 |
|
|
This page summarizes the HDV 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 HDV 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 HDV Share Count |
|---|
| BNP Paribas Arbitrage SA |
2,100 |
206,154 |
+204,054 |
+9716.86% |
| DAVENPORT & Co LLC |
3,357 |
165,613 |
+162,256 |
+4833.36% |
| Sound Income Strategies LLC |
34 |
392 |
+358 |
+1052.94% |
| GPS Wealth Strategies Group LLC |
126 |
949 |
+823 |
+653.17% |
| Eagle Strategies LLC |
4,055 |
18,498 |
+14,443 |
+356.18% |
| Inscription Capital LLC |
2,128 |
5,764 |
+3,636 |
+170.86% |
| Sigma Planning Corp |
18,749 |
50,559 |
+31,810 |
+169.66% |
| Flagship Harbor Advisors LLC |
12,928 |
34,327 |
+21,399 |
+165.52% |
| Keystone Financial Planning Inc. |
39,988 |
94,640 |
+54,652 |
+136.67% |
| Hazlett Burt & Watson Inc. |
388 |
792 |
+404 |
+104.12% |
| Bank of New York Mellon Corp |
18,588 |
26,836 |
+8,248 |
+44.37% |
| Stratos Wealth Advisors LLC |
4,351 |
5,832 |
+1,481 |
+34.04% |
| Fifth Third Bancorp |
561 |
750 |
+189 |
+33.69% |
| Strategic Financial Concepts LLC |
12,045 |
15,916 |
+3,871 |
+32.14% |
| Gunma Bank Ltd. |
72,000 |
95,000 |
+23,000 |
+31.94% |
| Perigon Wealth Management LLC |
2,787 |
3,557 |
+770 |
+27.63% |
| Cornerstone Wealth Management LLC |
3,827 |
4,844 |
+1,017 |
+26.57% |
| Private Ocean LLC |
849 |
1,055 |
+206 |
+24.26% |
| Financial Management Professionals Inc. |
250 |
309 |
+59 |
+23.60% |
| AdvisorNet Financial Inc |
320 |
395 |
+75 |
+23.44% |
| Csenge Advisory Group |
8,127 |
9,857 |
+1,730 |
+21.29% |
| Valley National Advisers Inc. |
1,117 |
1,315 |
+198 |
+17.73% |
| Creative Financial Designs Inc. ADV |
542 |
637 |
+95 |
+17.53% |
| Global Retirement Partners LLC |
36,545 |
42,272 |
+5,727 |
+15.67% |
| Capital Investment Advisors LLC |
3,420 |
3,940 |
+520 |
+15.20% |
| Park Avenue Securities LLC |
6,832 |
7,855 |
+1,023 |
+14.97% |
| Arkadios Wealth Advisors |
20,355 |
23,310 |
+2,955 |
+14.52% |
| Financial Advisory Service Inc. |
69,420 |
79,375 |
+9,955 |
+14.34% |
| Ellis Investment Partners LLC |
18,642 |
21,085 |
+2,443 |
+13.10% |
| Natixis Advisors L.P. |
14,332 |
16,140 |
+1,808 |
+12.62% |
| Birchcreek Wealth Management LLC |
2,456 |
2,731 |
+275 |
+11.20% |
| Foundry Financial Group Inc. |
72,884 |
80,849 |
+7,965 |
+10.93% |
| Sunbelt Securities Inc. |
28,161 |
31,148 |
+2,987 |
+10.61% |
| Wiley BROS. Aintree Capital LLC |
14,962 |
16,501 |
+1,539 |
+10.29% |
| Wealthstar Advisors LLC |
2,791 |
3,070 |
+279 |
+10.00% |
| Kovack Advisors Inc. |
8,871 |
9,611 |
+740 |
+8.34% |
| Valeo Financial Advisors LLC |
157,491 |
169,679 |
+12,188 |
+7.74% |
| Money Concepts Capital Corp |
5,295 |
5,694 |
+399 |
+7.54% |
| MJP Associates Inc. ADV |
48,265 |
51,858 |
+3,593 |
+7.44% |
| Concord Wealth Partners |
13,195 |
14,163 |
+968 |
+7.34% |
| Cambridge Investment Research Advisors Inc. |
132,720 |
141,155 |
+8,435 |
+6.36% |
| Vantage Financial Partners LLC |
4,972 |
5,249 |
+277 |
+5.57% |
| Romano Brothers AND Company |
7,530 |
7,930 |
+400 |
+5.31% |
| GSG Advisors LLC |
16,743 |
17,585 |
+842 |
+5.03% |
| FC Advisory LLC |
23,656 |
24,800 |
+1,144 |
+4.84% |
| Cora Capital Advisors LLC |
