News + Filings Key Docs Transactions Ownership
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HODGSON DAVID C (DGS)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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BANK OF AMERICA CORP /DE/
| 1,373,168 | 7,919 | 63,893,527,000 | 0.01 | |
Hist
| 06/30/2023 |
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Unison Advisors LLC
| 1,099,554 | 199,443 | 50,865,374,000 | 5.98 | |
Hist
| 09/30/2023 |
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Cerity Partners LLC
| 765,663 | 2,516 | 35,626,315,000 | 0.14 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 646,930 | 128,418 | 30,101,684,000 | 0.00 | |
Hist
| 06/30/2023 |
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HighTower Advisors, LLC
| 480,270 | 46,546 | 22,355,000,000 | 0.04 | |
Hist
| 06/30/2023 |
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Financial Planning & Information Services, Inc.
| 456,381 | 15,824 | 21,235,419,000 | 3.92 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 448,130 | -11,094 | 20,851,488,000 | 0.01 | |
Hist
| 06/30/2023 |
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NATIONAL BANK OF CANADA /FI/
| 395,353 | 8,400 | 18,047,026,000 | 0.03 | |
Hist
| 09/30/2023 |
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BOSTON FINANCIAL MANGEMENT LLC
| 364,150 | 4,831 | 16,943,900,000 | 0.61 | |
Hist
| 06/30/2023 |
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GREAT VALLEY ADVISOR GROUP, INC.
| 298,100 | -6,566 | 13,870,591,000 | 0.58 | |
Hist
| 06/30/2023 |
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VICTORY CAPITAL MANAGEMENT INC
| 284,323 | 0 | 13,229,549,000 | 0.01 | |
Hist
| 06/30/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 275,229 | 37,832 | 12,806,388,000 | 0.01 | |
Hist
| 06/30/2023 |
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Great Point Wealth Advisors, LLC
| 244,708 | 8,765 | 11,205,187,000 | 3.55 | |
Hist
| 03/31/2023 |
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Relative Value Partners Group, LLC
| 237,092 | 120 | 11,031,894,000 | 0.71 | |
Hist
| 06/30/2023 |
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NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
| 229,937 | 13,876 | 10,698,976,000 | 0.01 | |
Hist
| 06/30/2023 |
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BIP Wealth, LLC
| 223,742 | 223,742 | 10,410,765,000 | 0.85 | |
Hist
| 06/30/2023 |
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MFA WEALTH ADVISORS, LLC
| 222,168 | 4,934 | 10,337,459,000 | 3.25 | |
Hist
| 06/30/2023 |
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Efficient Advisors, LLC
| 208,785 | -5,212 | 9,714,782,000 | 0.63 | |
Hist
| 06/30/2023 |
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Csenge Advisory Group
| 195,134 | 3,185 | 8,935,167,000 | 0.65 | |
Hist
| 03/31/2023 |
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AMERIPRISE FINANCIAL INC
| 170,881 | -15,054 | 8,589,935,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 183,162 | 13,365 | 8,522,528,000 | 0.00 | |
Hist
| 06/30/2023 |
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Neumann Capital Management, LLC
| 167,991 | 3,114 | 7,816,621,000 | 3.24 | |
Hist
| 06/30/2023 |
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Tortoise Investment Management, LLC
| 149,083 | 9,021 | 6,936,832,000 | 1.03 | |
Hist
| 06/30/2023 |
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Baker Ellis Asset Management LLC
| 145,056 | 1,534 | 6,749,434,000 | 1.15 | |
Hist
| 06/30/2023 |
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Rockefeller Capital Management L.P.
| 127,472 | 2,081 | 5,931,288,000 | 0.02 | |
Hist
| 06/30/2023 |
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Raymond James Financial Services Advisors, Inc.
| 117,550 | 23,894 | 5,171,077,000 | 0.01 | |
Hist
| 12/31/2022 |
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FIFTH THIRD BANCORP
| 114,093 | 62,162 | 5,018,951,000 | 0.02 | |
Hist
| 12/31/2022 |
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LPL Financial LLC
| 108,650 | 4,429 | 4,975,083,000 | 0.00 | |
Hist
| 03/31/2023 |
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Steward Partners Investment Advisory, LLC
| 101,796 | 494 | 4,736,568,000 | 0.07 | |
Hist
| 06/30/2023 |
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Shore Point Advisors, LLC
| 92,644 | -399 | 4,075,408,000 | 3.35 | |
Hist
| 12/31/2022 |
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Baird Financial Group, Inc.
| 77,556 | -10,269 | 3,608,681,000 | 0.01 | |
Hist
| 06/30/2023 |
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SMITH, MOORE & CO.
| 75,515 | 211 | 3,513,692,000 | 0.45 | |
Hist
| 06/30/2023 |
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GOLDMAN SACHS GROUP INC
| 74,861 | 74,861 | 3,427,885,000 | 0.00 | |
Hist
| 03/31/2023 |
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Cetera Advisors LLC
| 72,125 | -133 | 3,302,602,000 | 0.06 | |
Hist
| 03/31/2023 |
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Kestra Advisory Services, LLC
| 64,182 | 15,030 | 2,986,388,000 | 0.03 | |
Hist
| 06/30/2023 |
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