HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IDOG Share Count | ||||
| Honkamp Krueger Financial Services Inc. | 926,529 | 1,194,798 | +268,269 | +28.95% |
| Cambridge Investment Research Advisors Inc. | 15,073 | 18,925 | +3,852 | +25.56% |
| NBC Securities Inc. | 1,513 | 1,578 | +65 | +4.30% |
| First Horizon Advisors Inc. | 112,228 | 115,862 | +3,634 | +3.24% |
| Janney Montgomery Scott LLC | 14,652 | 15,065 | +413 | +2.82% |
| CWM LLC | 2,339 | 2,356 | +17 | +0.73% |
| Private Trust Co. NA | 1,152 | 1,157 | +5 | +0.43% |
| 13F Filers Reporting New Positions In IDOG | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Wiley BROS. Aintree Capital LLC | 0 | 27,776 | +27,776 | +100% |
| AdvisorNet Financial Inc | 0 | 48 | +48 | +100% |
| Private Ocean LLC | 0 | 425 | +425 | +100% |
| Kestra Private Wealth Services LLC | 0 | 49,822 | +49,822 | +100% |
| Fermata Advisors LLC | 0 | 25,818 | +25,818 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 6,960 | 6,960 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 286 | 286 | UNCH | 0.00% |
| Salomon & Ludwin LLC | 705 | 705 | UNCH | 0.00% |
| 13F Filers Decreasing IDOG Share Count | ||||
| Raymond James & Associates | 53,963 | 20,233 | -33,730 | -62.51% |
| Wambolt & Associates LLC | 39,326 | 22,854 | -16,472 | -41.89% |
| Del Sette Capital Management LLC | 627,633 | 413,278 | -214,355 | -34.15% |
| Commonwealth Equity Services LLC | 191,947 | 161,067 | -30,880 | -16.09% |
| Raymond James Financial Services Advisors Inc. | 9,912 | 8,858 | -1,054 | -10.63% |
| ForthRight Wealth Management LLC | 131,897 | 125,873 | -6,024 | -4.57% |
| Genesee Capital Advisors LLC | 96,250 | 95,330 | -920 | -0.96% |
| 13F Filers Exiting IDOG | ||||
| Clarity Capital Partners LLC | 8,839 | 0 | -8,839 | -100.00% |
| Stratos Wealth Advisors LLC | 273,385 | 0 | -273,385 | -100.00% |
| Fragasso Group Inc. | 6,720 | 0 | -6,720 | -100.00% |
| Gradient Investments LLC | 150 | 0 | -150 | -100.00% |
See Summary: Institutional Holders of IDOG
See Details: Top 10 Hedge Funds Holding IDOG
