HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing QEFA Share Count | ||||
| McAdam LLC | 6,085 | 9,612 | +3,527 | +57.96% |
| Park Avenue Securities LLC | 6,991 | 8,533 | +1,542 | +22.06% |
| Evergreen Private Wealth LLC | 69,755 | 81,613 | +11,858 | +17.00% |
| Capital Advisors Ltd. LLC | 12,931 | 14,575 | +1,644 | +12.71% |
| Signal Advisors Wealth LLC | 6,828 | 7,632 | +804 | +11.78% |
| Walkner Condon Financial Advisors LLC | 8,340 | 9,200 | +860 | +10.31% |
| Private Trust Co. NA | 4,245 | 4,545 | +300 | +7.07% |
| Dynamic Advisor Solutions LLC | 137,480 | 145,968 | +8,488 | +6.17% |
| Stratos Wealth Partners LTD. | 8,192 | 8,416 | +224 | +2.73% |
| Cornerstone Wealth Management LLC | 12,799 | 12,976 | +177 | +1.38% |
| Lane & Associates LLC | 90,559 | 91,427 | +868 | +0.96% |
| Sweet Financial Partners LLC | 47,825 | 47,962 | +137 | +0.29% |
| CX Institutional | 174,488 | 174,977 | +489 | +0.28% |
| 13F Filers Reporting New Positions In QEFA | ||||
| Thompson Investment Management Inc. | 0 | 0 | UNCH | 100% |
| Global Retirement Partners LLC | 0 | 71 | +71 | +100% |
| Seed Wealth Management Inc. | 0 | 2,700 | +2,700 | +100% |
| Edge Financial Advisors LLC | 0 | 15,028 | +15,028 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| AdvisorNet Financial Inc | 677 | 677 | UNCH | 0.00% |
| Orgel Wealth Management LLC | 3,915 | 3,915 | UNCH | 0.00% |
| Bridgewealth Advisory Group LLC | 3,278 | 3,278 | UNCH | 0.00% |
| Levy Wealth Management Group LLC | 73,506 | 73,506 | UNCH | 0.00% |
| Spire Wealth Management | 122 | 122 | UNCH | 0.00% |
| 13F Filers Decreasing QEFA Share Count | ||||
| Eagle Strategies LLC | 304,004 | 7,427 | -296,577 | -97.56% |
| CWM LLC | 37,735 | 11,416 | -26,319 | -69.75% |
| Wealthcare Advisory Partners LLC | 70,300 | 39,491 | -30,809 | -43.83% |
| Hobart Private Capital LLC | 160,193 | 114,424 | -45,769 | -28.57% |
| Raymond James Financial Services Advisors Inc. | 4,355 | 3,234 | -1,121 | -25.74% |
| Wealth Enhancement Advisory Services LLC | 86,250 | 71,891 | -14,359 | -16.65% |
| SimpliFi Inc. | 310,087 | 262,387 | -47,700 | -15.38% |
| First Hawaiian Bank | 390,283 | 331,383 | -58,900 | -15.09% |
| Cambridge Investment Research Advisors Inc. | 11,515 | 10,677 | -838 | -7.28% |
| Johnson & White Wealth Management LLC | 64,897 | 61,847 | -3,050 | -4.70% |
| Financial Enhancement Group LLC | 426,347 | 409,083 | -17,264 | -4.05% |
| NBC Securities Inc. | 974 | 960 | -14 | -1.44% |
| Sage Mountain Advisors LLC | 62,562 | 62,445 | -117 | -0.19% |
| KWB Wealth | 153,528 | 153,296 | -232 | -0.15% |
| 13F Filers Exiting QEFA | ||||
| Catalyst Private Wealth LLC | 3,019 | 0 | -3,019 | -100.00% |
| CKW Financial Group | 229 | 0 | -229 | -100.00% |
See Summary: Institutional Holders of QEFA
See Details: Top 10 Hedge Funds Holding QEFA
