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DMAR Holdings Changes image
This page summarizes the DMAR holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether DMAR is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing DMAR Share Count
CWM LLC 5 55,967 +55,962 +1119240.00%
Raymond James Financial Services Advisors Inc. 14,864 112,312 +97,448 +655.60%
Capital Investment Advisory Services LLC 1,197 7,859 +6,662 +556.56%
Integrity Financial Corp WA 6,959 16,016 +9,057 +130.15%
McKinley Carter Wealth Services Inc. 11,500 18,730 +7,230 +62.87%
Ignite Planners LLC 41,391 54,357 +12,966 +31.33%
Sunbelt Securities Inc. 6,489 7,924 +1,435 +22.11%
Cambridge Investment Research Advisors Inc. 20,865 24,586 +3,721 +17.83%
Mutual Advisors LLC 32,034 36,034 +4,000 +12.49%
Signal Advisors Wealth LLC 112,787 125,052 +12,265 +10.87%
Commonwealth Equity Services LLC 86,577 89,354 +2,777 +3.21%
Stratos Wealth Partners LTD. 11,205 11,351 +146 +1.30%
13F Filers Reporting New Positions In DMAR
Raymond James & Associates 0 8,651 +8,651 +100%
AlphaMark Advisors LLC 0 300 +300 +100%
Spectrum Asset Management Inc. NB CA 0 284,732 +284,732 +100%
Acorn Wealth Advisors LLC 0 12,148 +12,148 +100%
Maltin Wealth Management Inc. 0 7,146 +7,146 +100%
Mayfair Advisory Group LLC 0 15,284 +15,284 +100%
Lifestyle Asset Management Inc. 0 814,682 +814,682 +100%
SOA Wealth Advisors LLC. 0 288 +288 +100%
Spire Wealth Management 0 1,751 +1,751 +100%
Tanglewood Legacy Advisors LLC 0 1,010 +1,010 +100%
Focus Financial Network Inc. 0 5,935 +5,935 +100%
Foguth Wealth Management LLC. 0 125,052 +125,052 +100%
13F Filers With Unchanged Share Count
Benjamin F. Edwards & Company Inc. 570 570 UNCH 0.00%
Advance Capital Management Inc. 23,526 23,526 UNCH 0.00%
Wagner Wealth Management LLC 2,530 2,530 UNCH 0.00%
13F Filers Decreasing DMAR Share Count
Proequities Inc. 25,439 726 -24,713 -97.15%
Schulz Wealth LTD. 17,629 13,417 -4,212 -23.89%
NBC Securities Inc. 3,159 2,490 -669 -21.18%
DHJJ Financial Advisors Ltd. 2,085 1,878 -207 -9.93%
Wetzel Investment Advisors Inc. 41,455 41,185 -270 -0.65%
13F Filers Exiting DMAR
Sage Capital Advisors llc 30,626 0 -30,626 -100.00%
Hartford Financial Management Inc. 10,198 0 -10,198 -100.00%
Lincoln National Corp 7,000 0 -7,000 -100.00%

See Summary: Institutional Holders of DMAR
See Details: Top 10 Hedge Funds Holding DMAR

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