HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DHS Share Count | ||||
| Executive Wealth Group LLC | 6,108 | 18,403 | +12,295 | +201.29% |
| NBC Securities Inc. | 3,350 | 4,903 | +1,553 | +46.36% |
| Flagship Harbor Advisors LLC | 3,376 | 3,531 | +155 | +4.59% |
| Claro Advisors LLC | 5,549 | 5,774 | +225 | +4.05% |
| Evanson Asset Management LLC | 88,023 | 88,783 | +760 | +0.86% |
| GSG Advisors LLC | 4,887 | 4,923 | +36 | +0.74% |
| Capital Advisors Wealth Management LLC | 3,348 | 3,370 | +22 | +0.66% |
| RFG Advisory LLC | 8,031 | 8,067 | +36 | +0.45% |
| 13F Filers Reporting New Positions In DHS | ||||
| Tompkins Financial Corp | 0 | 395 | +395 | +100% |
| Independence Bank of Kentucky | 0 | 1,000 | +1,000 | +100% |
| Opal Wealth Advisors LLC | 0 | 456 | +456 | +100% |
| Signal Advisors Wealth LLC | 0 | 2,887 | +2,887 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| OLD National Bancorp IN | 2,886 | 2,886 | UNCH | 0.00% |
| First Hawaiian Bank | 4,427 | 4,427 | UNCH | 0.00% |
| Ferguson Wellman Capital Management Inc. | 3,965 | 3,965 | UNCH | 0.00% |
| Webster Bank N. A. | 2,730 | 2,730 | UNCH | 0.00% |
| West Coast Financial LLC | 3,000 | 3,000 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 8,294 | 8,294 | UNCH | 0.00% |
| Sound Income Strategies LLC | 76 | 76 | UNCH | 0.00% |
| Elk River Wealth Management LLC | 6,766 | 6,766 | UNCH | 0.00% |
| 13F Filers Decreasing DHS Share Count | ||||
| Dynamic Advisor Solutions LLC | 10,860 | 9,665 | -1,195 | -11.00% |
| Transform Wealth LLC | 3,263 | 2,951 | -312 | -9.56% |
| Wealth Enhancement Advisory Services LLC | 2,629 | 2,477 | -152 | -5.78% |
| AdvisorNet Financial Inc | 2,438 | 2,316 | -122 | -5.00% |
| Oxinas Partners Wealth Management LLC | 10,430 | 10,030 | -400 | -3.84% |
| Cooper Financial Group | 7,706 | 7,490 | -216 | -2.80% |
| LVM Capital Management Ltd. MI | 47,088 | 46,550 | -538 | -1.14% |
| Maltin Wealth Management Inc. | 5,201 | 5,152 | -49 | -0.94% |
| CWM LLC | 1,028,980 | 1,022,428 | -6,552 | -0.64% |
| 13F Filers Exiting DHS | ||||
| McGlone Suttner Wealth Management Inc. | 39 | 0 | -39 | -100.00% |
| International Assets Investment Management LLC | 13,560 | 0 | -13,560 | -100.00% |
| M&R Capital Management Inc. | 164 | 0 | -164 | -100.00% |
See Summary: Institutional Holders of DHS
See Details: Top 10 Hedge Funds Holding DHS
