HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DLS Share Count | ||||
| NBC Securities Inc. | 5,268 | 9,001 | +3,733 | +70.86% |
| Park Avenue Securities LLC | 5,284 | 7,267 | +1,983 | +37.53% |
| RFG Advisory LLC | 6,615 | 7,111 | +496 | +7.50% |
| Bruce G. Allen Investments LLC | 13,447 | 13,993 | +546 | +4.06% |
| Alpha Omega Wealth Management LLC | 71,902 | 73,912 | +2,010 | +2.80% |
| Signal Advisors Wealth LLC | 4,085 | 4,139 | +54 | +1.32% |
| 13F Filers Reporting New Positions In DLS | ||||
| Opal Wealth Advisors LLC | 0 | 42 | +42 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Baldwin Brothers Inc. MA | 1,000 | 1,000 | UNCH | 0.00% |
| Bangor Savings Bank | 130 | 130 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 58 | 58 | UNCH | 0.00% |
| Asset Dedication LLC | 247 | 247 | UNCH | 0.00% |
| Mather Group LLC. | 4,427 | 4,427 | UNCH | 0.00% |
| Pinnacle Bank | 170 | 170 | UNCH | 0.00% |
| Northwest Capital Management Inc | 207 | 207 | UNCH | 0.00% |
| Berger Financial Group Inc | 4,160 | 4,160 | UNCH | 0.00% |
| Viewpoint Capital Management LLC | 6,471 | 6,471 | UNCH | 0.00% |
| Williams & Novak LLC | 8,545 | 8,545 | UNCH | 0.00% |
| 13F Filers Decreasing DLS Share Count | ||||
| Carlson Capital Management | 94,463 | 12,364 | -82,099 | -86.91% |
| Cedar Brook Financial Partners LLC | 35,178 | 29,136 | -6,042 | -17.18% |
| Calton & Associates Inc. | 4,348 | 3,818 | -530 | -12.19% |
| Kathleen S. Wright Associates Inc. | 46,007 | 44,505 | -1,502 | -3.26% |
| Signet Financial Management LLC | 3,302 | 3,205 | -97 | -2.94% |
| Private Ocean LLC | 4,084 | 3,970 | -114 | -2.79% |
| Family Wealth Partners LLC | 37,207 | 36,298 | -909 | -2.44% |
| McLean Asset Management Corp | 32,525 | 31,957 | -568 | -1.75% |
| Wealth Enhancement Advisory Services LLC | 4,979 | 4,951 | -28 | -0.56% |
| SignalPoint Asset Management LLC | 7,136 | 7,098 | -38 | -0.53% |
| Evanson Asset Management LLC | 91,302 | 91,104 | -198 | -0.22% |
| Dynamic Advisor Solutions LLC | 8,545 | 8,530 | -15 | -0.18% |
| 13F Filers Exiting DLS | ||||
| O Connor Financial Group LLC | 61,116 | 0 | -61,116 | -100.00% |
| International Assets Investment Management LLC | 15,862 | 0 | -15,862 | -100.00% |
| Tsfg LLC | 254 | 0 | -254 | -100.00% |
| Occidental Asset Management LLC | 36,186 | 0 | -36,186 | -100.00% |
| Meridian Financial Partners LLC | 5,417 | 0 | -5,417 | -100.00% |
| Sound Income Strategies LLC | 269 | 0 | -269 | -100.00% |
See Summary: Institutional Holders of DLS
See Details: Top 10 Hedge Funds Holding DLS
