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QMAR Holdings Changes image
This page summarizes the QMAR 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 QMAR 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing QMAR Share Count
Proequities Inc. 5,409 60,113 +54,704 +1011.35%
Raymond James Financial Services Advisors Inc. 60,390 120,346 +59,956 +99.28%
Kestra Private Wealth Services LLC 9,455 15,125 +5,670 +59.97%
Keystone Wealth Services LLC 10,243 13,551 +3,308 +32.30%
Cambridge Investment Research Advisors Inc. 246,700 309,908 +63,208 +25.62%
Main Street Financial Solutions LLC 34,020 40,030 +6,010 +17.67%
Commonwealth Equity Services LLC 130,447 134,207 +3,760 +2.88%
13F Filers Reporting New Positions In QMAR
Raymond James & Associates 0 33,867 +33,867 +100%
Signature Securities Group Corporation 0 7,963 +7,963 +100%
Janney Montgomery Scott LLC 0 27,300 +27,300 +100%
AlphaMark Advisors LLC 0 125 +125 +100%
Capital Investment Advisory Services LLC 0 2,126 +2,126 +100%
Mutual Advisors LLC 0 9,801 +9,801 +100%
LexAurum Advisors LLC 0 15,433 +15,433 +100%
Luken Investment Analytics LLC 0 156,682 +156,682 +100%
Retirement Group LLC 0 380 +380 +100%
EWG Elevate Inc. 0 187,972 +187,972 +100%
Outlook Wealth Advisors LLC 0 486,502 +486,502 +100%
Spire Wealth Management 0 15,782 +15,782 +100%
Integrity Financial Corp WA 0 3,225 +3,225 +100%
PFG Investments LLC 0 11,095 +11,095 +100%
13F Filers With Unchanged Share Count
Sloy Dahl & Holst LLC 86,250 86,250 UNCH 0.00%
Wagner Wealth Management LLC 856 856 UNCH 0.00%
SOA Wealth Advisors LLC. 573 573 UNCH 0.00%
13F Filers Decreasing QMAR Share Count
Global Retirement Partners LLC 6,347 446 -5,901 -92.97%
Arkadios Wealth Advisors 34,418 24,736 -9,682 -28.13%
Sowell Financial Services LLC 37,111 33,792 -3,319 -8.94%
Lincoln National Corp 16,281 15,106 -1,175 -7.22%
ODonnell Financial Services LLC 418,210 389,459 -28,751 -6.87%
Consolidated Portfolio Review Corp 11,796 11,095 -701 -5.94%
DHJJ Financial Advisors Ltd. 17,542 16,553 -989 -5.64%
Kaye Capital Management 224,672 216,002 -8,670 -3.86%
RiverTree Advisors LLC 148,130 142,892 -5,238 -3.54%

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

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