HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing QUAL Share Count | ||||
| True Link Financial Advisors LLC | 1,931 | 173,708 | +171,777 | +8895.75% |
| Summit Trail Advisors LLC | 2,077 | 79,766 | +77,689 | +3740.44% |
| Legacy Financial Group LLC | 3,741 | 71,467 | +67,726 | +1810.37% |
| Blue Bell Private Wealth Management LLC | 18 | 317 | +299 | +1661.11% |
| Ehrlich Financial Group | 8,226 | 35,000 | +26,774 | +325.48% |
| David R. Rahn & Associates Inc. | 9,402 | 32,008 | +22,606 | +240.44% |
| Newbridge Financial Services Group Inc. | 117 | 370 | +253 | +216.24% |
| Carmichael Hill & Associates Inc. | 416 | 1,223 | +807 | +193.99% |
| Advocacy Wealth Management Services LLC | 123,989 | 303,971 | +179,982 | +145.16% |
| City State Bank | 114 | 255 | +141 | +123.68% |
| MKT Advisors LLC | 4,527 | 9,476 | +4,949 | +109.32% |
| Total Clarity Wealth Management Inc. | 5,085 | 10,070 | +4,985 | +98.03% |
| Simplicity Wealth LLC | 26,528 | 47,670 | +21,142 | +79.70% |
| Stratos Wealth Partners LTD. | 119,719 | 206,297 | +86,578 | +72.32% |
| Claro Advisors LLC | 25,407 | 43,324 | +17,917 | +70.52% |
| Leavell Investment Management Inc. | 16,713 | 28,491 | +11,778 | +70.47% |
| Beacon Financial Planning Inc. | 3,225 | 5,376 | +2,151 | +66.70% |
| PFG Investments LLC | 1,629 | 2,703 | +1,074 | +65.93% |
| Kingswood Wealth Advisors LLC | 1,930 | 3,144 | +1,214 | +62.90% |
| Clearview Wealth Advisors LLC | 9,176 | 14,943 | +5,767 | +62.85% |
| Regatta Capital Group LLC | 49,412 | 76,728 | +27,316 | +55.28% |
| Orgel Wealth Management LLC | 430,211 | 666,298 | +236,087 | +54.88% |
| Drive Wealth Management LLC | 2,452 | 3,716 | +1,264 | +51.55% |
| Thompson Investment Management Inc. | 230 | 347 | +117 | +50.87% |
| RDA Financial Network | 2,865 | 4,211 | +1,346 | +46.98% |
| OneAscent Wealth Management LLC | 12,691 | 18,538 | +5,847 | +46.07% |
| Sutton Place Investors LLC | 9,069 | 12,934 | +3,865 | +42.62% |
| Client First Capital LLC | 54,176 | 74,650 | +20,474 | +37.79% |
| Sound Income Strategies LLC | 3,854 | 5,296 | +1,442 | +37.42% |
| Silverlake Wealth Management LLC | 8,953 | 12,291 | +3,338 | +37.28% |
| Tempus Wealth Planning LLC | 2,520 | 3,424 | +904 | +35.87% |
| Fermata Advisors LLC | 1,965 | 2,649 | +684 | +34.81% |
| GAMMA Investing LLC | 872 | 1,165 | +293 | +33.60% |
| Miracle Mile Advisors LLC | 806,339 | 1,071,780 | +265,441 | +32.92% |
| PSI Advisors LLC | 175 | 232 | +57 | +32.57% |
| Stratos Wealth Advisors LLC | 60,476 | 79,733 | +19,257 | +31.84% |
| MJP Associates Inc. ADV | 1,489 | 1,938 | +449 | +30.15% |
| Summit Investment Advisory Services LLC | 1,566 | 2,036 | +470 | +30.01% |
| NBC Securities Inc. | 243 | 309 | +66 | +27.16% |
| IAG Wealth Partners LLC | 515 | 637 | +122 | +23.69% |
| Atticus Wealth Management LLC | 5,157 | 6,344 | +1,187 | +23.02% |
| WBH Advisory Inc. | 44,423 | 54,208 | +9,785 | +22.03% |
| Founders Financial Securities LLC | 76,984 | 93,271 | +16,287 | +21.16% |
| Global Trust Asset Management LLC | 1,600 | 1,930 | +330 | +20.62% |
| SOL Capital Management CO | 34,729 | 41,315 | +6,586 | +18.96% |
