HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing GMOM Share Count | ||||
| UBS Group AG | 157 | 1,410 | +1,253 | +798.09% |
| Commonwealth Equity Services LLC | 71,815 | 74,649 | +2,834 | +3.95% |
| Citadel Advisors LLC | 10,126 | 10,293 | +167 | +1.65% |
| Lincoln National Corp | 46,626 | 47,032 | +406 | +0.87% |
| Professional Financial Advisors LLC | 8,655 | 8,678 | +23 | +0.27% |
| Raymond James Financial Services Advisors Inc. | 173,522 | 173,731 | +209 | +0.12% |
| Morgan Stanley | 3,000 | 3,001 | +1 | +0.03% |
| 13F Filers Reporting New Positions In GMOM | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| FMR LLC | 0 | 1 | +1 | +100% |
| HM Payson & Co. | 0 | 68 | +68 | +100% |
| Arvest Investments Inc. | 0 | 114,549 | +114,549 | +100% |
| Susquehanna International Group LLP | 0 | 8,269 | +8,269 | +100% |
| Vivaldi Capital Management LLC | 0 | 7,863 | +7,863 | +100% |
| ICA Group Wealth Management LLC | 0 | 869 | +869 | +100% |
| Hobbs Group Advisors LLC | 0 | 1,200 | +1,200 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Wells Fargo & Company MN | 1 | 1 | UNCH | 0.00% |
| Harbour Investments Inc. | 207 | 207 | UNCH | 0.00% |
| Royal Bank of Canada | 767 | 767 | UNCH | 0.00% |
| Tower Research Capital LLC TRC | 100 | 100 | UNCH | 0.00% |
| Creative Planning | 8,272 | 8,272 | UNCH | 0.00% |
| Parallel Advisors LLC | 762 | 762 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 67 | 67 | UNCH | 0.00% |
| ALM First Financial Advisors LLC | 1,600,000 | 1,600,000 | UNCH | 0.00% |
| 13F Filers Decreasing GMOM Share Count | ||||
| Advisor Group Holdings Inc. | 32,053 | 1,966 | -30,087 | -93.87% |
| Truist Financial Corp | 28,100 | 17,850 | -10,250 | -36.48% |
| CI Private Wealth LLC | 28,124 | 19,638 | -8,486 | -30.17% |
| Equitable Holdings Inc. | 287,862 | 206,984 | -80,878 | -28.10% |
| Raymond James & Associates | 16,040 | 11,570 | -4,470 | -27.87% |
| LPL Financial LLC | 77,179 | 56,214 | -20,965 | -27.16% |
| Mutual Advisors LLC | 15,562 | 12,194 | -3,368 | -21.64% |
| Cetera Advisor Networks LLC | 133,688 | 107,916 | -25,772 | -19.28% |
| Tempus Wealth Planning LLC | 17,549 | 14,435 | -3,114 | -17.74% |
| Compass Ion Advisors LLC | 28,004 | 23,309 | -4,695 | -16.77% |
| Cambria Investment Management L.P. | 423,820 | 392,415 | -31,405 | -7.41% |
| Betterment LLC | 427,303 | 395,972 | -31,331 | -7.33% |
| Wealthcare Advisory Partners LLC | 27,089 | 26,984 | -105 | -0.39% |
| 13F Filers Exiting GMOM | ||||
| Wealth Management Partners LLC | 9,737 | 0 | -9,737 | -100.00% |
| Eudaimonia Partners LLC | 9,783 | 0 | -9,783 | -100.00% |
| Integrated Wealth Concepts LLC | 7,458 | 0 | -7,458 | -100.00% |
| Envestnet Asset Management Inc. | 15,542 | 0 | -15,542 | -100.00% |
See Summary: Institutional Holders of GMOM
See Details: Top 10 Hedge Funds Holding GMOM
