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|
|
This page summarizes the DGRO holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether DGRO is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing DGRO Share Count |
|---|
| GAMMA Investing LLC |
4,926 |
46,095 |
+41,169 |
+835.75% |
| WASHINGTON TRUST Co |
250 |
2,265 |
+2,015 |
+806.00% |
| JJJ Advisors Inc. |
600 |
4,874 |
+4,274 |
+712.33% |
| PFG Investments LLC |
4,040 |
27,617 |
+23,577 |
+583.59% |
| Alhambra Investment Partners LLC |
6,371 |
30,075 |
+23,704 |
+372.06% |
| Allworth Financial LP |
50,369 |
172,627 |
+122,258 |
+242.72% |
| Gunma Bank Ltd. |
95,000 |
210,000 |
+115,000 |
+121.05% |
| Eastover Investment Advisors LLC |
4,351 |
9,254 |
+4,903 |
+112.69% |
| Diversified Trust Co |
5,570 |
11,250 |
+5,680 |
+101.97% |
| Ignite Planners LLC |
9,114 |
18,149 |
+9,035 |
+99.13% |
| Inscription Capital LLC |
8,800 |
15,800 |
+7,000 |
+79.55% |
| Cypress Financial Planning LLC |
105,997 |
188,783 |
+82,786 |
+78.10% |
| Stephens Consulting LLC |
3,240 |
5,444 |
+2,204 |
+68.02% |
| Central Bank & Trust Co. |
462 |
774 |
+312 |
+67.53% |
| Sterling Manor Financial LLC |
218,692 |
349,420 |
+130,728 |
+59.78% |
| All Season Financial Advisors Inc. |
32,303 |
50,981 |
+18,678 |
+57.82% |
| Wiley BROS. Aintree Capital LLC |
41,134 |
63,286 |
+22,152 |
+53.85% |
| Strategic Financial Concepts LLC |
41,493 |
62,634 |
+21,141 |
+50.95% |
| Colton Groome Financial Advisors LLC |
3,728 |
5,604 |
+1,876 |
+50.32% |
| Founders Financial Securities LLC |
49,978 |
74,829 |
+24,851 |
+49.72% |
| Breakwater Capital Group |
5,424 |
7,649 |
+2,225 |
+41.02% |
| Atwater Malick LLC |
7,710 |
10,774 |
+3,064 |
+39.74% |
| GPS Wealth Strategies Group LLC |
1,920 |
2,510 |
+590 |
+30.73% |
| Advance Capital Management Inc. |
9,453 |
12,228 |
+2,775 |
+29.36% |
| Benjamin Edwards Inc. |
364 |
470 |
+106 |
+29.12% |
| FFT Wealth Management LLC |
216,665 |
274,442 |
+57,777 |
+26.67% |
| High Net Worth Advisory Group LLC |
15,215 |
19,127 |
+3,912 |
+25.71% |
| Brown Advisory Inc. |
35,155 |
44,077 |
+8,922 |
+25.38% |
| Drive Wealth Management LLC |
18,667 |
23,040 |
+4,373 |
+23.43% |
| Arkadios Wealth Advisors |
15,846 |
19,502 |
+3,656 |
+23.07% |
| Perigon Wealth Management LLC |
4,731 |
5,805 |
+1,074 |
+22.70% |
| Aprio Wealth Management LLC |
99,228 |
121,421 |
+22,193 |
+22.37% |
| LGL Partners LLC |
243,523 |
295,022 |
+51,499 |
+21.15% |
| Natixis Advisors L.P. |
77,538 |
93,636 |
+16,098 |
+20.76% |
| American Capital Advisory LLC |
4,092 |
4,924 |
+832 |
+20.33% |
| Roble Belko & Company Inc |
5 |
6 |
+1 |
+20.00% |
| Premier Path Wealth Partners LLC |
124,477 |
148,086 |
+23,609 |
+18.97% |
| Park Avenue Securities LLC |
133,932 |
159,080 |
+25,148 |
+18.78% |
| Kingswood Wealth Advisors LLC |
15,821 |
18,784 |
+2,963 |
+18.73% |
| Adell Harriman & Carpenter Inc. |
8,058 |
9,508 |
+1,450 |
+17.99% |
| Benjamin F. Edwards & Company Inc. |
31,123 |
36,691 |
+5,568 |
+17.89% |
| Adviser Investments LLC |
20,551 |
24,151 |
+3,600 |
+17.52% |
| Lane & Associates LLC |
5,188 |
6,085 |
+897 |
+17.29% |
| Bond & Devick Financial Network Inc. |
4,590 |
5,306 |
+716 |
+15.60% |
| First National Trust Co |
7,315 |
8,445 |
+1,130 |
+15.45% |
| Symphony Financial Ltd. Co. |
4,493 |
5,155 |
+662 |
+14.73% |
| Financiere des Professionnels Fonds d investissement inc. |
218,000 |
249,500 |
+31,500 |
+14.45% |
| Financial Advisory Corp UT ADV |
13,558 |
15,401 |
+1,843 |
+13.59% |
| North Star Investment Management Corp. |
2,908 |
3,291 |
+383 |
+13.17% |
| TriaGen Wealth Management LLC |
