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|
|
This page summarizes the MDYG 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 MDYG 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 MDYG Share Count |
|---|
| Parallel Advisors LLC |
132 |
11,612 |
+11,480 |
+8696.97% |
| Larson Financial Group LLC |
3,016 |
29,040 |
+26,024 |
+862.86% |
| Susquehanna International Group LLP |
7,603 |
44,024 |
+36,421 |
+479.03% |
| Centennial Wealth Advisory LLC |
19,279 |
54,767 |
+35,488 |
+184.08% |
| Spire Wealth Management |
1,887 |
5,083 |
+3,196 |
+169.37% |
| WealthPLAN Partners LLC |
2,689 |
5,129 |
+2,440 |
+90.74% |
| Park Avenue Securities LLC |
13,426 |
22,905 |
+9,479 |
+70.60% |
| Global Retirement Partners LLC |
17,748 |
28,625 |
+10,877 |
+61.29% |
| Great Valley Advisor Group Inc. |
4,099 |
6,240 |
+2,141 |
+52.23% |
| Signature Securities Group Corporation |
3,128 |
4,671 |
+1,543 |
+49.33% |
| Creative Financial Designs Inc. ADV |
1,462 |
2,159 |
+697 |
+47.67% |
| Geneos Wealth Management Inc. |
22,871 |
33,380 |
+10,509 |
+45.95% |
| Csenge Advisory Group |
7,777 |
10,186 |
+2,409 |
+30.98% |
| AdvisorNet Financial Inc |
209 |
266 |
+57 |
+27.27% |
| Cambridge Investment Research Advisors Inc. |
53,476 |
66,316 |
+12,840 |
+24.01% |
| Chicago Partners Investment Group LLC |
35,549 |
42,847 |
+7,298 |
+20.53% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
777 |
923 |
+146 |
+18.79% |
| Raymond James & Associates |
2,767 |
3,216 |
+449 |
+16.23% |
| OneAscent Financial Services LLC |
4,287 |
4,901 |
+614 |
+14.32% |
| Bristlecone Advisors LLC |
15,504 |
17,612 |
+2,108 |
+13.60% |
| SFG Wealth Management LLC. |
94,914 |
104,013 |
+9,099 |
+9.59% |
| Benjamin Edwards Inc. |
41,521 |
44,964 |
+3,443 |
+8.29% |
| HighTower Advisors LLC |
239,173 |
258,261 |
+19,088 |
+7.98% |
| Stratos Wealth Partners LTD. |
37,477 |
40,406 |
+2,929 |
+7.82% |
| Salomon & Ludwin LLC |
11,044 |
11,874 |
+830 |
+7.52% |
| Raymond James Financial Services Advisors Inc. |
180,380 |
193,919 |
+13,539 |
+7.51% |
| PFG Advisors |
10,154 |
10,908 |
+754 |
+7.43% |
| Bank of New York Mellon Corp |
2,645 |
2,838 |
+193 |
+7.30% |
| New England Capital Financial Advisors LLC |
7,684 |
8,225 |
+541 |
+7.04% |
| Rehmann Capital Advisory Group |
242,035 |
258,485 |
+16,450 |
+6.80% |
| Smith Anglin Financial LLC |
16,614 |
17,735 |
+1,121 |
+6.75% |
| Planning Capital Management Corp |
19 |
20 |
+1 |
+5.26% |
| Brookstone Capital Management |
4,230 |
4,439 |
+209 |
+4.94% |
| Portside Wealth Group LLC |
36,336 |
37,832 |
+1,496 |
+4.12% |
| Sage Financial Group Inc. |
19,906 |
20,671 |
+765 |
+3.84% |
| Retirement Planning Group |
3,528 |
3,655 |
+127 |
+3.60% |
| Bellwether Advisors LLC |
32,145 |
33,223 |
+1,078 |
+3.35% |
| Financial Advisory Service Inc. |
410,944 |
423,477 |
+12,533 |
