Toth Financial Advisory’s DT Midstream DTM Stock Holding History

Toth Financial Advisory’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.5K	Hold	174	–	–	﹤0.01%	473
2026 Q1	$23.4K	Hold	174	–	–	﹤0.01%	469
2025 Q4	$20.8K	Hold	174	–	–	﹤0.01%	479
2025 Q3	$19.7K	Hold	174	–	–	﹤0.01%	471
2025 Q2	$19.1K	Hold	174	–	–	﹤0.01%	437
2025 Q1	$16.8K	Hold	174	–	–	﹤0.01%	414
2024 Q4	$17.3K	Hold	174	–	–	﹤0.01%	414
2024 Q3	$13.7K	Hold	174	–	–	﹤0.01%	427
2024 Q2	$12.4K	Hold	174	–	–	﹤0.01%	442
2024 Q1	$10.6K	Hold	174	–	–	﹤0.01%	452
2023 Q4	$9.54K	Hold	174	–	–	﹤0.01%	453
2023 Q3	$9.21K	Hold	174	–	–	﹤0.01%	451
2023 Q2	$8.63K	Hold	174	–	–	﹤0.01%	490
2023 Q1	$8.59K	Hold	174	–	–	﹤0.01%	479
2022 Q4	$9.62K	Hold	174	–	–	﹤0.01%	446
2022 Q3	$9K	Hold	174	–	–	﹤0.01%	472
2022 Q2	$9K	Hold	174	–	–	﹤0.01%	447
2022 Q1	$9K	Hold	174	–	–	﹤0.01%	486
2021 Q4	$8K	Hold	174	–	–	﹤0.01%	516
2021 Q3	$8K	Buy	+174	New	+$7.61K	﹤0.01%	506

Other funds holding DTM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return