112,039 |
126,180 |
+14,141 |
+12.62% |
| RVW Wealth LLC |
10,501 |
11,808 |
+1,307 |
+12.45% |
| Objectivity Squared LLC |
148,852 |
166,074 |
+17,222 |
+11.57% |
| Confluence Wealth Services Inc. |
553,037 |
614,615 |
+61,578 |
+11.13% |
| Global Retirement Partners LLC |
87,494 |
96,772 |
+9,278 |
+10.60% |
| Stratos Wealth Partners LTD. |
330,967 |
365,706 |
+34,739 |
+10.50% |
| Scott Capital Advisors LLC |
204,811 |
224,680 |
+19,869 |
+9.70% |
| Johnson & White Wealth Management LLC |
70,972 |
77,620 |
+6,648 |
+9.37% |
| First Horizon Advisors Inc. |
220,751 |
241,318 |
+20,567 |
+9.32% |
| Marshall Financial Group LLC |
56,855 |
61,737 |
+4,882 |
+8.59% |
| GHP Investment Advisors Inc. |
2,733 |
2,963 |
+230 |
+8.42% |
| Shepherd Financial Partners LLC |
152,465 |
165,147 |
+12,682 |
+8.32% |
| Fingerlakes Wealth Management Inc. |
17,814 |
19,177 |
+1,363 |
+7.65% |
| Massmutual Trust Co. FSB ADV |
1,482 |
1,594 |
+112 |
+7.56% |
| Pinnacle Associates Ltd. |
66,272 |
71,029 |
+4,757 |
+7.18% |
| Financial Perspectives Inc |
43,223 |
46,303 |
+3,080 |
+7.13% |
| Smith Anglin Financial LLC |
669,403 |
715,694 |
+46,291 |
+6.92% |
| Blue Bell Private Wealth Management LLC |
2,683 |
2,865 |
+182 |
+6.78% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
1,485,963 |
1,585,159 |
+99,196 |
+6.68% |
| Capital Planning LLC |
318,306 |
339,195 |
+20,889 |
+6.56% |
| CVA Family Office LLC |
9,830 |
10,475 |
+645 |
+6.56% |
| J.W. Cole Advisors Inc. |
447,428 |
476,475 |
+29,047 |
+6.49% |
| Cambridge Investment Research Advisors Inc. |
886,817 |
942,314 |
+55,497 |
+6.26% |
| Forza Wealth Management LLC |
32,063 |
34,003 |
+1,940 |
+6.05% |
| Zhang Financial LLC |
4,957 |
5,254 |
+297 |
+5.99% |
| Verdence Capital Advisors LLC |
34,815 |
36,827 |
+2,012 |
+5.78% |
| Philip James Wealth Mangement LLC |
172,629 |
182,375 |
+9,746 |
+5.65% |
| Opal Wealth Advisors LLC |
13,126 |
13,865 |
+739 |
+5.63% |
| Bank of New York Mellon Corp |
1,132,370 |
1,195,048 |
+62,678 |
+5.54% |
| Tennessee Valley Asset Management Partners |
29,238 |
30,854 |
+1,616 |
+5.53% |
| Cox Capital Mgt LLC |
8,400 |
8,857 |
+457 |
+5.44% |
| Strategies Wealth Advisors LLC |
970,277 |
1,020,945 |
+50,668 |
+5.22% |
| Forbes Financial Planning Inc. |
64,701 |
68,015 |
+3,314 |
+5.12% |
| Raymond James Trust N.A. |
76,707 |
80,586 |
+3,879 |
+5.06% |
| Main Street Financial Solutions LLC |
13,465 |
14,111 |
+646 |
+4.80% |
| Vicus Capital |
304,095 |
318,603 |
+14,508 |
+4.77% |
| Ellis Investment Partners LLC |
21,252 |
22,261 |
+1,009 |
+4.75% |
| Professional Financial Advisors LLC |
84,449 |
88,375 |
+3,926 |
+4.65% |
| Cornerstone Wealth Management LLC |
160,666 |
168,096 |
+7,430 |
+4.62% |
| Royal Fund Management LLC |
99,081 |
103,264 |
+4,183 |
+4.22% |
| Hubbell Strickland Wealth Management LLC |
86,695 |
90,194 |
+3,499 |
+4.04% |
| Alliance Wealth Advisors LLC |
304,679 |
315,955 |
+11,276 |
+3.70% |
| Optimum Investment Advisors |
18,425 |
19,075 |
+650 |
+3.53% |
| Dynamic Advisor Solutions LLC |
261,103 |
270,104 |
+9,001 |
+3.45% |
| Claro Advisors LLC |
10,019 |
10,359 |
+340 |
+3.39% |
| Pasadena Private Wealth LLC |
15,028 |
15,507 |
+479 |
+3.19% |
| Retirement Group LLC |
5,394 |
5,565 |
+171 |
+3.17% |
| Meridian Financial Partners LLC |
288,330 |
297,323 |
+8,993 |
+3.12% |
| LifePlan Financial LLC |
12,396 |
12,767 |
+371 |
+2.99% |
| JB Capital LLC |
29,885 |
30,765 |
+880 |
+2.94% |
| Sequoia Financial Advisors LLC |
8,061 |
8,289 |
+228 |
+2.83% |
| Powers Advisory Group LLC |
176,934 |
181,136 |
+4,202 |
+2.37% |
| Rooted Wealth Advisors Inc. |
