Ticker: TDVG CUSIP: 87283Q404 Class: PRICE DIV GRWT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Fortis Group Advisors, LLC | 20,730 | $948 |
| Newman Dignan & Sheerar, Inc. | 12,264 | $552 |
| Core Wealth Advisors, Inc. | 6,908 | $311 |
| MARINO, STRAM & ASSOCIATES LLC | 9,101 | $409 |
| BIP Wealth, LLC | 12,801 | $576 |
| N.E.W. Advisory Services LLC | 2,457 | $111 |
| Apollon Wealth Management, LLC | 4,694 | $211 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,200 | $54 |
| SRS Capital Advisors, Inc. | 2,353 | $106 |
| AQR CAPITAL MANAGEMENT LLC | 5,655 | $254 |
| BANK OF MONTREAL /CAN/ | 5,765 | $259 |
| TD Capital Management LLC | 718 | $32 |
| Smartleaf Asset Management LLC | 116 | $5 |
| PNC Financial Services Group, Inc. | 115 | $5 |
| CIBC Private Wealth Group, LLC | 61 | $3 |
| NATIXIS ADVISORS, L.P. | 15,588 | $1 |
| EASTERN BANK | 15 | $1 |
| Motiv8 Investments LLC | 28 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| YARGER WEALTH STRATEGIES, LLC | 389,942 | 399,968 | +10,026 (+2.6%) |
| Saxony Capital Management, LLC | 7,476 | 29,881 | +22,405 (+299.7%) |
| Lighthouse Wealth Management Inc. | 22,338 | 35,534 | +13,196 (+59.1%) |
| Sequoia Financial Advisors, LLC | 3,762,326 | 4,141,709 | +379,383 (+10.1%) |
| Nautilus Advisors LLC | 60,645 | 61,374 | +729 (+1.2%) |
| United Advisor Group, LLC | 192,855 | 198,999 | +6,144 (+3.2%) |
| Sandy Cove Advisors, LLC | 5,207 | 14,213 | +9,006 (+173.0%) |
| NavPoint Financial, Inc. | 21,625 | 24,709 | +3,084 (+14.3%) |
| Grant Street Asset Management, Inc. | 105,032 | 107,918 | +2,886 (+2.7%) |
| MB, LEVIS & ASSOCIATES, LLC | 14,418 | 17,888 | +3,470 (+24.1%) |
| Summit Asset Management, LLC | 5,250 | 11,671 | +6,421 (+122.3%) |
| VisionPoint Advisory Group, LLC | 7,893 | 11,057 | +3,164 (+40.1%) |
| Capital Investment Advisory Services, LLC | 35,547 | 41,900 | +6,353 (+17.9%) |
| MBL Wealth, LLC | 145,822 | 147,783 | +1,961 (+1.3%) |
| Wealthcare Capital Partners, LLC | 9,686 | 10,488 | +802 (+8.3%) |
| Rockefeller Capital Management L.P. | 352,872 | 399,312 | +46,440 (+13.2%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,427,121 | 1,514,610 | +87,489 (+6.1%) |
| Garden State Investment Advisory Services LLC | 16,884 | 17,718 | +834 (+4.9%) |
| Continuum Advisory, LLC | 52,813 | 53,793 | +980 (+1.9%) |
| JONES FINANCIAL COMPANIES LLLP | 334,587 | 393,976 | +59,389 (+17.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Frontier Asset Management, LLC | 203,212 | 200,713 | -2,499 (-1.2%) |
| MARQUETTE ASSOCIATES, INC. | 14,526 | 13,378 | -1,148 (-7.9%) |
| Formidable Asset Management, LLC | 58,599 | 52,327 | -6,272 (-10.7%) |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 78,154 | 16,077 | -62,077 (-79.4%) |
| ADIRONDACK TRUST CO | 5,546 | 2,296 | -3,250 (-58.6%) |
| Swisher Financial Concepts, Inc. | 6,507 | 5,408 | -1,099 (-16.9%) |
| Winthrop Advisory Group LLC | 18,236 | 14,723 | -3,513 (-19.3%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 71,388 | 59,555 | -11,833 (-16.6%) |
| Mariner, LLC | 121,647 | 87,953 | -33,694 (-27.7%) |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,716 | 15,030 | -4,686 (-23.8%) |
| BANK OF AMERICA CORP /DE/ | 2,389,859 | 2,338,500 | -51,359 (-2.1%) |
| Fundamentum, LLC | 10,281 | 8,222 | -2,059 (-20.0%) |
| Future Financial Wealth Managment LLC | 6,816 | 6,728 | -88 (-1.3%) |
| Adviser Investments LLC | 48,316 | 46,526 | -1,790 (-3.7%) |
| Evernest Financial Advisors, LLC | 8,503 | 8,278 | -225 (-2.6%) |
| ASSETMARK, INC | 984 | 147 | -837 (-85.1%) |
| JPMORGAN CHASE & CO | 11,729 | 10,961 | -768 (-6.5%) |
| TRUIST FINANCIAL CORP | 10,693 | 10,057 | -636 (-5.9%) |
| Argent Trust Co | 7,223 | 6,893 | -330 (-4.6%) |
| Western Wealth Management, LLC | 5,289 | 5,089 | -200 (-3.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Urban Wealth Management, LLC | 14,234 | $424 |
| Strategic Blueprint, LLC | 13,551 | $596 |
| TWO SIGMA INVESTMENTS, LP | 98,300 | $4,321 |
| PRINCIPAL SECURITIES, INC. | 4,308 | $189 |
| Ameritas Advisory Services, LLC | 1,374 | $60 |