There is a long list of 98 institutional holders of EQWL within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of EQWL by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-EQWL table below, the initial column indicates the name of each top institutional holder of EQWL, with a link to that fund's top holdings. The next columns indicate the amount of EQWL stock held by each of the institutional holders of EQWL, followed by the EQWL position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
LPL Financial LLC	469,363	$41,097	12/31/2023
EQWL	469,363	$41,097	12/31/2023
Fiduciary Planning LLC	288,855	$27,409	03/31/2024
EQWL	288,855	$27,409	03/31/2024
Morgan Stanley	202,742	$17,752	12/31/2023
EQWL	202,742	$17,752	12/31/2023
Cetera Advisor Networks LLC	195,850	$17,149	12/31/2023
EQWL	195,850	$17,149	12/31/2023
Ameriprise Financial Inc.	170,976	$14,989	12/31/2023
EQWL	170,976	$14,989	12/31/2023
Prentice Wealth Management LLC	118,146	$11,211	03/31/2024
EQWL	118,146	$11,211	03/31/2024
Bank of America Corp DE	112,702	$9,868	12/31/2023
EQWL	112,702	$9,868	12/31/2023
Bond & Devick Financial Network Inc.	103,341	$9,806	03/31/2024
EQWL	103,341	$9,806	03/31/2024
Wealth Enhancement Advisory Services LLC	95,366	$9,049	03/31/2024
EQWL	95,366	$9,049	03/31/2024
Cambridge Investment Research Advisors Inc.	83,760	$7,948	03/31/2024
EQWL	83,760	$7,948	03/31/2024
Raymond James Financial Services Advisors Inc.	76,475	$7,257	03/31/2024
EQWL	76,475	$7,257	03/31/2024
Thrivent Financial for Lutherans	76,329	$6,683	12/31/2023
EQWL	76,329	$6,683	12/31/2023
First National Trust Co	49,999	$4,744	03/31/2024
EQWL	49,999	$4,744	03/31/2024
Northwestern Mutual Wealth Management Co.	49,156	$4,304	12/31/2023
EQWL	49,156	$4,304	12/31/2023
Commonwealth Equity Services LLC	44,866	$4,257	03/31/2024
EQWL	44,866	$4,257	03/31/2024
ICA Group Wealth Management LLC	40,543	$3,550	12/31/2023
EQWL	40,543	$3,550	12/31/2023
UBS Group AG	36,300	$3,178	12/31/2023
EQWL	36,300	$3,178	12/31/2023
PCG Wealth Advisors LLC	32,199	$3,055	03/31/2024
EQWL	32,199	$3,055	03/31/2024
Able Wealth Management LLC	33,360	$2,921	12/31/2023
EQWL	33,360	$2,921	12/31/2023
Envestnet Asset Management Inc.	32,412	$2,838	12/31/2023
EQWL	32,412	$2,838	12/31/2023
Merit Financial Group LLC	27,453	$2,404	12/31/2023
EQWL	27,453	$2,404	12/31/2023
Harbour Investments Inc.	25,092	$2,197	12/31/2023
EQWL	25,092	$2,197	12/31/2023
Truist Financial Corp	24,901	$2,180	12/31/2023
EQWL	24,901	$2,180	12/31/2023
National Wealth Management Group LLC	24,844	$2,175	12/31/2023
EQWL	24,844	$2,175	12/31/2023
Royal Bank of Canada	24,625	$2,156	12/31/2023
EQWL	24,625	$2,156	12/31/2023
Sigma Planning Corp	18,572	$1,762	03/31/2024
EQWL	18,572	$1,762	03/31/2024
Captrust Financial Advisors	19,714	$1,726	12/31/2023
EQWL	19,714	$1,726	12/31/2023
Steele Capital Management Inc.	17,991	$1,707	03/31/2024
EQWL	17,991	$1,707	03/31/2024
Advisor Group Holdings Inc.	19,082	$1,671	12/31/2023
EQWL	19,082	$1,671	12/31/2023
Susquehanna International Group LLP	18,245	$1,598	12/31/2023
EQWL	18,245	$1,598	12/31/2023
Mariner LLC	18,043	$1,580	12/31/2023
EQWL	18,043	$1,580	12/31/2023
Fifth Third Securities Inc.	15,554	$1,476	03/31/2024
EQWL	15,554	$1,476	03/31/2024
Kestra Advisory Services LLC	16,709	$1,463	12/31/2023
EQWL	16,709	$1,463	12/31/2023
Raymond James & Associates	14,816	$1,406	03/31/2024
EQWL	14,816	$1,406	03/31/2024
CWM LLC	14,074	$1,335	03/31/2024
EQWL	14,074	$1,335	03/31/2024
Lincoln National Corp	13,035	$1,237	03/31/2024
EQWL	13,035	$1,237	03/31/2024
CoreFirst Bank & Trust	13,574	$1,189	12/31/2023
EQWL	13,574	$1,189	12/31/2023
Cetera Investment Advisers	13,404	$1,174	12/31/2023
EQWL	13,404	$1,174	12/31/2023
Personal CFO Solutions LLC	12,717	$1,114	12/31/2023
EQWL	12,717	$1,114	12/31/2023
Napa Wealth Management	12,604	$1,104	12/31/2023
EQWL	12,604	$1,104	12/31/2023
Winthrop Capital Management LLC	11,966	$1,048	12/31/2023
EQWL	11,966	$1,048	12/31/2023
Kingswood Wealth Advisors LLC	10,586	$1,005	03/31/2024
EQWL	10,586	$1,005	03/31/2024
Cedar Brook Financial Partners LLC	10,336	$981	03/31/2024
EQWL	10,336	$981	03/31/2024
Neuberger Berman Group LLC	10,600	$928	12/31/2023
EQWL	10,600	$928	12/31/2023
Creative Financial Designs Inc. ADV	9,261	$879	03/31/2024
EQWL	9,261	$879	03/31/2024
JFS Wealth Advisors LLC	9,200	$873	03/31/2024
EQWL	9,200	$873	03/31/2024
Park Avenue Securities LLC	8,512	$808	03/31/2024
EQWL	8,512	$808	03/31/2024
Nations Financial Group Inc. IA ADV	8,262	$784	03/31/2024
EQWL	8,262	$784	03/31/2024
Private Capital Management LLC	8,948	$783	12/31/2023
EQWL	8,948	$783	12/31/2023
Carnegie Capital Asset Management LLC	8,480	$742	12/31/2023
EQWL	8,480	$742	12/31/2023

See All: Funds Holding EQWL
See Details: Top 10 Hedge Funds Holding EQWL
Also See: EQWL Holdings Changes

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