127,640 |
130,557 |
+2,917 |
+2.29% |
| LexAurum Advisors LLC |
73,527 |
75,192 |
+1,665 |
+2.26% |
| Wolff Financial Management LLC |
476,403 |
487,156 |
+10,753 |
+2.26% |
| Fifth Third Securities Inc. |
396,240 |
404,825 |
+8,585 |
+2.17% |
| Stratos Wealth Advisors LLC |
409,044 |
417,926 |
+8,882 |
+2.17% |
| Commonwealth Equity Services LLC |
6,986,743 |
7,134,724 |
+147,981 |
+2.12% |
| City State Bank |
8,025 |
8,195 |
+170 |
+2.12% |
| Fermata Advisors LLC |
72,752 |
74,227 |
+1,475 |
+2.03% |
| Capital Advisors Ltd. LLC |
259,975 |
265,171 |
+5,196 |
+2.00% |
| Madison Wealth Partners Inc |
769,889 |
784,751 |
+14,862 |
+1.93% |
| Wealthfront Advisers LLC |
7,369,653 |
7,508,367 |
+138,714 |
+1.88% |
| RFG Advisory LLC |
45,876 |
46,712 |
+836 |
+1.82% |
| Fluent Financial LLC |
45,534 |
46,346 |
+812 |
+1.78% |
| Personal Resources Investment & Strategic Management Inc. |
409,974 |
417,159 |
+7,185 |
+1.75% |
| Legacy Financial Strategies LLC |
475,849 |
484,017 |
+8,168 |
+1.72% |
| Modus Advisors LLC |
163,286 |
165,650 |
+2,364 |
+1.45% |
| Regions Financial Corp |
337,324 |
341,751 |
+4,427 |
+1.31% |
| Aurum Wealth Management Group LLC |
7,310 |
7,405 |
+95 |
+1.30% |
| Altus Wealth Management LLC |
405,662 |
410,858 |
+5,196 |
+1.28% |
| Hazlett Burt & Watson Inc. |
45,097 |
45,655 |
+558 |
+1.24% |
| TRUE Private Wealth Advisors |
4,368 |
4,421 |
+53 |
+1.21% |
| Apexium Financial LP |
192,839 |
195,015 |
+2,176 |
+1.13% |
| Bogart Wealth LLC |
814,256 |
823,172 |
+8,916 |
+1.09% |
| Monterey Private Wealth Inc. |
153,645 |
155,116 |
+1,471 |
+0.96% |
| Signature Securities Group Corporation |
246,272 |
248,620 |
+2,348 |
+0.95% |
| Accel Wealth Management |
156,058 |
157,467 |
+1,409 |
+0.90% |
| HF Advisory Group LLC |
91,270 |
92,009 |
+739 |
+0.81% |
| Investment Partners Asset Management Inc. |
8,653 |
8,721 |
+68 |
+0.79% |
| Whitener Capital Management Inc. |
7,500 |
7,550 |
+50 |
+0.67% |
| Gleason Group Inc. |
1,422 |
1,430 |
+8 |
+0.56% |
| Red Tortoise LLC |
72,128 |
72,515 |
+387 |
+0.54% |
| Warner Financial Inc. |
13,216 |
13,287 |
+71 |
+0.54% |
| Cedar Brook Financial Partners LLC |
6,924 |
6,961 |
+37 |
+0.53% |
| Harbor Investment Advisory LLC |
44,358 |
44,589 |
+231 |
+0.52% |
| Joel Isaacson & Co. LLC |
19,762 |
19,865 |
+103 |
+0.52% |
| Anderson Fisher LLC |
9,930 |
9,982 |
+52 |
+0.52% |
| PFS Partners LLC |
233,832 |
234,961 |
+1,129 |
+0.48% |
| Versant Capital Management Inc |
860 |
864 |
+4 |
+0.47% |
| Kovack Advisors Inc. |
35,356 |
35,520 |
+164 |
+0.46% |
| Consilio Wealth Advisors LLC |
337,935 |
339,420 |
+1,485 |
+0.44% |
| Southland Equity Partners LLC |
35,024 |
35,178 |
+154 |
+0.44% |
| Capital Investment Advisors LLC |
7,024,881 |
7,054,762 |
+29,881 |
+0.43% |
| Helen Stephens Group LLC |
12,776 |
12,831 |
+55 |
+0.43% |
| 4J Wealth Management LLC |
204,577 |
205,347 |
+770 |
+0.38% |
| John W. Brooker & Co. CPAs |
28,051 |
28,155 |
+104 |
+0.37% |
| Apeiron RIA LLC |
10,883 |
10,923 |
+40 |
+0.37% |
| Roman Butler Fullerton & Co. |
23,205 |
23,284 |
+79 |
+0.34% |
| Summit Global Investments |
4,095 |
4,109 |
+14 |
+0.34% |
| Glass Jacobson Investment Advisors llc |
1,088 |
1,091 |
+3 |
+0.28% |
| Investment Advisory Group LLC |
10,034 |
10,052 |
+18 |
+0.18% |
| Investment Partners LTD. |
18,189 |
18,216 |
+27 |
+0.15% |
| Cyndeo Wealth Partners LLC |
14,598 |
14,618 |
+20 |
+0.14% |
| Marino Stram & Associates LLC |
72,257 |
72,354 |
+97 |
+0.13% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
15,843 |
15,864 |
+21 |
+0.13% |
| Coastal Investment Advisors Inc. |
4,687 |