| Richard P Slaughter Associates Inc | 89,882 | 106,039 | +16,157 | +17.98% |
| Premier Path Wealth Partners LLC | 40,525 | 47,724 | +7,199 | +17.76% |
| Essex Financial Services Inc. | 4,020 | 4,720 | +700 | +17.41% |
| Clarity Financial LLC | 2,305 | 2,705 | +400 | +17.35% |
| Wesbanco Bank Inc. | 7,837 | 9,188 | +1,351 | +17.24% |
| Shepherd Financial Partners LLC | 11,206 | 12,981 | +1,775 | +15.84% |
| Confluence Wealth Services Inc. | 1,617 | 1,865 | +248 | +15.34% |
| Foster Group Inc. | 205,681 | 236,319 | +30,638 | +14.90% |
| Atlas Brown Inc. | 1,807 | 2,071 | +264 | +14.61% |
| Ballentine Partners LLC | 3,608 | 4,102 | +494 | +13.69% |
| Dynamic Advisor Solutions LLC | 5,633 | 6,390 | +757 | +13.44% |
| Brookstone Capital Management | 117,711 | 133,416 | +15,705 | +13.34% |
| Dakota Wealth Management | 16,578 | 18,737 | +2,159 | +13.02% |
| Insight Wealth Strategies LLC | 131,362 | 146,795 | +15,433 | +11.75% |
| Montecito Bank & Trust | 50,050 | 55,761 | +5,711 | +11.41% |
| Thrive Wealth Management LLC | 11,604 | 12,923 | +1,319 | +11.37% |
| Financial Life Advisors | 35,585 | 39,516 | +3,931 | +11.05% |
| Midwest Heritage Bank FSB | 10,953 | 12,117 | +1,164 | +10.63% |
| Tennessee Valley Asset Management Partners | 42,426 | 46,560 | +4,134 | +9.74% |
| Hengehold Capital Management LLC | 171,746 | 188,386 | +16,640 | +9.69% |
| Capital Advisors Ltd. LLC | 131,851 | 144,478 | +12,627 | +9.58% |
| Signal Advisors Wealth LLC | 35,662 | 38,981 | +3,319 | +9.31% |
| International Assets Investment Management LLC | 1,823 | 1,988 | +165 | +9.05% |
| State of Michigan Retirement System | 215,950 | 234,950 | +19,000 | +8.80% |
| Twin Peaks Wealth Advisors LLC | 16,310 | 17,709 | +1,399 | +8.58% |
| Unison Advisors LLC | 434,525 | 470,763 | +36,238 | +8.34% |
| Pinnacle Wealth Management Group Inc. | 1,712 | 1,853 | +141 | +8.24% |
| Cyndeo Wealth Partners LLC | 12,186 | 13,151 | +965 | +7.92% |
| Versant Capital Management Inc | 688 | 742 | +54 | +7.85% |
| Helen Stephens Group LLC | 161,366 | 173,714 | +12,348 | +7.65% |
| Capital Investment Advisors LLC | 5,545 | 5,964 | +419 | +7.56% |
| Warner Financial Inc. | 21,296 | 22,894 | +1,598 | +7.50% |
| Busey Wealth Management | 3,771 | 4,045 | +274 | +7.27% |
| Detalus Advisors LLC | 101,137 | 108,317 | +7,180 | +7.10% |
| Monumental Financial Group Inc. | 139,866 | 149,722 | +9,856 | +7.05% |
| Mayfair Advisory Group LLC | 16,098 | 17,202 | +1,104 | +6.86% |
| OLD National Bancorp IN | 36,790 | 39,241 | +2,451 | +6.66% |
| Parsons Capital Management Inc. RI | 5,726 | 6,099 | +373 | +6.51% |
| Nations Financial Group Inc. IA ADV | 4,810 | 5,118 | +308 | +6.40% |
| RHS Financial LLC | 20,228 | 21,421 | +1,193 | +5.90% |
| Austin Private Wealth LLC | 218,659 | 231,483 | +12,824 | +5.86% |
| Pettinga Financial Advisors LLC | 149,825 | 158,472 | +8,647 | +5.77% |
| Aspire Private Capital LLC | 11,159 | 11,771 | +612 | +5.48% |
| Flagship Harbor Advisors LLC | 17,253 | 18,197 | +944 | +5.47% |
| Raymond James Financial Services Advisors Inc. | 742,812 | 781,525 | +38,713 | +5.21% |
