HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing DWM Share Count | ||||
| Stratos Wealth Advisors LLC | 12,727 | 14,982 | +2,255 | +17.72% |
| Wealth Enhancement Advisory Services LLC | 363,961 | 384,947 | +20,986 | +5.77% |
| NBC Securities Inc. | 3,399 | 3,451 | +52 | +1.53% |
| KMG Fiduciary Partners LLC | 10,951 | 11,011 | +60 | +0.55% |
| McLean Asset Management Corp | 15,893 | 15,927 | +34 | +0.21% |
| 13F Filers Reporting New Positions In DWM | ||||
| Opal Wealth Advisors LLC | 0 | 17 | +17 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Wiley BROS. Aintree Capital LLC | 7,425 | 7,425 | UNCH | 0.00% |
| Courier Capital LLC | 26,816 | 26,816 | UNCH | 0.00% |
| Moller Financial Services | 121,216 | 121,216 | UNCH | 0.00% |
| Allen Capital Group LLC | 6,868 | 6,868 | UNCH | 0.00% |
| Inspirion Wealth Advisors LLC | 5,993 | 5,993 | UNCH | 0.00% |
| Independence Bank of Kentucky | 2,415 | 2,415 | UNCH | 0.00% |
| Game Plan Financial Advisors LLC | 25 | 25 | UNCH | 0.00% |
| Viewpoint Capital Management LLC | 4,100 | 4,100 | UNCH | 0.00% |
| 13F Filers Decreasing DWM Share Count | ||||
| Octavia Wealth Advisors LLC | 484,851 | 27,017 | -457,834 | -94.43% |
| Falcon Wealth Planning | 14,986 | 14,429 | -557 | -3.72% |
| Trust Co. of Virginia VA | 6,283 | 6,067 | -216 | -3.44% |
| Plimoth Trust Co. LLC | 25,739 | 25,304 | -435 | -1.69% |
| Well Done LLC | 4,119 | 4,112 | -7 | -0.17% |
| McNamara Financial Services Inc. | 5,015 | 5,010 | -5 | -0.10% |
| 13F Filers Exiting DWM | ||||
| International Assets Investment Management LLC | 9,819 | 0 | -9,819 | -100.00% |
| Tsfg LLC | 180 | 0 | -180 | -100.00% |
| Flagship Harbor Advisors LLC | 46,713 | 0 | -46,713 | -100.00% |
See Summary: Institutional Holders of DWM
See Details: Top 10 Hedge Funds Holding DWM
