DRSK Holdings Changes

This page summarizes the DRSK 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 DRSK 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).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing DRSK Share Count
TrueWealth Advisors LLC	8,847	128,317	+119,470	+1350.40%
Raymond James Financial Services Advisors Inc.	431,762	1,029,309	+597,547	+138.40%
One One Wealth Management LLC	77,882	129,965	+52,083	+66.87%
Axim Planning & Wealth	10,635	14,083	+3,448	+32.42%
Sugarloaf Wealth Management LLC	2,068,912	2,280,858	+211,946	+10.24%
Global Retirement Partners LLC	5,067	5,117	+50	+0.99%
13F Filers Reporting New Positions In DRSK
Park Place Capital Corp	0	180,387	+180,387	+100%
Signal Advisors Wealth LLC	0	15,176	+15,176	+100%
13F Filers With Unchanged Share Count
Leavell Investment Management Inc.	86,000	86,000	UNCH	0.00%
Private Trust Co. NA	1,400	1,400	UNCH	0.00%
CWM LLC	1,474	1,474	UNCH	0.00%
BCS Wealth Management	8,732	8,732	UNCH	0.00%
13F Filers Decreasing DRSK Share Count
MBE Wealth Management LLC	80,690	65,798	-14,892	-18.46%
Advisor Resource Council	41,542	37,059	-4,483	-10.79%
Compass Ion Advisors LLC	630,006	612,247	-17,759	-2.82%
Park Avenue Securities LLC	17,570	17,174	-396	-2.25%
13F Filers Exiting DRSK
Financial Management Professionals Inc.	220	0	-220	-100.00%

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

DRSK Holdings Changes | www.HoldingsChannel.com

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