4,690 |
+3 |
+0.06% |
| Flagship Private Wealth LLC |
11,743 |
11,749 |
+6 |
+0.05% |
| Latitude Advisors LLC |
5,544 |
5,547 |
+3 |
+0.05% |
| Cardinal Point Capital Management ULC |
11,703 |
11,709 |
+6 |
+0.05% |
| Whelan Financial |
9,220 |
9,224 |
+4 |
+0.04% |
| Royal Harbor Partners LLC |
5,464 |
5,465 |
+1 |
+0.02% |
| 13F Filers Reporting New Positions In DGRO |
|---|
| Hartline Investment Corp |
0 |
15,864 |
+15,864 |
+100% |
| Country Trust Bank |
0 |
320 |
+320 |
+100% |
| Bangor Savings Bank |
0 |
25 |
+25 |
+100% |
| Horrell Capital Management Inc. |
0 |
500 |
+500 |
+100% |
| YHB Investment Advisors Inc. |
0 |
147 |
+147 |
+100% |
| Kessler Investment Group LLC |
0 |
53 |
+53 |
+100% |
| Mather Group LLC. |
0 |
245 |
+245 |
+100% |
| Community Financial Services Group LLC |
0 |
8,452 |
+8,452 |
+100% |
| Financial Management Professionals Inc. |
0 |
112 |
+112 |
+100% |
| Summit Trail Advisors LLC |
0 |
4,143 |
+4,143 |
+100% |
| Moneywise Inc. |
0 |
15,025 |
+15,025 |
+100% |
| Aua Capital Management LLC |
0 |
5,544 |
+5,544 |
+100% |
| Fundamentun LLC |
0 |
16,096 |
+16,096 |
+100% |
| Francis Financial Inc. |
0 |
5,248 |
+5,248 |
+100% |
| Sound Income Strategies LLC |
0 |
257 |
+257 |
+100% |
| Ellenbecker Investment Group |
0 |
6,733 |
+6,733 |
+100% |
| TAP Consulting LLC |
0 |
3,890 |
+3,890 |
+100% |
| OneAscent Financial Services LLC |
0 |
3,499 |
+3,499 |
+100% |
| LifeSteps Financial Inc. |
0 |
471 |
+471 |
+100% |
| NovaPoint Capital LLC |
0 |
9,115 |
+9,115 |
+100% |
| MTM Investment Management LLC |
0 |
3,629 |
+3,629 |
+100% |
| Strategic Equity Management |
0 |
64,935 |
+64,935 |
+100% |
| Bluesphere Advisors LLC |
0 |
4,520 |
+4,520 |
+100% |
| Kowal Investment Group LLC |
0 |
27,862 |
+27,862 |
+100% |
| Round Rock Advisors LLC |
0 |
5,719 |
+5,719 |
+100% |
| Koss Olinger Consulting LLC |
0 |
7,155 |
+7,155 |
+100% |
| Accurate Wealth Management LLC |
0 |
14,067 |
+14,067 |
+100% |
| HFG Advisors Inc. |
0 |
7,062 |
+7,062 |
+100% |
| Simplicity Wealth LLC |
0 |
14,881 |
+14,881 |
+100% |
| ZRC Wealth Management LLC |
0 |
758 |
+758 |
+100% |
| West Paces Advisors Inc. |
0 |
9,488 |
+9,488 |
+100% |
| Jamison Private Wealth Management Inc. |
0 |
598 |
+598 |
+100% |
| Naples Money Management LLC |
0 |
6,924 |
+6,924 |
+100% |
| Focus Financial Network Inc. |
0 |
14,968 |
+14,968 |
+100% |
| Planning Capital Management Corp |
0 |
50 |
+50 |
+100% |
| Accordant Advisory Group Inc |
0 |
4,497 |
+4,497 |
+100% |
| M3 Advisory Group LLC |
0 |
12,246 |
+12,246 |
+100% |
| Foguth Wealth Management LLC. |
0 |
29,645 |
+29,645 |
+100% |
| Diversify Advisory Services LLC |
0 |
10,441 |
+10,441 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
2,357 |
2,357 |
UNCH |
0.00% |
| Romano Brothers AND Company |
4,315 |
4,315 |
UNCH |
0.00% |
| Rowland & Co. Investment Counsel ADV |
2,280 |
2,280 |
UNCH |
0.00% |
| First Merchants Corp |
5,669 |
5,669 |
UNCH |
0.00% |
| NBC Securities Inc. |
2,080 |
2,080 |
UNCH |
0.00% |
| First National Corp MA ADV |
95,824 |
95,824 |
UNCH |
0.00% |
| ST Germain D J Co. Inc. |
2,290 |
2,290 |
UNCH |
0.00% |
| Atlantic Union Bankshares Corp |
7,611 |
7,611 |
UNCH |
0.00% |
| Barrett & Company Inc. |
2,600 |
2,600 |
UNCH |
0.00% |
| Beese Fulmer Investment Management Inc. |
4,593 |
4,593 |
UNCH |
0.00% |
| UMB Bank N A MO |
3,542 |
3,542 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
2,780 |
2,780 |
UNCH |
0.00% |
| Wealth Management Resources Inc. |
6,519 |
6,519 |
UNCH |
0.00% |
| Family Capital Trust Co |
7,300 |
7,300 |
UNCH |
0.00% |
| Trust Co. of Virginia VA |
4,463 |
4,463 |
