HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DES Share Count | ||||
| Harbor Investment Advisory LLC | 11,013 | 24,184 | +13,171 | +119.60% |
| Miracle Mile Advisors LLC | 18,162 | 33,746 | +15,584 | +85.81% |
| CWM LLC | 4,158 | 6,837 | +2,679 | +64.43% |
| Halbert Hargrove Global Advisors LLC | 29,398 | 36,001 | +6,603 | +22.46% |
| Independence Bank of Kentucky | 17,895 | 21,675 | +3,780 | +21.12% |
| Alaska Permanent Capital Management | 32,088 | 37,318 | +5,230 | +16.30% |
| Mather Group LLC. | 25,767 | 29,328 | +3,561 | +13.82% |
| Park Avenue Securities LLC | 11,318 | 12,844 | +1,526 | +13.48% |
| Founders Financial Securities LLC | 12,571 | 13,682 | +1,111 | +8.84% |
| Wealthcare Advisory Partners LLC | 113,991 | 122,318 | +8,327 | +7.30% |
| F&V Capital Management LLC | 21,295 | 22,840 | +1,545 | +7.26% |
| Sharper & Granite LLC | 23,195 | 24,205 | +1,010 | +4.35% |
| Montecito Bank & Trust | 39,417 | 39,881 | +464 | +1.18% |
| Evanson Asset Management LLC | 96,828 | 97,923 | +1,095 | +1.13% |
| Alhambra Investment Partners LLC | 66,588 | 67,341 | +753 | +1.13% |
| Dynamic Advisor Solutions LLC | 180,943 | 182,922 | +1,979 | +1.09% |
| 13F Filers Reporting New Positions In DES | ||||
| Salem Investment Counselors Inc. | 0 | 75 | +75 | +100% |
| Cedar Brook Financial Partners LLC | 0 | 6,303 | +6,303 | +100% |
| Opal Wealth Advisors LLC | 0 | 749 | +749 | +100% |
| Guidance Capital Inc. | 0 | 20,387 | +20,387 | +100% |
| Register Financial Advisors LLC | 0 | 274 | +274 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Optimum Investment Advisors | 5,670 | 5,670 | UNCH | 0.00% |
| Webster Bank N. A. | 2,604 | 2,604 | UNCH | 0.00% |
| Legacy Private Trust Co. | 6,280 | 6,280 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 350 | 350 | UNCH | 0.00% |
| Asset Dedication LLC | 561 | 561 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 186 | 186 | UNCH | 0.00% |
| Private Ocean LLC | 1,626 | 1,626 | UNCH | 0.00% |
| MCF Advisors LLC | 3,621 | 3,621 | UNCH | 0.00% |
| Moisand Fitzgerald Tamayo LLC | 3,249 | 3,249 | UNCH | 0.00% |
| Pinnacle Bank | 735 | 735 | UNCH | 0.00% |
| Northwest Capital Management Inc | 267 | 267 | UNCH | 0.00% |
| Versant Capital Management Inc | 1,944 | 1,944 | UNCH | 0.00% |
| Aspire Private Capital LLC | 654 | 654 | UNCH | 0.00% |
| Berger Financial Group Inc | 8,063 | 8,063 | UNCH | 0.00% |
| Piscataqua Savings Bank | 258 | 258 | UNCH | 0.00% |
| Bank of New Hampshire | 3,890 | 3,890 | UNCH | 0.00% |
| Viewpoint Capital Management LLC | 2,856 | 2,856 | UNCH | 0.00% |
| Sebold Capital Management Inc. | 11,621 | 11,621 | UNCH | 0.00% |
| 13F Filers Decreasing DES Share Count | ||||
| AlphaMark Advisors LLC | 2,269 | 1,300 | -969 | -42.71% |
| Financial Advisory Partners LLC | 75,657 | 43,384 | -32,273 | -42.66% |
| Plimoth Trust Co. LLC | 12,921 | 9,446 | -3,475 | -26.89% |
| NBC Securities Inc. | 2,437 | 1,930 | -507 | -20.80% |
| Buckingham Capital Management Inc. | 120,877 | 100,570 | -20,307 | -16.80% |
| Hengehold Capital Management LLC | 19,859 | 16,684 | -3,175 | -15.99% |
| McNamara Financial Services Inc. | 13,647 | 11,895 | -1,752 | -12.84% |
| Wealth Enhancement Advisory Services LLC | 170,540 | 162,258 | -8,282 | -4.86% |
| Inspirion Wealth Advisors LLC | 48,309 | 46,110 | -2,199 | -4.55% |
| Moller Financial Services | 11,832 | 11,378 | -454 | -3.84% |
| John W. Brooker & Co. CPAs | 7,724 | 7,498 | -226 | -2.93% |
| Sunbelt Securities Inc. | 24,148 | 23,456 | -692 | -2.87% |
| Colorado Capital Management Inc. | 8,666 | 8,440 | -226 | -2.61% |
| Southland Equity Partners LLC | 9,908 | 9,703 | -205 | -2.07% |
| Vicus Capital | 29,551 | 29,304 | -247 | -0.84% |
| New Hampshire Trust | 13,756 | 13,662 | -94 | -0.68% |
| 180 Wealth Advisors LLC | 55,804 | 55,530 | -274 | -0.49% |
| Investment Partners Asset Management Inc. | 17,547 | 17,462 | -85 | -0.48% |
| 13F Filers Exiting DES | ||||
| Tsfg LLC | 517 | 0 | -517 | -100.00% |
| Stratos Wealth Partners LTD. | 6,528 | 0 | -6,528 | -100.00% |
See Summary: Institutional Holders of DES
See Details: Top 10 Hedge Funds Holding DES
