 | 12/31/2023 | CIBC World Markets Inc. | 40,919 | $4,510 | 03/31/2024 | HDV | 40,919 | $4,510 | 03/31/2024 | Gray Private Wealth LLC | 40,905 | $4,508 | 03/31/2024 | HDV | 40,905 | $4,508 | 03/31/2024 | Blair William & Co. IL | 40,883 | $4,506 | 03/31/2024 | HDV | 40,883 | $4,506 | 03/31/2024 | Houlihan Financial Resource Group Ltd. | 40,686 | $4,484 | 03/31/2024 | HDV | 40,686 | $4,484 | 03/31/2024 | EWG Elevate Inc. | 38,698 | $4,265 | 03/31/2024 | HDV | 38,698 | $4,265 | 03/31/2024 | Maltin Wealth Management Inc. | 38,360 | $4,228 | 03/31/2024 | HDV | 38,360 | $4,228 | 03/31/2024 | Fayez Sarofim & Co | 41,000 | $4,228 | 12/31/2023 | HDV | 41,000 | $4,228 | 12/31/2023 | Brandywine Oak Private Wealth LLC | 38,030 | $4,191 | 03/31/2024 | HDV | 38,030 | $4,191 | 03/31/2024 | Cerity Partners LLC | 40,973 | $4,179 | 12/31/2023 | HDV | 40,973 | $4,179 | 12/31/2023 | Essex Private Wealth Management LLC | 37,349 | $4,116 | 03/31/2024 | HDV | 37,349 | $4,116 | 03/31/2024 | Chatham Capital Group Inc. | 37,163 | $4,096 | 03/31/2024 | HDV | 37,163 | $4,096 | 03/31/2024 | Shulman DeMeo Asset Management LLC | 36,229 | $3,993 | 03/31/2024 | HDV | 36,229 | $3,993 | 03/31/2024 | Scotia Capital Inc. | 39,084 | $3,986 | 12/31/2023 | HDV | 39,084 | $3,986 | 12/31/2023 | OLD National Bancorp IN | 35,783 | $3,944 | 03/31/2024 | HDV | 35,783 | $3,944 | 03/31/2024 | Theory Financial LLC | 35,674 | $3,932 | 03/31/2024 | HDV | 35,674 | $3,932 | 03/31/2024 | StoneX Group Inc. | 35,125 | $3,871 | 03/31/2024 | HDV | 35,125 | $3,871 | 03/31/2024 | Flagship Harbor Advisors LLC | 34,327 | $3,783 | 03/31/2024 | HDV | 34,327 | $3,783 | 03/31/2024 | Capital Advisors Ltd. LLC | 34,098 | $3,758 | 03/31/2024 | HDV | 34,098 | $3,758 | 03/31/2024 | Wolff Financial Management LLC | 33,889 | $3,735 | 03/31/2024 | HDV | 33,889 | $3,735 | 03/31/2024 | Baron Silver Stevens Financial Advisors LLC | 32,674 | $3,601 | 03/31/2024 | HDV | 32,674 | $3,601 | 03/31/2024 | Cahill Financial Advisors Inc. | 32,536 | $3,586 | 03/31/2024 | HDV | 32,536 | $3,586 | 03/31/2024 | Summit Financial Group Inc. | 32,455 | $3,577 | 03/31/2024 | HDV | 32,455 | $3,577 | 03/31/2024 | Jefferies Financial Group Inc. | 31,768 | $3,501 | 03/31/2024 | HDV | 31,768 | $3,501 | 03/31/2024 | Connecticut Wealth Management LLC | 31,160 | $3,434 | 03/31/2024 | HDV | 31,160 | $3,434 | 03/31/2024 | Sunbelt Securities Inc. | 31,148 | $3,433 | 03/31/2024 | HDV | 31,148 | $3,433 | 03/31/2024 | IHT Wealth Management LLC | 33,316 | $3,398 | 12/31/2023 | HDV | 33,316 | $3,398 | 12/31/2023 | Equitable Holdings Inc. | 33,181 | $3,384 | 12/31/2023 | HDV | 33,181 | $3,384 | 12/31/2023 | Bernardo Wealth Planning LLC | 29,708 | $3,274 | 03/31/2024 | HDV | 29,708 | $3,274 | 03/31/2024 | Qube Research & Technologies Ltd | 31,838 | $3,247 | 12/31/2023 | HDV | 31,838 | $3,247 | 12/31/2023 | Allen Investment Management LLC | 29,195 | $3,218 | 03/31/2024 | HDV | 29,195 | $3,218 | 03/31/2024 | KFA Private Wealth Group LLC | 28,921 | $3,187 | 03/31/2024 | HDV | 28,921 | $3,187 | 03/31/2024 | J.W. Cole Advisors Inc. | 28,317 | $3,121 | 03/31/2024 | HDV | 28,317 | $3,121 | 03/31/2024 | Cooper Financial Group | 28,080 | $3,095 | 03/31/2024 | HDV | 28,080 | $3,095 | 03/31/2024 | Teamwork Financial Advisors LLC | 27,712 | $3,054 | 03/31/2024 | HDV | 27,712 | $3,054 | 03/31/2024 | Morton Brown Family Wealth LLC | 27,396 | $3,019 | 03/31/2024 | HDV | 27,396 | $3,019 | 03/31/2024 | Summit X LLC | 27,232 | $3,000 | 03/31/2024 | HDV | 27,232 | $3,000 | 03/31/2024 | Bank of New York Mellon Corp | 26,836 | $2,958 | 03/31/2024 | HDV | 26,836 | $2,958 | 03/31/2024 | Baird Financial Group Inc. | 28,921 | $2,950 | 12/31/2023 | HDV | 28,921 | $2,950 | 12/31/2023 | CRA Financial Services LLC | 26,687 | $2,941 | 03/31/2024 | HDV | 26,687 | $2,941 | 03/31/2024 | Northeast Financial Consultants Inc | 28,697 | $2,927 | 12/31/2023 | HDV | 28,697 | $2,927 | 12/31/2023 | King Luther Capital Management Corp | 28,572 | $2,914 | 12/31/2023 | HDV | 28,572 | $2,914 | 12/31/2023 | Kerntke Otto McGlone Wealth Management Group | 26,401 | $2,910 | 03/31/2024 | HDV | 26,401 | $2,910 | 03/31/2024 | Mayflower Financial Advisors LLC | 25,943 | $2,859 | 03/31/2024 | HDV | 25,943 | $2,859 | 03/31/2024 | Strategic Family Wealth Counselors L.L.C. | 27,292 | $2,783 | 12/31/2023 | HDV | 27,292 | $2,783 | 12/31/2023 | Nottingham Advisors Inc. | 27,008 | $2,755 | 12/31/2023 | HDV | 27,008 | $2,755 | 12/31/2023 | FC Advisory LLC | 24,800 | $2,733 | 03/31/2024 | HDV | 24,800 | $2,733 | 03/31/2024 | Patton Albertson Miller Group LLC | 24,483 | $2,698 | 03/31/2024 | HDV | 24,483 | $2,698 | 03/31/2024 | Auto Owners Insurance Co | 23,800 | $2,623 | 03/31/2024 | HDV | 23,800 | $2,623 | 03/31/2024 | Sowell Financial Services LLC | 23,771 | $2,620 | 03/31/2024 | HDV | 23,771 | $2,620 | 03/31/2024 | WCG Wealth Advisors LLC | 23,743 | $2,617 | 03/31/2024 | HDV | 23,743 | $2,617 | 03/31/2024 | Allworth Financial LP | 23,695 | $2,611 | 03/31/2024 | HDV | 23,695 | $2,611 | 03/31/2024 | National Bank of Canada FI | 23,504 | $2,594 | 03/31/2024 | HDV | 23,504 | $2,594 | 03/31/2024 | IFG Advisory LLC | 23,419 | $2,581 | 03/31/2024 | HDV | 23,419 | $2,581 | 03/31/2024 | Frisch Financial Group Inc. | 25,223 | $2,572 | 12/31/2023 | HDV | 25,223 | $2,572 | 12/31/2023 | Arkadios Wealth Advisors | 23,310 | $2,569 | 03/31/2024 | HDV | 23,310 | $2,569 | 03/31/2024 | D.A. Davidson & CO. | 22,648 | $2,496 | 03/31/2024 | HDV | 22,648 | $2,496 | 03/31/2024 | Lane & Associates LLC | 22,550 | $2,485 | 03/31/2024 | HDV | 22,550 | $2,485 | 03/31/2024 | Principal Securities Inc. | 22,520 | $2,482 | 03/31/2024 | HDV | 22,520 | $2,482 | 03/31/2024 | Godsey & Gibb Associates | 21,822 | $2,405 | 03/31/2024 | HDV | 21,822 | $2,405 | 03/31/2024 | Baker Tilly Financial LLC | 21,555 | $2,376 | 03/31/2024 | HDV | 21,555 | $2,376 | 03/31/2024 | Cora Capital Advisors LLC | 21,431 | $2,362 | 03/31/2024 | HDV | 21,431 | $2,362 | 03/31/2024 | Klingman & Associates LLC | 21,331 | $2,351 | 03/31/2024 | HDV | 21,331 | $2,351 | 03/31/2024 | High Net Worth Advisory Group LLC | 21,106 | $2,326 | 03/31/2024 | HDV | 21,106 | $2,326 | 03/31/2024 | Ellis Investment Partners LLC | 21,085 | $2,324 | 03/31/2024 | HDV | 21,085 | $2,324 | 03/31/2024 | Regal Investment Advisors LLC | 22,606 | $2,306 | 12/31/2023 | HDV | 22,606 | $2,306 | 12/31/2023 | Integrated Wealth Concepts LLC | 22,381 | $2,283 | 12/31/2023 | HDV | 22,381 | $2,283 | 12/31/2023 | ICA Group Wealth Management LLC | 22,370 | $2,281 | 12/31/2023 | HDV | 22,370 | $2,281 | 12/31/2023 | CI Private Wealth LLC | 20,664 | $2,277 | 03/31/2024 | HDV | 20,664 | $2,277 | 03/31/2024 | Stephens Inc. AR | 22,215 | $2,266 | 12/31/2023 | HDV | 22,215 | $2,266 | 12/31/2023 | Stratos Wealth Partners LTD. | 19,925 | $2,196 | 03/31/2024 | HDV | 19,925 | $2,196 | 03/31/2024 | Shira Ridge Wealth Management | 19,527 | $2,152 | 03/31/2024 | HDV | 19,527 | $2,152 | 03/31/2024 | DB Wealth Management Group LLC | 20,955 | $2,137 | 12/31/2023 | HDV | 20,955 | $2,137 | 12/31/2023 | Accordant Advisory Group Inc | 19,032 | $2,098 | 03/31/2024 | HDV | 19,032 | $2,098 | 03/31/2024 | RSM US Wealth Management LLC | 18,733 | $2,065 | 03/31/2024 | HDV | 18,733 | $2,065 | 03/31/2024 | Lincoln National Corp | 18,581 | $2,048 | 03/31/2024 | HDV | 18,581 | $2,048 | 03/31/2024 | HFG Advisors Inc. | 18,564 | $2,046 | 03/31/2024 | HDV | 18,564 | $2,046 | 03/31/2024 | Fifth Third Securities Inc. | 18,532 | $2,042 | 03/31/2024 | HDV | 18,532 | $2,042 | 03/31/2024 | Eagle Strategies LLC | 18,498 | $2,039 | 03/31/2024 | HDV | 18,498 | $2,039 | 03/31/2024 | Investment Advisory Group LLC | 18,353 | $2,023 | 03/31/2024 | HDV | 18,353 | $2,023 | 03/31/2024 | Nations Financial Group Inc. IA ADV | 18,020 | $1,986 | 03/31/2024 | HDV | 18,020 | $1,986 | 03/31/2024 | Mutual Advisors LLC | 17,831 | $1,965 | 03/31/2024 | HDV | 17,831 | $1,965 | 03/31/2024 | Flow Traders U.S. LLC | 19,251 | $1,963 | 12/31/2023 | HDV | 19,251 | $1,963 | 12/31/2023 | Moloney Securities Asset Management LLC | 17,765 | $1,958 | 03/31/2024 | HDV | 17,765 | $1,958 | 03/31/2024 | GSG Advisors LLC | 17,585 | $1,928 | 03/31/2024 | HDV | 17,585 | $1,928 | 03/31/2024 | Transcend Wealth Collective LLC | 17,450 | $1,923 | 03/31/2024 | HDV | 17,450 | $1,923 | 03/31/2024 | Atlas Private Wealth Advisors | 17,400 | $1,918 | 03/31/2024 | HDV | 17,400 | $1,918 | 03/31/2024 | Bessemer Group Inc. | 17,229 | $1,898 | 03/31/2024 | HDV | 17,229 | $1,898 | 03/31/2024 | Oversea Chinese Banking CORP Ltd | 18,606 | $1,898 | 12/31/2023 | HDV | 18,606 | $1,898 | 12/31/2023 | Western Wealth Management LLC | 17,128 | $1,888 | 03/31/2024 | HDV | 17,128 | $1,888 | 03/31/2024 | SOA Wealth Advisors LLC. | 16,961 | $1,869 | 03/31/2024 | HDV | 16,961 | $1,869 | 03/31/2024 | Envestnet Portfolio Solutions Inc. | 16,764 | $1,848 | 03/31/2024 | HDV | 16,764 | $1,848 | 03/31/2024 | Wiley BROS. Aintree Capital LLC | 16,501 | $1,819 | 03/31/2024 | HDV | 16,501 | $1,819 | 03/31/2024 | Cliftonlarsonallen Wealth Advisors LLC | 16,503 | $1,819 | 03/31/2024 | HDV | 16,503 | $1,819 | 03/31/2024 | Straight Path Wealth Management | 16,422 | $1,810 | 03/31/2024 | HDV | 16,422 | $1,810 | 03/31/2024 | Gladstone Institutional Advisory LLC | 17,694 | $1,805 | 12/31/2023 | HDV | 17,694 | $1,805 | 12/31/2023 | Woodstock Corp | 16,180 | $1,783 | 03/31/2024 | HDV | 16,180 | $1,783 | 03/31/2024 | Natixis Advisors L.P. | 16,140 | $1,779 | 03/31/2024 | HDV | 16,140 | $1,779 | 03/31/2024 | United Capital Financial Advisers LLC | 17,318 | $1,766 | 12/31/2023 | HDV | 17,318 | $1,766 | 12/31/2023 | AMG National Trust Bank | 15,949 | $1,758 | 03/31/2024 | HDV | 15,949 | $1,758 | 03/31/2024 | Strategic Financial Concepts LLC | 15,916 | $1,754 | 03/31/2024 | HDV | 15,916 | $1,754 | 03/31/2024 | Zions Bancorporation N.A. | 17,144 | $1,749 | 12/31/2023 | HDV | 17,144 | $1,749 | 12/31/2023 | Onyx Bridge Wealth Group LLC | 16,066 | $1,744 | 03/31/2024 | HDV | 16,066 | $1,744 | 03/31/2024 | Colony Group LLC | 17,050 | $1,739 | 12/31/2023 | HDV | 17,050 | $1,739 | 12/31/2023 | Walkner Condon Financial Advisors LLC | 15,627 | $1,722 | 03/31/2024 | HDV | 15,627 | $1,722 | 03/31/2024 | Financial Engines Advisors L.L.C. | 15,481 | $1,706 | 03/31/2024 | HDV | 15,481 | $1,706 | 03/31/2024 | Cresset Asset Management LLC | 16,400 | $1,673 | 12/31/2023 | HDV | 16,400 | $1,673 | 12/31/2023 | RDA Financial Network | 15,058 | $1,660 | 03/31/2024 | HDV | 15,058 | $1,660 | 03/31/2024 | ProVise Management Group LLC | 14,998 | $1,653 | 03/31/2024 | HDV | 14,998 | $1,653 | 03/31/2024 | AFT Forsyth & Company Inc. | 14,916 | $1,644 | 03/31/2024 | HDV | 14,916 | $1,644 | 03/31/2024 | Court Place Advisors LLC | 14,869 | $1,639 | 03/31/2024 | HDV | 14,869 | $1,639 | 03/31/2024 | Ancora Advisors LLC | 15,965 | $1,628 | 12/31/2023 | HDV | 15,965 | $1,628 | 12/31/2023 | Intrepid Financial Planning Group LLC | 15,444 | $1,575 | 12/31/2023 | HDV | 15,444 | $1,575 | 12/31/2023 | Concord Wealth Partners | 14,163 | $1,561 | 03/31/2024 | HDV | 14,163 | $1,561 | 03/31/2024 | US Bancorp DE | 14,127 | $1,557 | 03/31/2024 | HDV | 14,127 | $1,557 | 03/31/2024 | Ridgecrest Wealth Partners LLC | 13,985 | $1,541 | 03/31/2024 | HDV | 13,985 | $1,541 | 03/31/2024 | Evercore Wealth Management LLC | 15,076 | $1,538 | 12/31/2023 | HDV | 15,076 | $1,538 | 12/31/2023 | Jane Street Group LLC | 14,901 | $1,520 | 12/31/2023 | HDV | 14,901 | $1,520 | 12/31/2023 | Ironwood Financial llc | 13,606 | $1,499 | 03/31/2024 | HDV | 13,606 | $1,499 | 03/31/2024 | Jackson Grant Investment Advisers Inc. | 13,502 | $1,488 | 03/31/2024 | HDV | 13,502 | $1,488 | 03/31/2024 | Patriot Investment Management Inc. | 13,489 | $1,487 | 03/31/2024 | HDV | 13,489 | $1,487 | 03/31/2024 | Financial Advocates Investment Management | 13,363 | $1,473 | 03/31/2024 | HDV | 13,363 | $1,473 | 03/31/2024 | Madden Advisory Services Inc. | 13,147 | $1,449 | 03/31/2024 | HDV | 13,147 | $1,449 | 03/31/2024 | Parallel Advisors LLC | 13,098 | $1,444 | 03/31/2024 | HDV | 13,098 | $1,444 | 03/31/2024 | TD Waterhouse Canada Inc. | 12,184 | $1,444 | 03/31/2024 | HDV | 12,184 | $1,444 | 03/31/2024 | Harbor Investment Advisory LLC | 13,093 | $1,443 | 03/31/2024 | HDV | 13,093 | $1,443 | 03/31/2024 | Jaffetilchin Investment Partners LLC | 14,082 | $1,436 | 12/31/2023 | HDV | 14,082 | $1,436 | 12/31/2023 | Platte River Wealth Advisors LLC | 12,968 | $1,429 | 03/31/2024 | HDV | 12,968 | $1,429 | 03/31/2024 | Argent Trust Co | 12,873 | $1,419 | 03/31/2024 | HDV | 12,873 | $1,419 | 03/31/2024 | Howe & Rusling Inc. | 13,772 | $1,405 | 12/31/2023 | HDV | 13,772 | $1,405 | 12/31/2023 | Coastal Investment Advisors Inc. | 12,644 | $1,393 | 03/31/2024 | HDV | 12,644 | $1,393 | 03/31/2024 | NCM Capital Management LLC | 13,628 | $1,390 | 12/31/2023 | HDV | 13,628 | $1,390 | 12/31/2023 | 180 Wealth Advisors LLC | 12,518 | $1,380 | 03/31/2024 | HDV | 12,518 | $1,380 | 03/31/2024 | Synovus Financial Corp | 13,336 | $1,360 | 12/31/2023 | HDV | 13,336 | $1,360 | 12/31/2023 | Quadcap Wealth Management LLC | 12,335 | $1,359 | 03/31/2024 | HDV | 12,335 | $1,359 | 03/31/2024 | Krilogy Financial LLC | 12,308 | $1,357 | 03/31/2024 | HDV | 12,308 | $1,357 | 03/31/2024 | Rehmann Capital Advisory Group | 12,146 | $1,339 | 03/31/2024 | HDV | 12,146 | $1,339 | 03/31/2024 | Fiduciary Group LLC | 12,127 | $1,337 | 03/31/2024 | HDV | 12,127 | $1,337 | 03/31/2024 | Red Door Wealth Management LLC | 12,000 | $1,323 | 03/31/2024 | HDV | 12,000 | $1,323 | 03/31/2024 | MV Capital Management Inc. | 11,849 | $1,306 | 03/31/2024 | HDV | 11,849 | $1,306 | 03/31/2024 | D Orazio & Associates Inc. | 11,850 | $1,306 | 03/31/2024 | HDV | 11,850 | $1,306 | 03/31/2024 | U.S. Capital Wealth Advisors LLC | 11,641 | $1,283 | 03/31/2024 | HDV | 11,641 | $1,283 | 03/31/2024 | Eudaimonia Advisors LLC | 11,574 | $1,276 | 03/31/2024 | HDV | 11,574 | $1,276 | 03/31/2024 | Raymond James Trust N.A. | 11,551 | $1,273 | 03/31/2024 | HDV | 11,551 | $1,273 | 03/31/2024 | Axxcess Wealth Management LLC | 12,447 | $1,269 | 12/31/2023 | HDV | 12,447 | $1,269 | 12/31/2023 | Pettyjohn Wood & White Inc. | 11,434 | $1,260 | 03/31/2024 | HDV | 11,434 | $1,260 | 03/31/2024 | EP Wealth Advisors LLC | 12,241 | $1,248 | 12/31/2023 | HDV | 12,241 | $1,248 | 12/31/2023 | Wellspring Financial Advisors LLC | 11,158 | $1,230 | 03/31/2024 | HDV | 11,158 | $1,230 | 03/31/2024 | National Asset Management Inc. | 12,049 | $1,229 | 12/31/2023 | HDV | 12,049 | $1,229 | 12/31/2023 | Biondo Investment Advisors LLC | 11,108 | $1,224 | 03/31/2024 | HDV | 11,108 | $1,224 | 03/31/2024 | D. E. Shaw & Co. Inc. | 11,991 | $1,223 | 12/31/2023 | HDV | 11,991 | $1,223 | 12/31/2023 | CoreCap Advisors LLC | 11,966 | $1,220 | 12/31/2023 | HDV | 11,966 | $1,220 | 12/31/2023 | Parsons Capital Management Inc. RI | 11,060 | $1,219 | 03/31/2024 | HDV | 11,060 | $1,219 | 03/31/2024 | Collaborative Wealth Managment Inc. | 10,877 | $1,199 | 03/31/2024 | HDV | 10,877 | $1,199 | 03/31/2024 | Per Stirling Capital Management LLC. | 11,721 | $1,195 | 12/31/2023 | HDV | 11,721 | $1,195 | 12/31/2023 | RMB Capital Management LLC | 11,703 | $1,194 | 12/31/2023 | HDV | 11,703 | $1,194 | 12/31/2023 | Prudential Financial Inc. | 11,643 | $1,187 | 12/31/2023 | HDV | 11,643 | $1,187 | 12/31/2023 | RFG Advisory LLC | 10,691 | $1,178 | 03/31/2024 | HDV | 10,691 | $1,178 | 03/31/2024 | Valmark Advisers Inc. | 10,582 | $1,166 | 03/31/2024 | HDV | 10,582 | $1,166 | 03/31/2024 | Lion Street Advisors LLC | 11,400 | $1,163 | 03/31/2024 | HDV | 11,400 | $1,163 | 03/31/2024 | Clifford Swan Investment Counsel LLC | 10,523 | $1,160 | 03/31/2024 | HDV | 10,523 | $1,160 | 03/31/2024 | Hohimer Wealth Management LLC | 10,465 | $1,153 | 03/31/2024 | HDV | 10,465 | $1,153 | 03/31/2024 | Virtue Capital Management LLC | 11,053 | $1,146 | 12/31/2023 | HDV | 11,053 | $1,146 | 12/31/2023 | Element Wealth LLC | 10,381 | $1,144 | 03/31/2024 | HDV | 10,381 | $1,144 | 03/31/2024 | Litman Gregory Asset Management LLC | 10,355 | $1,141 | 03/31/2024 | HDV | 10,355 | $1,141 | 03/31/2024 | SRS Capital Advisors Inc. | 11,186 | $1,141 | 12/31/2023 | HDV | 11,186 | $1,141 | 12/31/2023 | NBT Bank N A NY | 10,323 | $1,138 | 03/31/2024 | HDV | 10,323 | $1,138 | 03/31/2024 | Avestar Capital LLC | 10,000 | $1,102 | 03/31/2024 | HDV | 10,000 | $1,102 | 03/31/2024 | Armstrong Advisory Group Inc. | 10,704 | $1,092 | 03/31/2024 | HDV | 10,704 | $1,092 | 03/31/2024 | Csenge Advisory Group | 9,857 | $1,086 | 03/31/2024 | HDV | 9,857 | $1,086 | 03/31/2024 | Cedar Brook Financial Partners LLC | 9,840 | $1,084 | 03/31/2024 | HDV | 9,840 | $1,084 | 03/31/2024 | Weaver Consulting Group | 9,791 | $1,079 | 03/31/2024 | HDV | 9,791 | $1,079 | 03/31/2024 | JSF Financial LLC | 9,663 | $1,065 | 03/31/2024 | HDV | 9,663 | $1,065 | 03/31/2024 | Pinnacle Associates Ltd. | 9,653 | $1,064 | 03/31/2024 | HDV | 9,653 | $1,064 | 03/31/2024 | White Pine Capital LLC | 9,823 | $1,060 | 03/31/2024 | HDV | 9,823 | $1,060 | 03/31/2024 | Kovack Advisors Inc. | 9,611 | $1,059 | 03/31/2024 | HDV | 9,611 | $1,059 | 03/31/2024 | Cornell Pochily Investment Advisors Inc. | 9,613 | $1,059 | 03/31/2024 | HDV | 9,613 | $1,059 | 03/31/2024 | Berkshire Bank | 9,551 | $1,053 | 03/31/2024 | HDV | 9,551 | $1,053 | 03/31/2024 | Proequities Inc. | 9,521 | $1,049 | 03/31/2024 | HDV | 9,521 | $1,049 | 03/31/2024 | Comprehensive Financial Consultants Institutional Inc. | 9,384 | $1,034 | 03/31/2024 | HDV | 9,384 | $1,034 | 03/31/2024 | First National Corp MA ADV | 10,082 | $1,028 | 03/31/2024 | HDV | 10,082 | $1,028 | 03/31/2024 | Alpha Financial Partners LLC | 9,306 | $1,026 | 03/31/2024 | HDV | 9,306 | $1,026 | 03/31/2024 | Archer Investment Corp | 9,103 | $1,003 | 03/31/2024 | HDV | 9,103 | $1,003 | 03/31/2024 | Lazard Asset Management LLC | 9,841 | $1,003 | 12/31/2023 | HDV | 9,841 | $1,003 | 12/31/2023 | Wedbush Securities Inc. | 9,785 | $998 | 12/31/2023 | HDV | 9,785 | $998 | 12/31/2023 | Northern Trust Corp | 9,693 | $989 | 12/31/2023 | HDV | 9,693 | $989 | 12/31/2023 | Whittier Trust Co. of Nevada Inc. | 8,844 | $975 | 03/31/2024 | HDV | 8,844 | $975 | 03/31/2024 | Kingsview Wealth Management LLC | 8,836 | $974 | 03/31/2024 | HDV | 8,836 | $974 | 03/31/2024 | Collective Family Office LLC | 8,765 | $966 | 03/31/2024 | HDV | 8,765 | $966 | 03/31/2024 | FinTrust Capital Advisors LLC | 8,743 | $964 | 03/31/2024 | HDV | 8,743 | $964 | 03/31/2024 | Claro Advisors LLC | 8,435 | $930 | 03/31/2024 | HDV | 8,435 | $930 | 03/31/2024 | Sax Wealth Advisors LLC | 9,101 | $928 | 12/31/2023 | HDV | 9,101 | $928 | 12/31/2023 | Sunesis Advisors LLC | 8,383 | $924 | 03/31/2024 | HDV | 8,383 | $924 | 03/31/2024 | Summit Investment Advisory Services LLC | 8,355 | $921 | 03/31/2024 | HDV | 8,355 | $921 | 03/31/2024 | Merit Financial Group LLC | 8,499 | $920 | 03/31/2024 | HDV | 8,499 | $920 | 03/31/2024 | Apollon Financial LLC | 8,340 | $919 | 03/31/2024 | HDV | 8,340 | $919 | 03/31/2024 | Mosaic Family Wealth Partners LLC | 8,931 | $911 | 12/31/2023 | HDV | 8,931 | $911 | 12/31/2023 | Sound View Wealth Advisors Group LLC | 8,227 | $907 | 03/31/2024 | HDV | 8,227 | $907 | 03/31/2024 | Van Hulzen Asset Management LLC | 8,069 | $889 | 03/31/2024 | HDV | 8,069 | $889 | 03/31/2024 | Sage Financial Group Inc. | 8,021 | $884 | 03/31/2024 | HDV | 8,021 | $884 | 03/31/2024 | Anchor Investment Management LLC | 8,661 | $883 | 12/31/2023 | HDV | 8,661 | $883 | 12/31/2023 | Northwest Bancshares Inc. | 7,991 | $881 | 03/31/2024 | HDV | 7,991 | $881 | 03/31/2024 | Romano Brothers AND Company | 7,930 | $874 | 03/31/2024 | HDV | 7,930 | $874 | 03/31/2024 | Brown Advisory Inc. | 7,932 | $874 | 03/31/2024 | HDV | 7,932 | $874 | 03/31/2024 | Park Avenue Securities LLC | 7,855 | $866 | 03/31/2024 | HDV | 7,855 | $866 | 03/31/2024 | StrategIQ Financial Group LLC | 8,290 | $845 | 12/31/2023 | HDV | 8,290 | $845 | 12/31/2023 | Snowden Capital Advisors LLC | 8,234 | $840 | 12/31/2023 | HDV | 8,234 | $840 | 12/31/2023 | Financial Counselors Inc. | 7,513 | $828 | 03/31/2024 | HDV | 7,513 | $828 | 03/31/2024 | Amplius Wealth Advisors LLC | 7,455 | $822 | 03/31/2024 | HDV | 7,455 | $822 | 03/31/2024 | First Heartland Consultants Inc. | 7,372 | $813 | 03/31/2024 | HDV | 7,372 | $813 | 03/31/2024 | Tacita Capital Inc | 7,955 | $811 | 12/31/2023 | HDV | 7,955 | $811 | 12/31/2023 | WorthPointe LLC | 7,865 | $802 | 12/31/2023 | HDV | 7,865 | $802 | 12/31/2023 | Cresta Advisors Ltd. | 7,194 | $793 | 03/31/2024 | HDV | 7,194 | $793 | 03/31/2024 | Integrated Advisors Network LLC | 7,098 | $782 | 03/31/2024 | HDV | 7,098 | $782 | 03/31/2024 | Focus Financial Network Inc. ADV | 7,659 | $781 | 12/31/2023 | HDV | 7,659 | $781 | 12/31/2023 | JB Capital LLC | 7,067 | $779 | 03/31/2024 | HDV | 7,067 | $779 | 03/31/2024 | Soltis Investment Advisors LLC | 6,973 | $768 | 03/31/2024 | HDV | 6,973 | $768 | 03/31/2024 | Talisman Wealth Advisors LLC | 7,495 | $764 | 12/31/2023 | HDV | 7,495 | $764 | 12/31/2023 | Harbour Investments Inc. | 7,446 | $759 | 12/31/2023 | HDV | 7,446 | $759 | 12/31/2023 | Investment Partners LTD. | 6,848 | $755 | 03/31/2024 | HDV | 6,848 | $755 | 03/31/2024 | South State CORP. | 6,779 | $747 | 03/31/2024 | HDV | 6,779 | $747 | 03/31/2024 | Patten Group Inc. | 6,735 | $742 | 03/31/2024 | HDV | 6,735 | $742 | 03/31/2024 | PFG Investments LLC | 6,715 | $740 | 03/31/2024 | HDV | 6,715 | $740 | 03/31/2024 | Prospera Financial Services Inc | 7,157 | $730 | 12/31/2023 | HDV | 7,157 | $730 | 12/31/2023 | Gateway Wealth Partners LLC | 7,049 | $719 | 12/31/2023 | HDV | 7,049 | $719 | 12/31/2023 | Patten & Patten Inc. TN | 6,505 | $717 | 03/31/2024 | HDV | 6,505 | $717 | 03/31/2024 | MAI Capital Management | 6,438 | $710 | 03/31/2024 | HDV | 6,438 | $710 | 03/31/2024 | Philadelphia Trust Co. | 6,417 | $707 | 03/31/2024 | HDV | 6,417 | $707 | 03/31/2024 | Jacobi Capital Management LLC | 6,385 | $704 | 03/31/2024 | HDV | 6,385 | $704 | 03/31/2024 | Resources Investment Advisors LLC. | 6,349 | $700 | 03/31/2024 | HDV | 6,349 | $700 | 03/31/2024 | Cobblestone Capital Advisors LLC NY | 6,340 | $699 | 03/31/2024 | HDV | 6,340 | $699 | 03/31/2024 | Inspirion Wealth Advisors LLC | 6,335 | $698 | 03/31/2024 | HDV | 6,335 | $698 | 03/31/2024 | Monticello Wealth Management LLC | 6,313 | $696 | 03/31/2024 | HDV | 6,313 | $696 | 03/31/2024 | Asset Dedication LLC | 6,247 | $690 | 03/31/2024 | HDV | 6,247 | $690 | 03/31/2024 | Private Trust Co. NA | 6,255 | $689 | 03/31/2024 | HDV | 6,255 | $689 | 03/31/2024 | Relative Value Partners Group LLC | 6,636 | $687 | 03/31/2024 | HDV | 6,636 | $687 | 03/31/2024 | Leavell Investment Management Inc. | 6,221 | $686 | 03/31/2024 | HDV | 6,221 | $686 | 03/31/2024 | Pallas Capital Advisors LLC | 6,205 | $684 | 03/31/2024 | HDV | 6,205 | $684 | 03/31/2024 | Trexquant Investment LP | 6,650 | $678 | 12/31/2023 | HDV | 6,650 | $678 | 12/31/2023 | Citigroup Inc. | 5,994 | $660 | 03/31/2024 | HDV | 5,994 | $660 | 03/31/2024 | Syntax Research Inc. | 5,984 | $660 | 03/31/2024 | HDV | 5,984 | $660 | 03/31/2024 | Beacon Pointe Advisors LLC | 6,472 | $660 | 12/31/2023 | HDV | 6,472 | $660 | 12/31/2023 | Stratos Wealth Advisors LLC | 5,832 | $643 | 03/31/2024 | HDV | 5,832 | $643 | 03/31/2024 | Signature Securities Group Corporation | 5,821 | $642 | 03/31/2024 | HDV | 5,821 | $642 | 03/31/2024 | Fiera Capital Corp | 5,789 | $638 | 03/31/2024 | HDV | 5,789 | $638 | 03/31/2024 | Inscription Capital LLC | 5,764 | $631 | 03/31/2024 | HDV | 5,764 | $631 | 03/31/2024 | LongView Wealth Management | 5,713 | $630 | 03/31/2024 | HDV | 5,713 | $630 | 03/31/2024 | Money Concepts Capital Corp | 5,694 | $628 | 03/31/2024 | HDV | 5,694 | $628 | 03/31/2024 | CIBC Private Wealth Group LLC | 5,702 | $627 | 03/31/2024 | HDV | 5,702 | $627 | 03/31/2024 | Icapital Wealth LLC | 5,666 | $624 | 03/31/2024 | HDV | 5,666 | $624 | 03/31/2024 | Sugarloaf Wealth Management LLC | 5,637 | $621 | 03/31/2024 | HDV | 5,637 | $621 | 03/31/2024 | Investment Partners Asset Management Inc. | 5,514 | $608 | 03/31/2024 | HDV | 5,514 | $608 | 03/31/2024 | Spire Wealth Management | 5,503 | $607 | 03/31/2024 | HDV | 5,503 | $607 | 03/31/2024 | Chapin Davis Inc. | 5,486 | $605 | 03/31/2024 | HDV | 5,486 | $605 | 03/31/2024 | LGL Partners LLC | 5,487 | $605 | 03/31/2024 | HDV | 5,487 | $605 | 03/31/2024 | Tectonic Advisors LLC | 5,487 | $605 | 03/31/2024 | HDV | 5,487 | $605 | 03/31/2024 | Black Diamond Financial LLC | 5,865 | $598 | 03/31/2024 | HDV | 5,865 | $598 | 03/31/2024 | Tower Research Capital LLC TRC | 5,854 | $597 | 12/31/2023 | HDV | 5,854 | $597 | 12/31/2023 | PPS&V Asset Management Consultants Inc. | 5,319 | $586 | 03/31/2024 | HDV | 5,319 | $586 | 03/31/2024 | Gray Wealth Management Inc. | 5,290 | $583 | 03/31/2024 | HDV | 5,290 | $583 | 03/31/2024 | Focus Financial Network Inc. | 5,424 | $579 | 03/31/2024 | HDV | 5,424 | $579 | 03/31/2024 | Savant Capital LLC | 5,247 | $578 | 03/31/2024 | HDV | 5,247 | $578 | 03/31/2024 | Vantage Financial Partners LLC | 5,249 | $578 | 03/31/2024 | HDV | 5,249 | $578 | 03/31/2024 | Wesbanco Bank Inc. | 5,204 | $574 | 03/31/2024 | HDV | 5,204 | $574 | 03/31/2024 | Creekmur Asset Management LLC | 5,580 | $569 | 12/31/2023 | HDV | 5,580 | $569 | 12/31/2023 | Destination Wealth Management | 5,545 | $566 | 12/31/2023 | HDV | 5,545 | $566 | 12/31/2023 | We Are One Seven LLC | 5,493 | $560 | 12/31/2023 | HDV | 5,493 | $560 | 12/31/2023 | Valley Financial Group Inc. | 5,486 | $560 | 12/31/2023 | HDV | 5,486 | $560 | 12/31/2023 | Zega Financial LLC | 5,039 | $555 | 03/31/2024 | HDV | 5,039 | $555 | 03/31/2024 | Nomura Asset Management Co. Ltd. | 4,990 | $550 | 03/31/2024 | HDV | 4,990 | $550 | 03/31/2024 | Y Intercept Hong Kong Ltd | 4,979 | $549 | 03/31/2024 | HDV | 4,979 | $549 | 03/31/2024 | Oppenheimer & Co. Inc. | 4,943 | $545 | 03/31/2024 | HDV | 4,943 | $545 | 03/31/2024 | Atomi Financial Group Inc. | 4,942 | $545 | 03/31/2024 | HDV | 4,942 | $545 | 03/31/2024 | BCS Wealth Management | 4,930 | $543 | 03/31/2024 | HDV | 4,930 | $543 | 03/31/2024 | Kestra Private Wealth Services LLC | 4,922 | $542 | 03/31/2024 | HDV | 4,922 | $542 | 03/31/2024 | Abundance Wealth Counselors | 4,866 | $536 | 03/31/2024 | HDV | 4,866 | $536 | 03/31/2024 | Cornerstone Wealth Management LLC | 4,844 | $534 | 03/31/2024 | HDV | 4,844 | $534 | 03/31/2024 | Merriman Wealth Management LLC | 5,200 | $530 | 12/31/2023 | HDV | 5,200 | $530 | 12/31/2023 | Albion Financial Group UT | 4,791 | $528 | 03/31/2024 | HDV | 4,791 | $528 | 03/31/2024 | Richwood Investment Advisors LLC | 4,788 | $528 | 03/31/2024 | HDV | 4,788 | $528 | 03/31/2024 | Alpha Omega Wealth Management LLC | 4,720 | $520 | 03/31/2024 | HDV | 4,720 | $520 | 03/31/2024 | Capital Advisors Wealth Management LLC | 4,674 | $515 | 03/31/2024 | HDV | 4,674 | $515 | 03/31/2024 | Sovereign Financial Group Inc. | 4,664 | $514 | 03/31/2024 | HDV | 4,664 | $514 | 03/31/2024 | First Manhattan Co. | 5,037 | $514 | 12/31/2023 | HDV | 5,037 | $514 | 12/31/2023 | Wealthsource Partners LLC | 4,991 | $509 | 12/31/2023 | HDV | 4,991 | $509 | 12/31/2023 | SNS Financial Group LLC | 4,611 | $508 | 03/31/2024 | HDV | 4,611 | $508 | 03/31/2024 | Mission Creek Capital Partners Inc. | 4,837 | $493 | 12/31/2023 | HDV | 4,837 | $493 | 12/31/2023 | Calamos Wealth Management LLC | 4,467 | $492 | 03/31/2024 | HDV | 4,467 | $492 | 03/31/2024 | NorthRock Partners LLC | 4,420 | $487 | 03/31/2024 | HDV | 4,420 | $487 | 03/31/2024 | Kingswood Wealth Advisors LLC | 4,406 | $486 | 03/31/2024 | HDV | 4,406 | $486 | 03/31/2024 | Wade G W & Inc. | 4,622 | $471 | 12/31/2023 | HDV | 4,622 | $471 | 12/31/2023 | Tennessee Valley Asset Management Partners | 4,258 | $469 | 03/31/2024 | HDV | 4,258 | $469 | 03/31/2024 | MCF Advisors LLC | 4,248 | $468 | 03/31/2024 | HDV | 4,248 | $468 | 03/31/2024 | Advisors Capital Management LLC | 4,232 | $466 | 03/31/2024 | HDV | 4,232 | $466 | 03/31/2024 | Pacific Sun Financial Corp | 4,219 | $465 | 03/31/2024 | HDV | 4,219 | $465 | 03/31/2024 | SageView Advisory Group LLC | 4,213 | $464 | 03/31/2024 | HDV | 4,213 | $464 | 03/31/2024 | Operose Advisors LLC | 4,206 | $463 | 03/31/2024 | HDV | 4,206 | $463 | 03/31/2024 | O Shaughnessy Asset Management LLC | 4,194 | $462 | 03/31/2024 | HDV | 4,194 | $462 | 03/31/2024 | Garrett Investment Advisors LLC | 4,159 | $458 | 03/31/2024 | HDV | 4,159 | $458 | 03/31/2024 | Wealth Alliance | 4,142 | $456 | 03/31/2024 | HDV | 4,142 | $456 | 03/31/2024 | TrinityPoint Wealth LLC | 4,085 | $450 | 03/31/2024 | HDV | 4,085 | $450 | 03/31/2024 | PBMares Wealth Management LLC | 4,073 | $449 | 03/31/2024 | HDV | 4,073 | $449 | 03/31/2024 | Hengehold Capital Management LLC | 4,066 | $448 | 03/31/2024 | HDV | 4,066 | $448 | 03/31/2024 | Trust Point Inc. | 4,068 | $448 | 03/31/2024 | HDV | 4,068 | $448 | 03/31/2024 | Ameritas Advisory Services LLC | 4,291 | $445 | 12/31/2023 | HDV | 4,291 | $445 | 12/31/2023 | Naples Global Advisors LLC | 4,017 | $443 | 03/31/2024 | HDV | 4,017 | $443 | 03/31/2024 | Roman Butler Fullerton & Co. | 4,057 | $441 | 03/31/2024 | HDV | 4,057 | $441 | 03/31/2024 | Meridian Management Co. | 4,000 | $441 | 03/31/2024 | HDV | 4,000 | $441 | 03/31/2024 | Dynamic Advisor Solutions LLC | 3,986 | $439 | 03/31/2024 | HDV | 3,986 | $439 | 03/31/2024 | Perfromance Wealth Partners LLC | 3,985 | $439 | 03/31/2024 | HDV | 3,985 | $439 | 03/31/2024 | ARS Wealth Advisors Group LLC | 3,957 | $436 | 03/31/2024 | HDV | 3,957 | $436 | 03/31/2024 | Capital Investment Advisors LLC | 3,940 | $434 | 03/31/2024 | HDV | 3,940 | $434 | 03/31/2024 | Eley Financial Management Inc | 4,240 | $432 | 12/31/2023 | HDV | 4,240 | $432 | 12/31/2023 | Summit Wealth & Retirement Planning Inc. | 3,898 | $430 | 03/31/2024 | HDV | 3,898 | $430 | 03/31/2024 | Geneos Wealth Management Inc. | 3,888 | $428 | 03/31/2024 | HDV | 3,888 | $428 | 03/31/2024 | Madison Wealth Partners Inc | 3,850 | $424 | 03/31/2024 | HDV | 3,850 | $424 | 03/31/2024 | Brookstone Capital Management | 3,829 | $422 | 03/31/2024 | HDV | 3,829 | $422 | 03/31/2024 | Walleye Trading LLC | | $415 | 12/31/2023 | HDV | 2,572 | $262 | 12/31/2023 | Call | 1,500 | $153 | 12/31/2023 | Zullo Investment Group Inc. | 3,750 | $413 | 03/31/2024 | HDV | 3,750 | $413 | 03/31/2024 | Trust Co | 3,685 | $406 | 03/31/2024 | HDV | 3,685 | $406 | 03/31/2024 | Tsfg LLC | 3,666 | $404 | 03/31/2024 | HDV | 3,666 | $404 | 03/31/2024 | Fort Sheridan Advisors LLC | 3,944 | $402 | 12/31/2023 | HDV | 3,944 | $402 | 12/31/2023 | Firestone Capital Management | 3,600 | $397 | 03/31/2024 | HDV | 3,600 | $397 | 03/31/2024 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 3,586 | $395 | 03/31/2024 | HDV | 3,586 | $395 | 03/31/2024 | GYL Financial Synergies LLC | 3,860 | $394 | 12/31/2023 | HDV | 3,860 | $394 | 12/31/2023 | Chicago Partners Investment Group LLC | 3,588 | $392 | 03/31/2024 | HDV | 3,588 | $392 | 03/31/2024 | Perigon Wealth Management LLC | 3,557 | $392 | 03/31/2024 | HDV | 3,557 | $392 | 03/31/2024 | Sequoia Financial Advisors LLC | 3,536 | $390 | 03/31/2024 | HDV | 3,536 | $390 | 03/31/2024 | Sykon Capital LLC | 3,501 | $386 | 03/31/2024 | HDV | 3,501 | $386 | 03/31/2024 | Cypress Wealth Services LLC | 3,475 | $383 | 03/31/2024 | HDV | 3,475 | $383 | 03/31/2024 | WBH Advisory Inc. | 3,454 | $381 | 03/31/2024 | HDV | 3,454 | $381 | 03/31/2024 | Smith Chas P & Associates PA Cpas | 3,448 | $380 | 03/31/2024 | HDV | 3,448 | $380 | 03/31/2024 | Two Sigma Securities LLC | 3,713 | $379 | 12/31/2023 | HDV | 3,713 | $379 | 12/31/2023 | CVA Family Office LLC | 3,413 | $376 | 03/31/2024 | HDV | 3,413 | $376 | 03/31/2024 | Smith Moore & CO. | 3,386 | $373 | 03/31/2024 | HDV | 3,386 | $373 | 03/31/2024 | TPG Financial Advisors LLC | 3,525 | $367 | 12/31/2023 | HDV | 3,525 | $367 | 12/31/2023 | Vestmark Advisory Solutions Inc. | 3,565 | $364 | 12/31/2023 | HDV | 3,565 | $364 | 12/31/2023 | Clearstead Advisors LLC | 3,561 | $363 | 12/31/2023 | HDV | 3,561 | $363 | 12/31/2023 | Concorde Asset Management LLC | 3,500 | $357 | 12/31/2023 | HDV | 3,500 | $357 | 12/31/2023 | Greenline Partners LLC | 3,496 | $357 | 12/31/2023 | HDV | 3,496 | $357 | 12/31/2023 | Farther Finance Advisors LLC | 3,501 | $357 | 12/31/2023 | HDV | 3,501 | $357 | 12/31/2023 | Waterloo Capital L.P. | 3,482 | $355 | 12/31/2023 | HDV | 3,482 | $355 | 12/31/2023 | Vicus Capital | 3,215 | $354 | 03/31/2024 | HDV | 3,215 | $354 | 03/31/2024 | Interchange Capital Partners LLC | 3,214 | $354 | 03/31/2024 | HDV | 3,214 | $354 | 03/31/2024 | JFS Wealth Advisors LLC | 3,205 | $353 | 03/31/2024 | HDV | 3,205 | $353 | 03/31/2024 | Atwater Malick LLC | 3,203 | $353 | 03/31/2024 | HDV | 3,203 | $353 | 03/31/2024 | TNF LLC | 3,209 | $352 | 03/31/2024 | HDV | 3,209 | $352 | 03/31/2024 | Washington Trust Advisors Inc. | 3,182 | $351 | 03/31/2024 | HDV | 3,182 | $351 | 03/31/2024 | Kitching Partners LLC | 3,431 | $350 | 12/31/2023 | HDV | 3,431 | $350 | 12/31/2023 | Capital Analysts LLC | 3,381 | $345 | 12/31/2023 | HDV | 3,381 | $345 | 12/31/2023 | Carmichael Hill & Associates Inc. | 3,119 | $344 | 03/31/2024 | HDV | 3,119 | $344 | 03/31/2024 | KMG Fiduciary Partners LLC | 3,110 | $343 | 03/31/2024 | HDV | 3,110 | $343 | 03/31/2024 | Sigma Investment Counselors Inc. | 3,097 | $341 | 03/31/2024 | HDV | 3,097 | $341 | 03/31/2024 | Townsquare Capital LLC | 3,341 | $341 | 12/31/2023 | HDV | 3,341 | $341 | 12/31/2023 | Modera Wealth Management LLC | 3,337 | $340 | 12/31/2023 | HDV | 3,337 | $340 | 12/31/2023 | Hartline Investment Corp | 3,068 | $338 | 03/31/2024 | HDV | 3,068 | $338 | 03/31/2024 | New England Private Wealth Advisors LLC | 3,077 | $338 | 03/31/2024 | HDV | 3,077 | $338 | 03/31/2024 | Wealthstar Advisors LLC | 3,070 | $338 | 03/31/2024 | HDV | 3,070 | $338 | 03/31/2024 | Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 3,068 | $338 | 03/31/2024 | HDV | 3,068 | $338 | 03/31/2024 | Magnolia Capital Advisors LLC | 3,128 | $338 | 03/31/2024 | HDV | 3,128 | $338 | 03/31/2024 | Fermata Advisors LLC | 3,067 | $338 | 03/31/2024 | HDV | 3,067 | $338 | 03/31/2024 | Concurrent Investment Advisors LLC | 3,071 | $338 | 03/31/2024 | HDV | 3,071 | $338 | 03/31/2024 | Anderson Fisher LLC | 3,047 | $336 | 03/31/2024 | HDV | 3,047 | $336 | 03/31/2024 | Citizens National Bank Trust Department | 3,025 | $333 | 03/31/2024 | HDV | 3,025 | $333 | 03/31/2024 | Family Capital Trust Co | 3,000 | $331 | 03/31/2024 | HDV | 3,000 | $331 | 03/31/2024 | Crabel Capital Management LLC | 3,248 | $331 | 12/31/2023 | HDV | 3,248 | $331 | 12/31/2023 | Ascent Group LLC | 3,183 | $331 | 12/31/2023 | HDV | 3,183 | $331 | 12/31/2023 | Quantinno Capital Management LP | 3,226 | $329 | 12/31/2023 | HDV | 3,226 | $329 | 12/31/2023 | Cardiff Park Advisors LLC | 3,226 | $329 | 12/31/2023 | HDV | 3,226 | $329 | 12/31/2023 | Nicholas Hoffman & Company LLC. | 2,965 | $327 | 03/31/2024 | HDV | 2,965 | $327 | 03/31/2024 | Latitude Advisors LLC | 2,967 | $327 | 03/31/2024 | HDV | 2,967 | $327 | 03/31/2024 | Coldstream Capital Management Inc. | 3,183 | $325 | 12/31/2023 | HDV | 3,183 | $325 | 12/31/2023 | Barrett & Company Inc. | 2,936 | $324 | 03/31/2024 | HDV | 2,936 | $324 | 03/31/2024 | Monterey Private Wealth Inc. | 2,930 | $323 | 03/31/2024 | HDV | 2,930 | $323 | 03/31/2024 | Means Investment CO. Inc. | 2,912 | $321 | 03/31/2024 | HDV | 2,912 | $321 | 03/31/2024 | SOL Capital Management CO | 2,900 | $320 | 03/31/2024 | HDV | 2,900 | $320 | 03/31/2024 | David J Yvars Group | 2,895 | $319 | 03/31/2024 | HDV | 2,895 | $319 | 03/31/2024 | HCR Wealth Advisors | 2,885 | $318 | 03/31/2024 | HDV | 2,885 | $318 | 03/31/2024 | Vertex Planning Partners LLC | 2,859 | $315 | 03/31/2024 | HDV | 2,859 | $315 | 03/31/2024 | WealthShield Partners LLC | 2,852 | $314 | 03/31/2024 | HDV | 2,852 | $314 | 03/31/2024 | CFM Wealth Partners LLC | 2,836 | $313 | 03/31/2024 | HDV | 2,836 | $313 | 03/31/2024 | New Republic Capital LLC | 2,820 | $311 | 03/31/2024 | HDV | 2,820 | $311 | 03/31/2024 | Mill Creek Capital Advisors LLC | 3,030 | $309 | 12/31/2023 | HDV | 3,030 | $309 | 12/31/2023 | Sandy Cove Advisors LLC | 2,794 | $308 | 03/31/2024 | HDV | 2,794 | $308 | 03/31/2024 | Whittier Trust Co. | 2,775 | $306 | 03/31/2024 | HDV | 2,775 | $306 | 03/31/2024 | Mission Wealth Management LP | 2,755 | $304 | 03/31/2024 | HDV | 2,755 | $304 | 03/31/2024 | Penobscot Investment Management Company Inc. | 2,734 | $301 | 03/31/2024 | HDV | 2,734 | $301 | 03/31/2024 | Birchcreek Wealth Management LLC | 2,731 | $301 | 03/31/2024 | HDV | 2,731 | $301 | 03/31/2024 | Greytown Advisors Inc. | 2,951 | $301 | 12/31/2023 | HDV | 2,951 | $301 | 12/31/2023 | Perennial Investment Advisors LLC | 2,930 | $299 | 12/31/2023 | HDV | 2,930 | $299 | 12/31/2023 | Fernwood Investment Management LLC | 2,701 | $298 | 03/31/2024 | HDV | 2,701 | $298 | 03/31/2024 | Hilltop Holdings Inc. | 2,924 | $298 | 12/31/2023 | HDV | 2,924 | $298 | 12/31/2023 | Live Oak Investment Partners | 2,915 | $297 | 12/31/2023 | HDV | 2,915 | $297 | 12/31/2023 | Continuum Advisory LLC | 2,680 | $295 | 03/31/2024 | HDV | 2,680 | $295 | 03/31/2024 | Wilbanks Smith & Thomas Asset Management LLC | 2,671 | $294 | 03/31/2024 | HDV | 2,671 | $294 | 03/31/2024 | Able Wealth Management LLC | 2,868 | $293 | 12/31/2023 | HDV | 2,868 | $293 | 12/31/2023 | Lowe Wealth Advisors LLC | 2,654 | $292 | 03/31/2024 | HDV | 2,654 | $292 | 03/31/2024 | Wambolt & Associates LLC | 2,656 | $292 | 03/31/2024 | HDV | 2,656 | $292 | 03/31/2024 | TrueWealth Advisors LLC | 2,643 | $291 | 03/31/2024 | HDV | 2,643 | $291 | 03/31/2024 | Holistic Planning LLC | 2,603 | $287 | 03/31/2024 | HDV | 2,603 | $287 | 03/31/2024 | WealthBridge Capital Management LLC | 2,589 | $285 | 03/31/2024 | HDV | 2,589 | $285 | 03/31/2024 | Sfmg LLC | 2,581 | $284 | 03/31/2024 | HDV | 2,581 | $284 | 03/31/2024 | Visionary Wealth Advisors | 2,767 | $282 | 12/31/2023 | HDV | 2,767 | $282 | 12/31/2023 | Financial Insights Inc. | 2,527 | $279 | 03/31/2024 | HDV | 2,527 | $279 | 03/31/2024 | Everpar Advisors LLC | 2,518 | $278 | 03/31/2024 | HDV | 2,518 | $278 | 03/31/2024 | Pinnacle Wealth Management Advisory Group LLC | 2,515 | $277 | 03/31/2024 | HDV | 2,515 | $277 | 03/31/2024 | HBW Advisory Services LLC | 2,624 | $268 | 03/31/2024 | HDV | 2,624 | $268 | 03/31/2024 | Consilio Wealth Advisors LLC | 2,435 | $268 | 03/31/2024 | HDV | 2,435 | $268 | 03/31/2024 | Lodestar Private Asset Management LLC | 2,423 | $267 | 03/31/2024 | HDV | 2,423 | $267 | 03/31/2024 | Resurgent Financial Advisors LLC | 2,404 | $265 | 03/31/2024 | HDV | 2,404 | $265 | 03/31/2024 | Colonial Trust Co SC | 2,601 | $265 | 12/31/2023 | HDV | 2,601 | $265 | 12/31/2023 | Wintrust Investments LLC | 2,391 | $263 | 03/31/2024 | HDV | 2,391 | $263 | 03/31/2024 | Brooks Moore & Associates Inc. | 2,576 | $263 | 12/31/2023 | HDV | 2,576 | $263 | 12/31/2023 | Sterling Investment Advisors LLC ADV | 2,365 | $261 | 03/31/2024 | HDV | 2,365 | $261 | 03/31/2024 | HBK Sorce Advisory LLC | 2,360 | $260 | 03/31/2024 | HDV | 2,360 | $260 | 03/31/2024 | Kellett Schaffner Wealth Advisors LLC | 2,348 | $259 | 03/31/2024 | HDV | 2,348 | $259 | 03/31/2024 | Arete Wealth Advisors LLC | 2,544 | $259 | 12/31/2023 | HDV | 2,544 | $259 | 12/31/2023 | Prime Capital Investment Advisors LLC | 2,527 | $258 | 12/31/2023 | HDV | 2,527 | $258 | 12/31/2023 | Change Path LLC | 2,509 | $256 | 12/31/2023 | HDV | 2,509 | $256 | 12/31/2023 | Aspiriant LLC | 2,314 | $255 | 03/31/2024 | HDV | 2,314 | $255 | 03/31/2024 | Hixon Zuercher LLC | 2,294 | $253 | 03/31/2024 | HDV | 2,294 | $253 | 03/31/2024 | Pettinga Financial Advisors LLC | 2,280 | $251 | 03/31/2024 | HDV | 2,280 | $251 | 03/31/2024 | Client 1ST Advisory Group LLC | 2,251 | $248 | 03/31/2024 | HDV | 2,251 | $248 | 03/31/2024 | Northern Oak Wealth Management Inc. | 2,238 | $247 | 03/31/2024 | HDV | 2,238 | $247 | 03/31/2024 | Thoroughbred Financial Services LLC | 2,240 | $246 | 03/31/2024 | HDV | 2,240 | $246 | 03/31/2024 | Gradient Investments LLC | 2,225 | $245 | 03/31/2024 | HDV | 2,225 | $245 | 03/31/2024 | Provident Investment Management Inc. | 2,400 | $245 | 12/31/2023 | HDV | 2,400 | $245 | 12/31/2023 | Hoylecohen LLC | 2,405 | $245 | 12/31/2023 | HDV | 2,405 | $245 | 12/31/2023 | Quadrant Private Wealth Management LLC | 2,399 | $245 | 12/31/2023 | HDV | 2,399 | $245 | 12/31/2023 | Marino Stram & Associates LLC | 2,214 | $244 | 03/31/2024 | HDV | 2,214 | $244 | 03/31/2024 | Private Portfolio Partners LLC | 2,204 | $243 | 03/31/2024 | HDV | 2,204 | $243 | 03/31/2024 | L.M. Kohn & Company | 2,200 | $242 | 03/31/2024 | HDV | 2,200 | $242 | 03/31/2024 | Belvedere Trading LLC | | $242 | 03/31/2024 | Call | 2,200 | $242 | 03/31/2024 | Johnson Investment Counsel Inc. | 2,188 | $241 | 03/31/2024 | HDV | 2,188 | $241 | 03/31/2024 | TIAA Trust National Association | 2,168 | $239 | 03/31/2024 | HDV | 2,168 | $239 | 03/31/2024 | Crescent Grove Advisors LLC | 2,149 | $237 | 03/31/2024 | HDV | 2,149 | $237 | 03/31/2024 | Cornerstone Wealth Group LLC | 2,143 | $236 | 03/31/2024 | HDV | 2,143 | $236 | 03/31/2024 | International Assets Investment Management LLC | 2,119 | $233 | 03/31/2024 | HDV | 2,119 | $233 | 03/31/2024 | Investmark Advisory Group LLC | 2,280 | $233 | 12/31/2023 | HDV | 2,280 | $233 | 12/31/2023 | Koshinski Asset Management Inc. | 2,102 | $232 | 03/31/2024 | HDV | 2,102 | $232 | 03/31/2024 | UMB Bank N A MO | 2,080 | $229 | 03/31/2024 | HDV | 2,080 | $229 | 03/31/2024 | Apollon Wealth Management LLC | 2,066 | $228 | 03/31/2024 | HDV | 2,066 | $228 | 03/31/2024 | Riverpoint Wealth Management Holdings LLC | 2,039 | $225 | 03/31/2024 | HDV | 2,039 | $225 | 03/31/2024 | RHS Financial LLC | 2,039 | $225 | 03/31/2024 | HDV | 2,039 | $225 | 03/31/2024 | Aurum Wealth Management Group LLC | 2,043 | $225 | 03/31/2024 | HDV | 2,043 | $225 | 03/31/2024 | Jackson Hole Capital Partners LLC | 2,028 | $224 | 03/31/2024 | HDV | 2,028 | $224 | 03/31/2024 | High Falls Advisors Inc | 2,199 | $224 | 12/31/2023 | HDV | 2,199 | $224 | 12/31/2023 | Covenant Asset Management LLC | 2,017 | $222 | 03/31/2024 | HDV | 2,017 | $222 | 03/31/2024 | Strategies Wealth Advisors LLC | 2,010 | $221 | 03/31/2024 | HDV | 2,010 | $221 | 03/31/2024 | Founders Financial Securities LLC | 1,993 | $220 | 03/31/2024 | HDV | 1,993 | $220 | 03/31/2024 | Liberty Wealth Management LLC | 1,997 | $220 | 03/31/2024 | HDV | 1,997 | $220 | 03/31/2024 | Childress Capital Advisors LLC | 2,000 | $220 | 03/31/2024 | HDV | 2,000 | $220 | 03/31/2024 | Bank of Nova Scotia | 2,156 | $220 | 12/31/2023 | HDV | 2,156 | $220 | 12/31/2023 | Moors & Cabot Inc. | 1,980 | $218 | 03/31/2024 | HDV | 1,980 | $218 | 03/31/2024 | Stonegate Investment Group LLC | 1,980 | $218 | 03/31/2024 | HDV | 1,980 | $218 | 03/31/2024 | United Capital Management of KS Inc. | 1,971 | $217 | 03/31/2024 | HDV | 1,971 | $217 | 03/31/2024 | Clayton Financial Group LLC | 1,964 | $216 | 03/31/2024 | HDV | 1,964 | $216 | 03/31/2024 | Chemistry Wealth Management LLC | 1,950 | $215 | 03/31/2024 | HDV | 1,950 | $215 | 03/31/2024 | Schwarz Dygos Wheeler Investment Advisors LLC | 1,945 | $214 | 03/31/2024 | HDV | 1,945 | $214 | 03/31/2024 | Peapack Gladstone Financial Corp | 1,931 | $213 | 03/31/2024 | HDV | 1,931 | $213 | 03/31/2024 | EPG Wealth Management LLC | 2,060 | $212 | 12/31/2023 | HDV | 2,060 | $212 | 12/31/2023 | Criterion Capital Advisors LLC | 1,911 | $211 | 03/31/2024 | HDV | 1,911 | $211 | 03/31/2024 | Smithbridge Asset Management Inc. DE | 1,903 | $210 | 03/31/2024 | HDV | 1,903 | $210 | 03/31/2024 | Main Street Financial Solutions LLC | 1,893 | $209 | 03/31/2024 | HDV | 1,893 | $209 | 03/31/2024 | Catalytic Wealth RIA LLC | 1,897 | $209 | 03/31/2024 | HDV | 1,897 | $209 | 03/31/2024 | Beacon Investment Advisory Services Inc. | 1,884 | $208 | 03/31/2024 | HDV | 1,884 | $208 | 03/31/2024 | Simplicity Wealth LLC | 1,890 | $208 | 03/31/2024 | HDV | 1,890 | $208 | 03/31/2024 | Bleakley Financial Group LLC | 1,890 | $208 | 03/31/2024 | HDV | 1,890 | $208 | 03/31/2024 | Beacon Financial Group | 1,880 | $207 | 03/31/2024 | HDV | 1,880 | $207 | 03/31/2024 | Moneta Group Investment Advisors LLC | 2,030 | $207 | 12/31/2023 | HDV | 2,030 | $207 | 12/31/2023 | First Merchants Corp | 1,831 | $202 | 03/31/2024 | HDV | 1,831 | $202 | 03/31/2024 | Armor Investment Advisors LLC | 1,834 | $202 | 03/31/2024 | HDV | 1,834 | $202 | 03/31/2024 | Woodmont Investment Counsel LLC | 1,825 | $201 | 03/31/2024 | HDV | 1,825 | $201 | 03/31/2024 | Smith Salley & Associates | 1,827 | $201 | 03/31/2024 | HDV | 1,827 | $201 | 03/31/2024 | Kades & Cheifetz LLC | 1,819 | $200 | 03/31/2024 | HDV | 1,819 | $200 | 03/31/2024 | Atlantic Trust LLC | 1,772 | $195 | 03/31/2024 | HDV | 1,772 | $195 | 03/31/2024 | Indiana Trust & Investment Management CO | 1,721 | $190 | 03/31/2024 | HDV | 1,721 | $190 | 03/31/2024 | Palisade Asset Management LLC | 1,589 | $175 | 03/31/2024 | HDV | 1,589 | $175 | 03/31/2024 | Benjamin F. Edwards & Company Inc. | 1,433 | $158 | 03/31/2024 | HDV | 1,433 | $158 | 03/31/2024 | Valley National Advisers Inc. | 1,315 | $144 | 03/31/2024 | HDV | 1,315 | $144 | 03/31/2024 | Register Financial Advisors LLC | 1,274 | $140 | 03/31/2024 | HDV | 1,274 | $140 | 03/31/2024 | First Horizon Advisors Inc. | 1,202 | $133 | 03/31/2024 | HDV | 1,202 | $133 | 03/31/2024 | Paladin Advisory Group LLC | 1,213 | $133 | 03/31/2024 | HDV | 1,213 | $133 | 03/31/2024 | Tyler Stone Wealth Management | 1,295 | $132 | 12/31/2023 | HDV | 1,295 | $132 | 12/31/2023 | Manchester Capital Management LLC | 1,166 | $129 | 03/31/2024 | HDV | 1,166 | $129 | 03/31/2024 | Banque Cantonale Vaudoise | 1,170 | $129 | 03/31/2024 | HDV | 1,170 | $129 | 03/31/2024 | Signature Resources Capital Management LLC | 1,253 | $128 | 03/31/2024 | HDV | 1,253 | $128 | 03/31/2024 | Rain Capital Management LLC | 1,153 | $127 | 03/31/2024 | HDV | 1,153 | $127 | 03/31/2024 | Nalls Sherbakoff Group LLC | 1,150 | $117 | 12/31/2023 | HDV | 1,150 | $117 | 12/31/2023 | Private Ocean LLC | 1,055 | $116 | 03/31/2024 | HDV | 1,055 | $116 | 03/31/2024 | NBC Securities Inc. | 1,007 | $111 | 03/31/2024 | HDV | 1,007 | $111 | 03/31/2024 | Colonial Trust Advisors | 1,086 | $111 | 12/31/2023 | HDV | 1,086 | $111 | 12/31/2023 | Coppell Advisory Solutions LLC | 1,084 | $111 | 12/31/2023 | HDV | 1,084 | $111 | 12/31/2023 | Centaurus Financial Inc. | 1,070 | $109 | 12/31/2023 | HDV | 1,070 | $109 | 12/31/2023 | Vermillion & White Wealth Management Group LLC | 1,070 | $109 | 12/31/2023 | HDV | 1,070 | $109 | 12/31/2023 | Ameritas Investment Partners Inc. | 975 | $107 | 03/31/2024 | HDV | 975 | $107 | 03/31/2024 | GPS Wealth Strategies Group LLC | 949 | $105 | 03/31/2024 | HDV | 949 | $105 | 03/31/2024 | Capital Investment Advisory Services LLC | 945 | $104 | 03/31/2024 | HDV | 945 | $104 | 03/31/2024 | Larson Financial Group LLC | 944 | $104 | 03/31/2024 | HDV | 944 | $104 | 03/31/2024 | Rosenberg Matthew Hamilton | 948 | $104 | 03/31/2024 | HDV | 948 | $104 | 03/31/2024 | Grand Wealth Management LLC | 918 | $101 | 03/31/2024 | HDV | 918 | $101 | 03/31/2024 | Community Bank N.A. | 960 | $98 | 12/31/2023 | HDV | 960 | $98 | 12/31/2023 | Planning Capital Management Corp | 841 | $93 | 03/31/2024 | HDV | 841 | $93 | 03/31/2024 | Hazlett Burt & Watson Inc. | 792 | $88 | 03/31/2024 | HDV | 792 | $88 | 03/31/2024 | Householder Group Estate & Retirement Specialist LLC | 773 | $85 | 03/31/2024 | HDV | 773 | $85 | 03/31/2024 | Salem Investment Counselors Inc. | 765 | $84 | 03/31/2024 | HDV | 765 | $84 | 03/31/2024 | Fifth Third Bancorp | 750 | $83 | 03/31/2024 | HDV | 750 | $83 | 03/31/2024 | Sandy Spring Bank | 750 | $83 | 03/31/2024 | HDV | 750 | $83 | 03/31/2024 | Wiser Advisor Group LLC | 778 | $79 | 12/31/2023 | HDV | 778 | $79 | 12/31/2023 | Stephens Consulting LLC | 708 | $78 | 03/31/2024 | HDV | 708 | $78 | 03/31/2024 | North Star Investment Management Corp. | 700 | $77 | 03/31/2024 | HDV | 700 | $77 | 03/31/2024 | Mather Group LLC. | 754 | $77 | 03/31/2024 | HDV | 754 | $77 | 03/31/2024 | EverSource Wealth Advisors LLC | 752 | $77 | 03/31/2024 | HDV | 752 | $77 | 03/31/2024 | First Personal Financial Services | 693 | $76 | 03/31/2024 | HDV | 693 | $76 | 03/31/2024 | HHM Wealth Advisors LLC | 720 | $73 | 12/31/2023 | HDV | 720 | $73 | 12/31/2023 | Hollencrest Capital Management | 650 | $72 | 03/31/2024 | HDV | 650 | $72 | 03/31/2024 | Clear Investment Research LLC | 650 | $72 | 03/31/2024 | HDV | 650 | $72 | 03/31/2024 | Creative Financial Designs Inc. ADV | 637 | $70 | 03/31/2024 | HDV | 637 | $70 | 03/31/2024 | Tidemark LLC | 639 | $70 | 03/31/2024 | HDV | 639 | $70 | 03/31/2024 | Mascoma Wealth Management LLC | 600 | $66 | 03/31/2024 | HDV | 600 | $66 | 03/31/2024 | Founders Financial Alliance LLC | 635 | $65 | 12/31/2023 | HDV | 635 | $65 | 12/31/2023 | Glassman Wealth Services | 576 | $63 | 03/31/2024 | HDV | 576 | $63 | 03/31/2024 | Key Financial Inc | 573 | $63 | 03/31/2024 | HDV | 573 | $63 | 03/31/2024 | PSI Advisors