CUSIP: 23325P104 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| CARDEROCK CAPITAL MANAGEMENT INC | 23,604 | $236 |
| Abel Hall, LLC | 20,000 | $200 |
| Hexagon Capital Partners LLC | 15,000 | $150 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 31,200 | $312 |
| INTEGRITY ALLIANCE, LLC. | 35,603 | $356 |
| XTX Topco Ltd | 28,406 | $284 |
| Western Wealth Management, LLC | 13,890 | $139 |
| Mesirow Financial Investment Management, Inc. | 18,781 | $188 |
| STEPHENS INC /AR/ | 22,903 | $229 |
| Commonwealth Retirement Investments LLC | 2,000 | $20 |
| Snowden Capital Advisors LLC | 10,550 | $106 |
| FORVIS Wealth Advisors, LLC | 12,900 | $129 |
| Vermillion & White Wealth Management Group, LLC | 1,212 | $12 |
| Prime Capital Investment Advisors, LLC | 13,755 | $137 |
| UMB Bank, n.a. | 12,550 | $125 |
| Vident Advisory, LLC | 13,595 | $136 |
| Heritage Wealth Advisors | 5,063 | $51 |
| MAI Capital Management | 11,493 | $115 |
| EVOLUTION WEALTH MANAGEMENT INC. | 601 | $6 |
| FIRST MANHATTAN CO. LLC. | 13,638 | $137 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Kentucky Trust Co | 650,266 | 659,350 | +9,084 (+1.4%) |
| Virtue Capital Management, LLC | 4,787 | 110,683 | +105,896 (+2212.2%) |
| Providence First Trust Co | 87,533 | 206,438 | +118,905 (+135.8%) |
| N.E.W. Advisory Services LLC | 126,993 | 653,002 | +526,009 (+414.2%) |
| Arlington Capital Management, Inc. | 41,073 | 97,280 | +56,207 (+136.8%) |
| RDA Financial Network | 175,431 | 257,592 | +82,161 (+46.8%) |
| INVESTMENT PARTNERS, LTD. | 54,707 | 82,262 | +27,555 (+50.4%) |
| Gladstone Institutional Advisory LLC | 82,173 | 303,389 | +221,216 (+269.2%) |
| VERUS CAPITAL PARTNERS, LLC | 145,690 | 262,188 | +116,498 (+80.0%) |
| Indie Asset Partners, LLC | 75,000 | 77,000 | +2,000 (+2.7%) |
| Compound Planning, Inc. | 26,325 | 95,112 | +68,787 (+261.3%) |
| PRINCIPAL SECURITIES, INC. | 2,443 | 114,852 | +112,409 (+4601.3%) |
| PFG Investments, LLC | 61,739 | 95,804 | +34,065 (+55.2%) |
| Accurate Wealth Management, LLC | 32,780 | 46,787 | +14,007 (+42.7%) |
| Westbourne Investment Advisors, Inc. | 71,200 | 75,200 | +4,000 (+5.6%) |
| First Heartland Consultants, Inc. | 313,427 | 320,816 | +7,389 (+2.4%) |
| Baird Financial Group, Inc. | 1,767,996 | 1,925,212 | +157,216 (+8.9%) |
| LPL Financial LLC | 2,630,905 | 3,060,999 | +430,094 (+16.3%) |
| J.W. COLE ADVISORS, INC. | 1,115,799 | 1,129,972 | +14,173 (+1.3%) |
| ROYAL BANK OF CANADA | 2,793,047 | 3,098,075 | +305,028 (+10.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Smith Asset Management Co., LLC | 421,102 | 409,725 | -11,377 (-2.7%) |
| FORTRESS PRIVATE LEDGER, LLC | 188,204 | 53,427 | -134,777 (-71.6%) |
| Carl P. Sherr & Co., LLC | 105,530 | 90,005 | -15,525 (-14.7%) |
| American Financial Advisors, LLC | 179,791 | 146,619 | -33,172 (-18.5%) |
| Resolute Wealth Strategies, LLC | 49,567 | 41,190 | -8,377 (-16.9%) |
| GSB Wealth Management, LLC | 266,812 | 261,676 | -5,136 (-1.9%) |
| Wealthspire Retirement, LLC | 63,894 | 31,874 | -32,020 (-50.1%) |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 24,194 | 22,061 | -2,133 (-8.8%) |
| Foguth Wealth Management, LLC. | 92,925 | 87,049 | -5,876 (-6.3%) |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 43,800 | 37,625 | -6,175 (-14.1%) |
| Apollon Wealth Management, LLC | 772,510 | 743,474 | -29,036 (-3.8%) |
| WELLS FARGO & COMPANY/MN | 1,799,817 | 1,107,463 | -692,354 (-38.5%) |
| OSAIC HOLDINGS, INC. | 1,305,137 | 1,144,016 | -161,121 (-12.3%) |
| BALANCED WEALTH GROUP LLC | 32,344 | 30,342 | -2,002 (-6.2%) |
| Sound View Wealth Advisors Group, LLC | 222,221 | 216,111 | -6,110 (-2.7%) |
| Atlantic Union Bankshares Corp | 183,942 | 162,465 | -21,477 (-11.7%) |
| Avior Wealth Management, LLC | 86,691 | 72,202 | -14,489 (-16.7%) |
| Pinnacle Bancorp, Inc. | 4,051 | 1,801 | -2,250 (-55.5%) |
| IHT Wealth Management, LLC | 202,418 | 191,254 | -11,164 (-5.5%) |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 8,402 | 2,000 | -6,402 (-76.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Bravias Capital Group, LLC | 20,595 | $206 |
| Harpswell Capital Advisors, LLC | 10,000 | $100 |
| Two West Capital Advisors LLC | 10,036 | $103 |
| Greenfield Savings Bank | 12,700 | $127 |
| INSPIRION WEALTH ADVISORS, LLC | 24,880 | $250 |
| Global Assets Advisory, LLC | 12,141 | $122 |
| Koesten, Hirschmann & Crabtree, INC. | 6,300 | $63 |
| GPS Wealth Strategies Group, LLC | 12,000 | $120 |
| Welch Group, LLC | 30,967 | $310 |
| Luminist Capital LLC | 1,100 | $11 |
| BOK Financial Private Wealth, Inc. | 9,159 | $92 |
| Integrated Advisors Network LLC | 10,992 | $110 |
| VestGen Advisors, LLC | 10,885 | $109 |
| BARCLAYS PLC | 120,000 | $1,090 |
| VSM Wealth Advisory, LLC | 2,108 | $21 |
| CITY HOLDING CO | 3,718 | $37 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69,760 | $698 |
| BANK OF MONTREAL /CAN/ | 25,081 | $251 |
| Fisher Asset Management, LLC | 17,417 | $174 |
| JONES FINANCIAL COMPANIES LLLP | 8,313 | $83 |