HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing QGRO Share Count | ||||
| Capital Investment Advisors LLC | 4,048 | 19,638 | +15,590 | +385.13% |
| Raymond James & Associates | 18,029 | 52,294 | +34,265 | +190.05% |
| Private Trust Co. NA | 3,212 | 4,051 | +839 | +26.12% |
| Procyon Private Wealth Partners LLC | 320,113 | 364,173 | +44,060 | +13.76% |
| PCG Wealth Advisors LLC | 46,583 | 52,855 | +6,272 | +13.46% |
| Stratos Wealth Partners LTD. | 98,554 | 103,202 | +4,648 | +4.72% |
| Stratos Wealth Advisors LLC | 92,922 | 96,507 | +3,585 | +3.86% |
| Pathway Financial Advisors LLC | 43,610 | 44,433 | +823 | +1.89% |
| Aurora Private Wealth Inc. | 4,897 | 4,900 | +3 | +0.06% |
| 13F Filers Reporting New Positions In QGRO | ||||
| Dakota Wealth Management | 0 | 143,635 | +143,635 | +100% |
| Fulcrum Equity Management | 0 | 11,820 | +11,820 | +100% |
| Strategic Equity Management | 0 | 2,596 | +2,596 | +100% |
| Win Advisors Inc. | 0 | 145,532 | +145,532 | +100% |
| Astoria Portfolio Advisors LLC. | 0 | 116,963 | +116,963 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Oakworth Capital Inc. | 1,635 | 1,635 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 3 | 3 | UNCH | 0.00% |
| 13F Filers Decreasing QGRO Share Count | ||||
| GHP Investment Advisors Inc. | 2,069 | 1,331 | -738 | -35.67% |
| Cyndeo Wealth Partners LLC | 62,395 | 51,039 | -11,356 | -18.20% |
| Parcion Private Wealth LLC | 58,684 | 49,394 | -9,290 | -15.83% |
| Moneywise Inc. | 118,242 | 100,292 | -17,950 | -15.18% |
| Cambridge Investment Research Advisors Inc. | 100,072 | 84,903 | -15,169 | -15.16% |
| Flagship Harbor Advisors LLC | 57,567 | 54,134 | -3,433 | -5.96% |
| KWB Wealth | 17,431 | 16,863 | -568 | -3.26% |
| Wetzel Investment Advisors Inc. | 13,540 | 13,275 | -265 | -1.96% |
| Raymond James Financial Services Advisors Inc. | 260,170 | 256,256 | -3,914 | -1.50% |
| IAM Advisory LLC | 155,820 | 153,596 | -2,224 | -1.43% |
| Global Retirement Partners LLC | 4,143 | 4,092 | -51 | -1.23% |
| PSI Advisors LLC | 101 | 100 | -1 | -0.99% |
| 13F Filers Exiting QGRO | ||||
| MONECO Advisors LLC | 7,861 | 0 | -7,861 | -100.00% |
See Summary: Institutional Holders of QGRO
See Details: Top 10 Hedge Funds Holding QGRO