20,504 |
21,431 |
+927 |
+4.52% |
| Godsey & Gibb Associates |
20,915 |
21,822 |
+907 |
+4.34% |
| Madison Wealth Partners Inc |
3,700 |
3,850 |
+150 |
+4.05% |
| Wealth Enhancement Advisory Services LLC |
237,269 |
246,489 |
+9,220 |
+3.89% |
| EWG Elevate Inc. |
37,287 |
38,698 |
+1,411 |
+3.78% |
| Patten Group Inc. |
6,502 |
6,735 |
+233 |
+3.58% |
| Maltin Wealth Management Inc. |
37,115 |
38,360 |
+1,245 |
+3.35% |
| Wesbanco Bank Inc. |
5,040 |
5,204 |
+164 |
+3.25% |
| Financial Perspectives Inc |
66,394 |
68,475 |
+2,081 |
+3.13% |
| VAUGHAN & Co SECURITIES INC. |
150,531 |
155,183 |
+4,652 |
+3.09% |
| HFG Advisors Inc. |
18,028 |
18,564 |
+536 |
+2.97% |
| Magnolia Capital Advisors LLC |
3,043 |
3,128 |
+85 |
+2.79% |
| Janney Montgomery Scott LLC |
630,672 |
647,251 |
+16,579 |
+2.63% |
| Sovereign Financial Group Inc. |
4,545 |
4,664 |
+119 |
+2.62% |
| Summit Financial Group Inc. |
31,673 |
32,455 |
+782 |
+2.47% |
| First Horizon Advisors Inc. |
1,173 |
1,202 |
+29 |
+2.47% |
| Lane & Associates LLC |
22,030 |
22,550 |
+520 |
+2.36% |
| Townsend & Associates Inc |
354,734 |
362,520 |
+7,786 |
+2.19% |
| Naples Global Advisors LLC |
3,942 |
4,017 |
+75 |
+1.90% |
| Krilogy Financial LLC |
12,079 |
12,308 |
+229 |
+1.90% |
| Claro Advisors LLC |
8,286 |
8,435 |
+149 |
+1.80% |
| Lantz Financial LLC |
90,602 |
92,122 |
+1,520 |
+1.68% |
| Holistic Planning LLC |
2,561 |
2,603 |
+42 |
+1.64% |
| Lincoln National Corp |
18,300 |
18,581 |
+281 |
+1.54% |
| AFT Forsyth & Company Inc. |
14,730 |
14,916 |
+186 |
+1.26% |
| 180 Wealth Advisors LLC |
12,370 |
12,518 |
+148 |
+1.20% |
| StoneX Group Inc. |
34,713 |
35,125 |
+412 |
+1.19% |
| Hixon Zuercher LLC |
2,269 |
2,294 |
+25 |
+1.10% |
| Platte River Wealth Advisors LLC |
12,834 |
12,968 |
+134 |
+1.04% |
| Wellspring Financial Advisors LLC |
11,072 |
11,158 |
+86 |
+0.78% |
| Jamison Private Wealth Management Inc. |
521 |
525 |
+4 |
+0.77% |
| Straight Path Wealth Management |
16,298 |
16,422 |
+124 |
+0.76% |
| Lodestar Private Asset Management LLC |
2,405 |
2,423 |
+18 |
+0.75% |
| Glassman Wealth Services |
572 |
576 |
+4 |
+0.70% |
| Brookstone Capital Management |
3,804 |
3,829 |
+25 |
+0.66% |
| Chicago Partners Investment Group LLC |
3,565 |
3,588 |
+23 |
+0.65% |
| Kohmann Bosshard Financial Services LLC |
139,471 |
140,370 |
+899 |
+0.64% |
| HB Wealth Management LLC |
127,884 |
128,653 |
+769 |
+0.60% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors |
3,050 |
3,068 |
+18 |
+0.59% |
| Allworth Financial LP |
23,573 |
23,695 |
+122 |
+0.52% |
| PBMares Wealth Management LLC |
4,053 |
4,073 |
+20 |
+0.49% |
| Tennessee Valley Asset Management Partners |
4,239 |
4,258 |
+19 |
+0.45% |
| JFS Wealth Advisors LLC |
3,191 |
3,205 |
+14 |
+0.44% |
| Newbridge Financial Services Group Inc. |
239 |
240 |
+1 |
+0.42% |
| Investment Advisory Group LLC |
18,278 |
18,353 |
+75 |
+0.41% |
| Nicholas Hoffman & Company LLC. |
2,954 |
2,965 |
+11 |
+0.37% |
| Barrett & Company Inc. |
2,926 |
2,936 |
+10 |
+0.34% |
| M&R Capital Management Inc. |
321 |
322 |
+1 |
+0.31% |
| Private Trust Co. NA |
6,236 |
6,255 |
+19 |
+0.30% |
