HoldingsChannel.com
QTEC Holdings Changes image
This page summarizes the QTEC 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 QTEC 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 QTEC Share Count
Nilsine Partners LLC 10,463 82,662 +72,199 +690.04%
Signaturefd LLC 952 2,975 +2,023 +212.50%
Aurora Private Wealth Inc. 1,304 3,841 +2,537 +194.56%
Atwood & Palmer Inc. 475 1,155 +680 +143.16%
Stratos Wealth Partners LTD. 9,382 21,217 +11,835 +126.15%
Apollon Wealth Management LLC 2,372 4,527 +2,155 +90.85%
Wealthfront Advisers LLC 4,234 7,790 +3,556 +83.99%
RFG Advisory LLC 3,308 5,725 +2,417 +73.07%
Sigma Planning Corp 1,356 2,224 +868 +64.01%
TCP Asset Management LLC 55,796 78,942 +23,146 +41.48%
Raymond James Trust N.A. 2,011 2,834 +823 +40.92%
Allworth Financial LP 840 1,182 +342 +40.71%
Lincoln National Corp 3,459 4,768 +1,309 +37.84%
Kestra Private Wealth Services LLC 9,659 12,703 +3,044 +31.51%
Global Retirement Partners LLC 19,535 24,638 +5,103 +26.12%
Cambridge Investment Research Advisors Inc. 74,391 93,165 +18,774 +25.24%
PCG Wealth Advisors LLC 20,776 25,237 +4,461 +21.47%
Centerpoint Advisors LLC 149 177 +28 +18.79%
ODonnell Financial Services LLC 53,378 63,367 +9,989 +18.71%
Cornerstone Wealth Management LLC 2,519 2,952 +433 +17.19%
OneAscent Financial Services LLC 2,422 2,815 +393 +16.23%
Wealth Enhancement Advisory Services LLC 9,082 10,378 +1,296 +14.27%
Coastal Investment Advisors Inc. 3,212 3,612 +400 +12.45%
Janney Montgomery Scott LLC 96,236 107,249 +11,013 +11.44%
Summit Financial LLC 4,809 5,220 +411 +8.55%
Chicago Partners Investment Group LLC 4,184 4,492 +308 +7.36%
Raymond James & Associates 244,684 262,429 +17,745 +7.25%
Private Advisor Group LLC 58,081 61,857 +3,776 +6.50%
Patriot Financial Group Insurance Agency LLC 3,770 3,967 +197 +5.23%
Commonwealth Equity Services LLC 91,404 95,476 +4,072 +4.45%
Bogart Wealth LLC 290 302 +12 +4.14%
Sunbelt Securities Inc. 2,107 2,176 +69 +3.27%
TriaGen Wealth Management LLC 12,905 13,303 +398 +3.08%
International Assets Investment Management LLC 11,955 12,243 +288 +2.41%
Benjamin Edwards Inc. 885 906 +21 +2.37%
Apeiron RIA LLC 7,765 7,903 +138 +1.78%
Kesler Norman & Wride LLC 6,307 6,404 +97 +1.54%
Nelson Van Denburg & Campbell Wealth Management Group LLC 3,006 3,048 +42 +1.40%
Spire Wealth Management 789 799 +10 +1.27%
SPC Financial Inc. 24,762 25,024 +262 +1.06%
Southland Equity Partners LLC 64,126 64,628 +502 +0.78%
J.W. Cole Advisors Inc. 2,396 2,407 +11 +0.46%
Ausdal Financial Partners Inc. 16,331 16,400 +69 +0.42%
Geneos Wealth Management Inc. 7,389 7,410 +21 +0.28%
DAVENPORT & Co LLC 7,349 7,368 +19 +0.26%
HFG Advisors Inc. 5,803 5,816 +13 +0.22%
13F Filers Reporting New Positions In QTEC
Honkamp Krueger Financial Services Inc. 0 1,296 +1,296 +100%
Trust Co. of Oklahoma 0 5,138 +5,138 +100%
