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Institutional Holders of TEQI
HolderAmountPosition Size
($ in 1000's)
 As of
Dynamic Advisor Solutions LLC139,296$5,522 03/31/2024
     TEQI139,296$5,522 03/31/2024
Cetera Advisor Networks LLC77,025$2,814 12/31/2023
     TEQI77,025$2,814 12/31/2023
Lantz Financial LLC54,074$2,143 03/31/2024
     TEQI54,074$2,143 03/31/2024
Stifel Financial Corp39,422$1,440 12/31/2023
     TEQI39,422$1,440 12/31/2023
CENTRAL TRUST Co32,230$1,278 03/31/2024
     TEQI32,230$1,278 03/31/2024
CWM LLC27,276$1,081 03/31/2024
     TEQI27,276$1,081 03/31/2024
Envestnet Asset Management Inc.29,112$1,063 12/31/2023
     TEQI29,112$1,063 12/31/2023
Royal Bank of Canada22,284$814 12/31/2023
     TEQI22,284$814 12/31/2023
Cambridge Investment Research Advisors Inc.19,599$777 03/31/2024
     TEQI19,599$777 03/31/2024
Bank of America Corp DE19,598$716 12/31/2023
     TEQI19,598$716 12/31/2023
Goldman Sachs Group Inc.14,853$543 12/31/2023
     TEQI14,853$543 12/31/2023
Commonwealth Equity Services LLC13,756$503 12/31/2023
     TEQI13,756$503 12/31/2023
Financial Partners Group Inc12,339$451 12/31/2023
     TEQI12,339$451 12/31/2023
Harbour Investments Inc.10,347$378 12/31/2023
     TEQI10,347$378 12/31/2023
D.A. Davidson & CO.10,062$368 12/31/2023
     TEQI10,062$368 12/31/2023
Financial Connections Group Inc.7,752$283 12/31/2023
     TEQI7,752$283 12/31/2023
Bond & Devick Financial Network Inc.6,472$257 03/31/2024
     TEQI6,472$257 03/31/2024
Janney Montgomery Scott LLC6,651$243 12/31/2023
     TEQI6,651$243 12/31/2023
Kowal Investment Group LLC5,955$236 03/31/2024
     TEQI5,955$236 03/31/2024
Cetera Investment Advisers5,799$212 12/31/2023
     TEQI5,799$212 12/31/2023
Trust Co of Kansas5,713$209 12/31/2023
     TEQI5,713$209 12/31/2023
Kestra Advisory Services LLC5,487$200 12/31/2023
     TEQI5,487$200 12/31/2023
Geneos Wealth Management Inc.1,325$48 12/31/2023
     TEQI1,325$48 12/31/2023
UBS Group AG851$31 12/31/2023
     TEQI851$31 12/31/2023
Advisor Group Holdings Inc.800$29 12/31/2023
     TEQI800$29 12/31/2023
Capital Investment Advisory Services LLC400$16 03/31/2024
     TEQI400$16 03/31/2024
JPMorgan Chase & Co.4$0 12/31/2023
     TEQI4$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     TEQI0$0 12/31/2023

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

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