UNCH |
0.00% |
| SOL Capital Management CO |
5,000 |
5,000 |
UNCH |
0.00% |
| Phillips Financial Management LLC |
751 |
751 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
200 |
200 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
8,148 |
8,148 |
UNCH |
0.00% |
| JNBA Financial Advisors |
756 |
756 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
3,355 |
3,355 |
UNCH |
0.00% |
| Financial Advisory Service Inc. |
1,018 |
1,018 |
UNCH |
0.00% |
| Cranbrook Wealth Management LLC |
1,967 |
1,967 |
UNCH |
0.00% |
| Allen Capital Group LLC |
7,076 |
7,076 |
UNCH |
0.00% |
| Northside Capital Management LLC |
28,701 |
28,701 |
UNCH |
0.00% |
| First Personal Financial Services |
170 |
170 |
UNCH |
0.00% |
| Pegasus Partners Ltd. |
5,980 |
5,980 |
UNCH |
0.00% |
| Curtis Advisory Group LLC |
4,500 |
4,500 |
UNCH |
0.00% |
| Arthur M. Cohen & Associates LLC |
4,500 |
4,500 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
58,032 |
58,032 |
UNCH |
0.00% |
| New Capital Management LP |
16,980 |
16,980 |
UNCH |
0.00% |
| Security National Bank |
146 |
146 |
UNCH |
0.00% |
| Measured Wealth Private Client Group LLC |
55,763 |
55,763 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
18 |
18 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
505 |
505 |
UNCH |
0.00% |
| APCM Wealth Management for Individuals |
33 |
33 |
UNCH |
0.00% |
| Pflug Koory LLC |
256 |
256 |
UNCH |
0.00% |
| Principle Wealth Partners LLC |
10,853 |
10,853 |
UNCH |
0.00% |
| Essex Savings Bank |
17,631 |
17,631 |
UNCH |
0.00% |
| CRA Financial Services LLC |
21,264 |
21,264 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
1,379 |
1,379 |
UNCH |
0.00% |
| ERTS Wealth Advisors LLC |
10,957 |
10,957 |
UNCH |
0.00% |
| Weaver Consulting Group |
50,255 |
50,255 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
36,766 |
36,766 |
UNCH |
0.00% |
| Tsfg LLC |
243 |
243 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
750 |
750 |
UNCH |
0.00% |
| Sowa Financial Group Inc. |
65,876 |
65,876 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
1,044 |
1,044 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
236 |
236 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
87 |
87 |
UNCH |
0.00% |
| Levy Wealth Management Group LLC |
7,109 |
7,109 |
UNCH |
0.00% |
| West Financial Advisors LLC |
1,895 |
1,895 |
UNCH |
0.00% |
| Montis Financial LLC |
4,575 |
4,575 |
UNCH |
0.00% |
| Navis Wealth Advisors LLC |
4,506 |
4,506 |
UNCH |
0.00% |
| Pacific Wealth Management |
268,696 |
268,696 |
UNCH |
0.00% |
| Bradley & Co. Private Wealth Management LLC |
20 |
20 |
UNCH |
0.00% |
| Wedmont Private Capital |
7,972 |
7,972 |
UNCH |
0.00% |
| Morton Brown Family Wealth LLC |
899 |
899 |
UNCH |
0.00% |
| Oak Harbor Wealth Partners LLC |
1,485 |
1,485 |
UNCH |
0.00% |
| Security Financial Services INC. |
8,169 |
8,169 |
UNCH |
0.00% |
| W Advisors LLC |
9,697 |
9,697 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
6,223 |
6,223 |
UNCH |
0.00% |
| GDS Wealth Management |
3,873 |
3,873 |
UNCH |
0.00% |
| Mendota Financial Group LLC |
1,270 |
1,270 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
3,423 |
3,423 |
UNCH |
0.00% |
| Williams & Novak LLC |
33,053 |
33,053 |
UNCH |
0.00% |
| Partnership Wealth Management LLC |
264 |
264 |
UNCH |
0.00% |
| Voisard Asset Management Group Inc. |
500 |
500 |
UNCH |
0.00% |
| 13F Filers Decreasing DGRO Share Count |
|---|
| GUNN & Co INVESTMENT MANAGEMENT INC. |
248,441 |
11,508 |
-236,933 |
-95.37% |
| MBE Wealth Management LLC |
372,410 |
63,637 |
-308,773 |
-82.91% |
| Advocacy Wealth Management Services LLC |
