Ticker: DGRO CUSIP: 46434V621 Class: CORE DIV GRWTH
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Presidio Capital Management, LLC | 355,465 | $24,676 |
| CAPITAL PERFORMANCE ADVISORS LLP | 500,676 | $34,757 |
| COMPASS CAPITAL CORP /MA/ /ADV | 59,955 | $4,439 |
| Rothschild Wealth LLC | 169,712 | $11,781 |
| London & Capital Asset Management Ltd | 260,961 | $18,115 |
| Clarkston Capital Partners, LLC | 144,369 | $10,022 |
| CAMDEN NATIONAL BANK | 26,559 | $1,844 |
| BASSO CAPITAL MANAGEMENT, L.P. | 4,500 | $312 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 39,723 | $2,818 |
| AIMZ Investment Advisors, LLC | 8,098 | $562 |
| Kovack Advisors, Inc. | 35,215 | $2,445 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 3,788 | $263 |
| Matrix Trust Co | 18,984 | $1 |
| Goepper Burkhardt LLC | 5,110 | $355 |
| Cambria Investment Management, L.P. | 23,873 | $1,657 |
| Beech Hill Advisors, Inc. | 3,630 | $252 |
| Mission Hills Financial Advisory, LLC | 3,129 | $217 |
| WETZEL INVESTMENT ADVISORS, INC. | 3,365 | $234 |
| Sovereign Financial Group, Inc. | 6,260 | $435 |
| Financial Security Advisor, Inc. | 5,390 | $374 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BAROMETER CAPITAL MANAGEMENT INC. | 3,600 | 78,367 | +74,767 (+2076.9%) |
| Forbes Financial Planning, Inc. | 77,499 | 142,036 | +64,537 (+83.3%) |
| EQ LLC | 62,688 | 140,436 | +77,748 (+124.0%) |
| Strategic Financial Concepts, LLC | 20,037 | 46,763 | +26,726 (+133.4%) |
| Talisman Wealth Advisors LLC | 120,590 | 149,637 | +29,047 (+24.1%) |
| Houlihan Financial Resource Group, Ltd. | 50,556 | 106,989 | +56,433 (+111.6%) |
| LifeGoal Investments, LLC | 165,013 | 193,627 | +28,614 (+17.3%) |
| American Trust | 827,054 | 960,971 | +133,917 (+16.2%) |
| CYPRESS FINANCIAL PLANNING LLC | 196,008 | 245,493 | +49,485 (+25.2%) |
| IFS Advisors, LLC | 206,124 | 237,189 | +31,065 (+15.1%) |
| Atwater Malick LLC | 177,203 | 220,509 | +43,306 (+24.4%) |
| Scott Capital Advisors, LLC | 458,988 | 506,922 | +47,934 (+10.4%) |
| Buck Wealth Strategies, LLC | 148,896 | 262,698 | +113,802 (+76.4%) |
| CORRECT CAPITAL WEALTH MANAGEMENT | 520,330 | 548,369 | +28,039 (+5.4%) |
| Ledyard National Bank | 1,132,424 | 1,222,546 | +90,122 (+8.0%) |
| FourThought Financial Partners, LLC | 163,718 | 335,351 | +171,633 (+104.8%) |
| Alliance Wealth Advisors, LLC | 370,158 | 386,930 | +16,772 (+4.5%) |
| PACIFIC FINANCIAL GROUP INC | 72,150 | 81,073 | +8,923 (+12.4%) |
| Hoese & Co LLP | 104,577 | 114,112 | +9,535 (+9.1%) |
| Avior Wealth Management, LLC | 1,771,788 | 1,907,665 | +135,877 (+7.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Legacy Financial Strategies, LLC | 594,516 | 426,284 | -168,232 (-28.3%) |
| Hughes Financial Services, LLC | 610,197 | 446,371 | -163,826 (-26.8%) |
| RIDGECREST WEALTH PARTNERS, LLC | 235,879 | 172,404 | -63,475 (-26.9%) |
| FFT WEALTH MANAGEMENT LLC | 678,451 | 607,050 | -71,401 (-10.5%) |
| Custos Family Office, LLC | 158,985 | 133,776 | -25,209 (-15.9%) |
| FLAGSTAR ADVISORS INC | 158,713 | 125,087 | -33,626 (-21.2%) |
| Wealth Group Ltd | 166,186 | 114,014 | -52,172 (-31.4%) |
| Modus Advisors, LLC | 175,828 | 155,505 | -20,323 (-11.6%) |
| Tandem Wealth Advisors LLC | 235,901 | 225,361 | -10,540 (-4.5%) |
| FORM Wealth Advisors, LLC | 621,520 | 591,147 | -30,373 (-4.9%) |
| Summit Investment Advisory Services, LLC | 354,296 | 349,101 | -5,195 (-1.5%) |
| Rooted Wealth Advisors, Inc. | 269,918 | 262,625 | -7,293 (-2.7%) |
| Meridian Financial Partners LLC | 375,986 | 371,170 | -4,816 (-1.3%) |
| KPP Advisory Services LLC | 208,104 | 180,569 | -27,535 (-13.2%) |
| D'Orazio & Associates, Inc. | 451,788 | 441,376 | -10,412 (-2.3%) |
| Well Done, LLC | 234,822 | 224,760 | -10,062 (-4.3%) |
| ALLIUM FINANCIAL ADVISORS, LLC | 24,099 | 13,002 | -11,097 (-46.0%) |
| Wells Financial Advisors INC | 18,061 | 14,681 | -3,380 (-18.7%) |
| GUIDANCE CAPITAL, INC | 59,113 | 26,207 | -32,906 (-55.7%) |
| ACUTE INVESTMENT ADVISORY, LLC | 3,449 | 2,983 | -466 (-13.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PERRITT CAPITAL MANAGEMENT INC | 169,068 | $11,510 |
| Vericrest Private Wealth | 20,054 | $955 |
| Consolidated Portfolio Review Corp | 25,023 | $1,704 |
| Urban Wealth Management, LLC | 2,200 | $105 |
| Tandem Financial, LLC | 5,345 | $364 |
| Safeguard Investment Advisory Group, LLC | 8,489 | $578 |
| BRIGHTON SECURITIES CORP. | 4,094 | $279 |
| Aurora Private Wealth, Inc. | 5,348 | $0 |
| Forthright Family Wealth Advisory LLC | 3,044 | $207 |
| NovaPoint Capital, LLC | 6,272 | $427 |
| Family Capital Trust Co | 4,300 | $293 |
| LGT Financial Advisors LLC | 525 | $36 |
| GPS Wealth Strategies Group, LLC | 5,495 | $374 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 3,306 | $225 |
| Sterling Wealth Management, Inc. | 3,063 | $209 |
| Straight Path Wealth Management | 3,304 | $225 |
| Arista Wealth Management, LLC | 6,203 | $422 |
| EnRich Financial Partners LLC | 2,938 | $200 |
| MOLLER FINANCIAL SERVICES | 3,520 | $240 |
| Essex LLC | 3,957 | $269 |