| MorganRosel Wealth Management LLC | 22,377 | 23,498 | +1,121 | +5.01% |
| Keel Point LLC | 11,028 | 11,566 | +538 | +4.88% |
| Alaska Permanent Capital Management | 11,502 | 12,025 | +523 | +4.55% |
| Hoese & Co LLP | 43,304 | 45,216 | +1,912 | +4.42% |
| UMA Financial Services Inc. | 101,992 | 106,460 | +4,468 | +4.38% |
| Marino Stram & Associates LLC | 22,257 | 23,214 | +957 | +4.30% |
| Astoria Portfolio Advisors LLC. | 73,995 | 77,165 | +3,170 | +4.28% |
| Sage Mountain Advisors LLC | 555,160 | 577,699 | +22,539 | +4.06% |
| Mather Group LLC. | 4,959 | 5,160 | +201 | +4.05% |
| DLK Investment Management LLC | 3,852 | 3,990 | +138 | +3.58% |
| Altfest L J & Co. Inc. | 6,060 | 6,248 | +188 | +3.10% |
| Global Wealth Strategies & Associates | 52,616 | 54,110 | +1,494 | +2.84% |
| Buttonwood Financial Group LLC | 115,674 | 118,895 | +3,221 | +2.78% |
| Strategies Wealth Advisors LLC | 192,191 | 197,346 | +5,155 | +2.68% |
| Horst & Graben Wealth Management LLC | 170,903 | 175,250 | +4,347 | +2.54% |
| First Financial Bank Trust Division | 7,044 | 7,209 | +165 | +2.34% |
| SeaCrest Wealth Management LLC | 2,257 | 2,308 | +51 | +2.26% |
| PFG Private Wealth Management LLC | 26,860 | 27,454 | +594 | +2.21% |
| Raymond James Trust N.A. | 27,583 | 28,158 | +575 | +2.08% |
| WJ Wealth Management LLC | 137,184 | 139,837 | +2,653 | +1.93% |
| Fragasso Group Inc. | 315,705 | 320,759 | +5,054 | +1.60% |
| Harbor Investment Advisory LLC | 2,424 | 2,461 | +37 | +1.53% |
| TruWealth Advisors LLC | 14,660 | 14,873 | +213 | +1.45% |
| Salem Investment Counselors Inc. | 3,076 | 3,114 | +38 | +1.24% |
| Fiduciary Alliance LLC | 2,952 | 2,987 | +35 | +1.19% |
| Financial Enhancement Group LLC | 44,863 | 45,340 | +477 | +1.06% |
| Wealth Enhancement Advisory Services LLC | 323,108 | 326,151 | +3,043 | +0.94% |
| Mosley Wealth Management | 15,686 | 15,834 | +148 | +0.94% |
| Dentgroup LLC | 8,442 | 8,515 | +73 | +0.86% |
| One Wealth Advisors LLC | 120,795 | 121,806 | +1,011 | +0.84% |
| Apexium Financial LP | 192,556 | 194,182 | +1,626 | +0.84% |
| Arden Trust Co | 111,198 | 112,011 | +813 | +0.73% |
| Kathmere Capital Management LLC | 205,965 | 207,306 | +1,341 | +0.65% |
| Farmers & Merchants Investments Inc. | 8,034 | 8,084 | +50 | +0.62% |
| Northwest Capital Management Inc | 13,204 | 13,284 | +80 | +0.61% |
| Inscription Capital LLC | 32,902 | 33,068 | +166 | +0.50% |
| Norway Savings Bank | 20,944 | 21,028 | +84 | +0.40% |
| San Luis Wealth Advisors LLC | 2,521 | 2,530 | +9 | +0.36% |
| GSG Advisors LLC | 42,647 | 42,768 | +121 | +0.28% |
| New England Professional Planning Group Inc. | 3,472 | 3,480 | +8 | +0.23% |
| Oxinas Partners Wealth Management LLC | 1,563 | 1,566 | +3 | +0.19% |
| Simon Quick Advisors LLC | 33,721 | 33,776 | +55 | +0.16% |
| Park Avenue Securities LLC | 1,949,746 | 1,952,104 | +2,358 | +0.12% |
| John W. Brooker & Co. CPAs | 9,847 | 9,848 | +1 | +0.01% |
| 13F Filers Reporting New Positions In QUAL | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 11,177 | +11,177 | +100% |
| Caldwell Sutter Capital Inc. | 0 | 10 | +10 | +100% |