185,205 |
32,224 |
-152,981 |
-82.60% |
| Costello Asset Management INC |
390 |
99 |
-291 |
-74.62% |
| EFG Asset Management Americas Corp. |
18,373 |
4,795 |
-13,578 |
-73.90% |
| CGC Financial Services LLC |
71,106 |
19,048 |
-52,058 |
-73.21% |
| SJS Investment Consulting Inc. |
1,936 |
613 |
-1,323 |
-68.34% |
| Ehrlich Financial Group |
57,781 |
21,405 |
-36,376 |
-62.95% |
| Eagle Strategies LLC |
211,777 |
91,746 |
-120,031 |
-56.68% |
| Financial Life Advisors |
30,244 |
15,075 |
-15,169 |
-50.16% |
| Aspiriant LLC |
24,711 |
13,463 |
-11,248 |
-45.52% |
| BKM Wealth Management LLC |
13,032 |
7,308 |
-5,724 |
-43.92% |
| Congress Wealth Management LLC DE |
8,416 |
4,877 |
-3,539 |
-42.05% |
| TrueWealth Advisors LLC |
7,186 |
4,820 |
-2,366 |
-32.93% |
| Tritonpoint Wealth LLC |
5,547 |
3,747 |
-1,800 |
-32.45% |
| Grimes & Company Inc. |
6,559 |
4,563 |
-1,996 |
-30.43% |
| Signal Advisors Wealth LLC |
44,793 |
31,898 |
-12,895 |
-28.79% |
| Ayrshire Capital Management LLC |
9,837 |
7,155 |
-2,682 |
-27.26% |
| Sovereign Financial Group Inc. |
10,503 |
7,642 |
-2,861 |
-27.24% |
| Patriot Financial Group Insurance Agency LLC |
170,150 |
124,058 |
-46,092 |
-27.09% |
| WealthShield Partners LLC |
191,816 |
143,159 |
-48,657 |
-25.37% |
| Echo Wealth Management LLC |
55,409 |
41,588 |
-13,821 |
-24.94% |
| WealthCare Investment Partners LLC |
22,101 |
16,946 |
-5,155 |
-23.32% |
| Demars Financial Group LLC |
10,893 |
8,407 |
-2,486 |
-22.82% |
| Mission Wealth Management LP |
10,702 |
8,365 |
-2,337 |
-21.84% |
| Mcdonald Partners LLC |
6,776 |
5,350 |
-1,426 |
-21.04% |
| Wealth Effects LLC |
13,441 |
10,810 |
-2,631 |
-19.57% |
| AdvisorNet Financial Inc |
11,387 |
9,240 |
-2,147 |
-18.85% |
| Yarger Wealth Strategies LLC |
134,082 |
111,477 |
-22,605 |
-16.86% |
| Northeast Financial Group Inc. |
54,647 |
45,894 |
-8,753 |
-16.02% |
| Sunbelt Securities Inc. |
94,332 |
79,351 |
-14,981 |
-15.88% |
| Randolph Co Inc |
12,428 |
10,562 |
-1,866 |
-15.01% |
| Guidance Capital Inc. |
67,182 |
57,986 |
-9,196 |
-13.69% |
| Valeo Financial Advisors LLC |
10,206 |
8,833 |
-1,373 |
-13.45% |
| Wealthcare Advisory Partners LLC |
31,572 |
27,380 |
-4,192 |
-13.28% |
| Asset Dedication LLC |
162,344 |
142,356 |
-19,988 |
-12.31% |
| Harbor Advisory Corp MA |
47,647 |
41,823 |
-5,824 |
-12.22% |
| Concord Wealth Partners |
346,458 |
305,419 |
-41,039 |
-11.85% |
| Brio Consultants LLC |
45,359 |
40,689 |
-4,670 |
-10.30% |
| Capital Market Strategies LLC |
13,040 |
11,727 |
-1,313 |
-10.07% |
| Carr Financial Group Corp |
24,492 |
22,238 |
-2,254 |
-9.20% |
| Summit Investment Advisory Services LLC |
430,207 |
392,535 |
-37,672 |
-8.76% |
| Eudaimonia Advisors LLC |
23,058 |
21,078 |
-1,980 |
-8.59% |
| Astoria Portfolio Advisors LLC. |
13,898 |
12,715 |
-1,183 |
-8.51% |
| Spire Wealth Management |
58,343 |
53,431 |
-4,912 |
-8.42% |
| Veracity Capital LLC |
13,862 |
12,710 |
-1,152 |
-8.31% |
| Cornell Pochily Investment Advisors Inc. |
71,057 |
65,503 |
-5,554 |
-7.82% |
| Westside Investment Management Inc. |
6,086 |
5,645 |
-441 |
-7.25% |
| 180 Wealth Advisors LLC |
79,136 |
73,674 |
-5,462 |
-6.90% |
| Valley National Advisers Inc. |
17,807 |
16,624 |
-1,183 |
-6.64% |
| Autumn Glory Partners LLC |
115,999 |
109,190 |
-6,809 |
-5.87% |
| Ridgecrest Wealth Partners LLC |
246,172 |
232,148 |
-14,024 |
-5.70% |
| Castle Wealth Management LLC |
99,845 |
94,187 |
-5,658 |
-5.67% |
| Clear Creek Financial Management LLC |
25,302 |
23,924 |
-1,378 |
-5.45% |
| Dohj LLC |
28,442 |
27,005 |
-1,437 |
-5.05% |
| Avaii Wealth Management LLC |
8,508 |