Nations Financial Group Inc. IA ADV 0 1,700 +1,700 +100%
Signature Securities Group Corporation 0 1,123 +1,123 +100%
AdvisorNet Financial Inc 0 92 +92 +100%
Migdal Insurance & Financial Holdings Ltd. 0 5,743 +5,743 +100%
Northwest Investment Counselors LLC 0 477 +477 +100%
Mather Group LLC. 0 204 +204 +100%
Brookstone Capital Management 0 1,276 +1,276 +100%
Fulcrum Equity Management 0 6,975 +6,975 +100%
WealthBridge Capital Management LLC 0 1,320 +1,320 +100%
Lake Street Financial LLC 0 1,128 +1,128 +100%
Clear Creek Financial Management LLC 0 1,586 +1,586 +100%
Secure Asset Management LLC 0 1,081 +1,081 +100%
LifeSteps Financial Inc. 0 19 +19 +100%
Steel Peak Wealth Management LLC 0 4,008 +4,008 +100%
Onyx Bridge Wealth Group LLC 0 8,895 +8,895 +100%
Householder Group Estate & Retirement Specialist LLC 0 47 +47 +100%
HB Wealth Management LLC 0 1,097 +1,097 +100%
Global Assets Advisory LLC 0 10,911 +10,911 +100%
WFA Asset Management Corp 0 311 +311 +100%
Focus Financial Network Inc. 0 14,013 +14,013 +100%
American Capital Advisory LLC 0 40 +40 +100%
Central Pacific Bank Trust Division 0 26 +26 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 182 182 UNCH 0.00%
Huntington National Bank 1 1 UNCH 0.00%
Welch & Forbes LLC 2,493 2,493 UNCH 0.00%
NBC Securities Inc. 799 799 UNCH 0.00%
Creative Financial Designs Inc. ADV 111 111 UNCH 0.00%
Ferguson Wellman Capital Management Inc. 1,493 1,493 UNCH 0.00%
Salem Investment Counselors Inc. 349 349 UNCH 0.00%
Pacific Sun Financial Corp 6,077 6,077 UNCH 0.00%
MeadowBrook Investment Advisors LLC 169 169 UNCH 0.00%
Harbor Investment Advisory LLC 1,550 1,550 UNCH 0.00%
Asset Dedication LLC 4,296 4,296 UNCH 0.00%
McKinley Carter Wealth Services Inc. 5,645 5,645 UNCH 0.00%
Ayalon Holdings Ltd. 12,356 12,356 UNCH 0.00%
Northwest Capital Management Inc 100 100 UNCH 0.00%
Luken Investment Analytics LLC 160 160 UNCH 0.00%
Cedar Brook Financial Partners LLC 5,534 5,534 UNCH 0.00%
Legend Financial Advisors Inc. 94 94 UNCH 0.00%
HBW Advisory Services LLC 19,692 19,692 UNCH 0.00%
Catalyst Private Wealth LLC 1,251 1,251 UNCH 0.00%
TruWealth Advisors LLC 1,874 1,874 UNCH 0.00%
Octavia Wealth Advisors LLC 1,351 1,351 UNCH 0.00%
RWM Asset Management LLC 1,634 1,634 UNCH 0.00%
DHJJ Financial Advisors Ltd. 2 2 UNCH 0.00%
Keystone Wealth Services LLC 2,681 2,681 UNCH 0.00%
Icapital Wealth LLC 7,150 7,150 UNCH 0.00%
Oak Harbor Wealth Partners LLC 2,500 2,500 UNCH 0.00%
Smartleaf Asset Management LLC 1,143 1,143 UNCH 0.00%
Transcendent Capital Group LLC 400 400 UNCH 0.00%
13F Filers Decreasing QTEC Share Count
Newbridge Financial Services Group Inc. 385 4 -381 -98.96%
Ronald Blue Trust Inc. 39 15 -24 -61.54%
Fortis Group Advisors LLC 340 170 -170 -50.00%
AlphaMark Advisors LLC 300 155 -145 -48.33%
Venturi Wealth Management LLC 11 6 -5 -45.45%
