HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing GSEP Share Count | ||||
| Commonwealth Equity Services LLC | 529,891 | 532,050 | +2,159 | +0.41% |
| 13F Filers Reporting New Positions In GSEP | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Raymond James & Associates | 0 | 100,036 | +100,036 | +100% |
| Raymond James Financial Services Advisors Inc. | 0 | 472,555 | +472,555 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| City Holding Co. | 61,810 | 61,810 | UNCH | 0.00% |
| Blue Bell Private Wealth Management LLC | 1,300 | 1,300 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 2,033 | 2,033 | UNCH | 0.00% |
| Kestra Private Wealth Services LLC | 14,925 | 14,925 | UNCH | 0.00% |
| HBW Advisory Services LLC | 7,022 | 7,022 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 9,785 | 9,785 | UNCH | 0.00% |
| Keystone Wealth Services LLC | 15,928 | 15,928 | UNCH | 0.00% |
| NorthCrest Asset Manangement LLC | 20,833 | 20,833 | UNCH | 0.00% |
| Tanglewood Legacy Advisors LLC | 150 | 150 | UNCH | 0.00% |
| Holistic Planning LLC | 12,250 | 12,250 | UNCH | 0.00% |
| Schulz Wealth LTD. | 58,144 | 58,144 | UNCH | 0.00% |
| 13F Filers Decreasing GSEP Share Count | ||||
| Janney Montgomery Scott LLC | 19,208 | 11,332 | -7,876 | -41.00% |
| Integrity Financial Corp WA | 11,942 | 10,254 | -1,688 | -14.13% |
| CWM LLC | 4,003 | 3,576 | -427 | -10.67% |
| Cambridge Investment Research Advisors Inc. | 28,343 | 26,382 | -1,961 | -6.92% |
| Accel Wealth Management | 9,800 | 9,500 | -300 | -3.06% |
| 13F Filers Exiting GSEP | ||||
| First Community Trust NA | 205 | 0 | -205 | -100.00% |
See Summary: Institutional Holders of GSEP
See Details: Top 10 Hedge Funds Holding GSEP