8,085 |
-423 |
-4.97% |
| Teamwork Financial Advisors LLC |
4,631 |
4,403 |
-228 |
-4.92% |
| Criterion Capital Advisors LLC |
10,093 |
9,613 |
-480 |
-4.76% |
| CWM LLC |
1,271,727 |
1,213,379 |
-58,348 |
-4.59% |
| SignalPoint Asset Management LLC |
11,664 |
11,141 |
-523 |
-4.48% |
| Berger Financial Group Inc |
3,773 |
3,619 |
-154 |
-4.08% |
| Pinnacle Bank |
13,906 |
13,340 |
-566 |
-4.07% |
| Quad Cities Investment Group LLC |
90,673 |
87,208 |
-3,465 |
-3.82% |
| Well Done LLC |
221,839 |
214,107 |
-7,732 |
-3.49% |
| Ausdal Financial Partners Inc. |
28,176 |
27,229 |
-947 |
-3.36% |
| SOA Wealth Advisors LLC. |
281,097 |
272,343 |
-8,754 |
-3.11% |
| Patriot Investment Management Inc. |
24,239 |
23,495 |
-744 |
-3.07% |
| WBH Advisory Inc. |
41,754 |
40,471 |
-1,283 |
-3.07% |
| Future Financial Wealth Managment LLC |
10,729 |
10,404 |
-325 |
-3.03% |
| Smith Chas P & Associates PA Cpas |
248,441 |
241,021 |
-7,420 |
-2.99% |
| McLean Asset Management Corp |
23,997 |
23,299 |
-698 |
-2.91% |
| Matisse Capital |
134,848 |
130,927 |
-3,921 |
-2.91% |
| OMNI 360 Wealth Inc. |
21,779 |
21,149 |
-630 |
-2.89% |
| Annex Advisory Services LLC |
13,643 |
13,253 |
-390 |
-2.86% |
| Wela Strategies Inc. |
97,399 |
94,749 |
-2,650 |
-2.72% |
| Brookstone Capital Management |
24,414 |
23,759 |
-655 |
-2.68% |
| Family Legacy Inc. |
72,638 |
70,765 |
-1,873 |
-2.58% |
| Aspire Wealth Management Corp |
97,375 |
94,880 |
-2,495 |
-2.56% |
| West Branch Capital LLC |
2,699 |
2,632 |
-67 |
-2.48% |
| Naples Global Advisors LLC |
19,235 |
18,761 |
-474 |
-2.46% |
| Financial Insights Inc. |
43,601 |
42,553 |
-1,048 |
-2.40% |
| Consolidated Portfolio Review Corp |
22,984 |
22,437 |
-547 |
-2.38% |
| Integrated Investment Consultants LLC |
96,113 |
93,865 |
-2,248 |
-2.34% |
| Private Trust Co. NA |
14,373 |
14,043 |
-330 |
-2.30% |
| Sunburst Financial Group LLC |
13,917 |
13,606 |
-311 |
-2.23% |
| Buffington Mohr McNeal |
6,014 |
5,894 |
-120 |
-2.00% |
| Walkner Condon Financial Advisors LLC |
28,813 |
28,266 |
-547 |
-1.90% |
| Edmonds Duncan Registered Investment Advisors LLC |
37,997 |
37,275 |
-722 |
-1.90% |
| Mayflower Financial Advisors LLC |
20,562 |
20,183 |
-379 |
-1.84% |
| Insight Wealth Strategies LLC |
12,655 |
12,423 |
-232 |
-1.83% |
| Wealth Enhancement Advisory Services LLC |
552,461 |
542,452 |
-10,009 |
-1.81% |
| Market Street Wealth Management Advisors LLC |
16,001 |
15,716 |
-285 |
-1.78% |
| Planning Alternatives Ltd. ADV |
5,604 |
5,505 |
-99 |
-1.77% |
| First National Bank |
20,544 |
20,183 |
-361 |
-1.76% |
| Compass Ion Advisors LLC |
369,271 |
362,876 |
-6,395 |
-1.73% |
| Raymond James & Associates |
2,514,004 |
2,470,630 |
-43,374 |
-1.73% |
| Stock Yards Bank & Trust Co. |
4,789 |
4,707 |
-82 |
-1.71% |
| Occidental Asset Management LLC |
21,326 |
20,966 |
-360 |
-1.69% |
| Centurion Wealth Management LLC |
33,010 |
32,487 |
-523 |
-1.58% |
| Priebe Wealth Holdings LLC |
25,845 |
25,443 |
-402 |
-1.56% |
| Twelve Points Wealth Management LLC |
56,022 |
55,149 |
-873 |
-1.56% |
| Lineweaver Wealth Advisors LLC |
111,225 |
109,539 |
-1,686 |
-1.52% |
| Essex Financial Services Inc. |
143,584 |
141,500 |
-2,084 |
-1.45% |
| Albion Financial Group UT |
10,836 |
10,696 |
-140 |
-1.29% |
| JFS Wealth Advisors LLC |
312 |
308 |
-4 |
-1.28% |
| FC Advisory LLC |
178,166 |
175,899 |
-2,267 |
-1.27% |
| Clarus Wealth Advisors |
5,707 |
5,635 |
-72 |
-1.26% |
| McAdam LLC |
9,193 |
9,086 |
-107 |
-1.16% |
| RDA Financial Network |
6,082 |
6,012 |
-70 |
-1.15% |
| Capital Investment Advisory Services LLC |
179,910 |
177,932 |