| Cedar Brook Financial Partners LLC |
9,812 |
9,840 |
+28 |
+0.29% |
| Moloney Securities Asset Management LLC |
17,718 |
17,765 |
+47 |
+0.27% |
| Anderson Fisher LLC |
3,039 |
3,047 |
+8 |
+0.26% |
| Investment Partners LTD. |
6,831 |
6,848 |
+17 |
+0.25% |
| WBH Advisory Inc. |
3,446 |
3,454 |
+8 |
+0.23% |
| Harbor Investment Advisory LLC |
13,068 |
13,093 |
+25 |
+0.19% |
| WealthBridge Capital Management LLC |
2,584 |
2,589 |
+5 |
+0.19% |
| PPS&V Asset Management Consultants Inc. |
5,309 |
5,319 |
+10 |
+0.19% |
| Global Strategic Investment Solutions LLC |
102,098 |
102,286 |
+188 |
+0.18% |
| Weaver Consulting Group |
9,773 |
9,791 |
+18 |
+0.18% |
| Monterey Private Wealth Inc. |
2,925 |
2,930 |
+5 |
+0.17% |
| Latitude Advisors LLC |
2,962 |
2,967 |
+5 |
+0.17% |
| Inspirion Wealth Advisors LLC |
6,325 |
6,335 |
+10 |
+0.16% |
| Criterion Capital Advisors LLC |
1,908 |
1,911 |
+3 |
+0.16% |
| Rehmann Capital Advisory Group |
12,128 |
12,146 |
+18 |
+0.15% |
| Essex Private Wealth Management LLC |
37,293 |
37,349 |
+56 |
+0.15% |
| Carmichael Hill & Associates Inc. |
3,115 |
3,119 |
+4 |
+0.13% |
| Householder Group Estate & Retirement Specialist LLC |
772 |
773 |
+1 |
+0.13% |
| Onyx Bridge Wealth Group LLC |
16,046 |
16,066 |
+20 |
+0.12% |
| High Net Worth Advisory Group LLC |
21,080 |
21,106 |
+26 |
+0.12% |
| Marino Stram & Associates LLC |
2,212 |
2,214 |
+2 |
+0.09% |
| Dynamic Advisor Solutions LLC |
3,983 |
3,986 |
+3 |
+0.08% |
| Strategies Wealth Advisors LLC |
2,009 |
2,010 |
+1 |
+0.05% |
| FinTrust Capital Advisors LLC |
8,741 |
8,743 |
+2 |
+0.02% |
| 13F Filers Reporting New Positions In HDV |
|---|
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
0 |
UNCH |
100% |
| Cedar Mountain Advisors LLC |
0 |
0 |
UNCH |
100% |
| First Merchants Corp |
0 |
1,831 |
+1,831 |
+100% |
| Chapin Davis Inc. |
0 |
5,486 |
+5,486 |
+100% |
| Hartline Investment Corp |
0 |
3,068 |
+3,068 |
+100% |
| Smithbridge Asset Management Inc. DE |
0 |
1,903 |
+1,903 |
+100% |
| Massmutual Trust Co. FSB ADV |
0 |
108 |
+108 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
1,825 |
+1,825 |
+100% |
| Northwest Investment Counselors LLC |
0 |
14 |
+14 |
+100% |
| Palisade Asset Management LLC |
0 |
1,589 |
+1,589 |
+100% |
| YHB Investment Advisors Inc. |
0 |
5 |
+5 |
+100% |
| Mather Group LLC. |
0 |
754 |
+754 |
+100% |
| Compagnie Lombard Odier SCmA |
0 |
0 |
UNCH |
100% |
| Armor Investment Advisors LLC |
0 |
1,834 |
+1,834 |
+100% |
| Crescent Grove Advisors LLC |
0 |
2,149 |
+2,149 |
+100% |
| Versant Capital Management Inc |
0 |
58 |
+58 |
+100% |
| Sunesis Advisors LLC |
0 |
8,383 |
+8,383 |
+100% |
| United Capital Management of KS Inc. |
0 |
1,971 |
+1,971 |
+100% |
| Main Street Financial Solutions LLC |
0 |
1,893 |
+1,893 |
+100% |
| RHS Financial LLC |
0 |
2,039 |
+2,039 |
+100% |
| Princeton Global Asset Management LLC |
0 |
32 |
+32 |
+100% |
| Liberty Wealth Management LLC |
0 |
1,997 |
+1,997 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
2,143 |
+2,143 |
+100% |
| Schwarz Dygos Wheeler Investment Advisors LLC |
0 |
1,945 |
+1,945 |
+100% |
| Sandy Cove Advisors LLC |
0 |
2,794 |