Money Concepts Capital Corp 165,514 92,897 -72,617 -43.87%
Raymond James Financial Services Advisors Inc. 330,215 225,811 -104,404 -31.62%
CWM LLC 42,945 30,552 -12,393 -28.86%
Larson Financial Group LLC 226 164 -62 -27.43%
Cyndeo Wealth Partners LLC 18,932 13,884 -5,048 -26.66%
Total Clarity Wealth Management Inc. 7,732 5,847 -1,885 -24.38%
Mezzasalma Advisors LLC 2,068 1,577 -491 -23.74%
Iams Wealth Management LLC 5,032 3,908 -1,124 -22.34%
Whittier Trust Co. 821 681 -140 -17.05%
Baldwin Brothers Inc. MA 350 295 -55 -15.71%
Delta Financial Group Inc. 3,495 3,045 -450 -12.88%
Epic Trust Investment Advisors LLC 3,854 3,359 -495 -12.84%
Bank Hapoalim BM 4,395 3,881 -514 -11.70%
GSA Capital Partners LLP 2,905 2,615 -290 -9.98%
GPS Wealth Strategies Group LLC 82 75 -7 -8.54%
Commerce Bank 1,642 1,507 -135 -8.22%
Private Trust Co. NA 961 885 -76 -7.91%
Peterson Wealth Advisors LLC 4,411 4,090 -321 -7.28%
Financial Advocates Investment Management 2,479 2,326 -153 -6.17%
Royal Fund Management LLC 37,610 35,474 -2,136 -5.68%
MinichMacGregor Wealth Management LLC 27,540 26,040 -1,500 -5.45%
Park Avenue Securities LLC 2,618 2,488 -130 -4.97%
Accel Wealth Management 4,531 4,330 -201 -4.44%
Santori & Peters Inc. 11,684 11,292 -392 -3.36%
Benjamin F. Edwards & Company Inc. 61,408 59,560 -1,848 -3.01%
Diversified LLC 8,293 8,045 -248 -2.99%
Kowal Investment Group LLC 215,646 209,350 -6,296 -2.92%
Sowell Financial Services LLC 23,505 22,840 -665 -2.83%
Purus Wealth Management LLC 1,204 1,173 -31 -2.57%
RVW Wealth LLC 109,202 106,437 -2,765 -2.53%
Avondale Wealth Management 424 414 -10 -2.36%
Wealthcare Advisory Partners LLC 7,132 6,968 -164 -2.30%
Bank of New York Mellon Corp 8,015 7,875 -140 -1.75%
Proequities Inc. 5,130 5,082 -48 -0.94%
MTM Investment Management LLC 15,711 15,569 -142 -0.90%
Mainsail Financial Group LLC 28,787 28,656 -131 -0.46%
Arkadios Wealth Advisors 15,710 15,669 -41 -0.26%
Fingerlakes Wealth Management Inc. 3,665 3,656 -9 -0.25%
Register Financial Advisors LLC 3,218 3,216 -2 -0.06%
13F Filers Exiting QTEC
Kovack Advisors Inc. 2,595 0 -2,595 -100.00%
Stratos Wealth Advisors LLC 1,296 0 -1,296 -100.00%
Synergy Financial Management LLC 18,619 0 -18,619 -100.00%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 68,447 0 -68,447 -100.00%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 189,899 0 -189,899 -100.00%
Gradient Investments LLC 65 0 -65 -100.00%
Cutler Group LP 100 0 -100 -100.00%
Capstone Investment Advisors LLC 4,248 0 -4,248 -100.00%
Meitav Dash Investments Ltd. 519,422 0 -519,422 -100.00%
Willis Investment Counsel 2,439 0 -2,439 -100.00%
Fifth Third Bancorp 250 0 -250 -100.00%

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

QTEC Holdings Changes | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.