QVAL(QVAL)
QVAL
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | -- | Jun 30, 26 | -200 | -- |
| MAI Capital Management | -- | Jun 30, 26 | -1.50K | -- |
| CWM, LLC | 217.00K | Mar 31, 26 | -8.20K | 2.39% |
| Mill Creek Capital Advisors, LLC | 4.31K | Mar 31, 26 | -- | 0.05% |
| Kathleen S. Wright Associates Inc. | 105.37K | Sep 30, 25 | -957 | 1.16% |
| Financial Advocates Investment Management | -- | Sep 30, 25 | -18.22K | -- |
| MENLO ADVISORS LLC | 248.74K | Jun 30, 25 | -2.62K | 2.73% |
| Private Portfolio Partners LLC | 24.36K | Dec 31, 24 | +1.21K | 0.27% |
| Householder Group Estate & Retirement Specialist, LLC | -- | Dec 31, 24 | -55 | -- |
| Raymond James Financial Services Advisors, Inc. | 120.74K | Sep 30, 24 | +6.68K | 1.33% |
| RAYMOND JAMES & ASSOCIATES | 41.31K | Sep 30, 24 | +27.18K | 0.45% |
| 9258 Wealth Management, LLC | 9.70K | Sep 30, 24 | -- | 0.11% |
| Cetera Advisor Networks LLC | 8.16K | Mar 31, 24 | -148 | 0.09% |
| PATHSTONE FAMILY OFFICE, LLC | 12.07K | Sep 30, 23 | +12.07K | 0.13% |
| Silicon Hills Wealth Management, LLC | 201.79K | Jun 30, 23 | +209 | 2.22% |
| EA Series Trust | 165.72K | Jun 30, 23 | +165.72K | 1.82% |
| Veritable, L.P. | 12.07K | Jun 30, 23 | -138 | 0.13% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6.03K | Mar 31, 22 | +6.03K | 0.07% |
| Live Your Vision, LLC | 150 | Mar 31, 19 | +150 | 0.00% |
| WFG Advisors, LP | 65.96K | Jun 30, 17 | +28.92K | 0.73% |
| Virtu KCG Holdings LLC | 21.12K | Jun 30, 17 | +21.12K | 0.23% |
| MSI Financial Services Inc | 2.10K | Dec 31, 16 | -2.38K | 0.02% |
| Carnick & Kubik, LLC | 500 | Mar 31, 16 | +500 | 0.01% |