+2,794 |
+100% |
| Chemistry Wealth Management LLC |
0 |
1,950 |
+1,950 |
+100% |
| Simplicity Wealth LLC |
0 |
1,890 |
+1,890 |
+100% |
| Gray Private Wealth LLC |
0 |
40,905 |
+40,905 |
+100% |
| PFG Investments LLC |
0 |
6,715 |
+6,715 |
+100% |
| Valued Wealth Advisors LLC |
0 |
16 |
+16 |
+100% |
| Rakuten Securities Inc. |
0 |
84 |
+84 |
+100% |
| Focus Financial Network Inc. |
0 |
5,424 |
+5,424 |
+100% |
| Clayton Financial Group LLC |
0 |
1,964 |
+1,964 |
+100% |
| Accordant Advisory Group Inc |
0 |
19,032 |
+19,032 |
+100% |
| American Capital Advisory LLC |
0 |
40 |
+40 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
265 |
265 |
UNCH |
0.00% |
| CVS HEALTH Corp |
273,110 |
273,110 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
356 |
356 |
UNCH |
0.00% |
| Townsend Asset Management Corp NC ADV |
37 |
37 |
UNCH |
0.00% |
| Ogorek Anthony Joseph NY ADV |
89 |
89 |
UNCH |
0.00% |
| City Holding Co. |
325 |
325 |
UNCH |
0.00% |
| NBC Securities Inc. |
1,007 |
1,007 |
UNCH |
0.00% |
| Meridian Management Co. |
4,000 |
4,000 |
UNCH |
0.00% |
| First National Corp MA ADV |
10,082 |
10,082 |
UNCH |
0.00% |
| L.M. Kohn & Company |
2,200 |
2,200 |
UNCH |
0.00% |
| Sage Financial Group Inc. |
8,021 |
8,021 |
UNCH |
0.00% |
| UMB Bank N A MO |
2,080 |
2,080 |
UNCH |
0.00% |
| Woodstock Corp |
16,180 |
16,180 |
UNCH |
0.00% |
| Sterling Investment Advisors LLC ADV |
2,365 |
2,365 |
UNCH |
0.00% |
| Norwood Financial Corp |
36 |
36 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
14 |
14 |
UNCH |
0.00% |
| Cobblestone Capital Advisors LLC NY |
6,340 |
6,340 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
10,523 |
10,523 |
UNCH |
0.00% |
| Smith Chas P & Associates PA Cpas |
3,448 |
3,448 |
UNCH |
0.00% |
| Family Capital Trust Co |
3,000 |
3,000 |
UNCH |
0.00% |
| First Community Trust NA |
435 |
435 |
UNCH |
0.00% |
| Whittier Trust Co. |
2,775 |
2,775 |
UNCH |
0.00% |
| Hollencrest Capital Management |
650 |
650 |
UNCH |
0.00% |
| Whittier Trust Co. of Nevada Inc. |
8,844 |
8,844 |
UNCH |
0.00% |
| SOL Capital Management CO |
2,900 |
2,900 |
UNCH |
0.00% |
| Founders Financial Securities LLC |
1,993 |
1,993 |
UNCH |
0.00% |
| North Star Investment Management Corp. |
700 |
700 |
UNCH |
0.00% |
| Bangor Savings Bank |
138 |
138 |
UNCH |
0.00% |
| Investment Partners Asset Management Inc. |
5,514 |
5,514 |
UNCH |
0.00% |
| Aspiriant LLC |
2,314 |
2,314 |
UNCH |
0.00% |
| Litman Gregory Asset Management LLC |
10,355 |
10,355 |
UNCH |
0.00% |
| SNS Financial Group LLC |
4,611 |
4,611 |
UNCH |
0.00% |
| MCF Advisors LLC |
4,248 |
4,248 |
UNCH |
0.00% |
| Pinnacle Wealth Management Advisory Group LLC |
2,515 |
2,515 |
UNCH |
0.00% |
| Trust Co |
3,685 |
3,685 |
UNCH |
0.00% |
| First Personal Financial Services |
693 |
693 |
UNCH |
0.00% |
| Trust Point Inc. |
4,068 |
4,068 |
UNCH |
0.00% |
| Financial Insights Inc. |
2,527 |
2,527 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
60 |
60 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
5,637 |
5,637 |
UNCH |
0.00% |
| PrairieView Partners LLC |
53 |
53 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
159 |
159 |
UNCH |
