HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DBEF Share Count | ||||
| American National Bank | 600 | 2,270 | +1,670 | +278.33% |
| Total Clarity Wealth Management Inc. | 17,334 | 24,737 | +7,403 | +42.71% |
| Stratos Wealth Advisors LLC | 75,238 | 94,065 | +18,827 | +25.02% |
| OneAscent Financial Services LLC | 49,542 | 59,967 | +10,425 | +21.04% |
| SeaCrest Wealth Management LLC | 19,122 | 22,112 | +2,990 | +15.64% |
| Whitaker Myers Wealth Managers LTD. | 410,496 | 469,124 | +58,628 | +14.28% |
| Wealthcare Advisory Partners LLC | 516,848 | 564,862 | +48,014 | +9.29% |
| TrueWealth Advisors LLC | 252,407 | 271,629 | +19,222 | +7.62% |
| Traveka Wealth LLC | 11,818 | 12,356 | +538 | +4.55% |
| BCS Wealth Management | 41,511 | 43,004 | +1,493 | +3.60% |
| Raymond James & Associates | 205,941 | 213,303 | +7,362 | +3.57% |
| Cedar Brook Financial Partners LLC | 9,688 | 9,987 | +299 | +3.09% |
| Enzi Wealth | 218,189 | 223,233 | +5,044 | +2.31% |
| Stratos Wealth Partners LTD. | 328,824 | 335,823 | +6,999 | +2.13% |
| Rainey & Randall Investment Management Inc. | 1,249,282 | 1,266,814 | +17,532 | +1.40% |
| Columbus Macro LLC | 24,781 | 24,890 | +109 | +0.44% |
| Wealth Enhancement Advisory Services LLC | 211,897 | 212,246 | +349 | +0.16% |
| 13F Filers Reporting New Positions In DBEF | ||||
| Alpha Cubed Investments LLC | 0 | 5,384 | +5,384 | +100% |
| Sharkey Howes & Javer | 0 | 22,196 | +22,196 | +100% |
| Hobart Private Capital LLC | 0 | 82,451 | +82,451 | +100% |
| Lloyd Advisory Services LLC. | 0 | 26,718 | +26,718 | +100% |
| Williams Financial LLC | 0 | 371,827 | +371,827 | +100% |
| WealthCare Investment Partners LLC | 0 | 10,830 | +10,830 | +100% |
| Security Financial Services INC. | 0 | 68,396 | +68,396 | +100% |
| WFA Asset Management Corp | 0 | 28,992 | +28,992 | +100% |
| CAP Partners LLC | 0 | 8,000 | +8,000 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Fifth Third Bancorp | 10,721 | 10,721 | UNCH | 0.00% |
| OLD National Bancorp IN | 30,205 | 30,205 | UNCH | 0.00% |
| NBC Securities Inc. | 265 | 265 | UNCH | 0.00% |
| Salem Investment Counselors Inc. | 250 | 250 | UNCH | 0.00% |
| M&R Capital Management Inc. | 100 | 100 | UNCH | 0.00% |
| Farmers & Merchants Investments Inc. | 1,326 | 1,326 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 1,125 | 1,125 | UNCH | 0.00% |
| Gradient Investments LLC | 1 | 1 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 589 | 589 | UNCH | 0.00% |
| MCF Advisors LLC | 142 | 142 | UNCH | 0.00% |
| Evanson Asset Management LLC | 13,777 | 13,777 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 113 | 113 | UNCH | 0.00% |
| Colorado Capital Management Inc. | 6,527 | 6,527 | UNCH | 0.00% |
| Harbour Capital Advisors LLC | 10,955 | 10,955 | UNCH | 0.00% |
| Pinnacle Bank | 25,922 | 25,922 | UNCH | 0.00% |
| Tsfg LLC | 613 | 613 | UNCH | 0.00% |
| RWM Asset Management LLC | 16,260 | 16,260 | UNCH | 0.00% |
| Financial Perspectives Inc | 150 | 150 | UNCH | 0.00% |
| Clarity Capital Advisors LLC | 5,676 | 5,676 | UNCH | 0.00% |
| Walden Wealth Partners LLC | 9,065 | 9,065 | UNCH | 0.00% |
| 13F Filers Decreasing DBEF Share Count | ||||
| CWM LLC | 25,845 | 18,428 | -7,417 | -28.70% |
| LVW Advisors LLC | 21,357 | 15,430 | -5,927 | -27.75% |
| Miracle Mile Advisors LLC | 72,214 | 53,248 | -18,966 | -26.26% |
| Hillcrest Wealth Advisors NY LLC | 70,195 | 57,525 | -12,670 | -18.05% |
| Wealthcare Capital Management LLC | 31,926 | 27,698 | -4,228 | -13.24% |
| Cooper Financial Group | 203,627 | 180,714 | -22,913 | -11.25% |
| Financial Management Professionals Inc. | 91,258 | 81,694 | -9,564 | -10.48% |
| Bank of New Hampshire | 6,833 | 6,233 | -600 | -8.78% |
| Raymond James Financial Services Advisors Inc. | 826,315 | 761,535 | -64,780 | -7.84% |
| International Assets Investment Management LLC | 24,043 | 22,485 | -1,558 | -6.48% |
| Wedmont Private Capital | 28,758 | 27,171 | -1,587 | -5.52% |
| Swisher Financial Concepts Inc. | 13,313 | 12,638 | -675 | -5.07% |
| Dynamic Advisor Solutions LLC | 78,262 | 75,124 | -3,138 | -4.01% |
| Patten Group Inc. | 23,580 | 22,746 | -834 | -3.54% |
| Schoolcraft Capital LLC | 853,754 | 824,305 | -29,449 | -3.45% |
| Vicus Capital | 218,659 | 212,013 | -6,646 | -3.04% |
| AlphaMark Advisors LLC | 205,985 | 201,540 | -4,445 | -2.16% |
| Maltin Wealth Management Inc. | 71,074 | 69,556 | -1,518 | -2.14% |
| Burkett Financial Services LLC | 479,066 | 469,727 | -9,339 | -1.95% |
| Strategic Advisors LLC | 56,464 | 55,391 | -1,073 | -1.90% |
| O Brien Wealth Partners LLC | 1,188,804 | 1,173,226 | -15,578 | -1.31% |
| Tanglewood Legacy Advisors LLC | 40,387 | 39,937 | -450 | -1.11% |
| Global Retirement Partners LLC | 2,537 | 2,512 | -25 | -0.99% |
| Hoxton Planning & Management LLC | 9,619 | 9,529 | -90 | -0.94% |
| S.A. Mason LLC | 7,400 | 7,370 | -30 | -0.41% |
| Calton & Associates Inc. | 11,654 | 11,624 | -30 | -0.26% |
| 13F Filers Exiting DBEF | ||||
| Global Wealth Strategies & Associates | 1 | 0 | -1 | -100.00% |
| SJS Investment Consulting Inc. | 11 | 0 | -11 | -100.00% |
| Tennessee Valley Asset Management Partners | 337 | 0 | -337 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 367 | 0 | -367 | -100.00% |
| Park Avenue Securities LLC | 18,167 | 0 | -18,167 | -100.00% |
| LVM Capital Management Ltd. MI | 9,242 | 0 | -9,242 | -100.00% |
See Summary: Institutional Holders of DBEF
See Details: Top 10 Hedge Funds Holding DBEF
