HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DON Share Count | ||||
| Guidance Capital Inc. | 8,356 | 13,526 | +5,170 | +61.87% |
| NBC Securities Inc. | 13,692 | 20,857 | +7,165 | +52.33% |
| Fortune Financial Advisors LLC | 7,612 | 10,439 | +2,827 | +37.14% |
| Summit Financial LLC | 6,882 | 9,242 | +2,360 | +34.29% |
| Independence Bank of Kentucky | 19,565 | 24,825 | +5,260 | +26.88% |
| Wealthcare Advisory Partners LLC | 69,605 | 85,395 | +15,790 | +22.69% |
| OMNI 360 Wealth Inc. | 16,813 | 20,538 | +3,725 | +22.16% |
| Oxinas Partners Wealth Management LLC | 9,159 | 10,864 | +1,705 | +18.62% |
| HF Advisory Group LLC | 30,495 | 35,148 | +4,653 | +15.26% |
| CWM LLC | 64,407 | 72,804 | +8,397 | +13.04% |
| Cambridge Investment Research Advisors Inc. | 95,443 | 107,815 | +12,372 | +12.96% |
| PFG Investments LLC | 9,604 | 10,394 | +790 | +8.23% |
| RFG Advisory LLC | 14,416 | 15,454 | +1,038 | +7.20% |
| Alaska Permanent Capital Management | 44,209 | 47,311 | +3,102 | +7.02% |
| Cornerstone Wealth Management LLC | 122,502 | 130,904 | +8,402 | +6.86% |
| Dynamic Advisor Solutions LLC | 108,091 | 114,091 | +6,000 | +5.55% |
| RMR Wealth Builders | 6,090 | 6,405 | +315 | +5.17% |
| Flagship Harbor Advisors LLC | 13,666 | 14,367 | +701 | +5.13% |
| Fragasso Group Inc. | 6,657 | 6,986 | +329 | +4.94% |
| Harbor Investment Advisory LLC | 24,518 | 25,611 | +1,093 | +4.46% |
| DHJJ Financial Advisors Ltd. | 23 | 24 | +1 | +4.35% |
| Centennial Wealth Advisory LLC | 45,246 | 47,147 | +1,901 | +4.20% |
| Essex Financial Services Inc. | 10,716 | 11,127 | +411 | +3.84% |
| Spire Wealth Management | 3,794 | 3,911 | +117 | +3.08% |
| Precedent Wealth Partners LLC | 249,523 | 257,006 | +7,483 | +3.00% |
| Financial Management Network Inc. | 29,345 | 30,142 | +797 | +2.72% |
| Park Avenue Securities LLC | 5,950 | 6,055 | +105 | +1.76% |
| Raymond James & Associates | 434,344 | 441,787 | +7,443 | +1.71% |
| Octavia Wealth Advisors LLC | 17,637 | 17,938 | +301 | +1.71% |
| Powers Advisory Group LLC | 48,117 | 48,661 | +544 | +1.13% |
| IAG Wealth Partners LLC | 488,309 | 493,093 | +4,784 | +0.98% |
| Calton & Associates Inc. | 6,366 | 6,421 | +55 | +0.86% |
| Evanson Asset Management LLC | 8,974 | 9,025 | +51 | +0.57% |
| Clarity Capital Advisors LLC | 5,274 | 5,304 | +30 | +0.57% |
| SOA Wealth Advisors LLC. | 1,024 | 1,029 | +5 | +0.49% |
| Marino Stram & Associates LLC | 17,326 | 17,341 | +15 | +0.09% |
| Bristlecone Advisors LLC | 21,834 | 21,850 | +16 | +0.07% |
| PSI Advisors LLC | 3,583 | 3,584 | +1 | +0.03% |
| Well Done LLC | 41,231 | 41,234 | +3 | +0.01% |
| John W. Brooker & Co. CPAs | 21,493 | 21,495 | +2 | +0.01% |
| 13F Filers Reporting New Positions In DON | ||||
