DDWM Holdings Changes

This page summarizes the DDWM 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 DDWM 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 DDWM Share Count
Signal Advisors Wealth LLC	6,704	11,041	+4,337	+64.69%
NBC Securities Inc.	10,875	17,609	+6,734	+61.92%
HF Advisory Group LLC	16,203	19,134	+2,931	+18.09%
Fundamentun LLC	453,685	495,460	+41,775	+9.21%
Claro Advisors LLC	17,079	17,817	+738	+4.32%
Raymond James & Associates	202,245	209,096	+6,851	+3.39%
Occidental Asset Management LLC	69,510	71,385	+1,875	+2.70%
Exchange Capital Management Inc.	476,871	480,374	+3,503	+0.73%
13F Filers Reporting New Positions In DDWM
Stratos Wealth Advisors LLC	0	320,898	+320,898	+100%
Lloyd Advisory Services LLC.	0	26,727	+26,727	+100%
13F Filers With Unchanged Share Count
Moody National Bank Trust Division	46,579	46,579	UNCH	0.00%
Apeiron RIA LLC	10,596	10,596	UNCH	0.00%
1858 Wealth Management LLC	36,717	36,717	UNCH	0.00%
13F Filers Decreasing DDWM Share Count
Raymond James Financial Services Advisors Inc.	1,381,345	877,919	-503,426	-36.44%
Stratos Wealth Partners LTD.	11,588	9,168	-2,420	-20.88%
Rooted Wealth Advisors Inc.	70,306	70,061	-245	-0.35%

See Summary: Institutional Holders of DDWM
See Details: Top 10 Hedge Funds Holding DDWM

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