HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing GCOW Share Count | ||||
| CWM LLC | 375 | 954 | +579 | +154.40% |
| International Assets Investment Management LLC | 36,709 | 59,201 | +22,492 | +61.27% |
| High Net Worth Advisory Group LLC | 8,416 | 13,267 | +4,851 | +57.64% |
| Sound Income Strategies LLC | 49 | 76 | +27 | +55.10% |
| Strategic Financial Concepts LLC | 65,615 | 87,185 | +21,570 | +32.87% |
| Lane & Associates LLC | 16,855 | 20,264 | +3,409 | +20.23% |
| Total Clarity Wealth Management Inc. | 12,285 | 14,490 | +2,205 | +17.95% |
| Opal Wealth Advisors LLC | 11,654 | 13,545 | +1,891 | +16.23% |
| Aviance Capital Partners LLC | 25,681 | 28,623 | +2,942 | +11.46% |
| RFG Advisory LLC | 16,396 | 17,580 | +1,184 | +7.22% |
| Raymond James & Associates | 400,941 | 426,048 | +25,107 | +6.26% |
| Financial Management Network Inc. | 428,529 | 449,818 | +21,289 | +4.97% |
| HF Advisory Group LLC | 8,507 | 8,913 | +406 | +4.77% |
| Searcy Financial Services Inc. ADV | 33,390 | 34,975 | +1,585 | +4.75% |
| Raymond James Trust N.A. | 9,757 | 10,109 | +352 | +3.61% |
| IAM Advisory LLC | 281,158 | 285,989 | +4,831 | +1.72% |
| Cedar Brook Financial Partners LLC | 6,211 | 6,307 | +96 | +1.55% |
| Brookstone Capital Management | 8,599 | 8,647 | +48 | +0.56% |
| TAP Consulting LLC | 48,377 | 48,556 | +179 | +0.37% |
| 13F Filers Reporting New Positions In GCOW | ||||
| Valley National Advisers Inc. | 0 | 609 | +609 | +100% |
| EWG Elevate Inc. | 0 | 39,729 | +39,729 | +100% |
| Kathleen S. Wright Associates Inc. | 0 | 300 | +300 | +100% |
| Simplicity Wealth LLC | 0 | 26,982 | +26,982 | +100% |
| New Century Financial Group LLC | 0 | 6,032 | +6,032 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Optimum Investment Advisors | 200 | 200 | UNCH | 0.00% |
| Flagship Harbor Advisors LLC | 13,184 | 13,184 | UNCH | 0.00% |
| Global Retirement Partners LLC | 9,086 | 9,086 | UNCH | 0.00% |
| HBW Advisory Services LLC | 95,019 | 95,019 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 17 | 17 | UNCH | 0.00% |
| FSC Wealth Advisors LLC | 500 | 500 | UNCH | 0.00% |
| 1858 Wealth Management LLC | 60,000 | 60,000 | UNCH | 0.00% |
| 13F Filers Decreasing GCOW Share Count | ||||
| Calton & Associates Inc. | 97,925 | 12,741 | -85,184 | -86.99% |
| Wealth Enhancement Advisory Services LLC | 79,618 | 27,971 | -51,647 | -64.87% |
| Cooper Financial Group | 22,196 | 9,356 | -12,840 | -57.85% |
| Sharkey Howes & Javer | 672,253 | 318,231 | -354,022 | -52.66% |
| Stratos Wealth Partners LTD. | 124,047 | 65,618 | -58,429 | -47.10% |
| Amplius Wealth Advisors LLC | 95,802 | 66,895 | -28,907 | -30.17% |
| Park Avenue Securities LLC | 10,731 | 8,848 | -1,883 | -17.55% |
| Private Trust Co. NA | 1,859 | 1,624 | -235 | -12.64% |
| SeaCrest Wealth Management LLC | 17,895 | 16,280 | -1,615 | -9.02% |
| Kingswood Wealth Advisors LLC | 8,207 | 7,516 | -691 | -8.42% |
| Cambridge Investment Research Advisors Inc. | 1,042,852 | 963,021 | -79,831 | -7.66% |
| Zimmermann Investment Management & Planning LLC | 31,020 | 29,170 | -1,850 | -5.96% |
| Fermata Advisors LLC | 359,224 | 340,839 | -18,385 | -5.12% |
| Raymond James Financial Services Advisors Inc. | 1,094,636 | 1,045,606 | -49,030 | -4.48% |
| Coastal Investment Advisors Inc. | 7,455 | 7,255 | -200 | -2.68% |
| Wealthcare Advisory Partners LLC | 22,832 | 22,600 | -232 | -1.02% |
| BCS Wealth Management | 19,979 | 19,794 | -185 | -0.93% |
| Investment Partners Asset Management Inc. | 36,642 | 36,596 | -46 | -0.13% |
| 13F Filers Exiting GCOW | ||||
| McGlone Suttner Wealth Management Inc. | 702 | 0 | -702 | -100.00% |
| Advisor Resource Council | 7,870 | 0 | -7,870 | -100.00% |
| Vanguard Capital Wealth Advisors | 10,889 | 0 | -10,889 | -100.00% |
| Stratos Wealth Advisors LLC | 34,269 | 0 | -34,269 | -100.00% |
| Fifth Third Bancorp | 1,329 | 0 | -1,329 | -100.00% |
See Summary: Institutional Holders of GCOW
See Details: Top 10 Hedge Funds Holding GCOW
