Ticker: DUHP CUSIP: 25434V831 Class: US HIGH PROFITAB
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Symmetry Partners, LLC | 1,221,978 | $46,472 |
| Greenspring Advisors, LLC | 1,109,388 | $42,190 |
| Westwood Wealth Management | 18,141 | $690 |
| Empire Financial Management Company, LLC | 20,385 | $775 |
| Golden State Equity Partners | 24,989 | $950 |
| Pioneer Wealth Management Group | 9,308 | $354 |
| DIXON FNANCIAL SERVICES, INC. | 5,391 | $205 |
| Fortis Capital Advisors, LLC | 12,408 | $472 |
| O'Brien Wealth Partners LLC | 13,260 | $504 |
| Global Financial Private Client, LLC | 5,387 | $205 |
| Seneschal Advisors, LLC | 2,484 | $94 |
| Total Clarity Wealth Management, Inc. | 5,399 | $205 |
| Capital Planning Advisors, LLC | 8,209 | $312 |
| Hardy Reed LLC | 11,737 | $446 |
| Advyzon Investment Management, LLC | 6,239 | $237 |
| SRS Capital Advisors, Inc. | 24,651 | $937 |
| FIRST AMERICAN TRUST, FSB | 8,289 | $315 |
| Diversify Advisory Services, LLC | 15,726 | $605 |
| Belpointe Asset Management LLC | 12,408 | $472 |
| Ameritas Advisory Services, LLC | 7,505 | $285 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| 25 LLC | 20,804 | 348,779 | +327,975 (+1576.5%) |
| SUMMIT WEALTH GROUP LLC / CO | 4,166 | 355,660 | +351,494 (+8437.2%) |
| Aprio Wealth Management, LLC | 2,369,559 | 2,462,405 | +92,846 (+3.9%) |
| Discipline Wealth Solutions, LLC | 52,921 | 293,764 | +240,843 (+455.1%) |
| MB Generational Wealth, LLC | 524,963 | 558,704 | +33,741 (+6.4%) |
| TCI Wealth Advisors, Inc. | 1,795,077 | 2,192,684 | +397,607 (+22.1%) |
| SCRATCH CAPITAL LLC | 357,718 | 392,716 | +34,998 (+9.8%) |
| Sterling Wealth Management, Inc. | 529,450 | 612,540 | +83,090 (+15.7%) |
| CVA Family Office, LLC | 233,910 | 521,487 | +287,577 (+122.9%) |
| Hippocratic Financial Advisors, LLC | 711,640 | 765,881 | +54,241 (+7.6%) |
| MASTER'S WEALTH MANAGEMENT INC. | 513,941 | 554,936 | +40,995 (+8.0%) |
| Wealth Advisors Northwest LLC | 348,616 | 393,948 | +45,332 (+13.0%) |
| Leading Edge Financial Planning LLC | 957,515 | 1,052,145 | +94,630 (+9.9%) |
| Foundation Wealth Management, LLC\PA | 284,045 | 332,563 | +48,518 (+17.1%) |
| Beaird Harris Wealth Management, LLC | 1,853,805 | 2,048,402 | +194,597 (+10.5%) |
| WPWealth LLP | 516,746 | 606,394 | +89,648 (+17.3%) |
| Strathmore Capital Advisors, Inc. | 12,086 | 129,182 | +117,096 (+968.9%) |
| Timonier Family Office, LTD. | 1,003,406 | 1,051,465 | +48,059 (+4.8%) |
| Parkshore Wealth Management, Inc. | 232,747 | 270,975 | +38,228 (+16.4%) |
| Financial Harvest, LLC | 326,962 | 354,765 | +27,803 (+8.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wolfstich Capital, LLC | 83,251 | 70,418 | -12,833 (-15.4%) |
| Integrity Investment Advisors, LLC | 152,502 | 106,172 | -46,330 (-30.4%) |
| TABLEAUX LLC | 264,553 | 141,136 | -123,417 (-46.7%) |
| Ullmann Wealth Partners Group, LLC | 573,957 | 275,794 | -298,163 (-51.9%) |
| Freedom Investment Management, Inc. | 1,457,467 | 1,380,264 | -77,203 (-5.3%) |
| CPA Asset Management LLC | 425,670 | 393,179 | -32,491 (-7.6%) |
| Planning Center, Inc. | 1,718,279 | 1,617,442 | -100,837 (-5.9%) |
| Safeguard Investment Advisory Group, LLC | 1,323,010 | 1,268,018 | -54,992 (-4.2%) |
| Efficient Advisors, LLC | 1,322,236 | 1,130,037 | -192,199 (-14.5%) |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | 293,362 | 283,908 | -9,454 (-3.2%) |
| Syverson Strege & Co | 466,177 | 443,009 | -23,168 (-5.0%) |
| LIBERTY WEALTH MANAGEMENT LLC | 726,002 | 697,596 | -28,406 (-3.9%) |
| True Wealth Design, LLC | 704,764 | 694,569 | -10,195 (-1.4%) |
| DiNuzzo Private Wealth, Inc. | 1,240,006 | 1,219,564 | -20,442 (-1.6%) |
| FAMILY WEALTH PARTNERS, LLC | 262,489 | 255,815 | -6,674 (-2.5%) |
| Weinberger Asset Management, Inc | 272,974 | 266,865 | -6,109 (-2.2%) |
| Strategic Investment Solutions, Inc. /IL | 171,562 | 142,698 | -28,864 (-16.8%) |
| Global Trust Asset Management, LLC | 30,277 | 12,722 | -17,555 (-58.0%) |
| First Financial Group Corp | 40,354 | 37,101 | -3,253 (-8.1%) |
| Security Financial Services, INC. | 204,281 | 191,583 | -12,698 (-6.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 284,045 | $10,728 |
| Mach-1 Financial Group, LLC | 621,173 | $23,462 |
| Tandem Financial, LLC | 31,614 | $1,194 |
| Waterloo Capital, L.P. | 126,007 | $4,759 |
| Main Street Financial Solutions, LLC | 82,903 | $3,131 |
| Archer Investment Management, LLC | 6,504 | $246 |
| CAPITAL PERFORMANCE ADVISORS LLP | 11,327 | $428 |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,673 | $214 |
| BRIGHTON JONES LLC | 28,194 | $1,065 |
| FIRST CITIZENS BANK & TRUST CO | 12,168 | $460 |
| IFG Advisory, LLC | 6,256 | $236 |
| Foundations Investment Advisors, LLC | 5,585 | $211 |
| Envestnet Portfolio Solutions, Inc. | 12,223 | $462 |
| Optiver Holding B.V. | 1,657 | $63 |
| Kozak & Associates, Inc. | 237 | $9 |
| FLOW TRADERS U.S. LLC | 5,586 | $0 |
| HRT FINANCIAL LP | 6,747 | $0 |