| Beese Fulmer Investment Management Inc. | 0 | 1,800 | +1,800 | +100% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 0 | 187 | +187 | +100% |
| First Citizens Bank & Trust Co. | 0 | 29,716 | +29,716 | +100% |
| Corundum Group Inc. | 0 | 1,300 | +1,300 | +100% |
| Cutler Group LP | 0 | 202 | +202 | +100% |
| Advance Capital Management Inc. | 0 | 3,333 | +3,333 | +100% |
| Raub Brock Capital Management LP | 0 | 1,229 | +1,229 | +100% |
| Buckingham Capital Management Inc. | 0 | 1,314 | +1,314 | +100% |
| MCF Advisors LLC | 0 | 224 | +224 | +100% |
| Richardson Capital Management LLC | 0 | 365 | +365 | +100% |
| Sugarloaf Wealth Management LLC | 0 | 331 | +331 | +100% |
| McAdam LLC | 0 | 1,947 | +1,947 | +100% |
| Aua Capital Management LLC | 0 | 1,639 | +1,639 | +100% |
| Fluent Financial LLC | 0 | 5,860 | +5,860 | +100% |
| 180 Wealth Advisors LLC | 0 | 1,410 | +1,410 | +100% |
| Fulcrum Equity Management | 0 | 6,799 | +6,799 | +100% |
| Principle Wealth Partners LLC | 0 | 1,674 | +1,674 | +100% |
| Ellis Investment Partners LLC | 0 | 1,463 | +1,463 | +100% |
| Zhang Financial LLC | 0 | 1,914 | +1,914 | +100% |
| Xcel Wealth Management LLC | 0 | 1,287 | +1,287 | +100% |
| Future Financial Wealth Managment LLC | 0 | 360 | +360 | +100% |
| Falcon Wealth Planning | 0 | 1,517 | +1,517 | +100% |
| Sightline Wealth Advisors LLC | 0 | 3,326 | +3,326 | +100% |
| Veriti Management LLC | 0 | 7,644 | +7,644 | +100% |
| Piscataqua Savings Bank | 0 | 1 | +1 | +100% |
| Strategic Financial Concepts LLC | 0 | 2,803 | +2,803 | +100% |
| SJS Investment Consulting Inc. | 0 | 62 | +62 | +100% |
| Congress Wealth Management LLC DE | 0 | 1,591 | +1,591 | +100% |
| Eagle Strategies LLC | 0 | 27,798 | +27,798 | +100% |
| FirstPurpose Wealth LLC | 0 | 2,304 | +2,304 | +100% |
| Retireful LLC | 0 | 2,104 | +2,104 | +100% |
| Global Assets Advisory LLC | 0 | 75,185 | +75,185 | +100% |
| Axim Planning & Wealth | 0 | 2,000 | +2,000 | +100% |
| Daymark Wealth Partners LLC | 0 | 1,310 | +1,310 | +100% |
| Portside Wealth Group LLC | 0 | 12,886 | +12,886 | +100% |
| Waterway Wealth Management LLC | 0 | 2,912 | +2,912 | +100% |
| WFA Asset Management Corp | 0 | 64 | +64 | +100% |
| Financiere des Professionnels Fonds d investissement inc. | 0 | 10,000 | +10,000 | +100% |
| Exchange Bank | 0 | 1,444 | +1,444 | +100% |
| Everpar Advisors LLC | 0 | 2,537 | +2,537 | +100% |
| New Century Financial Group LLC | 0 | 1,270 | +1,270 | +100% |
| Focus Financial Network Inc. | 0 | 97,033 | +97,033 | +100% |
| Triad Wealth Partners LLC | 0 | 1,804 | +1,804 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| City Holding Co. | 450 | 450 | UNCH | 0.00% |
| Valley National Advisers Inc. | 58 | 58 | UNCH | 0.00% |
| Papp L Roy & Associates | 2,477 | 2,477 | UNCH | 0.00% |
| Godsey & Gibb Associates | 35 | 35 | UNCH | 0.00% |
| Fort Washington Investment Advisors Inc. OH | 138,217 | 138,217 | UNCH | 0.00% |
| Duncker Streett & Co. Inc. | 72 | 72 | UNCH | 0.00% |
| American National Bank | 4,376 | 4,376 | UNCH | 0.00% |
| Acropolis Investment Management LLC | 800 | 800 | UNCH | 0.00% |
