| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing HDV Share Count |
|---|
| Sound Income Strategies LLC |
34 |
392 |
+358 |
+1052.94% |
| Eagle Strategies LLC |
4,055 |
18,498 |
+14,443 |
+356.18% |
| Inscription Capital LLC |
2,128 |
5,764 |
+3,636 |
+170.86% |
| Flagship Harbor Advisors LLC |
12,928 |
34,327 |
+21,399 |
+165.52% |
| Keystone Financial Planning Inc. |
39,988 |
94,640 |
+54,652 |
+136.67% |
| Stratos Wealth Advisors LLC |
4,351 |
5,832 |
+1,481 |
+34.04% |
| Fifth Third Bancorp |
561 |
750 |
+189 |
+33.69% |
| Strategic Financial Concepts LLC |
12,045 |
15,916 |
+3,871 |
+32.14% |
| Gunma Bank Ltd. |
72,000 |
95,000 |
+23,000 |
+31.94% |
| Cornerstone Wealth Management LLC |
3,827 |
4,844 |
+1,017 |
+26.57% |
| Private Ocean LLC |
849 |
1,055 |
+206 |
+24.26% |
| Financial Management Professionals Inc. |
250 |
309 |
+59 |
+23.60% |
| AdvisorNet Financial Inc |
320 |
395 |
+75 |
+23.44% |
| Valley National Advisers Inc. |
1,117 |
1,315 |
+198 |
+17.73% |
| Global Retirement Partners LLC |
36,545 |
42,272 |
+5,727 |
+15.67% |
| Capital Investment Advisors LLC |
3,420 |
3,940 |
+520 |
+15.20% |
| Park Avenue Securities LLC |
6,832 |
7,855 |
+1,023 |
+14.97% |
| Ellis Investment Partners LLC |
18,642 |
21,085 |
+2,443 |
+13.10% |
| Sunbelt Securities Inc. |
28,161 |
31,148 |
+2,987 |
+10.61% |
| Wiley BROS. Aintree Capital LLC |
14,962 |
16,501 |
+1,539 |
+10.29% |
| Wealthstar Advisors LLC |
2,791 |
3,070 |
+279 |
+10.00% |
| Kovack Advisors Inc. |
8,871 |
9,611 |
+740 |
+8.34% |
| Valeo Financial Advisors LLC |
157,491 |
169,602 |
+12,111 |
+7.69% |
| MJP Associates Inc. ADV |
48,265 |
51,858 |
+3,593 |
+7.44% |
| Cambridge Investment Research Advisors Inc. |
132,720 |
141,155 |
+8,435 |
+6.36% |
| Romano Brothers AND Company |
7,530 |
7,930 |
+400 |
+5.31% |
| GSG Advisors LLC |
16,743 |
17,585 |
+842 |
+5.03% |
| FC Advisory LLC |
23,656 |
24,800 |
+1,144 |
+4.84% |
| Cora Capital Advisors LLC |
20,504 |
21,431 |
+927 |
+4.52% |
| Godsey & Gibb Associates |
20,915 |
21,822 |
+907 |
+4.34% |
| Wealth Enhancement Advisory Services LLC |
237,269 |
246,489 |
+9,220 |
+3.89% |
| EWG Elevate Inc. |
37,287 |
38,698 |
+1,411 |
+3.78% |
| Patten Group Inc. |
6,502 |
6,735 |
+233 |
+3.58% |
| Maltin Wealth Management Inc. |
37,115 |
38,360 |
+1,245 |
+3.35% |
| Wesbanco Bank Inc. |
5,040 |
5,204 |
+164 |
+3.25% |
| Financial Perspectives Inc |
66,394 |
68,475 |
+2,081 |
+3.13% |
| HFG Advisors Inc. |
18,028 |
18,564 |
+536 |
+2.97% |
| Sovereign Financial Group Inc. |
4,545 |
4,664 |
+119 |
+2.62% |
| Summit Financial Group Inc. |
31,673 |
32,455 |
+782 |
+2.47% |
| Lane & Associates LLC |
22,030 |
22,550 |
+520 |
+2.36% |
| Townsend & Associates Inc |
354,734 |
362,520 |
+7,786 |
+2.19% |
| Krilogy Financial LLC |
12,079 |
12,308 |
+229 |
+1.90% |
| Claro Advisors LLC |
8,286 |
8,435 |
+149 |
