HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing GSIE Share Count | ||||
| Harbor Investment Advisory LLC | 185 | 1,417 | +1,232 | +665.95% |
| RWM Asset Management LLC | 10,959 | 16,978 | +6,019 | +54.92% |
| Ausdal Financial Partners Inc. | 7,486 | 9,859 | +2,373 | +31.70% |
| CWM LLC | 198,376 | 228,860 | +30,484 | +15.37% |
| Hennion & Walsh Asset Management Inc. | 392,567 | 430,843 | +38,276 | +9.75% |
| Financial Management Professionals Inc. | 952,604 | 999,184 | +46,580 | +4.89% |
| Channel Wealth LLC | 24,778 | 25,958 | +1,180 | +4.76% |
| Pallas Capital Advisors LLC | 456,250 | 471,108 | +14,858 | +3.26% |
| Dynamic Advisor Solutions LLC | 97,952 | 100,823 | +2,871 | +2.93% |
| American National Bank | 430,448 | 441,519 | +11,071 | +2.57% |
| LexAurum Advisors LLC | 312,893 | 320,352 | +7,459 | +2.38% |
| Baker Ellis Asset Management LLC | 311,238 | 318,481 | +7,243 | +2.33% |
| Wealthcare Advisory Partners LLC | 170,987 | 174,748 | +3,761 | +2.20% |
| Winthrop Advisory Group LLC | 124,052 | 126,156 | +2,104 | +1.70% |
| Appleton Partners Inc. MA | 434,798 | 438,032 | +3,234 | +0.74% |
| NBC Securities Inc. | 2,887 | 2,898 | +11 | +0.38% |
| Insight Wealth Strategies LLC | 707,275 | 709,845 | +2,570 | +0.36% |
| 13F Filers Reporting New Positions In GSIE | ||||
| ST Germain D J Co. Inc. | 0 | 134 | +134 | +100% |
| Brookstone Capital Management | 0 | 6,705 | +6,705 | +100% |
| RFG Advisory LLC | 0 | 7,098 | +7,098 | +100% |
| Capital Advisors Wealth Management LLC | 0 | 5,929 | +5,929 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First National Corp MA ADV | 8,235 | 8,235 | UNCH | 0.00% |
| Tompkins Financial Corp | 2,547 | 2,547 | UNCH | 0.00% |
| M&R Capital Management Inc. | 51 | 51 | UNCH | 0.00% |
| Cambridge Advisors Inc. | 7,600 | 7,600 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 42 | 42 | UNCH | 0.00% |
| Inscription Capital LLC | 37,407 | 37,407 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 144 | 144 | UNCH | 0.00% |
| 13F Filers Decreasing GSIE Share Count | ||||
| Amplius Wealth Advisors LLC | 71,613 | 49,825 | -21,788 | -30.42% |
| Richard P Slaughter Associates Inc | 40,563 | 32,244 | -8,319 | -20.51% |
| Wealth Enhancement Advisory Services LLC | 269,468 | 236,202 | -33,266 | -12.35% |
| Manning & Napier Group LLC | 254,852 | 246,665 | -8,187 | -3.21% |
| Kathmere Capital Management LLC | 64,267 | 62,622 | -1,645 | -2.56% |
| Atwood & Palmer Inc. | 393,197 | 386,196 | -7,001 | -1.78% |
| Retirement Planning Group | 212,634 | 211,843 | -791 | -0.37% |
| Stonehearth Capital Management LLC | 89,963 | 89,695 | -268 | -0.30% |
| John W. Brooker & Co. CPAs | 73,585 | 73,400 | -185 | -0.25% |
| 13F Filers Exiting GSIE | ||||
| Kingswood Wealth Advisors LLC | 6,682 | 0 | -6,682 | -100.00% |
| International Assets Investment Management LLC | 2,580 | 0 | -2,580 | -100.00% |
| Security National Bank | 1,264 | 0 | -1,264 | -100.00% |
| First Hawaiian Bank | 17,058 | 0 | -17,058 | -100.00% |
See Summary: Institutional Holders of GSIE
See Details: Top 10 Hedge Funds Holding GSIE