-1,978 |
-1.10% |
| Chicago Partners Investment Group LLC |
28,089 |
27,783 |
-306 |
-1.09% |
| McKinley Carter Wealth Services Inc. |
8,217 |
8,135 |
-82 |
-1.00% |
| Leavell Investment Management Inc. |
23,170 |
22,940 |
-230 |
-0.99% |
| CIC Wealth LLC |
4,478 |
4,440 |
-38 |
-0.85% |
| HB Wealth Management LLC |
248,999 |
247,006 |
-1,993 |
-0.80% |
| Flagship Harbor Advisors LLC |
46,675 |
46,304 |
-371 |
-0.79% |
| Private Advisor Group LLC |
1,024,796 |
1,016,682 |
-8,114 |
-0.79% |
| Garrett Wealth Advisory Group LLC |
7,734 |
7,674 |
-60 |
-0.78% |
| PFG Private Wealth Management LLC |
2,371 |
2,353 |
-18 |
-0.76% |
| Pallas Capital Advisors LLC |
12,755 |
12,663 |
-92 |
-0.72% |
| Parsons Capital Management Inc. RI |
80,387 |
79,807 |
-580 |
-0.72% |
| Raymond James Financial Services Advisors Inc. |
8,771,999 |
8,710,235 |
-61,764 |
-0.70% |
| Willis Johnson & Associates Inc. |
4,532 |
4,502 |
-30 |
-0.66% |
| Bouvel Investment Partners LLC |
26,617 |
26,446 |
-171 |
-0.64% |
| Steel Peak Wealth Management LLC |
7,725 |
7,681 |
-44 |
-0.57% |
| Princeton Global Asset Management LLC |
179,882 |
178,894 |
-988 |
-0.55% |
| Lincoln Capital LLC |
12,918 |
12,851 |
-67 |
-0.52% |
| PSI Advisors LLC |
202,706 |
201,675 |
-1,031 |
-0.51% |
| Sterling Investment Counsel LLC |
39,628 |
39,465 |
-163 |
-0.41% |
| UMA Financial Services Inc. |
128,137 |
127,697 |
-440 |
-0.34% |
| MCF Advisors LLC |
1,579 |
1,574 |
-5 |
-0.32% |
| Firethorn Wealth Partners LLC |
4,243 |
4,231 |
-12 |
-0.28% |
| GSG Advisors LLC |
35,016 |
34,922 |
-94 |
-0.27% |
| Provident Wealth Management LLC |
345,077 |
344,264 |
-813 |
-0.24% |
| Hoese & Co LLP |
80,759 |
80,574 |
-185 |
-0.23% |
| Oak Asset Management LLC |
44,042 |
43,942 |
-100 |
-0.23% |
| Fifth Third Bancorp |
8,394 |
8,379 |
-15 |
-0.18% |
| Newbridge Financial Services Group Inc. |
17,792 |
17,767 |
-25 |
-0.14% |
| International Assets Investment Management LLC |
13,172 |
13,153 |
-19 |
-0.14% |
| Insight Financial Services |
208,005 |
207,774 |
-231 |
-0.11% |
| Aurora Private Wealth Inc. |
17,640 |
17,623 |
-17 |
-0.10% |
| 13F Filers Exiting DGRO |
|---|
| Ables Iannone Moore & Associates Inc. |
289 |
0 |
-289 |
-100.00% |
| Private Wealth Management Group LLC |
670 |
0 |
-670 |
-100.00% |
| Turtle Creek Wealth Advisors LLC |
1,745 |
0 |
-1,745 |
-100.00% |
| Granite Bay Wealth Management LLC |
73,833 |
0 |
-73,833 |
-100.00% |
| Amplius Wealth Advisors LLC |
4,686 |
0 |
-4,686 |
-100.00% |
| Corepath Wealth Partners LLC |
14,576 |
0 |
-14,576 |
-100.00% |
| Clarus Group Inc. |
5,539 |
0 |
-5,539 |
-100.00% |
| Brown Miller Wealth Management LLC |
62,119 |
0 |
-62,119 |
-100.00% |
| Advisor Resource Council |
5,782 |
0 |
-5,782 |
-100.00% |
| Capstone Triton Financial Group LLC |
4,973 |
0 |
-4,973 |
-100.00% |
| Parcion Private Wealth LLC |
4,752 |
0 |
-4,752 |
-100.00% |
| Secure Asset Management LLC |
3,887 |
0 |
-3,887 |
-100.00% |
| Curated Wealth Partners LLC |
31,920 |
0 |
-31,920 |
-100.00% |
| S.E.E.D. Planning Group LLC |
4,000 |
0 |
-4,000 |
-100.00% |
| Stordahl Capital Management Inc. |
3,810 |
0 |
-3,810 |
-100.00% |
| Meridian Wealth Management LLC |
155,856 |
0 |
-155,856 |
-100.00% |
| Moisand Fitzgerald Tamayo LLC |
2 |
0 |
-2 |
-100.00% |
| Richardson Capital Management LLC |
234 |
0 |
-234 |
-100.00% |
| Gradient Investments LLC |
170 |
0 |
-170 |
-100.00% |
| Bourgeon Capital Management LLC |
740 |
0 |
-740 |
-100.00% |
| MJP Associates Inc. ADV |
3,905 |
0 |
-3,905 |
-100.00% |
See Summary: Institutional Holders of DGRO
See Details: Top 10 Hedge Funds Holding DGRO
|
|