+3.05% |
| Benjamin F. Edwards & Company Inc. |
838,955 |
857,383 |
+18,428 |
+2.20% |
| GHP Investment Advisors Inc. |
269,941 |
273,495 |
+3,554 |
+1.32% |
| Cooper Financial Group |
25,608 |
25,923 |
+315 |
+1.23% |
| Financial Advocates Investment Management |
6,742 |
6,818 |
+76 |
+1.13% |
| John W. Brooker & Co. CPAs |
6,594 |
6,632 |
+38 |
+0.58% |
| Householder Group Estate & Retirement Specialist LLC |
876 |
881 |
+5 |
+0.57% |
| Peterson Financial Group Inc. |
18,574 |
18,677 |
+103 |
+0.55% |
| Bill Few Associates Inc. |
5,841 |
5,871 |
+30 |
+0.51% |
| Occidental Asset Management LLC |
23,122 |
23,205 |
+83 |
+0.36% |
| Founders Capital Management |
283 |
284 |
+1 |
+0.35% |
| Inspirion Wealth Advisors LLC |
7,437 |
7,457 |
+20 |
+0.27% |
| JFS Wealth Advisors LLC |
397 |
398 |
+1 |
+0.25% |
| Etfidea LLC |
126,880 |
127,181 |
+301 |
+0.24% |
| Clear Creek Financial Management LLC |
5,808 |
5,815 |
+7 |
+0.12% |
| Stratos Wealth Advisors LLC |
6,277 |
6,283 |
+6 |
+0.10% |
| Altfest L J & Co. Inc. |
7,089 |
7,094 |
+5 |
+0.07% |
| Courage Miller Partners LLC |
29,752 |
29,774 |
+22 |
+0.07% |
| Fingerlakes Wealth Management Inc. |
2,752 |
2,753 |
+1 |
+0.04% |
| Advance Capital Management Inc. |
11,775 |
11,778 |
+3 |
+0.03% |
| 13F Filers Reporting New Positions In MDYG |
|---|
| Avion Wealth |
0 |
0 |
UNCH |
100% |
| Lincoln National Corp |
0 |
10,411 |
+10,411 |
+100% |
| Cabot Wealth Management Inc. |
0 |
2,571 |
+2,571 |
+100% |
| Massmutual Trust Co. FSB ADV |
0 |
145 |
+145 |
+100% |
| Greenleaf Trust |
0 |
2,308 |
+2,308 |
+100% |
| BNP Paribas Arbitrage SA |
0 |
50,000 |
+50,000 |
+100% |
| Advisors Capital Management LLC |
0 |
2,326 |
+2,326 |
+100% |
| Hanson & Doremus Investment Management |
0 |
15 |
+15 |
+100% |
| Confluence Investment Management LLC |
0 |
425,999 |
+425,999 |
+100% |
| Sigma Planning Corp |
0 |
5,741 |
+5,741 |
+100% |
| Mather Group LLC. |
0 |
78 |
+78 |
+100% |
| Idaho Trust Bank |
0 |
2,753 |
+2,753 |
+100% |
| Somerset Trust Co |
0 |
2,560 |
+2,560 |
+100% |
| Burt Wealth Advisors |
0 |
2,460 |
+2,460 |
+100% |
| Tradewinds Capital Management LLC |
0 |
346,188 |
+346,188 |
+100% |
| RFG Advisory LLC |
0 |
2,502 |
+2,502 |
+100% |
| Flagship Harbor Advisors LLC |
0 |
2,304 |
+2,304 |
+100% |
| Bfsg LLC |
0 |
28 |
+28 |
+100% |
| Valeo Financial Advisors LLC |
0 |
2,534 |
+2,534 |
+100% |
| Maltin Wealth Management Inc. |
0 |
2,766 |
+2,766 |
+100% |
| Aspire Private Capital LLC |
0 |
137 |
+137 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
57 |
+57 |
+100% |
| Beacon Financial Advisory LLC |
0 |
2,325 |
+2,325 |
+100% |
| BEAM Asset Management LLC |
0 |
4,986 |
+4,986 |
+100% |
| Motive Wealth Advisors |
0 |
4,281 |
+4,281 |
+100% |
| Confluence Wealth Services Inc. |
0 |
10,476 |
+10,476 |
+100% |
| Simplicity Wealth LLC |
0 |