0.00% |
| Lindbrook Capital LLC |
139 |
139 |
UNCH |
0.00% |
| Atwater Malick LLC |
3,203 |
3,203 |
UNCH |
0.00% |
| Patriot Investment Management Inc. |
13,489 |
13,489 |
UNCH |
0.00% |
| Transcend Wealth Collective LLC |
17,450 |
17,450 |
UNCH |
0.00% |
| PSI Advisors LLC |
560 |
560 |
UNCH |
0.00% |
| Red Door Wealth Management LLC |
12,000 |
12,000 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
2,624 |
2,624 |
UNCH |
0.00% |
| Avion Wealth |
29 |
29 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
1,170 |
1,170 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
250 |
250 |
UNCH |
0.00% |
| Key Financial Inc |
573 |
573 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
11,400 |
11,400 |
UNCH |
0.00% |
| Sowa Financial Group Inc. |
73,836 |
73,836 |
UNCH |
0.00% |
| Citizens National Bank Trust Department |
3,025 |
3,025 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
948 |
948 |
UNCH |
0.00% |
| TrueWealth Advisors LLC |
2,643 |
2,643 |
UNCH |
0.00% |
| Garrett Investment Advisors LLC |
4,159 |
4,159 |
UNCH |
0.00% |
| Childress Capital Advisors LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| Ridgecrest Wealth Partners LLC |
13,985 |
13,985 |
UNCH |
0.00% |
| Stonegate Investment Group LLC |
1,980 |
1,980 |
UNCH |
0.00% |
| Financial Connections Group Inc. |
508 |
508 |
UNCH |
0.00% |
| Zullo Investment Group Inc. |
3,750 |
3,750 |
UNCH |
0.00% |
| Icapital Wealth LLC |
5,666 |
5,666 |
UNCH |
0.00% |
| Comprehensive Financial Consultants Institutional Inc. |
9,384 |
9,384 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
10,704 |
10,704 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
1,253 |
1,253 |
UNCH |
0.00% |
| Gray Wealth Management Inc. |
5,290 |
5,290 |
UNCH |
0.00% |
| Stephens Consulting LLC |
708 |
708 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
444 |
444 |
UNCH |
0.00% |
| LongView Wealth Management |
5,713 |
5,713 |
UNCH |
0.00% |
| Peoples Bank KS |
66 |
66 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
255 |
255 |
UNCH |
0.00% |
| Smartleaf Asset Management LLC |
230 |
230 |
UNCH |
0.00% |
| Elevate Wealth Advisory Inc. |
296 |
296 |
UNCH |
0.00% |
| Planning Capital Management Corp |
841 |
841 |
UNCH |
0.00% |
| 13F Filers Decreasing HDV Share Count |
|---|
| Bogart Wealth LLC |
17,209 |
3 |
-17,206 |
-99.98% |
| Fiera Capital Corp |
76,656 |
5,789 |
-70,867 |
-92.45% |
| Iron Horse Wealth Management LLC |
104 |
10 |
-94 |
-90.38% |
| Abundance Wealth Counselors |
21,787 |
4,866 |
-16,921 |
-77.67% |
| McClarren Financial Advisors Inc. |
801 |
221 |
-580 |
-72.41% |
| Benjamin F. Edwards & Company Inc. |
3,976 |
1,433 |
-2,543 |
-63.96% |
| Patton Albertson Miller Group LLC |
64,910 |
24,483 |
-40,427 |
-62.28% |
| Westside Investment Management Inc. |
439 |
189 |
-250 |
-56.95% |
| Albion Financial Group UT |
10,830 |
4,791 |
-6,039 |
-55.76% |
| WealthShield Partners LLC |
5,731 |
2,852 |
-2,879 |
-50.24% |
| Everpar Advisors LLC |
5,054 |
2,518 |
-2,536 |
-50.18% |
| Shira Ridge Wealth Management |
38,349 |
19,527 |
-18,822 |
-49.08% |
| Pinnacle Bank |
594 |
315 |
-279 |
-46.97% |
| Fermata Advisors LLC |
5,335 |
