EQWL Holdings Changes

This page summarizes the EQWL holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether EQWL is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing EQWL Share Count
Cambridge Investment Research Advisors Inc.	8,754	83,760	+75,006	+856.82%
Commonwealth Equity Services LLC	25,081	44,866	+19,785	+78.88%
Proequities Inc.	333	540	+207	+62.16%
First National Trust Co	31,267	49,999	+18,732	+59.91%
Cedar Brook Financial Partners LLC	6,563	10,336	+3,773	+57.49%
Raymond James & Associates	9,544	14,816	+5,272	+55.24%
Nations Financial Group Inc. IA ADV	6,409	8,262	+1,853	+28.91%
PCG Wealth Advisors LLC	26,974	32,199	+5,225	+19.37%
Lincoln National Corp	11,078	13,035	+1,957	+17.67%
Bond & Devick Financial Network Inc.	88,091	103,341	+15,250	+17.31%
Kingswood Wealth Advisors LLC	9,800	10,586	+786	+8.02%
PSI Advisors LLC	2,436	2,628	+192	+7.88%
Prentice Wealth Management LLC	112,750	118,146	+5,396	+4.79%
Wealth Enhancement Advisory Services LLC	91,401	95,366	+3,965	+4.34%
CWM LLC	13,581	14,074	+493	+3.63%
Raymond James Financial Services Advisors Inc.	74,434	76,475	+2,041	+2.74%
Fiduciary Planning LLC	281,710	288,855	+7,145	+2.54%
J.W. Cole Advisors Inc.	2,362	2,400	+38	+1.61%
Aspire Wealth Management Corp	400	402	+2	+0.50%
13F Filers Reporting New Positions In EQWL
Fifth Third Securities Inc.	0	15,554	+15,554	+100%
Creative Financial Designs Inc. ADV	0	9,261	+9,261	+100%
Park Avenue Securities LLC	0	8,512	+8,512	+100%
Sigma Planning Corp	0	18,572	+18,572	+100%
JFS Wealth Advisors LLC	0	9,200	+9,200	+100%
Advisor Resource Council	0	2,516	+2,516	+100%
13F Filers With Unchanged Share Count
Benjamin F. Edwards & Company Inc.	209	209	UNCH	0.00%
JJJ Advisors Inc.	33	33	UNCH	0.00%
Nelson Van Denburg & Campbell Wealth Management Group LLC	239	239	UNCH	0.00%
Durante & Waters LLC	3,600	3,600	UNCH	0.00%
Spire Wealth Management	572	572	UNCH	0.00%
Tanglewood Legacy Advisors LLC	570	570	UNCH	0.00%
Halpern Financial Inc.	1,275	1,275	UNCH	0.00%
13F Filers Decreasing EQWL Share Count
Sanders Morris Harris LLC	46,977	2,251	-44,726	-95.21%
Blue Chip Partners Inc.	15,758	3,958	-11,800	-74.88%
Brookstone Capital Management	6,630	3,580	-3,050	-46.00%
Steel Peak Wealth Management LLC	5,151	3,920	-1,231	-23.90%
Global Retirement Partners LLC	115	93	-22	-19.13%
Steele Capital Management Inc.	19,538	17,991	-1,547	-7.92%
13F Filers Exiting EQWL
AdvisorNet Financial Inc	82	0	-82	-100.00%

See Summary: Institutional Holders of EQWL
See Details: Top 10 Hedge Funds Holding EQWL

EQWL Holdings Changes | www.HoldingsChannel.com

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