HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DTH Share Count | ||||
| Huntington National Bank | 2 | 432 | +430 | +21500.00% |
| GWM Advisors LLC | 310 | 11,782 | +11,472 | +3700.65% |
| JPMorgan Chase & Co. | 192 | 709 | +517 | +269.27% |
| Cambridge Investment Research Advisors Inc. | 110,857 | 201,138 | +90,281 | +81.44% |
| Rockefeller Capital Management L.P. | 28,228 | 45,021 | +16,793 | +59.49% |
| Morgan Stanley | 389,978 | 507,144 | +117,166 | +30.04% |
| Formidable Asset Management LLC | 52,678 | 67,056 | +14,378 | +27.29% |
| Mariner LLC | 152,577 | 187,500 | +34,923 | +22.89% |
| UBS Group AG | 147,565 | 163,864 | +16,299 | +11.05% |
| FinTrust Capital Advisors LLC | 5,165 | 5,653 | +488 | +9.45% |
| Northwestern Mutual Wealth Management Co. | 3,279 | 3,505 | +226 | +6.89% |
| Element Wealth LLC | 3,636 | 3,870 | +234 | +6.44% |
| Private Advisor Group LLC | 12,054 | 12,821 | +767 | +6.36% |
| Integrated Wealth Concepts LLC | 62,734 | 66,459 | +3,725 | +5.94% |
| Mercer Global Advisors Inc. ADV | 65,994 | 69,766 | +3,772 | +5.72% |
| MML Investors Services LLC | 12,431 | 13,100 | +669 | +5.38% |
| Atria Wealth Solutions Inc. | 55,193 | 58,080 | +2,887 | +5.23% |
| Cahill Financial Advisors Inc. | 76,672 | 79,491 | +2,819 | +3.68% |
| IHT Wealth Management LLC | 5,692 | 5,793 | +101 | +1.77% |
| Envestnet Asset Management Inc. | 146,078 | 148,556 | +2,478 | +1.70% |
| Snowden Capital Advisors LLC | 43,206 | 43,834 | +628 | +1.45% |
| Cetera Advisor Networks LLC | 68,148 | 69,103 | +955 | +1.40% |
| Steward Partners Investment Advisory LLC | 82,115 | 82,319 | +204 | +0.25% |
| 13F Filers Reporting New Positions In DTH | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Stifel Financial Corp | 0 | 5,856 | +5,856 | +100% |
| Courier Capital LLC | 0 | 5,342 | +5,342 | +100% |
| Susquehanna International Group LLP | 0 | 33,993 | +33,993 | +100% |
| Wealthcare Capital Management LLC | 0 | 6,326 | +6,326 | +100% |
| FSA Wealth Management LLC | 0 | 400 | +400 | +100% |
| International Assets Investment Management LLC | 0 | 43,947 | +43,947 | +100% |
| Savvy Advisors Inc. | 0 | 5,843 | +5,843 | +100% |
| Precedent Wealth Partners LLC | 0 | 13,165 | +13,165 | +100% |
| Tidemark LLC | 0 | 100,703 | +100,703 | +100% |
| Creekmur Asset Management LLC | 0 | 560 | +560 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| The PNC Financial Services Group Inc. | 800 | 800 | UNCH | 0.00% |
| Blair William & Co. IL | 968 | 968 | UNCH | 0.00% |
| National Bank of Canada FI | 270 | 270 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 2,450 | 2,450 | UNCH | 0.00% |
| WMS Partners LLC | 7,000 | 7,000 | UNCH | 0.00% |
| JFS Wealth Advisors LLC | 1,664 | 1,664 | UNCH | 0.00% |
| Clearwater Capital Advisors LLC | 12,718 | 12,718 | UNCH | 0.00% |
| EverSource Wealth Advisors LLC | 200 | 200 | UNCH | 0.00% |
| Crescent Grove Advisors LLC | 33,802 | 33,802 | UNCH | 0.00% |
| Financial Gravity Asset Management Inc. | 4 | 4 | UNCH | 0.00% |