+1.80% |
| Lantz Financial LLC |
90,602 |
92,122 |
+1,520 |
+1.68% |
| 180 Wealth Advisors LLC |
12,370 |
12,518 |
+148 |
+1.20% |
| Platte River Wealth Advisors LLC |
12,834 |
12,968 |
+134 |
+1.04% |
| Brookstone Capital Management |
3,804 |
3,829 |
+25 |
+0.66% |
| Kohmann Bosshard Financial Services LLC |
139,471 |
140,370 |
+899 |
+0.64% |
| Tennessee Valley Asset Management Partners |
4,239 |
4,258 |
+19 |
+0.45% |
| Newbridge Financial Services Group Inc. |
239 |
240 |
+1 |
+0.42% |
| Nicholas Hoffman & Company LLC. |
2,954 |
2,965 |
+11 |
+0.37% |
| Barrett & Company Inc. |
2,926 |
2,936 |
+10 |
+0.34% |
| M&R Capital Management Inc. |
321 |
322 |
+1 |
+0.31% |
| Private Trust Co. NA |
6,236 |
6,255 |
+19 |
+0.30% |
| Cedar Brook Financial Partners LLC |
9,812 |
9,840 |
+28 |
+0.29% |
| Investment Partners LTD. |
6,831 |
6,848 |
+17 |
+0.25% |
| WBH Advisory Inc. |
3,446 |
3,454 |
+8 |
+0.23% |
| Harbor Investment Advisory LLC |
13,068 |
13,093 |
+25 |
+0.19% |
| PPS&V Asset Management Consultants Inc. |
5,309 |
5,319 |
+10 |
+0.19% |
| Weaver Consulting Group |
9,773 |
9,791 |
+18 |
+0.18% |
| Monterey Private Wealth Inc. |
2,925 |
2,930 |
+5 |
+0.17% |
| Inspirion Wealth Advisors LLC |
6,325 |
6,335 |
+10 |
+0.16% |
| Criterion Capital Advisors LLC |
1,908 |
1,911 |
+3 |
+0.16% |
| Essex Private Wealth Management LLC |
37,293 |
37,349 |
+56 |
+0.15% |
| Carmichael Hill & Associates Inc. |
3,115 |
3,119 |
+4 |
+0.13% |
| High Net Worth Advisory Group LLC |
21,080 |
21,106 |
+26 |
+0.12% |
| Marino Stram & Associates LLC |
2,212 |
2,214 |
+2 |
+0.09% |
| Dynamic Advisor Solutions LLC |
3,983 |
3,986 |
+3 |
+0.08% |
| Strategies Wealth Advisors LLC |
2,009 |
2,010 |
+1 |
+0.05% |
| 13F Filers Reporting New Positions In HDV |
|---|
| Cedar Mountain Advisors LLC |
0 |
0 |
UNCH |
100% |
| Chapin Davis Inc. |
0 |
5,486 |
+5,486 |
+100% |
| Massmutual Trust Co. FSB ADV |
0 |
108 |
+108 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
1,825 |
+1,825 |
+100% |
| Northwest Investment Counselors LLC |
0 |
14 |
+14 |
+100% |
| Mather Group LLC. |
0 |
754 |
+754 |
+100% |
| Versant Capital Management Inc |
0 |
58 |
+58 |
+100% |
| United Capital Management of KS Inc. |
0 |
1,971 |
+1,971 |
+100% |
| Main Street Financial Solutions LLC |
0 |
1,893 |
+1,893 |
+100% |
| RHS Financial LLC |
0 |
2,039 |
+2,039 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
2,143 |
+2,143 |
+100% |
| Sandy Cove Advisors LLC |
0 |
2,794 |
+2,794 |
+100% |
| Chemistry Wealth Management LLC |
0 |
1,950 |
+1,950 |
+100% |
| Simplicity Wealth LLC |
0 |
1,890 |
+1,890 |
+100% |
| Gray Private Wealth LLC |
0 |
40,905 |
+40,905 |
+100% |
| PFG Investments LLC |
0 |
6,715 |
+6,715 |
+100% |
| Focus Financial Network Inc. |
0 |
5,424 |
+5,424 |
+100% |
| Accordant Advisory Group Inc |
0 |
19,032 |
+19,032 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