3,067 |
-2,268 |
-42.51% |
| Mutual Advisors LLC |
29,144 |
17,831 |
-11,313 |
-38.82% |
| Wambolt & Associates LLC |
4,264 |
2,656 |
-1,608 |
-37.71% |
| CVA Family Office LLC |
5,288 |
3,413 |
-1,875 |
-35.46% |
| CFM Wealth Partners LLC |
4,181 |
2,836 |
-1,345 |
-32.17% |
| Hengehold Capital Management LLC |
5,992 |
4,066 |
-1,926 |
-32.14% |
| KFA Private Wealth Group LLC |
42,582 |
28,921 |
-13,661 |
-32.08% |
| RFG Advisory LLC |
14,961 |
10,691 |
-4,270 |
-28.54% |
| JB Capital LLC |
9,730 |
7,067 |
-2,663 |
-27.37% |
| Berkshire Bank |
13,097 |
9,551 |
-3,546 |
-27.07% |
| International Assets Investment Management LLC |
2,890 |
2,119 |
-771 |
-26.68% |
| Vicus Capital |
4,319 |
3,215 |
-1,104 |
-25.56% |
| Kestra Private Wealth Services LLC |
6,426 |
4,922 |
-1,504 |
-23.40% |
| Apollon Wealth Management LLC |
2,659 |
2,066 |
-593 |
-22.30% |
| Cooper Financial Group |
35,903 |
28,080 |
-7,823 |
-21.79% |
| Gradient Investments LLC |
2,808 |
2,225 |
-583 |
-20.76% |
| Indiana Trust & Investment Management CO |
2,146 |
1,721 |
-425 |
-19.80% |
| Roman Butler Fullerton & Co. |
5,052 |
4,057 |
-995 |
-19.70% |
| Covenant Asset Management LLC |
2,503 |
2,017 |
-486 |
-19.42% |
| Capital Investment Advisory Services LLC |
1,172 |
945 |
-227 |
-19.37% |
| Aurum Wealth Management Group LLC |
2,517 |
2,043 |
-474 |
-18.83% |
| Sowell Financial Services LLC |
28,576 |
23,771 |
-4,805 |
-16.81% |
| Kellett Schaffner Wealth Advisors LLC |
2,810 |
2,348 |
-462 |
-16.44% |
| Stratos Wealth Partners LTD. |
23,827 |
19,925 |
-3,902 |
-16.38% |
| Smith Salley & Associates |
2,177 |
1,827 |
-350 |
-16.08% |
| Chatham Capital Group Inc. |
44,262 |
37,163 |
-7,099 |
-16.04% |
| GDS Wealth Management |
195,310 |
165,101 |
-30,209 |
-15.47% |
| Phoenix Wealth Advisors |
69,811 |
59,339 |
-10,472 |
-15.00% |
| Financial Counselors Inc. |
8,795 |
7,513 |
-1,282 |
-14.58% |
| Cypress Wealth Services LLC |
4,046 |
3,475 |
-571 |
-14.11% |
| Sequoia Financial Advisors LLC |
4,114 |
3,536 |
-578 |
-14.05% |
| Consilio Wealth Advisors LLC |
2,829 |
2,435 |
-394 |
-13.93% |
| Brown Advisory Inc. |
9,122 |
7,932 |
-1,190 |
-13.05% |
| Capital Advisors Wealth Management LLC |
5,342 |
4,674 |
-668 |
-12.50% |
| Means Investment CO. Inc. |
3,319 |
2,912 |
-407 |
-12.26% |
| Amplius Wealth Advisors LLC |
8,455 |
7,455 |
-1,000 |
-11.83% |
| Perfromance Wealth Partners LLC |
4,515 |
3,985 |
-530 |
-11.74% |
| Signature Securities Group Corporation |
6,580 |
5,821 |
-759 |
-11.53% |
| Coastal Investment Advisors Inc. |
14,172 |
12,644 |
-1,528 |
-10.78% |
| Sigma Investment Counselors Inc. |
3,464 |
3,097 |
-367 |
-10.59% |
| Larson Financial Group LLC |
1,051 |
944 |
-107 |
-10.18% |
| Mascoma Wealth Management LLC |
668 |
600 |
-68 |
-10.18% |
| Pinnacle Associates Ltd. |
10,720 |
9,653 |
-1,067 |
-9.95% |
| Monticello Wealth Management LLC |
6,923 |
6,313 |
-610 |
-8.81% |
| Mission Wealth Management LP |
3,016 |
2,755 |
-261 |
-8.65% |
| Cliftonlarsonallen Wealth Advisors LLC |
17,996 |
16,503 |
-1,493 |
-8.30% |
| Fifth Third Securities Inc. |
20,201 |
18,532 |
-1,669 |
-8.26% |
| Register Financial Advisors LLC |
1,388 |