| Bangor Savings Bank | 1,202 | 1,202 | UNCH | 0.00% |
| Morris Financial Concepts Inc. | 11 | 11 | UNCH | 0.00% |
| Northwest Investment Counselors LLC | 3,148 | 3,148 | UNCH | 0.00% |
| Aspiriant LLC | 1,644 | 1,644 | UNCH | 0.00% |
| Patton Albertson Miller Group LLC | 5,513 | 5,513 | UNCH | 0.00% |
| Westside Investment Management Inc. | 476 | 476 | UNCH | 0.00% |
| Catalyst Capital Advisors LLC | 221,106 | 221,106 | UNCH | 0.00% |
| Cranbrook Wealth Management LLC | 1 | 1 | UNCH | 0.00% |
| Allen Capital Group LLC | 5,769 | 5,769 | UNCH | 0.00% |
| Kohmann Bosshard Financial Services LLC | 2,363 | 2,363 | UNCH | 0.00% |
| GenTrust LLC | 3,635 | 3,635 | UNCH | 0.00% |
| Ackerman Capital Advisors LLC | 8,129 | 8,129 | UNCH | 0.00% |
| Pinnacle Bank | 551 | 551 | UNCH | 0.00% |
| Cahaba Wealth Management Inc. | 5,829 | 5,829 | UNCH | 0.00% |
| Independence Bank of Kentucky | 2,145 | 2,145 | UNCH | 0.00% |
| APCM Wealth Management for Individuals | 35 | 35 | UNCH | 0.00% |
| Essex Savings Bank | 1,719 | 1,719 | UNCH | 0.00% |
| Abundance Wealth Counselors | 6,051 | 6,051 | UNCH | 0.00% |
| Aurum Wealth Management Group LLC | 3,211 | 3,211 | UNCH | 0.00% |
| HBW Advisory Services LLC | 1,991 | 1,991 | UNCH | 0.00% |
| Relyea Zuckerberg Hanson LLC | 1,611 | 1,611 | UNCH | 0.00% |
| Banque Cantonale Vaudoise | 900 | 900 | UNCH | 0.00% |
| Tsfg LLC | 278 | 278 | UNCH | 0.00% |
| Lion Street Advisors LLC | 2,196 | 2,196 | UNCH | 0.00% |
| CVA Family Office LLC | 466 | 466 | UNCH | 0.00% |
| Aprio Wealth Management LLC | 1,975 | 1,975 | UNCH | 0.00% |
| Disciplined Investments LLC | 2,667 | 2,667 | UNCH | 0.00% |
| Waypoint Wealth Partners Inc. | 12,231 | 12,231 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 50 | 50 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 145 | 145 | UNCH | 0.00% |
| GoalVest Advisory LLC | 101 | 101 | UNCH | 0.00% |
| Brown Miller Wealth Management LLC | 3,052 | 3,052 | UNCH | 0.00% |
| 4J Wealth Management LLC | 4,257 | 4,257 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 119 | 119 | UNCH | 0.00% |
| MBL Wealth LLC | 3,620 | 3,620 | UNCH | 0.00% |
| JTC Employer Solutions Trusteee Ltd | 18,190 | 18,190 | UNCH | 0.00% |
| Activest Wealth Management | 286 | 286 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 672 | 672 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 10 | 10 | UNCH | 0.00% |
| Coston McIsaac & Partners | 9 | 9 | UNCH | 0.00% |
| Citizens Business Bank | 2,650 | 2,650 | UNCH | 0.00% |
| Cardinal Point Capital Management ULC | 1,397 | 1,397 | UNCH | 0.00% |
| Stephens Consulting LLC | 6,560 | 6,560 | UNCH | 0.00% |
| ZRC Wealth Management LLC | 17 | 17 | UNCH | 0.00% |
| CGC Financial Services LLC | 522 | 522 | UNCH | 0.00% |
| Evergreen Private Wealth LLC | 207 | 207 | UNCH | 0.00% |
| 13F Filers Decreasing QUAL Share Count | ||||
| Advisor Resource Council | 26,027 | 2,457 | -23,570 | -90.56% |
| Elk River Wealth Management LLC | 70,405 | 17,203 | -53,202 | -75.57% |
| Annapolis Financial Services LLC | 874 | 224 | -650 | -74.37% |
| First Pacific Financial | 85 | 26 | -59 | -69.41% |
