Ticker: QUIZ CUSIP: 98888G881 Class: QUALITY INTERNAT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| TRUE Private Wealth Advisors | 145,934 | $3,871 |
| Axim Planning & Wealth | 13,551 | $359 |
| Alteri Wealth LLC | 33,968 | $901 |
| Carter Financial Group, INC. | 18,565 | $493 |
| M1 Capital Management LLC | 18,142 | $481 |
| GeoWealth Management, LLC | 156,507 | $4,151 |
| Advyzon Investment Management, LLC | 46,124 | $1,223 |
| ZACKS INVESTMENT MANAGEMENT | 526,551 | $13,966 |
| Ignite Planners, LLC | 23,491 | $663 |
| Strategic Blueprint, LLC | 62,344 | $1,654 |
| VICTORY FINANCIAL GROUP, LLC | 21,659 | $574 |
| Independent Wealth Network Inc. | 8,188 | $217 |
| Faithward Advisors, LLC | 15,130 | $401 |
| Koshinski Asset Management, Inc. | 22,658 | $601 |
| Rossby Financial, LCC | 4,867 | $129 |
| Ethos Financial Group, LLC | 8,534 | $227 |
| Vise Technologies, Inc. | 20,956 | $556 |
| IHT Wealth Management, LLC | 8,071 | $214 |
| SRS Capital Advisors, Inc. | 6,528 | $173 |
| Cornerstone Planning Group LLC | 1,024 | $29 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CONTINENTAL INVESTORS SERVICES, INC. | 68,288 | 123,452 | +55,164 (+80.8%) |
| Navigation Wealth Management, Inc. | 80,513 | 91,137 | +10,624 (+13.2%) |
| Balboa Wealth Partners | 67,377 | 87,048 | +19,671 (+29.2%) |
| Paragon Private Wealth Management, LLC | 39,646 | 48,590 | +8,944 (+22.6%) |
| Arete Wealth Advisors, LLC | 39,947 | 112,195 | +72,248 (+180.9%) |
| UNIQUE WEALTH, LLC | 19,154 | 21,571 | +2,417 (+12.6%) |
| CreativeOne Wealth, LLC | 9,168 | 17,885 | +8,717 (+95.1%) |
| CoreCap Advisors, LLC | 48 | 4,918 | +4,870 (+10145.8%) |
| Simplicity Wealth,LLC | 26,650 | 28,833 | +2,183 (+8.2%) |
| Advisory Services Network, LLC | 86,141 | 90,842 | +4,701 (+5.5%) |
| HARBOUR INVESTMENTS, INC. | 681 | 2,041 | +1,360 (+199.7%) |
| Retirement Wealth Solutions LLC | 727 | 850 | +123 (+16.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Creative Planning | 38,584 | 23,517 | -15,067 (-39.0%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 80,181 | 77,137 | -3,044 (-3.8%) |