Ticker: DCOR CUSIP: 25434V625 Class: US CORE EQUITY 1
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Claris Financial LLC | 4,780 | $352 |
| Selective Wealth Management, Inc. | 5,928 | $448 |
| SUMMIT WEALTH GROUP LLC / CO | 13,745 | $1,012 |
| Exeter Financial, LLC | 3,508 | $258 |
| CALTON & ASSOCIATES, INC. | 8,279 | $610 |
| Signal Advisors Wealth, LLC | 12,745 | $938 |
| AlphaStar Capital Management, LLC | 8,335 | $614 |
| Greenspring Advisors, LLC | 7,419 | $546 |
| MONEY CONCEPTS CAPITAL CORP | 8,988 | $662 |
| VICTORY FINANCIAL GROUP, LLC | 3,382 | $249 |
| Sigma Planning Corp | 11,485 | $846 |
| Simplicity Wealth,LLC | 4,354 | $321 |
| KEYBANK NATIONAL ASSOCIATION/OH | 22,867 | $1,684 |
| Thrivent Financial for Lutherans | 134,300 | $10 |
| MISSION WEALTH MANAGEMENT, LP | 3,383 | $249 |
| AQR CAPITAL MANAGEMENT LLC | 23,616 | $1,739 |
| SRS Capital Advisors, Inc. | 2,855 | $210 |
| D.A. DAVIDSON & CO. | 2,766 | $204 |
| FAS Wealth Partners, Inc. | 129 | $10 |
| VSM Wealth Advisory, LLC | 62 | $5 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Rather & Kittrell, Inc. | 549,224 | 615,168 | +65,944 (+12.0%) |
| LRI Investments, LLC | 631,384 | 721,936 | +90,552 (+14.3%) |
| BCO Wealth Management LLC | 372,487 | 392,164 | +19,677 (+5.3%) |
| RIVERCHASE WEALTH MANAGEMENT, LLC | 277,256 | 293,569 | +16,313 (+5.9%) |
| Cloud Capital Management, LLC | 67,117 | 91,742 | +24,625 (+36.7%) |
| Annandale Capital, LLC | 405,201 | 443,455 | +38,254 (+9.4%) |
| WorthPointe, LLC | 25,601 | 86,370 | +60,769 (+237.4%) |
| Essential Planning, LLC. | 71,515 | 101,515 | +30,000 (+41.9%) |
| SC&H Financial Advisors, Inc. | 372,394 | 404,292 | +31,898 (+8.6%) |
| MONOGRAPH WEALTH ADVISORS, LLC | 434,884 | 476,246 | +41,362 (+9.5%) |
| KFG WEALTH MANAGEMENT, LLC | 314,568 | 339,367 | +24,799 (+7.9%) |
| XY Planning Network, Inc. | 13,178 | 96,059 | +82,881 (+628.9%) |
| Keyes, Stange & Wooten Wealth Management, LLC | 339,337 | 344,730 | +5,393 (+1.6%) |
| BRIGHTON JONES LLC | 791,258 | 870,286 | +79,028 (+10.0%) |
| Cypress Point Wealth Management, LLC | 228,390 | 236,146 | +7,756 (+3.4%) |
| Wealth Advisors Northwest LLC | 38,949 | 51,383 | +12,434 (+31.9%) |
| CPA Asset Management LLC | 3,069 | 29,237 | +26,168 (+852.7%) |
| Altiora Financial Group, LLC | 200,998 | 207,528 | +6,530 (+3.2%) |
| Hardy Reed LLC | 297,772 | 329,788 | +32,016 (+10.8%) |
| ABLE Financial Group, LLC | 109,329 | 120,452 | +11,123 (+10.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| FSC Wealth Advisors, LLC | 3,497 | $252 |
| My Personal CFO, LLC | 4,472 | $322 |
| Keystone Financial Services | 3,617 | $260 |
| Main Street Financial Solutions, LLC | 6,847 | $493 |
| GPS Wealth Strategies Group, LLC | 1,878 | $135 |
| Dynamic Advisor Solutions LLC | 6,727 | $484 |
| Tower Research Capital LLC (TRC) | 2,128 | $153 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,889 | $1,503 |
| ROYAL BANK OF CANADA | 15,637 | $1,125 |
| Asset Dedication, LLC | 309 | $22 |
| MAI Capital Management | 41 | $3 |