| Phillips Financial Management LLC | 77 | 24 | -53 | -68.83% |
| Symmetry Partners LLC | 277,697 | 109,034 | -168,663 | -60.74% |
| Well Done LLC | 281,337 | 114,690 | -166,647 | -59.23% |
| NBT Bank N A NY | 2,064 | 915 | -1,149 | -55.67% |
| Annex Advisory Services LLC | 111,591 | 51,989 | -59,602 | -53.41% |
| Tyche Wealth Partners LLC | 7,010 | 3,704 | -3,306 | -47.16% |
| Dohj LLC | 17,255 | 9,510 | -7,745 | -44.89% |
| Private Ocean LLC | 208,742 | 119,173 | -89,569 | -42.91% |
| Sollinda Capital Management LLC | 185,067 | 111,061 | -74,006 | -39.99% |
| Criterion Capital Advisors LLC | 1,736 | 1,094 | -642 | -36.98% |
| EWG Elevate Inc. | 72,348 | 45,871 | -26,477 | -36.60% |
| Rosenberg Matthew Hamilton | 157 | 100 | -57 | -36.31% |
| Pallas Capital Advisors LLC | 10,148 | 6,989 | -3,159 | -31.13% |
| Security Financial Services INC. | 199,979 | 137,791 | -62,188 | -31.10% |
| Keystone Wealth Services LLC | 28,894 | 20,520 | -8,374 | -28.98% |
| Arlington Trust Co LLC | 965 | 693 | -272 | -28.19% |
| LexAurum Advisors LLC | 8,379 | 6,135 | -2,244 | -26.78% |
| Sharkey Howes & Javer | 292,094 | 214,495 | -77,599 | -26.57% |
| Park Place Capital Corp | 3,440 | 2,538 | -902 | -26.22% |
| Baldwin Brothers Inc. MA | 1,392 | 1,045 | -347 | -24.93% |
| Wealthcare Advisory Partners LLC | 73,442 | 55,871 | -17,571 | -23.93% |
| Symphony Financial Ltd. Co. | 54,705 | 41,673 | -13,032 | -23.82% |
| Western Financial Corp CA | 2,684 | 2,052 | -632 | -23.55% |
| Massmutual Trust Co. FSB ADV | 808 | 630 | -178 | -22.03% |
| ST Germain D J Co. Inc. | 315 | 249 | -66 | -20.95% |
| Ausdal Financial Partners Inc. | 13,496 | 10,854 | -2,642 | -19.58% |
| Spire Wealth Management | 93,564 | 75,263 | -18,301 | -19.56% |
| Cooper Financial Group | 8,575 | 6,907 | -1,668 | -19.45% |
| Asset Dedication LLC | 2,942 | 2,381 | -561 | -19.07% |
| Coastal Investment Advisors Inc. | 2,114 | 1,744 | -370 | -17.50% |
| RFG Advisory LLC | 82,224 | 68,684 | -13,540 | -16.47% |
| ONE Advisory Partners LLC | 99,561 | 83,629 | -15,932 | -16.00% |
| Verum Partners LLC | 2,173 | 1,827 | -346 | -15.92% |
| OneAscent Financial Services LLC | 1,598 | 1,346 | -252 | -15.77% |
| Firethorn Wealth Partners LLC | 42,551 | 36,652 | -5,899 | -13.86% |
| AdvisorNet Financial Inc | 35,231 | 30,396 | -4,835 | -13.72% |
| WASHINGTON TRUST Co | 6,734 | 5,811 | -923 | -13.71% |
| TrueWealth Advisors LLC | 3,998 | 3,475 | -523 | -13.08% |
| Amplius Wealth Advisors LLC | 16,020 | 14,218 | -1,802 | -11.25% |
| Venturi Wealth Management LLC | 19,550 | 17,363 | -2,187 | -11.19% |
| BKD Wealth Advisors LLC | 2,580 | 2,292 | -288 | -11.16% |
| Ashton Thomas Private Wealth LLC | 11,112 | 9,907 | -1,205 | -10.84% |
| Apeiron RIA LLC | 60,818 | 54,270 | -6,548 | -10.77% |
| Alpha Cubed Investments LLC | 3,245 | 2,902 | -343 | -10.57% |
| Sunbelt Securities Inc. | 6,315 | 5,651 | -664 | -10.51% |
| Hobart Private Capital LLC | 3,861 | 3,472 | -389 | -10.08% |
| Wealthfront Advisers LLC | 2,442 | 2,197 | -245 | -10.03% |
| Elevated Capital Advisors LLC | 63,891 | 57,550 | -6,341 | -9.92% |
| Colton Groome Financial Advisors LLC | 26,766 | 24,126 | -2,640 | -9.86% |
