Ticker: DIHP CUSIP: 25434V765 Class: INTL HIGH PROFIT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Parkwoods Wealth Partners, LLC | 22,746 | $720 |
| Empire Financial Management Company, LLC | 23,141 | $733 |
| OLD MISSION CAPITAL LLC | 171,171 | $5,420 |
| SCRATCH CAPITAL LLC | 6,405 | $203 |
| SUMMIT WEALTH GROUP LLC / CO | 26,905 | $852 |
| DIXON FNANCIAL SERVICES, INC. | 7,065 | $224 |
| XY Planning Network, Inc. | 7,232 | $229 |
| O'Brien Wealth Partners LLC | 7,490 | $237 |
| Laird Norton Wetherby Trust Company, LLC | 17,010 | $539 |
| Milestone Investment Advisors LLC | 3,257 | $103 |
| Diversify Advisory Services, LLC | 15,429 | $506 |
| Quadrature Capital Ltd | 32,813 | $1,039 |
| Ausdal Financial Partners, Inc. | 9,290 | $294 |
| Zhang Financial LLC | 6,859 | $217 |
| U.S. Capital Wealth Advisors, LLC | 6,852 | $217 |
| Arkadios Wealth Advisors | 7,375 | $234 |
| Summit Financial, LLC | 7,044 | $223 |
| Measured Wealth Private Client Group, LLC | 754 | $24 |
| Wealth Watch Advisors, INC | 444 | $14 |
| Global Retirement Partners, LLC | 2,664 | $84 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| 25 LLC | 9,168 | 420,052 | +410,884 (+4481.7%) |
| Aprio Wealth Management, LLC | 2,250,268 | 2,360,461 | +110,193 (+4.9%) |
| Savant Capital, LLC | 25,301,765 | 26,894,586 | +1,592,821 (+6.3%) |
| HMV Wealth Advisors, LLC | 140,025 | 174,460 | +34,435 (+24.6%) |
| Financial Connections Group, Inc. | 22,095 | 156,407 | +134,312 (+607.9%) |
| CLARIS ADVISORS, LLC / MO / | 239,294 | 277,923 | +38,629 (+16.1%) |
| Kestra Investment Management, LLC | 2,047,454 | 2,671,379 | +623,925 (+30.5%) |
| Mills Wealth Advisors LLC | 369,141 | 387,374 | +18,233 (+4.9%) |
| Timonier Family Office, LTD. | 295,949 | 317,032 | +21,083 (+7.1%) |
| Grunden Financial Advisory, Inc. | 394,127 | 410,432 | +16,305 (+4.1%) |
| Meritas Wealth Management, LLC | 188,355 | 198,653 | +10,298 (+5.5%) |
| Meredith Wealth Planning | 473,703 | 489,427 | +15,724 (+3.3%) |
| MB Generational Wealth, LLC | 195,007 | 201,766 | +6,759 (+3.5%) |
| CogentBlue Wealth Advisors, LLC | 217,680 | 222,664 | +4,984 (+2.3%) |
| TCI Wealth Advisors, Inc. | 1,136,506 | 1,267,809 | +131,303 (+11.6%) |
| High Probability Advisors, LLC | 1,179,333 | 1,199,030 | +19,697 (+1.7%) |
| Clarius Group, LLC | 2,685,784 | 2,724,537 | +38,753 (+1.4%) |
| Wealth Advisors Northwest LLC | 157,806 | 171,416 | +13,610 (+8.6%) |
| Kaufman Rossin Wealth, LLC | 210,421 | 215,584 | +5,163 (+2.5%) |
| FINANCIAL CONSULATE, INC | 1,179,624 | 1,195,150 | +15,526 (+1.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Planning Center, Inc. | 1,981,741 | 1,856,079 | -125,662 (-6.3%) |
| Premier Financial Group | 664,871 | 634,246 | -30,625 (-4.6%) |
| TABLEAUX LLC | 116,408 | 75,170 | -41,238 (-35.4%) |
| CPA Asset Management LLC | 316,132 | 306,779 | -9,353 (-3.0%) |
| True Wealth Design, LLC | 456,845 | 446,468 | -10,377 (-2.3%) |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | 160,808 | 156,015 | -4,793 (-3.0%) |
| FAMILY WEALTH PARTNERS, LLC | 313,950 | 305,780 | -8,170 (-2.6%) |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 544,193 | 538,263 | -5,930 (-1.1%) |
| DiNuzzo Private Wealth, Inc. | 666,194 | 642,745 | -23,449 (-3.5%) |
| Efficient Advisors, LLC | 601,778 | 506,964 | -94,814 (-15.8%) |
| Global Trust Asset Management, LLC | 30,755 | 10,476 | -20,279 (-65.9%) |
| EverSource Wealth Advisors, LLC | 178,362 | 63,897 | -114,465 (-64.2%) |
| LIBERTY WEALTH MANAGEMENT LLC | 259,618 | 249,320 | -10,298 (-4.0%) |
| First Financial Group Corp | 11,314 | 7,715 | -3,599 (-31.8%) |
| BetterWealth, LLC | 168,351 | 166,572 | -1,779 (-1.1%) |
| Dynamic Advisor Solutions LLC | 277,666 | 229,300 | -48,366 (-17.4%) |
| Strategic Investment Solutions, Inc. /IL | 44,019 | 39,130 | -4,889 (-11.1%) |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 29,340 | 27,940 | -1,400 (-4.8%) |
| Altiora Financial Group, LLC | 105,610 | 102,214 | -3,396 (-3.2%) |
| FORVIS Wealth Advisors, LLC | 438,744 | 404,494 | -34,250 (-7.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 148,801 | $4,523 |
| Mach-1 Financial Group, LLC | 236,945 | $7,202 |
| Kingsview Wealth Management, LLC | 182,716 | $5,554 |
| CAPITAL PERFORMANCE ADVISORS LLP | 19,343 | $588 |
| Beacon Financial Advisory LLC | 8,739 | $265 |
| Arlington Financial Advisors, LLC | 11,517 | $350 |
| Astoria Portfolio Advisors LLC. | 6,860 | $212 |
| FLOW TRADERS U.S. LLC | 63,408 | $2 |
| Brookwood Investment Group LLC | 7,800 | $237 |
| FIRST CITIZENS BANK & TRUST CO | 18,352 | $558 |
| JANE STREET GROUP, LLC | 338,208 | $10,280 |
| BRIGHTON JONES LLC | 7,806 | $237 |
| Envestnet Portfolio Solutions, Inc. | 18,373 | $558 |
| Larson Financial Group LLC | 375 | $11 |
| Kozak & Associates, Inc. | 124 | $4 |
| HRT FINANCIAL LP | 8,689 | $0 |