3,578 |
+3,578 |
+100% |
| PFG Investments LLC |
0 |
3,947 |
+3,947 |
+100% |
| PCA Investment Advisory Services Inc. |
0 |
2,559 |
+2,559 |
+100% |
| Norden Group LLC |
0 |
9,822 |
+9,822 |
+100% |
| Envestnet Portfolio Solutions Inc. |
0 |
94,467 |
+94,467 |
+100% |
| New Century Financial Group LLC |
0 |
5,766 |
+5,766 |
+100% |
| Signal Advisors Wealth LLC |
0 |
2,789 |
+2,789 |
+100% |
| Focus Financial Network Inc. |
0 |
8,662 |
+8,662 |
+100% |
| Spectrum Wealth Counsel LLC |
0 |
274 |
+274 |
+100% |
| Richardson Financial Services Inc. |
0 |
484 |
+484 |
+100% |
| Diversify Advisory Services LLC |
0 |
12,792 |
+12,792 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Huntington National Bank |
3,024 |
3,024 |
UNCH |
0.00% |
| NBC Securities Inc. |
33 |
33 |
UNCH |
0.00% |
| Salem Investment Counselors Inc. |
6,000 |
6,000 |
UNCH |
0.00% |
| UMB Bank N A MO |
663 |
663 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
650 |
650 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
360 |
360 |
UNCH |
0.00% |
| M&R Capital Management Inc. |
279 |
279 |
UNCH |
0.00% |
| Hollencrest Capital Management |
1,299 |
1,299 |
UNCH |
0.00% |
| BOK Financial Private Wealth Inc. |
431 |
431 |
UNCH |
0.00% |
| J.W. Cole Advisors Inc. |
8,807 |
8,807 |
UNCH |
0.00% |
| Westside Investment Management Inc. |
109 |
109 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
161 |
161 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
199 |
199 |
UNCH |
0.00% |
| RSM US Wealth Management LLC |
3,912 |
3,912 |
UNCH |
0.00% |
| Connecticut Wealth Management LLC |
9,773 |
9,773 |
UNCH |
0.00% |
| GPS Wealth Strategies Group LLC |
35 |
35 |
UNCH |
0.00% |
| Centerpoint Advisors LLC |
3,479 |
3,479 |
UNCH |
0.00% |
| PSI Advisors LLC |
166 |
166 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
27 |
27 |
UNCH |
0.00% |
| PFG Private Wealth Management LLC |
185 |
185 |
UNCH |
0.00% |
| Tsfg LLC |
1,399 |
1,399 |
UNCH |
0.00% |
| Key Financial Inc |
18,887 |
18,887 |
UNCH |
0.00% |
| Ballast Advisors LLC |
1,059 |
1,059 |
UNCH |
0.00% |
| RTD Financial Advisors Inc. |
5,181 |
5,181 |
UNCH |
0.00% |
| Wellspring Financial Advisors LLC |
367,778 |
367,778 |
UNCH |
0.00% |
| Concord Wealth Partners |
527 |
527 |
UNCH |
0.00% |
| IVC Wealth Advisors LLC |
3,384 |
3,384 |
UNCH |
0.00% |
| Sterling Financial Planning Inc. |
3,121 |
3,121 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
1,224 |
1,224 |
UNCH |
0.00% |
| Mystic Asset Management Inc. |
7,170 |
7,170 |
UNCH |
0.00% |
| Horizons Wealth Management |
648 |
648 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
117 |
117 |
UNCH |
0.00% |
| Smartleaf Asset Management LLC |
212 |
212 |
UNCH |
0.00% |
| Sachetta LLC |
43 |
43 |
UNCH |
0.00% |
| 13F Filers Decreasing MDYG Share Count |
|---|
| International Assets Investment Management LLC |