| Massmutual Trust Co. FSB ADV | 0 | 1,458 | +1,458 | +100% |
| Richardson Capital Management LLC | 0 | 118 | +118 | +100% |
| Coastal Investment Advisors Inc. | 0 | 186 | +186 | +100% |
| Future Financial Wealth Managment LLC | 0 | 22 | +22 | +100% |
| Berger Financial Group Inc | 0 | 5,103 | +5,103 | +100% |
| Opal Wealth Advisors LLC | 0 | 57 | +57 | +100% |
| Strategic Financial Concepts LLC | 0 | 7,451 | +7,451 | +100% |
| DGS Capital Management LLC | 0 | 12,613 | +12,613 | +100% |
| Eagle Strategies LLC | 0 | 10,088 | +10,088 | +100% |
| Global Assets Advisory LLC | 0 | 13,845 | +13,845 | +100% |
| Register Financial Advisors LLC | 0 | 271 | +271 | +100% |
| Signal Advisors Wealth LLC | 0 | 5,547 | +5,547 | +100% |
| Focus Financial Network Inc. | 0 | 18,773 | +18,773 | +100% |
| Edge Financial Advisors LLC | 0 | 6,036 | +6,036 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CENTRAL TRUST Co | 176 | 176 | UNCH | 0.00% |
| OLD National Bancorp IN | 8,318 | 8,318 | UNCH | 0.00% |
| Valley National Advisers Inc. | 930 | 930 | UNCH | 0.00% |
| Wesbanco Bank Inc. | 23,982 | 23,982 | UNCH | 0.00% |
| Barrett & Company Inc. | 1,050 | 1,050 | UNCH | 0.00% |
| Raymond James Trust N.A. | 17,204 | 17,204 | UNCH | 0.00% |
| Private Trust Co. NA | 9,542 | 9,542 | UNCH | 0.00% |
| Asset Dedication LLC | 12,303 | 12,303 | UNCH | 0.00% |
| Miracle Mile Advisors LLC | 31,299 | 31,299 | UNCH | 0.00% |
| MCF Advisors LLC | 5,676 | 5,676 | UNCH | 0.00% |
| Cottage Street Advisors LLC | 6,325 | 6,325 | UNCH | 0.00% |
| Carmichael Hill & Associates Inc. | 915 | 915 | UNCH | 0.00% |
| Northwest Capital Management Inc | 60 | 60 | UNCH | 0.00% |
| Sound Income Strategies LLC | 83 | 83 | UNCH | 0.00% |
| West Branch Capital LLC | 412 | 412 | UNCH | 0.00% |
| Principle Wealth Partners LLC | 25,990 | 25,990 | UNCH | 0.00% |
| Aspire Private Capital LLC | 570 | 570 | UNCH | 0.00% |
| Arden Trust Co | 9,225 | 9,225 | UNCH | 0.00% |
| Pacifica Partners Inc. | 166 | 166 | UNCH | 0.00% |
| Alhambra Investment Partners LLC | 4,470 | 4,470 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 450 | 450 | UNCH | 0.00% |
| Bank of New Hampshire | 30 | 30 | UNCH | 0.00% |
| Viewpoint Capital Management LLC | 2,550 | 2,550 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 451 | 451 | UNCH | 0.00% |
| New Hampshire Trust | 11,400 | 11,400 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 38 | 38 | UNCH | 0.00% |
| 13F Filers Decreasing DON Share Count | ||||
| Tsfg LLC | 801 | 51 | -750 | -93.63% |
| AdvisorNet Financial Inc | 242 | 72 | -170 | -70.25% |
| Global Retirement Partners LLC | 2,312 | 727 | -1,585 | -68.56% |
| Financial Advisory Partners LLC | 52,683 | 29,633 | -23,050 | -43.75% |