265 |
265 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
356 |
356 |
UNCH |
0.00% |
| City Holding Co. |
325 |
325 |
UNCH |
0.00% |
| NBC Securities Inc. |
1,007 |
1,007 |
UNCH |
0.00% |
| First National Corp MA ADV |
10,082 |
10,082 |
UNCH |
0.00% |
| Woodstock Corp |
16,180 |
16,180 |
UNCH |
0.00% |
| Sterling Investment Advisors LLC ADV |
2,365 |
2,365 |
UNCH |
0.00% |
| Norwood Financial Corp |
36 |
36 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
14 |
14 |
UNCH |
0.00% |
| Clifford Swan Investment Counsel LLC |
10,523 |
10,523 |
UNCH |
0.00% |
| Family Capital Trust Co |
3,000 |
3,000 |
UNCH |
0.00% |
| First Community Trust NA |
435 |
435 |
UNCH |
0.00% |
| SOL Capital Management CO |
2,900 |
2,900 |
UNCH |
0.00% |
| Founders Financial Securities LLC |
1,993 |
1,993 |
UNCH |
0.00% |
| Bangor Savings Bank |
138 |
138 |
UNCH |
0.00% |
| Investment Partners Asset Management Inc. |
5,514 |
5,514 |
UNCH |
0.00% |
| Aspiriant LLC |
2,314 |
2,314 |
UNCH |
0.00% |
| SNS Financial Group LLC |
4,611 |
4,611 |
UNCH |
0.00% |
| MCF Advisors LLC |
4,248 |
4,248 |
UNCH |
0.00% |
| Trust Co |
3,685 |
3,685 |
UNCH |
0.00% |
| Trust Point Inc. |
4,068 |
4,068 |
UNCH |
0.00% |
| Roble Belko & Company Inc |
60 |
60 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
5,637 |
5,637 |
UNCH |
0.00% |
| Global Trust Asset Management LLC |
159 |
159 |
UNCH |
0.00% |
| Atwater Malick LLC |
3,203 |
3,203 |
UNCH |
0.00% |
| Patriot Investment Management Inc. |
13,489 |
13,489 |
UNCH |
0.00% |
| PSI Advisors LLC |
560 |
560 |
UNCH |
0.00% |
| Red Door Wealth Management LLC |
12,000 |
12,000 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
2,624 |
2,624 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
1,170 |
1,170 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
11,400 |
11,400 |
UNCH |
0.00% |
| Sowa Financial Group Inc. |
73,836 |
73,836 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
948 |
948 |
UNCH |
0.00% |
| TrueWealth Advisors LLC |
2,643 |
2,643 |
UNCH |
0.00% |
| Garrett Investment Advisors LLC |
4,159 |
4,159 |
UNCH |
0.00% |
| Childress Capital Advisors LLC |
2,000 |
2,000 |
UNCH |
0.00% |
| Ridgecrest Wealth Partners LLC |
13,985 |
13,985 |
UNCH |
0.00% |
| Stonegate Investment Group LLC |
1,980 |
1,980 |
UNCH |
0.00% |
| Zullo Investment Group Inc. |
3,750 |
3,750 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
10,704 |
10,704 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
1,253 |
1,253 |
UNCH |
0.00% |
| Stephens Consulting LLC |
708 |
708 |
UNCH |
0.00% |
| Compass Wealth Management LLC |
444 |
444 |
UNCH |
0.00% |
| LongView Wealth Management |
5,713 |
5,713 |
UNCH |
0.00% |
| Peoples Bank KS |
66 |
66 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
255 |
255 |
UNCH |
0.00% |
| 13F Filers Decreasing HDV Share Count |
|---|