LLC | 560 | $62 | 03/31/2024 | HDV | 560 | $62 | 03/31/2024 | Hobbs Group Advisors LLC | 600 | $61 | 12/31/2023 | HDV | 600 | $61 | 12/31/2023 | Jamison Private Wealth Management Inc. | 525 | $58 | 03/31/2024 | HDV | 525 | $58 | 03/31/2024 | True Wealth Design LLC | 572 | $58 | 12/31/2023 | HDV | 572 | $58 | 12/31/2023 | FSA Wealth Management LLC | 554 | $57 | 12/31/2023 | HDV | 554 | $57 | 12/31/2023 | Financial Connections Group Inc. | 508 | $56 | 03/31/2024 | HDV | 508 | $56 | 03/31/2024 | Cambridge Trust Co. | 545 | $56 | 12/31/2023 | HDV | 545 | $56 | 12/31/2023 | Dividend Assets Capital LLC | 547 | $56 | 12/31/2023 | HDV | 547 | $56 | 12/31/2023 | Cornerstone Planning Group LLC | 496 | $54 | 03/31/2024 | HDV | 496 | $54 | 03/31/2024 | BOKF NA | 500 | $51 | 12/31/2023 | HDV | 500 | $51 | 12/31/2023 | Core Wealth Advisors Inc. | 493 | $50 | 12/31/2023 | HDV | 493 | $50 | 12/31/2023 | Compass Wealth Management LLC | 444 | $49 | 03/31/2024 | HDV | 444 | $49 | 03/31/2024 | First Community Trust NA | 435 | $48 | 03/31/2024 | HDV | 435 | $48 | 03/31/2024 | Gables Capital Management Inc. | 415 | $46 | 03/31/2024 | HDV | 415 | $46 | 03/31/2024 | Northwest Financial Advisors | 412 | $45 | 03/31/2024 | HDV | 412 | $45 | 03/31/2024 | Bartlett & Co. LLC | 439 | $45 | 12/31/2023 | HDV | 439 | $45 | 12/31/2023 | AdvisorNet Financial Inc | 395 | $44 | 03/31/2024 | HDV | 395 | $44 | 03/31/2024 | MGB Wealth Management LLC | 400 | $44 | 03/31/2024 | HDV | 400 | $44 | 03/31/2024 | Sound Income Strategies LLC | 392 | $43 | 03/31/2024 | HDV | 392 | $43 | 03/31/2024 | Caldwell Sutter Capital Inc. | 356 | $39 | 03/31/2024 | HDV | 356 | $39 | 03/31/2024 | Russell Investments Group Ltd. | 355 | $39 | 03/31/2024 | HDV | 355 | $39 | 03/31/2024 | City Holding Co. | 325 | $36 | 03/31/2024 | HDV | 325 | $36 | 03/31/2024 | AllSquare Wealth Management LLC | 323 | $36 | 03/31/2024 | HDV | 323 | $36 | 03/31/2024 | M&R Capital Management Inc. | 322 | $35 | 03/31/2024 | HDV | 322 | $35 | 03/31/2024 | Pinnacle Bank | 315 | $35 | 03/31/2024 | HDV | 315 | $35 | 03/31/2024 | Caitlin John LLC | 345 | $35 | 12/31/2023 | HDV | 345 | $35 | 12/31/2023 | Financial Management Professionals Inc. | 309 | $34 | 03/31/2024 | HDV | 309 | $34 | 03/31/2024 | Avalon Trust Co | 300 | $33 | 03/31/2024 | HDV | 300 | $33 | 03/31/2024 | Elevate Wealth Advisory Inc. | 296 | $33 | 03/31/2024 | HDV | 296 | $33 | 03/31/2024 | Tucker Asset Management LLC | 327 | $33 | 12/31/2023 | HDV | 327 | $33 | 12/31/2023 | DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main | 320 | $32 | 12/31/2023 | HDV | 320 | $32 | 12/31/2023 | Cassady Schiller Wealth Management LLC | 285 | $31 | 03/31/2024 | HDV | 285 | $31 | 03/31/2024 | Bartlett & CO. Wealth Management LLC | 274 | $30 | 03/31/2024 | HDV | 274 | $30 | 03/31/2024 | CENTRAL TRUST Co | 265 | $29 | 03/31/2024 | HDV | 265 | $29 | 03/31/2024 | Bellevue Asset Management LLC | 250 | $28 | 03/31/2024 | HDV | 250 | $28 | 03/31/2024 | Wetzel Investment Advisors Inc. | 255 | $27 | 03/31/2024 | HDV | 255 | $27 | 03/31/2024 | Laurel Wealth Advisors LLC | 234 | $26 | 03/31/2024 | HDV | 234 | $26 | 03/31/2024 | Newbridge Financial Services Group Inc. | 240 | $26 | 03/31/2024 | HDV | 240 | $26 | 03/31/2024 | McClarren Financial Advisors Inc. | 221 | $24 | 03/31/2024 | HDV | 221 | $24 | 03/31/2024 | Smartleaf Asset Management LLC | 230 | $23 | 03/31/2024 | HDV | 230 | $23 | 03/31/2024 | Provence Wealth Management Group | 216 | $22 | 12/31/2023 | HDV | 216 | $22 | 12/31/2023 | Westside Investment Management Inc. | 189 | $21 | 03/31/2024 | HDV | 189 | $21 | 03/31/2024 | Global Trust Asset Management LLC | 159 | $18 | 03/31/2024 | HDV | 159 | $18 | 03/31/2024 | Mark Sheptoff Financial Planning LLC | 150 | $17 | 03/31/2024 | HDV | 150 | $17 | 03/31/2024 | Bangor Savings Bank | 138 | $15 | 03/31/2024 | HDV | 138 | $15 | 03/31/2024 | Lindbrook Capital LLC | 139 | $15 | 03/31/2024 | HDV | 139 | $15 | 03/31/2024 | Clarity Asset Management Inc. | 127 | $13 | 12/31/2023 | HDV | 127 | $13 | 12/31/2023 | Massmutual Trust Co. FSB ADV | 108 | $12 | 03/31/2024 | HDV | 108 | $12 | 03/31/2024 | Eukles Asset Management | 113 | $12 | 03/31/2024 | HDV | 113 | $12 | 03/31/2024 | Resources Management Corp CT ADV | 102 | $10 | 12/31/2023 | HDV | 102 | $10 | 12/31/2023 | Ogorek Anthony Joseph NY ADV | 89 | $9 | 03/31/2024 | HDV | 89 | $9 | 03/31/2024 | Rakuten Securities Inc. | 84 | $9 | 03/31/2024 | HDV | 84 | $9 | 03/31/2024 | Pin Oak Investment Advisors Inc. | 92 | $9 | 12/31/2023 | HDV | 92 | $9 | 12/31/2023 | Front Row Advisors LLC | 83 | $8 | 12/31/2023 | HDV | 83 | $8 | 12/31/2023 | Beacon Capital Management LLC | 80 | $8 | 12/31/2023 | HDV | 80 | $8 | 12/31/2023 | Roble Belko & Company Inc | 60 | $7 | 03/31/2024 | HDV | 60 | $7 | 03/31/2024 | Peoples Bank KS | 66 | $7 | 03/31/2024 | HDV | 66 | $7 | 03/31/2024 | Cape Investment Advisory Inc. | 67 | $7 | 12/31/2023 | HDV | 67 | $7 | 12/31/2023 | PrairieView Partners LLC | 53 | $6 | 03/31/2024 | HDV | 53 | $6 | 03/31/2024 | Versant Capital Management Inc | 58 | $6 | 03/31/2024 | HDV | 58 | $6 | 03/31/2024 | Townsend Asset Management Corp NC ADV | 37 | $4 | 03/31/2024 | HDV | 37 | $4 | 03/31/2024 | Norwood Financial Corp | 36 | $4 | 03/31/2024 | HDV | 36 | $4 | 03/31/2024 | Princeton Global Asset Management LLC | 32 | $4 | 03/31/2024 | HDV | 32 | $4 | 03/31/2024 | American Capital Advisory LLC | 40 | $4 | 03/31/2024 | HDV | 40 | $4 | 03/31/2024 | Silicon Valley Capital Partners | 31 | $3 | 03/31/2024 | HDV | 31 | $3 | 03/31/2024 | Avion Wealth | 29 | $3 | 03/31/2024 | HDV | 29 | $3 | 03/31/2024 | Duncker Streett & Co. Inc. | 14 | $2 | 03/31/2024 | HDV | 14 | $2 | 03/31/2024 | Northwest Investment Counselors LLC | 14 | $2 | 03/31/2024 | HDV | 14 | $2 | 03/31/2024 | Eagle Bay Advisors LLC | 18 | $2 | 03/31/2024 | HDV | 18 | $2 | 03/31/2024 | Valued Wealth Advisors LLC | 16 | $2 | 03/31/2024 | HDV | 16 | $2 | 03/31/2024 | Baystate Wealth Management LLC | 17 | $2 | 12/31/2023 | HDV | 17 | $2 | 12/31/2023 | New Millennium Group LLC | 18 | $2 | 12/31/2023 | HDV | 18 | $2 | 12/31/2023 | YHB Investment Advisors Inc. | 5 | $1 | 03/31/2024 | HDV | 5 | $1 | 03/31/2024 | NewSquare Capital LLC | 10 | $1 | 03/31/2024 | HDV | 10 | $1 | 03/31/2024 | Iron Horse Wealth Management LLC | 10 | $1 | 03/31/2024 | HDV | 10 | $1 | 03/31/2024 | Gordian Capital Singapore Pte Ltd | 5 | $1 | 12/31/2023 | HDV | 5 | $1 | 12/31/2023 | Cutler Group LP | | $0 | 03/31/2024 | Call | 200 | $0 | 03/31/2024 | Compagnie Lombard Odier SCmA | 0 | $0 | 03/31/2024 | HDV | 0 | $0 | 03/31/2024 | Bogart Wealth LLC | 3 | $0 | 03/31/2024 | HDV | 3 | $0 | 03/31/2024 | Cedar Mountain Advisors LLC | 0 | $0 | 03/31/2024 | HDV | 0 | $0 | 03/31/2024 | Raleigh Capital Management Inc. | 1 | $0 | 03/31/2024 | HDV | 1 | $0 | 03/31/2024 |
See Summary: Institutional Holders of HDV
See Details: Top 10 Hedge Funds Holding HDV
Also See: HDV Holdings Changes
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