HoldingsChannel.com
| Filer | 12/31/2022 Share Count | 3/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing EQRR Share Count | ||||
| MML Investors Services LLC | 12,054 | 19,610 | +7,556 | +62.68% |
| Advisor Group Holdings Inc. | 10,347 | 14,390 | +4,043 | +39.07% |
| Bank of America Corp DE | 30,869 | 33,725 | +2,856 | +9.25% |
| Thoroughbred Financial Services LLC | 7,459 | 7,936 | +477 | +6.39% |
| Goldman Sachs Group Inc. | 5,631 | 5,931 | +300 | +5.33% |
| Cutter & CO Brokerage Inc. | 5,409 | 5,527 | +118 | +2.18% |
| JNBA Financial Advisors | 205 | 206 | +1 | +0.49% |
| 13F Filers Reporting New Positions In EQRR | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| SG Americas Securities LLC | 0 | 3,437 | +3,437 | +100% |
| Citadel Advisors LLC | 0 | 5,723 | +5,723 | +100% |
| Gallagher Fiduciary Advisors LLC | 0 | 23,095 | +23,095 | +100% |
| Ronald Blue Trust Inc. | 0 | 268 | +268 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Raymond James & Associates | 4,708 | 4,708 | UNCH | 0.00% |
| Private Trust Co. NA | 1,000 | 1,000 | UNCH | 0.00% |
| Scotia Capital Inc. | 4,208 | 4,208 | UNCH | 0.00% |
| Blue Bell Private Wealth Management LLC | 85 | 85 | UNCH | 0.00% |
| Gradient Investments LLC | 3 | 3 | UNCH | 0.00% |
| Merit Financial Group LLC | 5,200 | 5,200 | UNCH | 0.00% |
| AllSquare Wealth Management LLC | 1,135 | 1,135 | UNCH | 0.00% |
| 13F Filers Decreasing EQRR Share Count | ||||
| IFP Advisors Inc | 2,274 | 418 | -1,856 | -81.62% |
| International Assets Investment Management LLC | 4,128 | 875 | -3,253 | -78.80% |
| Royal Bank of Canada | 30,789 | 8,709 | -22,080 | -71.71% |
| Worth Asset Management LLC | 995 | 480 | -515 | -51.76% |
| UBS Group AG | 2,173 | 1,421 | -752 | -34.61% |
| Morgan Stanley | 22,824 | 16,962 | -5,862 | -25.68% |
| Commonwealth Equity Services LLC | 13,551 | 11,591 | -1,960 | -14.46% |
| V Wealth Advisors LLC | 6,948 | 5,948 | -1,000 | -14.39% |
| Cetera Advisors LLC | 11,120 | 9,773 | -1,347 | -12.11% |
| PSI Advisors LLC | 2,086 | 1,887 | -199 | -9.54% |
| Citigroup Inc. | 186,844 | 171,390 | -15,454 | -8.27% |
| Great Valley Advisor Group Inc. | 6,050 | 5,600 | -450 | -7.44% |
| JPMorgan Chase & Co. | 110,087 | 106,483 | -3,604 | -3.27% |
| Cetera Investment Advisers | 60,124 | 58,566 | -1,558 | -2.59% |
| Financial Partners Group Inc | 19,629 | 19,223 | -406 | -2.07% |
| LPL Financial LLC | 34,144 | 33,859 | -285 | -0.83% |
| 13F Filers Exiting EQRR | ||||
| Wealth Enhancement & Preservation of GA LLC | 13,959 | 0 | -13,959 | -100.00% |
| Cary Street Partners Investment Advisory LLC | 22,766 | 0 | -22,766 | -100.00% |
| Essex Financial Services Inc. | 4,885 | 0 | -4,885 | -100.00% |
| Money Concepts Capital Corp | 2,000 | 0 | -2,000 | -100.00% |
| Wells Fargo & Company MN | 2 | 0 | -2 | -100.00% |
See Summary: Institutional Holders of EQRR
See Details: Top 10 Hedge Funds Holding EQRR
