Ticker: DIVI CUSIP: 35473P108 Class: INTL COR DIV TIL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Joseph Group Capital Management | 159,618 | $6,208 |
| Fortitude Financial, LLC | 28,960 | $1,126 |
| Prostatis Group LLC | 18,160 | $706 |
| Lantern Wealth Advisors, LLC | 6,136 | $239 |
| Prosperity Financial Group, Inc. | 5,436 | $211 |
| Herold Advisors, Inc. | 8,135 | $316 |
| Royal Fund Management, LLC | 16,062 | $625 |
| Regal Investment Advisors LLC | 20,221 | $786 |
| Kovack Advisors, Inc. | 18,030 | $701 |
| Moors & Cabot, Inc. | 20,096 | $782 |
| IHT Wealth Management, LLC | 20,217 | $786 |
| Newbridge Financial Services Group, Inc. | 2,373 | $92 |
| Vise Technologies, Inc. | 8,523 | $331 |
| StoneX Group Inc. | 5,326 | $207 |
| Thrivent Financial for Lutherans | 142,970 | $6 |
| Envestnet Portfolio Solutions, Inc. | 10,221 | $397 |
| Glass Jacobson Investment Advisors llc | 429 | $17 |
| AQR CAPITAL MANAGEMENT LLC | 8,050 | $313 |
| ROYAL BANK OF CANADA | 4,600 | $179 |
| Rockefeller Capital Management L.P. | 3,574 | $139 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Ridgeline Wealth Planning, LLC | 113,792 | 138,841 | +25,049 (+22.0%) |
| Prepared Retirement Institute LLC | 133,508 | 152,053 | +18,545 (+13.9%) |
| Retirement Planning Group, LLC | 4,784,732 | 4,964,122 | +179,390 (+3.7%) |
| AllGen Financial Advisors, Inc. | 366,104 | 389,481 | +23,377 (+6.4%) |
| Baron Wealth Management LLC | 707,015 | 726,946 | +19,931 (+2.8%) |
| TriaGen Wealth Management LLC | 579,521 | 588,371 | +8,850 (+1.5%) |
| Vickerman Investment Advisors, Inc. | 356,384 | 364,567 | +8,183 (+2.3%) |
| Koshinski Asset Management, Inc. | 516,190 | 585,940 | +69,750 (+13.5%) |
| FLAGSHIP HARBOR ADVISORS, LLC | 447,463 | 551,061 | +103,598 (+23.2%) |
| Midwest Financial Group LLC | 54,331 | 66,230 | +11,899 (+21.9%) |
| Powers Advisory Group, LLC | 38,154 | 54,168 | +16,014 (+42.0%) |
| LMG Wealth Partners, LLC | 253,095 | 260,068 | +6,973 (+2.8%) |
| OxenFree Capital LLC | 45,733 | 53,504 | +7,771 (+17.0%) |
| CAP Partners, LLC | 22,042 | 29,655 | +7,613 (+34.5%) |
| Sequent Planning LLC | 111,234 | 116,370 | +5,136 (+4.6%) |
| FIRST HAWAIIAN BANK | 179,449 | 190,161 | +10,712 (+6.0%) |
| Capital Analysts, LLC | 1,412,767 | 1,436,571 | +23,804 (+1.7%) |
| Sanctuary Advisors, LLC | 727,720 | 996,441 | +268,721 (+36.9%) |
| Slagle Financial, LLC | 36,567 | 40,075 | +3,508 (+9.6%) |
| HBW ADVISORY SERVICES LLC | 62,261 | 68,707 | +6,446 (+10.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Legacy Financial Advisors, Inc. | 864,934 | 853,141 | -11,793 (-1.4%) |
| CASTLE WEALTH MANAGEMENT LLC | 126,677 | 121,735 | -4,942 (-3.9%) |
| Kelly Financial Services LLC | 57,461 | 43,936 | -13,525 (-23.5%) |
| Owen LaRue, LLC | 105,834 | 104,662 | -1,172 (-1.1%) |
| Whitaker-Myers Wealth Managers, LTD. | 22,106 | 19,437 | -2,669 (-12.1%) |
| NOVEM GROUP | 53,841 | 50,557 | -3,284 (-6.1%) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 453,239 | 433,476 | -19,763 (-4.4%) |
| Smartleaf Asset Management LLC | 94,619 | 89,476 | -5,143 (-5.4%) |
| Cetera Investment Advisers | 880,532 | 735,598 | -144,934 (-16.5%) |
| JANE STREET GROUP, LLC | 400,000 | 186,018 | -213,982 (-53.5%) |
| Southland Equity Partners LLC | 40,351 | 39,869 | -482 (-1.2%) |
| Mariner, LLC | 383,768 | 365,898 | -17,870 (-4.7%) |
| Private Advisor Group, LLC | 118,365 | 113,301 | -5,064 (-4.3%) |
| BCGM Wealth Management, LLC | 7,991 | 7,615 | -376 (-4.7%) |
| MORGAN STANLEY | 4,574 | 1,929 | -2,645 (-57.8%) |
| Prospera Financial Services Inc | 42,153 | 41,086 | -1,067 (-2.5%) |
| PRIVATE TRUST CO NA | 8,673 | 8,324 | -349 (-4.0%) |
| TRUIST FINANCIAL CORP | 10,377 | 9,507 | -870 (-8.4%) |
| Perigon Wealth Management, LLC | 6,934 | 6,442 | -492 (-7.1%) |
| Stratos Wealth Partners, LTD. | 7,365 | 6,903 | -462 (-6.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Blackston Financial Advisory Group, LLC | 5,531 | $206 |
| Integrated Wealth Concepts LLC | 194,382 | $7,252 |
| SILVER OAK SECURITIES, INCORPORATED | 5,717 | $213 |
| CITADEL ADVISORS LLC | 160,016 | $5,970 |
| Crossmark Global Holdings, Inc. | 8,745 | $326 |
| PRINCIPAL SECURITIES, INC. | 7,946 | $296 |
| Buckingham Strategic Partners | 5,522 | $211 |
| MERCER GLOBAL ADVISORS INC /ADV | 13,103 | $489 |
| Ameritas Advisory Services, LLC | 1,300 | $49 |
| MATHER GROUP, LLC. | 1,723 | $64 |
| FIFTH THIRD BANCORP | 850 | $32 |
| CIBC Private Wealth Group, LLC | 773 | $29 |
| GPS Wealth Strategies Group, LLC | 200 | $7 |
| Koesten, Hirschmann & Crabtree, INC. | 20 | $1 |