Ticker: DCRE CUSIP: 25861R303 Class: COMMERCIAL REAL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Brucke Financial, Inc. | 4,956 | $257 |
| Cresset Asset Management, LLC | 81,925 | $4,252 |
| SageView Advisory Group, LLC | 3,606 | $187 |
| CITADEL ADVISORS LLC | 61,577 | $3,196 |
| Toroso Investments, LLC | 13,513 | $701 |
| Gotham Asset Management, LLC | 7,208 | $374 |
| Kestra Advisory Services, LLC | 443 | $23 |
| CWM, LLC | 11 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | 834,919 | 1,461,567 | +626,648 (+75.1%) |
| Holcombe Financial, Inc. | 112,290 | 114,485 | +2,195 (+2.0%) |
| STAPP WEALTH MANAGEMENT, PLLC | 34,201 | 35,726 | +1,525 (+4.5%) |
| Tortoise Investment Management, LLC | 240,961 | 264,905 | +23,944 (+9.9%) |
| First Financial Group Corp | 16,606 | 20,831 | +4,225 (+25.4%) |
| Foundations Investment Advisors, LLC | 318,248 | 521,381 | +203,133 (+63.8%) |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 98,172 | 108,345 | +10,173 (+10.4%) |
| Global Wealth Management Investment Advisory, Inc. | 102,250 | 110,036 | +7,786 (+7.6%) |
| Sanctuary Advisors, LLC | 412,185 | 666,603 | +254,418 (+61.7%) |
| W.G. Shaheen & Associates DBA Whitney & Co | 167,392 | 174,523 | +7,131 (+4.3%) |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 123,116 | 138,598 | +15,482 (+12.6%) |
| NAPLES GLOBAL ADVISORS, LLC | 30,885 | 39,275 | +8,390 (+27.2%) |
| Gradient Investments LLC | 308,721 | 322,527 | +13,806 (+4.5%) |
| Brinker Capital Investments, LLC | 19,106 | 42,697 | +23,591 (+123.5%) |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 15,740 | 16,372 | +632 (+4.0%) |
| Mattson Financial Services, LLC | 5,403 | 6,181 | +778 (+14.4%) |
| FRANKLIN RESOURCES INC | 40,260 | 94,613 | +54,353 (+135.0%) |
| Compound Planning, Inc. | 25,356 | 28,230 | +2,874 (+11.3%) |
| CENTAURUS FINANCIAL, INC. | 66,013 | 72,334 | +6,321 (+9.6%) |
| Thrivent Financial for Lutherans | 172,026 | 278,797 | +106,771 (+62.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OPTIMA CAPITAL LLC | 32,179 | 1,306 | -30,873 (-95.9%) |
| Motley Fool Wealth Management, LLC | 224,676 | 197,440 | -27,236 (-12.1%) |
| BALDWIN BROTHERS LLC/MA | 55,595 | 52,003 | -3,592 (-6.5%) |
| JOURNEY STRATEGIC WEALTH LLC | 17,300 | 9,000 | -8,300 (-48.0%) |
| Rareview Capital LLC | 4,342 | 3,848 | -494 (-11.4%) |
| Brown Financial Advisors | 11,376 | 11,108 | -268 (-2.4%) |
| JANE STREET GROUP, LLC | 61,969 | 46,923 | -15,046 (-24.3%) |
| COMERICA BANK | 3,770 | 2,305 | -1,465 (-38.9%) |
| GOLDMAN SACHS GROUP INC | 11,572 | 10,617 | -955 (-8.3%) |
| CARY STREET PARTNERS FINANCIAL LLC | 5,415 | 5,050 | -365 (-6.7%) |
| AE Wealth Management LLC | 267 | 62 | -205 (-76.8%) |
| LPL Financial LLC | 4,322 | 4,118 | -204 (-4.7%) |
| MORGAN STANLEY | 4,685 | 4,505 | -180 (-3.8%) |
| Larson Financial Group LLC | 829 | 763 | -66 (-8.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Endurance Services Ltd | 30,750 | $1,601 |
| A4 Wealth Advisors LLC | 4,450 | $232 |
| Virtu Financial LLC | 64,383 | $3 |
| Southeast Asset Advisors Inc. | 3,956 | $206 |
| PRIVATE TRUST CO NA | 268 | $14 |