| Strategic Blueprint LLC | 220,736 | 200,062 | -20,674 | -9.37% |
| CFM Wealth Partners LLC | 14,313 | 12,999 | -1,314 | -9.18% |
| Valeo Financial Advisors LLC | 4,033 | 3,675 | -358 | -8.88% |
| Johnson Bixby & Associates LLC | 11,267 | 10,318 | -949 | -8.42% |
| Market Street Wealth Management Advisors LLC | 17,001 | 15,623 | -1,378 | -8.11% |
| Financial Sense Advisors Inc. | 7,025 | 6,476 | -549 | -7.81% |
| Sovereign Financial Group Inc. | 9,061 | 8,364 | -697 | -7.69% |
| Woodmont Investment Counsel LLC | 25,053 | 23,173 | -1,880 | -7.50% |
| Capital Asset Advisory Services LLC | 2,550 | 2,359 | -191 | -7.49% |
| Global Retirement Partners LLC | 47,695 | 44,168 | -3,527 | -7.39% |
| Iams Wealth Management LLC | 4,267 | 3,956 | -311 | -7.29% |
| Cypress Wealth Services LLC | 107,559 | 100,203 | -7,356 | -6.84% |
| Pure Financial Advisors Inc. | 110,273 | 102,826 | -7,447 | -6.75% |
| Hoxton Planning & Management LLC | 28,324 | 26,450 | -1,874 | -6.62% |
| Boston Trust Walden Corp | 3,840 | 3,590 | -250 | -6.51% |
| Solstein Capital LLC | 1,811 | 1,702 | -109 | -6.02% |
| Octavia Wealth Advisors LLC | 2,783 | 2,617 | -166 | -5.96% |
| Fifth Third Securities Inc. | 2,022 | 1,902 | -120 | -5.93% |
| Trilogy Capital Inc. | 298,614 | 282,782 | -15,832 | -5.30% |
| Veracity Capital LLC | 2,410 | 2,288 | -122 | -5.06% |
| Apella Capital LLC | 181,743 | 172,616 | -9,127 | -5.02% |
| Gradient Investments LLC | 455,411 | 432,782 | -22,629 | -4.97% |
| Nikulski Financial Inc. | 7,244 | 6,904 | -340 | -4.69% |
| Panoramic Investment Advisors LLC | 26,488 | 25,295 | -1,193 | -4.50% |
| CWM LLC | 4,345,720 | 4,153,846 | -191,874 | -4.42% |
| Monticello Wealth Management LLC | 234,193 | 223,917 | -10,276 | -4.39% |
| Bay Harbor Wealth Management LLC | 55,596 | 53,393 | -2,203 | -3.96% |
| Columbus Macro LLC | 13,166 | 12,665 | -501 | -3.81% |
| OMNI 360 Wealth Inc. | 24,810 | 23,906 | -904 | -3.64% |
| Breakwater Capital Group | 25,413 | 24,499 | -914 | -3.60% |
| Carlson Capital Management | 2,137 | 2,062 | -75 | -3.51% |
| Meridian Financial Partners LLC | 6,036 | 5,826 | -210 | -3.48% |
| Private Trust Co. NA | 21,836 | 21,151 | -685 | -3.14% |
| Lincoln Capital Corp | 64,363 | 62,358 | -2,005 | -3.12% |
| Willis Johnson & Associates Inc. | 2,608 | 2,527 | -81 | -3.11% |
| Ferguson Wellman Capital Management Inc. | 3,036 | 2,942 | -94 | -3.10% |
| RVW Wealth LLC | 147,339 | 142,819 | -4,520 | -3.07% |
| Trust Co | 13,443 | 13,054 | -389 | -2.89% |
| Yoder Wealth Management Inc. | 49,691 | 48,383 | -1,308 | -2.63% |
| ERn Financial LLC | 68,536 | 66,855 | -1,681 | -2.45% |
| Raymond James & Associates | 871,323 | 852,045 | -19,278 | -2.21% |
| Fortune Financial Advisors LLC | 3,185 | 3,117 | -68 | -2.14% |
| Wolff Financial Management LLC | 6,606 | 6,498 | -108 | -1.63% |
| Diversified Trust Co | 3,697 | 3,637 | -60 | -1.62% |
| Signature Securities Group Corporation | 14,412 | 14,193 | -219 | -1.52% |
| Cambridge Advisors Inc. | 1,607 | 1,584 | -23 | -1.43% |
| Private Capital Management LLC | 18,213 | 17,975 | -238 | -1.31% |