1,274 |
-114 |
-8.21% |
| Kingswood Wealth Advisors LLC |
4,799 |
4,406 |
-393 |
-8.19% |
| JNB Advisors LLC |
103,707 |
95,281 |
-8,426 |
-8.12% |
| Pettinga Financial Advisors LLC |
2,475 |
2,280 |
-195 |
-7.88% |
| Madden Advisory Services Inc. |
14,264 |
13,147 |
-1,117 |
-7.83% |
| Embree Financial Group |
49,101 |
45,267 |
-3,834 |
-7.81% |
| Proequities Inc. |
10,293 |
9,521 |
-772 |
-7.50% |
| Raymond James Trust N.A. |
12,483 |
11,551 |
-932 |
-7.47% |
| Collective Family Office LLC |
9,397 |
8,765 |
-632 |
-6.73% |
| Walkner Condon Financial Advisors LLC |
16,677 |
15,627 |
-1,050 |
-6.30% |
| Alpha Omega Wealth Management LLC |
5,023 |
4,720 |
-303 |
-6.03% |
| Teamwork Financial Advisors LLC |
29,448 |
27,712 |
-1,736 |
-5.90% |
| Salem Investment Counselors Inc. |
812 |
765 |
-47 |
-5.79% |
| Soltis Investment Advisors LLC |
7,401 |
6,973 |
-428 |
-5.78% |
| Northern Oak Wealth Management Inc. |
2,368 |
2,238 |
-130 |
-5.49% |
| Morton Brown Family Wealth LLC |
28,960 |
27,396 |
-1,564 |
-5.40% |
| Clear Investment Research LLC |
686 |
650 |
-36 |
-5.25% |
| Connecticut Wealth Management LLC |
32,857 |
31,160 |
-1,697 |
-5.16% |
| Raymond James Financial Services Advisors Inc. |
493,949 |
469,258 |
-24,691 |
-5.00% |
| Eudaimonia Advisors LLC |
12,157 |
11,574 |
-583 |
-4.80% |
| Private Advisor Group LLC |
117,546 |
112,126 |
-5,420 |
-4.61% |
| Raymond James & Associates |
282,884 |
270,143 |
-12,741 |
-4.50% |
| Leavell Investment Management Inc. |
6,506 |
6,221 |
-285 |
-4.38% |
| Geneos Wealth Management Inc. |
4,052 |
3,888 |
-164 |
-4.05% |
| TNF LLC |
3,331 |
3,209 |
-122 |
-3.66% |
| Baron Silver Stevens Financial Advisors LLC |
33,856 |
32,674 |
-1,182 |
-3.49% |
| Shulman DeMeo Asset Management LLC |
37,454 |
36,229 |
-1,225 |
-3.27% |
| CWM LLC |
63,073 |
61,040 |
-2,033 |
-3.22% |
| Silicon Valley Capital Partners |
32 |
31 |
-1 |
-3.12% |
| KMG Fiduciary Partners LLC |
3,207 |
3,110 |
-97 |
-3.02% |
| Nations Financial Group Inc. IA ADV |
18,571 |
18,020 |
-551 |
-2.97% |
| MV Capital Management Inc. |
12,202 |
11,849 |
-353 |
-2.89% |
| Ironwood Financial llc |
14,000 |
13,606 |
-394 |
-2.81% |
| Tsfg LLC |
3,766 |
3,666 |
-100 |
-2.66% |
| SOA Wealth Advisors LLC. |
17,413 |
16,961 |
-452 |
-2.60% |
| Court Place Advisors LLC |
15,264 |
14,869 |
-395 |
-2.59% |
| Wolff Financial Management LLC |
34,717 |
33,889 |
-828 |
-2.38% |
| NBT Bank N A NY |
10,575 |
10,323 |
-252 |
-2.38% |
| Commonwealth Equity Services LLC |
812,556 |
793,501 |
-19,055 |
-2.35% |
| Pacific Sun Financial Corp |
4,319 |
4,219 |
-100 |
-2.32% |
| Klingman & Associates LLC |
21,825 |
21,331 |
-494 |
-2.26% |
| Securian Asset Management Inc |
936,202 |
915,202 |
-21,000 |
-2.24% |
| Asset Dedication LLC |
6,362 |
6,247 |
-115 |
-1.81% |
| Mayflower Financial Advisors LLC |
26,380 |
25,943 |
-437 |
-1.66% |
| BCS Wealth Management |
5,013 |
4,930 |
-83 |
-1.66% |
| J.W. Cole Advisors Inc. |
28,771 |
28,317 |
-454 |
-1.58% |
| Janney Capital Management LLC |
48,457 |
47,694 |
-763 |
-1.57% |
| Parsons Capital Management Inc. RI |
11,230 |
11,060 |
-170 |
-1.51% |
| Apollon Financial LLC |
8,464 |
8,340 |
