Ticker: DDFO CUSIP: 45784N528 Class: EQUITY DUAL DIRE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Weaver Capital Management LLC | 775,688 | $16,767 |
| Valtinson Bruner Financial Planning LLC | 495,178 | $10,703 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 61,817 | $1,336 |
| Archer Investment Corp | 126,753 | $2,740 |
| Clear Point Advisors Inc. | 25,774 | $557 |
| SageView Advisory Group, LLC | 474,479 | $10,256 |
| Southland Equity Partners LLC | 83,962 | $1,815 |
| Grantvest Financial Group LLC | 20,283 | $438 |
| Allworth Financial LP | 1,858,658 | $40,175 |
| Castle Rock Wealth Management, LLC | 45,981 | $996 |
| WORLD EQUITY GROUP, INC. | 35,858 | $775 |
| Pitti Group Wealth Management, LLC | 11,150 | $241 |
| DHJJ Financial Advisors, Ltd. | 23,177 | $501 |
| HARBOUR INVESTMENTS, INC. | 266,410 | $5,758 |
| CALTON & ASSOCIATES, INC. | 27,802 | $601 |
| Pinnacle Wealth Management Group, Inc. | 9,280 | $201 |
| ADAPT WEALTH ADVISORS, LLC | 10,416 | $225 |
| KFG WEALTH MANAGEMENT, LLC | 17,716 | $383 |
| Caliber Wealth Management, LLC / KS | 18,354 | $397 |
| AssuredPartners Investment Advisors, LLC | 11,255 | $243 |