Stock
DLN
| Ownership Count: | 706 |
| Ownership Count: | 706 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| BKM Wealth Management, LLC | 1.87% |
No Change
|
4,276,236 | $4,276,000.0 |
| LPL Financial LLC | 0.1% |
Added 9.37%
|
2,964,255 | $230,589,000.0 |
| MORGAN STANLEY | 0.03% |
Reduced 1.72%
|
2,859,882 | $224,672,000.0 |
| The PNC Financial Services Group, Inc. | 0.18% |
Reduced 1.30%
|
2,679,612 | $210,510,000.0 |
| PNC Financial Services Group, Inc. | 0.19% |
Reduced 0.67%
|
2,661,607 | $207,046,000.0 |
| Colony Group, LLC | 0.5% |
Added 11875.68%
|
2,350,826 | $182,870,000.0 |
| WADE G W & INC | 4.53% |
Added 0.50%
|
2,094,288 | $139,019,000.0 |
| AMERIPRISE FINANCIAL INC | 0.05% |
Added 38.02%
|
1,771,124 | $137,751,000.0 |
| UBS Group AG | 0.03% |
Added 0.19%
|
1,270,925 | $98,865,000.0 |
| Creative Planning | 0.1% |
Reduced 2.49%
|
1,240,616 | $96,507,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Added 22.06%
|
1,073,111 | $83,477,000.0 |
| Mirae Asset Global Investments Co., Ltd. | 0.21% |
No Change
|
1,038,300 | $64,322,000.0 |
| GREAT VALLEY ADVISOR GROUP, INC. | 1.78% |
Added 7.06%
|
950,788 | $73,962,000.0 |
| Evercore Wealth Management, LLC | 1.25% |
Added 0.01%
|
937,564 | $72,933,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.09% |
Added 0.61%
|
782,624 | $60,880,000.0 |