-124 |
-1.47% |
| BEAM Asset Management LLC |
132,189 |
130,272 |
-1,917 |
-1.45% |
| Cornell Pochily Investment Advisors Inc. |
9,754 |
9,613 |
-141 |
-1.45% |
| Regions Financial Corp |
76,592 |
75,479 |
-1,113 |
-1.45% |
| Spire Wealth Management |
5,581 |
5,503 |
-78 |
-1.40% |
| Summit Investment Advisory Services LLC |
8,462 |
8,355 |
-107 |
-1.26% |
| Northwest Bancshares Inc. |
8,089 |
7,991 |
-98 |
-1.21% |
| Lowe Wealth Advisors LLC |
2,679 |
2,654 |
-25 |
-0.93% |
| RSM US Wealth Management LLC |
18,882 |
18,733 |
-149 |
-0.79% |
| Western Wealth Management LLC |
17,260 |
17,128 |
-132 |
-0.76% |
| Capital Advisors Ltd. LLC |
34,309 |
34,098 |
-211 |
-0.61% |
| OLD National Bancorp IN |
35,998 |
35,783 |
-215 |
-0.60% |
| Cresta Advisors Ltd. |
7,233 |
7,194 |
-39 |
-0.54% |
| CRA Financial Services LLC |
26,777 |
26,687 |
-90 |
-0.34% |
| Lbmc Investment Advisors LLC |
480,744 |
479,389 |
-1,355 |
-0.28% |
| Financial Advocates Investment Management |
13,397 |
13,363 |
-34 |
-0.25% |
| Pallas Capital Advisors LLC |
6,220 |
6,205 |
-15 |
-0.24% |
| David J Yvars Group |
2,902 |
2,895 |
-7 |
-0.24% |
| RDA Financial Network |
15,088 |
15,058 |
-30 |
-0.20% |
| LGL Partners LLC |
5,488 |
5,487 |
-1 |
-0.02% |
| 13F Filers Exiting HDV |
|---|
| GUNN & Co INVESTMENT MANAGEMENT INC. |
3,448 |
0 |
-3,448 |
-100.00% |
| Arlington Trust Co LLC |
465 |
0 |
-465 |
-100.00% |
| Unique Wealth LLC |
25,051 |
0 |
-25,051 |
-100.00% |
| Integrity Financial Corp WA |
29 |
0 |
-29 |
-100.00% |
| Aspire Wealth Management Corp |
40 |
0 |
-40 |
-100.00% |
| Granite Bay Wealth Management LLC |
6,300 |
0 |
-6,300 |
-100.00% |
| Wealthspan Partners LLC |
2,321 |
0 |
-2,321 |
-100.00% |
| Independent Wealth Network Inc. |
9,626 |
0 |
-9,626 |
-100.00% |
| McElhenny Sheffield Capital Management LLC |
157,941 |
0 |
-157,941 |
-100.00% |
| Ronald Blue Trust Inc. |
162 |
0 |
-162 |
-100.00% |
| Crown Wealth Group LLC |
3,304 |
0 |
-3,304 |
-100.00% |
| 4J Wealth Management LLC |
17,873 |
0 |
-17,873 |
-100.00% |
| GoalVest Advisory LLC |
200 |
0 |
-200 |
-100.00% |
| Aprio Wealth Management LLC |
6,686 |
0 |
-6,686 |
-100.00% |
| Steel Peak Wealth Management LLC |
55,382 |
0 |
-55,382 |
-100.00% |
| Beacon Financial Advisory LLC |
2,703 |
0 |
-2,703 |
-100.00% |
| Paragon Advisors LLC |
3,512 |
0 |
-3,512 |
-100.00% |
| Lake Street Financial LLC |
3,551 |
0 |
-3,551 |
-100.00% |
| Aspire Private Capital LLC |
72 |
0 |
-72 |
-100.00% |
| SeaCrest Wealth Management LLC |
1,960 |
0 |
-1,960 |
-100.00% |
| Wsfs Capital Management LLC |
2,218 |
0 |
-2,218 |
-100.00% |
| Meridian Wealth Management LLC |
3,348 |
0 |
-3,348 |
-100.00% |
| Venturi Wealth Management LLC |
34 |
0 |
-34 |
-100.00% |
| FDx Advisors Inc. |
3,128 |
0 |
-3,128 |
-100.00% |
| STA Wealth Management LLC |
4,529 |
0 |
-4,529 |
-100.00% |
| Montecito Bank & Trust |
2,799 |
0 |
-2,799 |
-100.00% |
| Carret Asset Management LLC |
2,105 |
0 |
-2,105 |
-100.00% |
| Huntington National Bank |
448 |
0 |
-448 |
-100.00% |
See Summary: Institutional Holders of HDV
See Details: Top 10 Hedge Funds Holding HDV
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