| Iron Horse Wealth Management LLC |
104 |
10 |
-94 |
-90.38% |
| Abundance Wealth Counselors |
21,787 |
4,866 |
-16,921 |
-77.67% |
| Patton Albertson Miller Group LLC |
64,910 |
24,483 |
-40,427 |
-62.28% |
| Westside Investment Management Inc. |
439 |
189 |
-250 |
-56.95% |
| Albion Financial Group UT |
10,830 |
4,791 |
-6,039 |
-55.76% |
| Everpar Advisors LLC |
5,054 |
2,518 |
-2,536 |
-50.18% |
| Shira Ridge Wealth Management |
38,349 |
19,527 |
-18,822 |
-49.08% |
| Pinnacle Bank |
594 |
315 |
-279 |
-46.97% |
| Fermata Advisors LLC |
5,335 |
3,067 |
-2,268 |
-42.51% |
| CVA Family Office LLC |
5,288 |
3,413 |
-1,875 |
-35.46% |
| CFM Wealth Partners LLC |
4,181 |
2,836 |
-1,345 |
-32.17% |
| Hengehold Capital Management LLC |
5,992 |
4,066 |
-1,926 |
-32.14% |
| RFG Advisory LLC |
14,961 |
10,691 |
-4,270 |
-28.54% |
| Berkshire Bank |
13,097 |
9,551 |
-3,546 |
-27.07% |
| International Assets Investment Management LLC |
2,890 |
2,119 |
-771 |
-26.68% |
| Vicus Capital |
4,319 |
3,215 |
-1,104 |
-25.56% |
| Cooper Financial Group |
35,903 |
28,080 |
-7,823 |
-21.79% |
| Gradient Investments LLC |
2,808 |
2,225 |
-583 |
-20.76% |
| Indiana Trust & Investment Management CO |
2,146 |
1,721 |
-425 |
-19.80% |
| Covenant Asset Management LLC |
2,503 |
2,017 |
-486 |
-19.42% |
| Aurum Wealth Management Group LLC |
2,517 |
2,043 |
-474 |
-18.83% |
| Stratos Wealth Partners LTD. |
23,827 |
19,925 |
-3,902 |
-16.38% |
| Chatham Capital Group Inc. |
44,262 |
37,163 |
-7,099 |
-16.04% |
| GDS Wealth Management |
195,310 |
165,101 |
-30,209 |
-15.47% |
| Cypress Wealth Services LLC |
4,046 |
3,475 |
-571 |
-14.11% |
| Consilio Wealth Advisors LLC |
2,829 |
2,435 |
-394 |
-13.93% |
| Brown Advisory Inc. |
9,122 |
7,932 |
-1,190 |
-13.05% |
| Capital Advisors Wealth Management LLC |
5,342 |
4,674 |
-668 |
-12.50% |
| Means Investment CO. Inc. |
3,319 |
2,912 |
-407 |
-12.26% |
| Amplius Wealth Advisors LLC |
8,455 |
7,455 |
-1,000 |
-11.83% |
| Signature Securities Group Corporation |
6,580 |
5,821 |
-759 |
-11.53% |
| Coastal Investment Advisors Inc. |
14,172 |
12,644 |
-1,528 |
-10.78% |
| Monticello Wealth Management LLC |
6,923 |
6,313 |
-610 |
-8.81% |
| Fifth Third Securities Inc. |
20,201 |
18,532 |
-1,669 |
-8.26% |
| Register Financial Advisors LLC |
1,388 |
1,274 |
-114 |
-8.21% |
| Kingswood Wealth Advisors LLC |
4,799 |
4,406 |
-393 |
-8.19% |
| Pettinga Financial Advisors LLC |
2,475 |
2,280 |
-195 |
-7.88% |
| Raymond James Trust N.A. |
12,483 |
11,551 |
-932 |
-7.47% |
| Collective Family Office LLC |
9,397 |
8,765 |
-632 |
-6.73% |
| Walkner Condon Financial Advisors LLC |
16,677 |
15,627 |
-1,050 |
-6.30% |
| Alpha Omega Wealth Management LLC |
5,023 |
4,720 |
-303 |
-6.03% |
| Teamwork Financial Advisors LLC |
29,448 |
27,712 |
-1,736 |
-5.90% |
| Salem Investment Counselors Inc. |
812 |
765 |
-47 |
