HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DGRS Share Count | ||||
| LVM Capital Management Ltd. MI | 109,255 | 124,695 | +15,440 | +14.13% |
| Hennion & Walsh Asset Management Inc. | 414,197 | 467,155 | +52,958 | +12.79% |
| CWM LLC | 64,553 | 68,751 | +4,198 | +6.50% |
| RMR Wealth Builders | 5,465 | 5,755 | +290 | +5.31% |
| KLR Investment Advisors LLC | 34,173 | 35,341 | +1,168 | +3.42% |
| Venturi Wealth Management LLC | 223,253 | 229,483 | +6,230 | +2.79% |
| Precedent Wealth Partners LLC | 28,866 | 29,522 | +656 | +2.27% |
| Sunbelt Securities Inc. | 2,037 | 2,060 | +23 | +1.13% |
| Global Retirement Partners LLC | 3,059 | 3,061 | +2 | +0.07% |
| Allworth Financial LP | 20,792 | 20,796 | +4 | +0.02% |
| 13F Filers Reporting New Positions In DGRS | ||||
| Park Avenue Securities LLC | 0 | 4,902 | +4,902 | +100% |
| Coastal Investment Advisors Inc. | 0 | 1,285 | +1,285 | +100% |
| Advisor Resource Council | 0 | 8,791 | +8,791 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Capital Advisors Ltd. LLC | 2,600 | 2,600 | UNCH | 0.00% |
| Flagship Harbor Advisors LLC | 5,727 | 5,727 | UNCH | 0.00% |
| S.A. Mason LLC | 975 | 975 | UNCH | 0.00% |
| IAG Wealth Partners LLC | 658 | 658 | UNCH | 0.00% |
| Saxon Interests Inc. | 4,715 | 4,715 | UNCH | 0.00% |
| 13F Filers Decreasing DGRS Share Count | ||||
| Raymond James Financial Services Advisors Inc. | 31,590 | 19,021 | -12,569 | -39.79% |
| Harbor Investment Advisory LLC | 21,399 | 16,426 | -4,973 | -23.24% |
| Cambridge Investment Research Advisors Inc. | 8,396 | 7,099 | -1,297 | -15.45% |
| Wealth Enhancement Advisory Services LLC | 15,173 | 14,276 | -897 | -5.91% |
| Signet Financial Management LLC | 18,370 | 17,428 | -942 | -5.13% |
| Raymond James & Associates | 145,528 | 142,916 | -2,612 | -1.79% |
| Chicago Partners Investment Group LLC | 5,343 | 5,254 | -89 | -1.67% |
| Asset Dedication LLC | 6,524 | 6,424 | -100 | -1.53% |
| Well Done LLC | 17,633 | 17,529 | -104 | -0.59% |
| 13F Filers Exiting DGRS | ||||
| International Assets Investment Management LLC | 949 | 0 | -949 | -100.00% |
| Stratos Wealth Partners LTD. | 33,256 | 0 | -33,256 | -100.00% |
See Summary: Institutional Holders of DGRS
See Details: Top 10 Hedge Funds Holding DGRS
