Ticker: DGS CUSIP: 97717W281 Class: EMG MKTS SMCAP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Leibman Financial Services, Inc. | 65,861 | $3,770 |
| Econ Financial Services Corp | 56,831 | $3,253 |
| AssuredPartners Investment Advisors, LLC | 9,342 | $535 |
| OPTIMA CAPITAL LLC | 2,447 | $140 |
| WADDELL & ASSOCIATES, LLC | 11,176 | $640 |
| OKABENA INVESTMENT SERVICES INC | 4,263 | $244 |
| FLOW TRADERS U.S. LLC | 30,664 | $2 |
| OLD MISSION CAPITAL LLC | 19,035 | $1,090 |
| Bison Wealth, LLC | 4,172 | $245 |
| London & Capital Asset Management Ltd | 18,870 | $1,079 |
| Beacon Pointe Advisors, LLC | 12,956 | $742 |
| Rossby Financial, LCC | 175 | $10 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 261 | $15 |
| Trust Co | 215 | $12 |
| Larson Financial Group LLC | 125 | $7 |
| PFS Partners, LLC | 53 | $3 |
| Qube Research & Technologies Ltd | 121 | $7 |
| UBS ASSET MANAGEMENT AMERICAS INC | 16 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Shore Point Advisors, LLC | 78,799 | 100,446 | +21,647 (+27.5%) |
| O'Connor Financial Group LLC | 119,398 | 121,493 | +2,095 (+1.8%) |
| Discipline Wealth Solutions, LLC | 18,107 | 57,420 | +39,313 (+217.1%) |
| Beckerman Institutional, LLC | 64,450 | 66,107 | +1,657 (+2.6%) |
| Baker Ellis Asset Management LLC | 143,127 | 154,439 | +11,312 (+7.9%) |
| BKM Wealth Management, LLC | 77,808 | 79,660 | +1,852 (+2.4%) |
| Tortoise Investment Management, LLC | 277,597 | 285,367 | +7,770 (+2.8%) |
| Marathon Strategic Advisors, LLC | 32,310 | 33,399 | +1,089 (+3.4%) |
| Addison Advisors LLC | 52,013 | 56,132 | +4,119 (+7.9%) |
| Checchi Capital Advisers, LLC | 150,794 | 169,987 | +19,193 (+12.7%) |
| Financial Harvest, LLC | 17,743 | 19,418 | +1,675 (+9.4%) |
| SEVEN MILE ADVISORY | 91,183 | 93,119 | +1,936 (+2.1%) |
| Portland Global Advisors LLC | 141,390 | 143,794 | +2,404 (+1.7%) |
| VISTA INVESTMENT MANAGEMENT | 34,808 | 36,115 | +1,307 (+3.8%) |
| Cascade Financial Partners, LLC | 135,047 | 137,119 | +2,072 (+1.5%) |
| Astra Wealth Partners LLC | 11,573 | 12,626 | +1,053 (+9.1%) |
| Focus Partners Wealth | 6,487 | 327,260 | +320,773 (+4944.9%) |
| SMITH, MOORE & CO. | 89,515 | 92,756 | +3,241 (+3.6%) |
| Waterfront Wealth Inc. | 22,704 | 24,003 | +1,299 (+5.7%) |
| American Capital Advisory, LLC | 14,946 | 15,314 | +368 (+2.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 354,752 | 96,956 | -257,796 (-72.7%) |
| Osbon Capital Management LLC | 46,395 | 529 | -45,866 (-98.9%) |
| Inlight Wealth Management, LLC | 87,865 | 76,069 | -11,796 (-13.4%) |
| Stonebridge Wealth Management, LLC | 119,601 | 118,279 | -1,322 (-1.1%) |
| Neumann Capital Management, LLC | 160,737 | 157,541 | -3,196 (-2.0%) |
| rebel Financial LLC | 71,998 | 70,539 | -1,459 (-2.0%) |
| Efficient Advisors, LLC | 179,319 | 140,893 | -38,426 (-21.4%) |
| Diversify Advisory Services, LLC | 53,420 | 11,169 | -42,251 (-79.1%) |
| MFA Wealth Advisors, LLC | 20,317 | 14,763 | -5,554 (-27.3%) |
| FFG RETIREMENT ADVISORS LLC | 34,619 | 34,127 | -492 (-1.4%) |
| Csenge Advisory Group | 142,667 | 129,606 | -13,061 (-9.2%) |
| BIP Wealth, LLC | 184,165 | 174,079 | -10,086 (-5.5%) |
| Great Point Wealth Advisors, LLC | 53,436 | 50,647 | -2,789 (-5.2%) |
| United Advisor Group, LLC | 58,965 | 54,599 | -4,366 (-7.4%) |
| Creative Planning | 4,957,148 | 4,516,379 | -440,769 (-8.9%) |
| Buckingham Strategic Partners | 68,499 | 36,139 | -32,360 (-47.2%) |
| WESCAP Management Group, Inc. | 44,738 | 43,582 | -1,156 (-2.6%) |
| Fairman Group, LLC | 4,132 | 3,533 | -599 (-14.5%) |
| Prosperity Consulting Group, LLC | 116,980 | 112,149 | -4,831 (-4.1%) |
| EVOLUTION WEALTH MANAGEMENT INC. | 3,154 | 2,697 | -457 (-14.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Kovitz Investment Group Partners, LLC | 288,183 | $16,455 |
| Claro Advisors Inc. | 5,749 | $328 |
| Heartwood Wealth Advisors LLC | 2,070 | $118 |
| MGO ONE SEVEN LLC | 3,723 | $213 |
| Integrated Wealth Concepts LLC | 6,071 | $347 |
| CITADEL ADVISORS LLC | 36,406 | $2,079 |
| MERCER GLOBAL ADVISORS INC /ADV | 5,034 | $287 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,740 | $214 |
| Wealthspire Advisors, LLC | 973 | $56 |
| PRINCIPAL SECURITIES, INC. | 171 | $10 |
| Financial Life Planners | 21 | $1 |
| Evergreen Private Wealth LLC | 1 | $0 |