175,016 |
2,408 |
-172,608 |
-98.62% |
| Assetmark Inc. |
1,267 |
20 |
-1,247 |
-98.42% |
| First National Trust Co |
820,090 |
395,228 |
-424,862 |
-51.81% |
| Princeton Global Asset Management LLC |
2,900 |
1,570 |
-1,330 |
-45.86% |
| Kingswood Wealth Advisors LLC |
3,808 |
2,494 |
-1,314 |
-34.51% |
| Parcion Private Wealth LLC |
1,018,828 |
669,453 |
-349,375 |
-34.29% |
| Private Advisor Group LLC |
351,059 |
245,334 |
-105,725 |
-30.12% |
| Miracle Mile Advisors LLC |
32,308 |
23,488 |
-8,820 |
-27.30% |
| JNBA Financial Advisors |
201,032 |
147,934 |
-53,098 |
-26.41% |
| Measured Wealth Private Client Group LLC |
15,325 |
11,407 |
-3,918 |
-25.57% |
| Drive Wealth Management LLC |
13,680 |
10,646 |
-3,034 |
-22.18% |
| CWM LLC |
25,670 |
19,988 |
-5,682 |
-22.13% |
| Commonwealth Equity Services LLC |
132,391 |
103,502 |
-28,889 |
-21.82% |
| SOA Wealth Advisors LLC. |
2,520 |
2,022 |
-498 |
-19.76% |
| Cary Street Partners Investment Advisory LLC |
53,193 |
42,885 |
-10,308 |
-19.38% |
| Merit Financial Group LLC |
9,906 |
8,199 |
-1,707 |
-17.23% |
| Private Trust Co. NA |
1,782 |
1,492 |
-290 |
-16.27% |
| Good Life Advisors LLC |
4,912 |
4,181 |
-731 |
-14.88% |
| Wambolt & Associates LLC |
18,415 |
15,694 |
-2,721 |
-14.78% |
| Capstone Triton Financial Group LLC |
2,696 |
2,303 |
-393 |
-14.58% |
| Embree Financial Group |
3,375 |
2,896 |
-479 |
-14.19% |
| WealthShield Partners LLC |
70,044 |
60,214 |
-9,830 |
-14.03% |
| Acas LLC |
5,917 |
5,112 |
-805 |
-13.60% |
| YHB Investment Advisors Inc. |
9,952 |
8,759 |
-1,193 |
-11.99% |
| Heritage Wealth Management Inc. CA |
17,265 |
15,475 |
-1,790 |
-10.37% |
| First Pacific Financial |
6,642 |
5,986 |
-656 |
-9.88% |
| First Heartland Consultants Inc. |
3,219 |
2,914 |
-305 |
-9.47% |
| Valley Forge Investment Consultants Inc. ADV |
7,144 |
6,494 |
-650 |
-9.10% |
| Gradient Investments LLC |
472 |
432 |
-40 |
-8.47% |
| Destiny Capital Corp CO |
25,267 |
23,135 |
-2,132 |
-8.44% |
| Pinnacle Bank |
196 |
180 |
-16 |
-8.16% |
| Total Wealth Planning LLC |
67,837 |
62,789 |
-5,048 |
-7.44% |
| Foster Victor Wealth Advisors LLC |
10,669 |
9,880 |
-789 |
-7.40% |
| Prestige Wealth Management Group LLC |
92,209 |
85,496 |
-6,713 |
-7.28% |
| Wallace Advisory Group LLC |
7,582 |
7,036 |
-546 |
-7.20% |
| Honkamp Krueger Financial Services Inc. |
72,494 |
67,601 |
-4,893 |
-6.75% |
| IAG Wealth Partners LLC |
22,934 |
21,535 |
-1,399 |
-6.10% |
| CENTRAL TRUST Co |
15,918 |
15,055 |
-863 |
-5.42% |
| Bernardo Wealth Planning LLC |
53,918 |
51,216 |
-2,702 |
-5.01% |
| Sound Income Strategies LLC |
101 |
96 |
-5 |
-4.95% |
| Ignite Planners LLC |
4,048 |
3,848 |
-200 |
-4.94% |
| Retirement Planning Co of New England Inc. |
3,059 |
2,909 |
-150 |
-4.90% |
| Retirement Income Solutions Inc |
3,687 |
3,525 |
-162 |
-4.39% |