| Global Retirement Partners LLC | 1,000 | 1,000 | UNCH | 0.00% |
| Tucker Asset Management LLC | 135 | 135 | UNCH | 0.00% |
| Hilltop Partners LLC | 15,068 | 15,068 | UNCH | 0.00% |
| Farther Finance Advisors LLC | 295 | 295 | UNCH | 0.00% |
| 13F Filers Decreasing DTH Share Count | ||||
| Linscomb & Williams Inc. | 25,534 | 7,396 | -18,138 | -71.03% |
| OLD Mission Capital LLC | 66,588 | 20,988 | -45,600 | -68.48% |
| Jane Street Group LLC | 192,747 | 89,052 | -103,695 | -53.80% |
| Amplius Wealth Advisors LLC | 12,508 | 6,096 | -6,412 | -51.26% |
| Vertex Planning Partners LLC | 611,241 | 340,409 | -270,832 | -44.31% |
| Advisor Group Holdings Inc. | 25,954 | 17,340 | -8,614 | -33.19% |
| Wells Fargo & Company MN | 99,995 | 69,291 | -30,704 | -30.71% |
| Geneos Wealth Management Inc. | 8,872 | 6,648 | -2,224 | -25.07% |
| Fifth Third Bancorp | 2,950 | 2,300 | -650 | -22.03% |
| Sontag Advisory LLC | 218,410 | 177,567 | -40,843 | -18.70% |
| LPL Financial LLC | 686,526 | 578,863 | -107,663 | -15.68% |
| Baird Financial Group Inc. | 151,420 | 130,710 | -20,710 | -13.68% |
| Beacon Pointe Advisors LLC | 252,407 | 219,997 | -32,410 | -12.84% |
| BOS Asset Management LLC | 37,274 | 32,662 | -4,612 | -12.37% |
| LVM Capital Management Ltd. MI | 8,785 | 7,985 | -800 | -9.11% |
| Bank of America Corp DE | 1,658,414 | 1,521,109 | -137,305 | -8.28% |
| FMR LLC | 1,370 | 1,260 | -110 | -8.03% |
| HighTower Advisors LLC | 8,408 | 7,832 | -576 | -6.85% |
| Royal Bank of Canada | 65,040 | 61,117 | -3,923 | -6.03% |
| WealthPLAN Partners LLC | 55,099 | 51,931 | -3,168 | -5.75% |
| Commonwealth Equity Services LLC | 31,051 | 29,307 | -1,744 | -5.62% |
| Breakwater Capital Group | 39,837 | 38,062 | -1,775 | -4.46% |
| IFP Advisors Inc | 5,724 | 5,513 | -211 | -3.69% |
| Raymond James Financial Services Advisors Inc. | 388,280 | 377,914 | -10,366 | -2.67% |
| PrairieView Partners LLC | 31,963 | 31,170 | -793 | -2.48% |
| Greenleaf Trust | 76,604 | 75,398 | -1,206 | -1.57% |
| Wealthcare Advisory Partners LLC | 99,344 | 97,918 | -1,426 | -1.44% |
| Evanson Asset Management LLC | 110,422 | 109,848 | -574 | -0.52% |
| Avantax Advisory Services Inc. | 10,481 | 10,469 | -12 | -0.11% |
| 13F Filers Exiting DTH | ||||
| Gateway Wealth Partners LLC | 6,162 | 0 | -6,162 | -100.00% |
| WealthPlan Investment Management LLC | 55,099 | 0 | -55,099 | -100.00% |
| Fusion Family Wealth LLC | 7,449 | 0 | -7,449 | -100.00% |
| Exencial Wealth Advisors LLC | 8,313 | 0 | -8,313 | -100.00% |
| Cetera Advisors LLC | 25,030 | 0 | -25,030 | -100.00% |
| Flow Traders U.S. LLC | 15,285 | 0 | -15,285 | -100.00% |
| Citadel Advisors LLC | 8,371 | 0 | -8,371 | -100.00% |
| Janney Montgomery Scott LLC | 5,971 | 0 | -5,971 | -100.00% |
| Keybank National Association OH | 7,085 | 0 | -7,085 | -100.00% |
| Raymond James & Associates | 5,944 | 0 | -5,944 | -100.00% |
| Comerica Bank | 6,937 | 0 | -6,937 | -100.00% |
| Citigroup Inc. | 1 | 0 | -1 | -100.00% |
See Summary: Institutional Holders of DTH
See Details: Top 10 Hedge Funds Holding DTH