| Bridge Advisory LLC | 19,187 | 12,835 | -6,352 | -33.11% |
| Main Street Financial Solutions LLC | 107,503 | 72,689 | -34,814 | -32.38% |
| Plimoth Trust Co. LLC | 13,043 | 9,948 | -3,095 | -23.73% |
| RVW Wealth LLC | 5,653 | 4,728 | -925 | -16.36% |
| Rooted Wealth Advisors Inc. | 51,807 | 44,091 | -7,716 | -14.89% |
| KLR Investment Advisors LLC | 13,064 | 11,370 | -1,694 | -12.97% |
| Apexium Financial LP | 26,014 | 23,751 | -2,263 | -8.70% |
| CX Institutional | 162,664 | 149,344 | -13,320 | -8.19% |
| Mather Group LLC. | 58,307 | 55,303 | -3,004 | -5.15% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 4,400 | 4,184 | -216 | -4.91% |
| Raymond James Financial Services Advisors Inc. | 772,892 | 737,174 | -35,718 | -4.62% |
| Silverlake Wealth Management LLC | 56,409 | 54,077 | -2,332 | -4.13% |
| Wealth Enhancement Advisory Services LLC | 208,888 | 201,123 | -7,765 | -3.72% |
| Apeiron RIA LLC | 138,080 | 133,172 | -4,908 | -3.55% |
| Daymark Wealth Partners LLC | 5,680 | 5,498 | -182 | -3.20% |
| First Hawaiian Bank | 229,697 | 225,509 | -4,188 | -1.82% |
| Saxon Interests Inc. | 16,491 | 16,231 | -260 | -1.58% |
| Capital Advisors Wealth Management LLC | 5,134 | 5,053 | -81 | -1.58% |
| Sunbelt Securities Inc. | 11,126 | 10,978 | -148 | -1.33% |
| Kaydan Wealth Management Inc. | 21,191 | 20,963 | -228 | -1.08% |
| NBT Bank N A NY | 77,551 | 76,786 | -765 | -0.99% |
| Denver Wealth Management Inc. | 21,715 | 21,514 | -201 | -0.93% |
| Capital Advisors Ltd. LLC | 33,675 | 33,365 | -310 | -0.92% |
| Marion Wealth Management | 245,463 | 243,430 | -2,033 | -0.83% |
| Claro Advisors LLC | 5,657 | 5,619 | -38 | -0.67% |
| Sweet Financial Partners LLC | 32,363 | 32,187 | -176 | -0.54% |
| Inspirion Wealth Advisors LLC | 100,737 | 100,282 | -455 | -0.45% |
| Southland Equity Partners LLC | 29,870 | 29,769 | -101 | -0.34% |
| Vicus Capital | 17,457 | 17,414 | -43 | -0.25% |
| Patten Group Inc. | 9,005 | 8,988 | -17 | -0.19% |
| 13F Filers Exiting DON | ||||
| Independent Wealth Network Inc. | 10,310 | 0 | -10,310 | -100.00% |
| Iron Horse Wealth Management LLC | 75 | 0 | -75 | -100.00% |
| Tennessee Valley Asset Management Partners | 377 | 0 | -377 | -100.00% |
| International Assets Investment Management LLC | 33,241 | 0 | -33,241 | -100.00% |
| Stratos Wealth Advisors LLC | 49,227 | 0 | -49,227 | -100.00% |
| Bfsg LLC | 310 | 0 | -310 | -100.00% |
| Pinnacle Bank | 224 | 0 | -224 | -100.00% |
| CKW Financial Group | 1,337 | 0 | -1,337 | -100.00% |
| Gradient Investments LLC | 37 | 0 | -37 | -100.00% |
| American National Bank | 400 | 0 | -400 | -100.00% |
| Fifth Third Bancorp | 2,285 | 0 | -2,285 | -100.00% |
See Summary: Institutional Holders of DON
See Details: Top 10 Hedge Funds Holding DON
