DWM(DWM)
DWM
$76.11—Stale · unknown old
NYSE • Last print unknown ago
$76.11—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| KMG FIDUCIARY PARTNERS, LLC | -- | Jun 30, 26 | -9.75K | -- |
| Medallion Wealth Advisors, LLC | -- | Jun 30, 26 | -61 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.74K | -- |
| TWIN PEAKS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -510 | -- |
| Western Wealth Management, LLC | -- | Jun 30, 26 | -322 | -- |
| American Trust | -- | Jun 30, 26 | -3.17K | -- |
| Phillip James Consulting Co. | -- | Jun 30, 26 | -37.27K | -- |
| UBS ASSET MANAGEMENT AMERICAS INC | -- | Jun 30, 26 | -17.44K | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -116 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -950 | -- |
| CWM, LLC | 4.43K | Mar 31, 26 | +5 | 0.05% |
| COMERICA BANK | 12.53K | Dec 31, 25 | -10.41K | 0.14% |
| Litman Gregory Wealth Management LLC | 7.00K | Dec 31, 25 | -- | 0.08% |
| Lowe Wealth Advisors, LLC | 320 | Sep 30, 25 | -- | 0.00% |
| Raymond James Financial Services Advisors, Inc. | 78.51K | Sep 30, 24 | -2.00K | 0.89% |
| RAYMOND JAMES & ASSOCIATES | 29.70K | Sep 30, 24 | +117 | 0.34% |
| GYL FINANCIAL SYNERGIES, LLC | 4.70K | Sep 30, 24 | +140 | 0.05% |
| Greylin Investment Management, Inc | 4.32K | Jun 30, 24 | -- | 0.05% |
| ICA Group Wealth Management, LLC | 211 | Jun 30, 24 | -1.35K | 0.00% |
| Cetera Advisor Networks LLC | 9.28K | Mar 31, 24 | +135 | 0.11% |
| Cetera Advisors LLC | 8.36K | Mar 31, 24 | +8.36K | 0.09% |
| Benedetti & Gucer, Inc. | 4.75K | Mar 31, 24 | -292 | 0.05% |
| DB Wealth Management Group, LLC | 92.03K | Dec 31, 23 | +270 | 1.04% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 6.33K | Sep 30, 23 | -66 | 0.07% |
| Parsec Financial Management, Inc. | 6.86K | Mar 31, 23 | -- | 0.08% |
| Ford Financial Group, LLC | -- | Mar 31, 23 | -30.15K | -- |
| Cribstone Capital Management, LLC | 134 | Dec 31, 22 | -- | 0.00% |
| 55I, LLC | 31.36K | Sep 30, 22 | +10.71K | 0.36% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 18.69K | Sep 30, 22 | +18.69K | 0.21% |
| American Portfolios Advisors | 217 | Sep 30, 22 | -- | 0.00% |
| KARLINSKI ANDREW C | -- | Sep 30, 22 | -187 | -- |
| CADENCE BANK NA | -- | Sep 30, 22 | -4.53K | -- |
| B. Riley Wealth Management, Inc. | 47.76K | Jun 30, 22 | +6.73K | 0.54% |
| HYA Advisors, Inc | 5.23K | Jun 30, 22 | -549 | 0.06% |
| Lenox Wealth Advisors, LLC | 444 | Mar 31, 22 | -- | 0.01% |
| Dixon Hughes Goodman Wealth Advisors LLC | -- | Mar 31, 22 | -8 | -- |
| FormulaFolio Investments, LLC | 1.28K | Jun 30, 21 | +16 | 0.01% |
| Reby Advisors, LLC | 1.43K | Dec 31, 20 | +1.43K | 0.02% |
| Winslow, Evans & Crocker, Inc. | 1.35K | Dec 31, 20 | +950 | 0.02% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 790 | Mar 31, 20 | -- | 0.01% |
| Advisor Group, Inc. | 67.08K | Dec 31, 19 | +11.65K | 0.76% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 52.42K | Dec 31, 19 | -821 | 0.60% |
| TMD & ASSOCIATES, INC | 48.65K | Jun 30, 19 | +1.11K | 0.55% |
| CHEMICAL BANK | 8.27K | Jun 30, 19 | -- | 0.09% |
| Yellowstone Partners, LLC | 7.61K | Dec 31, 17 | -3.45K | 0.09% |
| WealthShield, LLC | 45 | Dec 31, 17 | +45 | 0.00% |
| INVESTMENT CENTERS OF AMERICA INC | -- | Dec 31, 17 | -12.14K | -- |
| RAY GERALD L & ASSOCIATES LTD | 12.42K | Sep 30, 17 | -200 | 0.14% |
| Commonwealth Equity Services, Inc | 12.52K | Jun 30, 17 | +2.56K | 0.14% |
| WFG Advisors, LP | 1.69K | Jun 30, 17 | -- | 0.02% |
| MSI Financial Services Inc | 2.19K | Dec 31, 16 | +921 | 0.02% |
| Investors Capital Advisory Services | 31.10K | Jun 30, 16 | +5.42K | 0.35% |
| MANAGED ACCOUNT ADVISORS LLC | 5.78K | Jun 30, 15 | +961 | 0.07% |
| Mariner Wealth Advisors-NYC, LLC | 2.77K | Mar 31, 15 | +2.77K | 0.03% |
| Placemark Investments, Inc. | 87.25K | Dec 31, 14 | +3.33K | 0.99% |
| NEW ENGLAND SECURITIES CORP /MA/ | 386 | Dec 31, 14 | -123 | 0.00% |
| UBS AG | 122.16K | Sep 30, 14 | +219 | 1.39% |
| KMS FINANCIAL SERVICES, INC | -- | Jun 30, 14 | -3.72K | -- |
| TOWER TRUST Co | 16.52K | Mar 31, 14 | -1.91K | 0.19% |
| Jane Street Holding, LLC | 46.73K | Dec 31, 13 | -15.19K | 0.53% |
| Compass Efficient Model Portfolios, LLC | 713 | Dec 31, 13 | -1.53K | 0.01% |
| STIFEL NICOLAUS & CO INC \MO\ | 8.44K | Sep 30, 13 | +102 | 0.10% |
| First Allied Securities, Inc. | 3.45K | Jun 30, 12 | -- | 0.04% |