HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DJP Share Count | ||||
| Bangor Savings Bank | 8,527 | 11,827 | +3,300 | +38.70% |
| AlphaMark Advisors LLC | 9,120 | 11,395 | +2,275 | +24.95% |
| Unique Wealth LLC | 68,803 | 78,041 | +9,238 | +13.43% |
| OneAscent Financial Services LLC | 52,414 | 56,534 | +4,120 | +7.86% |
| Bruce G. Allen Investments LLC | 74,392 | 78,390 | +3,998 | +5.37% |
| Legend Financial Advisors Inc. | 161,447 | 169,086 | +7,639 | +4.73% |
| Twelve Points Wealth Management LLC | 19,530 | 20,207 | +677 | +3.47% |
| Boston Standard Wealth Management LLC | 7,194 | 7,241 | +47 | +0.65% |
| 13F Filers With Unchanged Share Count | ||||
| Asset Dedication LLC | 50 | 50 | UNCH | 0.00% |
| Patriot Investment Management Inc. | 17,570 | 17,570 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 45 | 45 | UNCH | 0.00% |
| JTC Employer Solutions Trusteee Ltd | 22,690 | 22,690 | UNCH | 0.00% |
| Trivant Custom Portfolio Group LLC | 7,000 | 7,000 | UNCH | 0.00% |
| 13F Filers Decreasing DJP Share Count | ||||
| Bank of New Hampshire | 4,700 | 2,900 | -1,800 | -38.30% |
| Measured Wealth Private Client Group LLC | 38,091 | 25,476 | -12,615 | -33.12% |
| Wealth Enhancement Advisory Services LLC | 533,238 | 425,635 | -107,603 | -20.18% |
| Slow Capital Inc. | 25,957 | 23,061 | -2,896 | -11.16% |
| Congress Wealth Management LLC DE | 22,298 | 20,921 | -1,377 | -6.18% |
| Ironwood Wealth Management LLC. | 119,723 | 112,523 | -7,200 | -6.01% |
| OneAscent Wealth Management LLC | 16,986 | 16,081 | -905 | -5.33% |
| Sharper & Granite LLC | 71,170 | 68,681 | -2,489 | -3.50% |
| 13F Filers Exiting DJP | ||||
| FSC Wealth Advisors LLC | 3,679 | 0 | -3,679 | -100.00% |
| Evanson Asset Management LLC | 15,807 | 0 | -15,807 | -100.00% |
| Rockland Trust Co. | 6,733 | 0 | -6,733 | -100.00% |
See Summary: Institutional Holders of DJP
See Details: Top 10 Hedge Funds Holding DJP