-5.79% |
| Morton Brown Family Wealth LLC |
28,960 |
27,396 |
-1,564 |
-5.40% |
| Raymond James Financial Services Advisors Inc. |
493,949 |
469,258 |
-24,691 |
-5.00% |
| Raymond James & Associates |
282,884 |
270,143 |
-12,741 |
-4.50% |
| Leavell Investment Management Inc. |
6,506 |
6,221 |
-285 |
-4.38% |
| Shulman DeMeo Asset Management LLC |
37,454 |
36,229 |
-1,225 |
-3.27% |
| CWM LLC |
63,073 |
61,040 |
-2,033 |
-3.22% |
| KMG Fiduciary Partners LLC |
3,207 |
3,110 |
-97 |
-3.02% |
| Nations Financial Group Inc. IA ADV |
18,571 |
18,020 |
-551 |
-2.97% |
| MV Capital Management Inc. |
12,202 |
11,849 |
-353 |
-2.89% |
| Ironwood Financial llc |
14,000 |
13,606 |
-394 |
-2.81% |
| Tsfg LLC |
3,766 |
3,666 |
-100 |
-2.66% |
| SOA Wealth Advisors LLC. |
17,413 |
16,961 |
-452 |
-2.60% |
| Wolff Financial Management LLC |
34,717 |
33,889 |
-828 |
-2.38% |
| NBT Bank N A NY |
10,575 |
10,323 |
-252 |
-2.38% |
| Asset Dedication LLC |
6,362 |
6,247 |
-115 |
-1.81% |
| BCS Wealth Management |
5,013 |
4,930 |
-83 |
-1.66% |
| Parsons Capital Management Inc. RI |
11,230 |
11,060 |
-170 |
-1.51% |
| Cornell Pochily Investment Advisors Inc. |
9,754 |
9,613 |
-141 |
-1.45% |
| Regions Financial Corp |
76,592 |
75,479 |
-1,113 |
-1.45% |
| Spire Wealth Management |
5,581 |
5,503 |
-78 |
-1.40% |
| Summit Investment Advisory Services LLC |
8,462 |
8,355 |
-107 |
-1.26% |
| Lowe Wealth Advisors LLC |
2,679 |
2,654 |
-25 |
-0.93% |
| Capital Advisors Ltd. LLC |
34,309 |
34,098 |
-211 |
-0.61% |
| OLD National Bancorp IN |
35,998 |
35,783 |
-215 |
-0.60% |
| CRA Financial Services LLC |
26,777 |
26,687 |
-90 |
-0.34% |
| Lbmc Investment Advisors LLC |
480,744 |
479,389 |
-1,355 |
-0.28% |
| Pallas Capital Advisors LLC |
6,220 |
6,205 |
-15 |
-0.24% |
| David J Yvars Group |
2,902 |
2,895 |
-7 |
-0.24% |
| RDA Financial Network |
15,088 |
15,058 |
-30 |
-0.20% |
| 13F Filers Exiting HDV |
|---|
| Arlington Trust Co LLC |
465 |
0 |
-465 |
-100.00% |
| Unique Wealth LLC |
25,051 |
0 |
-25,051 |
-100.00% |
| Independent Wealth Network Inc. |
9,626 |
0 |
-9,626 |
-100.00% |
| McElhenny Sheffield Capital Management LLC |
157,941 |
0 |
-157,941 |
-100.00% |
| 4J Wealth Management LLC |
17,873 |
0 |
-17,873 |
-100.00% |
| GoalVest Advisory LLC |
200 |
0 |
-200 |
-100.00% |
| Aprio Wealth Management LLC |
6,686 |
0 |
-6,686 |
-100.00% |
| Steel Peak Wealth Management LLC |
55,382 |
0 |
-55,382 |
-100.00% |
| Lake Street Financial LLC |
3,551 |
0 |
-3,551 |
-100.00% |
| Aspire Private Capital LLC |
72 |
0 |
-72 |
-100.00% |
| SeaCrest Wealth Management LLC |
1,960 |
0 |
-1,960 |
-100.00% |
| Venturi Wealth Management LLC |
34 |
0 |
-34 |
-100.00% |
| Montecito Bank & Trust |
2,799 |
0 |
-2,799 |
-100.00% |
| Carret Asset Management LLC |
2,105 |
0 |
-2,105 |
-100.00% |
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