| Wealth Enhancement Advisory Services LLC |
15,090 |
14,428 |
-662 |
-4.39% |
| Proequities Inc. |
8,644 |
8,273 |
-371 |
-4.29% |
| KWB Wealth |
176,949 |
170,127 |
-6,822 |
-3.86% |
| Moloney Securities Asset Management LLC |
16,757 |
16,132 |
-625 |
-3.73% |
| MONECO Advisors LLC |
4,485 |
4,328 |
-157 |
-3.50% |
| First International Bank & Trust |
10,396 |
10,089 |
-307 |
-2.95% |
| Iron Horse Wealth Management LLC |
1,124 |
1,091 |
-33 |
-2.94% |
| Allworth Financial LP |
7,005 |
6,805 |
-200 |
-2.86% |
| Waller Financial Planning Group Inc. |
54,995 |
53,485 |
-1,510 |
-2.75% |
| Denver Wealth Management Inc. |
7,049 |
6,873 |
-176 |
-2.50% |
| Signet Financial Management LLC |
168,154 |
164,074 |
-4,080 |
-2.43% |
| IFG Advisors LLC |
3,358 |
3,281 |
-77 |
-2.29% |
| Klingman & Associates LLC |
307,979 |
301,972 |
-6,007 |
-1.95% |
| B.O.S.S. Retirement Advisors LLC |
6,247 |
6,126 |
-121 |
-1.94% |
| Lewis Asset Management LLC |
13,516 |
13,255 |
-261 |
-1.93% |
| McAdam LLC |
293,772 |
288,351 |
-5,421 |
-1.85% |
| Pure Financial Advisors Inc. |
14,938 |
14,669 |
-269 |
-1.80% |
| GSB Wealth Management LLC |
7,764 |
7,644 |
-120 |
-1.55% |
| Essex Financial Services Inc. |
8,105 |
7,983 |
-122 |
-1.51% |
| Carmichael Hill & Associates Inc. |
2,719 |
2,679 |
-40 |
-1.47% |
| Onyx Bridge Wealth Group LLC |
6,133 |
6,045 |
-88 |
-1.43% |
| ERn Financial LLC |
96,140 |
94,801 |
-1,339 |
-1.39% |
| NorthRock Partners LLC |
416,235 |
410,599 |
-5,636 |
-1.35% |
| Diligent Investors LLC |
85,891 |
84,838 |
-1,053 |
-1.23% |
| HB Wealth Management LLC |
3,634 |
3,597 |
-37 |
-1.02% |
| Investors Research Corp |
30,686 |
30,380 |
-306 |
-1.00% |
| Trilogy Capital Inc. |
12,583 |
12,474 |
-109 |
-0.87% |
| Arkadios Wealth Advisors |
5,066 |
5,031 |
-35 |
-0.69% |
| LexAurum Advisors LLC |
6,243 |
6,207 |
-36 |
-0.58% |
| FirstPurpose Wealth LLC |
6,769 |
6,744 |
-25 |
-0.37% |
| Pacific Sun Financial Corp |
30,004 |
29,904 |
-100 |
-0.33% |
| CAP Partners LLC |
4,757 |
4,743 |
-14 |
-0.29% |
| True Vision MN LLC |
3,884 |
3,876 |
-8 |
-0.21% |
| Integrated Advisors Network LLC |
10,639 |
10,619 |
-20 |
-0.19% |
| Consolidated Portfolio Review Corp |
3,954 |
3,947 |
-7 |
-0.18% |
| Twelve Points Wealth Management LLC |
15,642 |
15,625 |
-17 |
-0.11% |
| 13F Filers Exiting MDYG |
|---|
| Tritonpoint Wealth LLC |
2,726 |
0 |
-2,726 |
-100.00% |
| Koss Olinger Consulting LLC |
59,350 |
0 |
-59,350 |
-100.00% |
| Tennessee Valley Asset Management Partners |
76 |
0 |
-76 |
-100.00% |
| Advisor Resource Council |
3,280 |
0 |
-3,280 |
-100.00% |
| Advisory Services Network LLC |
1 |
0 |
-1 |
-100.00% |
| Fifth Third Bancorp |
500 |
0 |
-500 |
-100.00% |
See Summary: Institutional Holders of MDYG
See Details: Top 10 Hedge Funds Holding MDYG
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