| RWM Asset Management LLC | 5,676 | 5,605 | -71 | -1.25% |
| Level Financial Advisors Inc. | 11,187 | 11,048 | -139 | -1.24% |
| Bristlecone Advisors LLC | 17,204 | 16,993 | -211 | -1.23% |
| Lantz Financial LLC | 27,129 | 26,808 | -321 | -1.18% |
| G&S Capital LLC | 7,479 | 7,392 | -87 | -1.16% |
| Steel Peak Wealth Management LLC | 135,342 | 133,890 | -1,452 | -1.07% |
| Integrity Wealth Solutions LLC | 1,600 | 1,584 | -16 | -1.00% |
| Pasadena Private Wealth LLC | 4,443 | 4,400 | -43 | -0.97% |
| Red Tortoise LLC | 39,870 | 39,508 | -362 | -0.91% |
| Fifth Third Bancorp | 16,289 | 16,160 | -129 | -0.79% |
| MBE Wealth Management LLC | 8,036 | 7,976 | -60 | -0.75% |
| Prosperity Planning Inc. | 1,496 | 1,485 | -11 | -0.74% |
| Garrett Investment Advisors LLC | 81,739 | 81,137 | -602 | -0.74% |
| Schoolcraft Capital LLC | 380,601 | 378,010 | -2,591 | -0.68% |
| Stonehearth Capital Management LLC | 102,687 | 102,011 | -676 | -0.66% |
| Skyline Advisors Inc. | 99,211 | 98,626 | -585 | -0.59% |
| Cornerstone Wealth Management LLC | 21,825 | 21,698 | -127 | -0.58% |
| Cora Capital Advisors LLC | 36,574 | 36,369 | -205 | -0.56% |
| Tarbox Family Office Inc. | 18,557 | 18,457 | -100 | -0.54% |
| Archford Capital Strategies LLC | 1,540 | 1,532 | -8 | -0.52% |
| Trinity Wealth Management LLC | 94,712 | 94,244 | -468 | -0.49% |
| Howard Financial Services LTD. | 370,835 | 369,040 | -1,795 | -0.48% |
| Weaver Consulting Group | 112,318 | 111,792 | -526 | -0.47% |
| Retirement Planning Group | 8,907 | 8,868 | -39 | -0.44% |
| Brown Advisory Inc. | 50,381 | 50,250 | -131 | -0.26% |
| Cedar Brook Financial Partners LLC | 1,946 | 1,942 | -4 | -0.21% |
| SNS Financial Group LLC | 710,790 | 709,497 | -1,293 | -0.18% |
| Lake Street Financial LLC | 4,022 | 4,018 | -4 | -0.10% |
| Cambridge Investment Research Advisors Inc. | 537,818 | 537,346 | -472 | -0.09% |
| 13F Filers Exiting QUAL | ||||
| Williams Financial LLC | 31,499 | 0 | -31,499 | -100.00% |
| Opal Wealth Advisors LLC | 1,445 | 0 | -1,445 | -100.00% |
| Centennial Wealth Advisory LLC | 4,775 | 0 | -4,775 | -100.00% |
| Lloyd Advisory Services LLC. | 7,110 | 0 | -7,110 | -100.00% |
| Kovack Advisors Inc. | 3,550 | 0 | -3,550 | -100.00% |
| 17 Capital Partners LLC | 3,023 | 0 | -3,023 | -100.00% |
| Personal Resources Investment & Strategic Management Inc. | 91,405 | 0 | -91,405 | -100.00% |
| Quattro Financial Advisors LLC | 147 | 0 | -147 | -100.00% |
| Synergy Financial Management LLC | 1,618 | 0 | -1,618 | -100.00% |
| Moisand Fitzgerald Tamayo LLC | 193 | 0 | -193 | -100.00% |
| Ayalon Holdings Ltd. | 1,015 | 0 | -1,015 | -100.00% |
| Northside Capital Management LLC | 1,542 | 0 | -1,542 | -100.00% |
| Hanson & Doremus Investment Management | 37 | 0 | -37 | -100.00% |
| Arlington Partners LLC | 261 | 0 | -261 | -100.00% |
| Contravisory Investment Management Inc. | 145 | 0 | -145 | -100.00% |
| Rational Advisors LLC | 221,106 | 0 | -221,106 | -100.00% |
| Tompkins Financial Corp | 79 | 0 | -79 | -100.00% |
See Summary: Institutional Holders of QUAL
See Details: Top 10 Hedge Funds Holding QUAL
