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GSLC Holdings Changes image
This page summarizes the GSLC holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether GSLC is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing GSLC Share Count
Lee Financial Group Hawaii Inc. 14,457 129,672 +115,215 +796.95%
Cutler Group LP 100 700 +600 +600.00%
PFG Investments LLC 19,221 61,818 +42,597 +221.62%
Mason & Associates Inc 10,018 18,947 +8,929 +89.13%
Wealthfront Advisers LLC 13,082 20,308 +7,226 +55.24%
Dumont & Blake Investment Advisors LLC 5,686 7,738 +2,052 +36.09%
Flagship Harbor Advisors LLC 4,443 5,520 +1,077 +24.24%
American National Bank 42,226 51,146 +8,920 +21.12%
Traynor Capital Management Inc. 19,830 23,696 +3,866 +19.50%
Vicus Capital 5,962 6,983 +1,021 +17.13%
Strategic Blueprint LLC 4,457 5,191 +734 +16.47%
Fifth Third Securities Inc. 2,628 2,903 +275 +10.46%
Raymond James Trust N.A. 23,675 25,887 +2,212 +9.34%
Dynamic Advisor Solutions LLC 335,724 361,490 +25,766 +7.67%
Eaton Financial Holdings Company LLC 52,375 55,013 +2,638 +5.04%
Nikulski Financial Inc. 82,184 86,216 +4,032 +4.91%
Madison Park Capital Advisors LLC 8,814 9,217 +403 +4.57%
Ausdal Financial Partners Inc. 2,715 2,833 +118 +4.35%
Parsons Capital Management Inc. RI 24,784 25,775 +991 +4.00%
Financial Management Professionals Inc. 876,696 911,478 +34,782 +3.97%
Advance Capital Management Inc. 5,724 5,936 +212 +3.70%
Ashton Thomas Private Wealth LLC 33,660 34,885 +1,225 +3.64%
Lincoln Capital Corp 218,184 223,987 +5,803 +2.66%
Inscription Capital LLC 132,269 135,631 +3,362 +2.54%
Nations Financial Group Inc. IA ADV 35,639 36,290 +651 +1.83%
Stratos Wealth Advisors LLC 10,442 10,602 +160 +1.53%
Hennion & Walsh Asset Management Inc. 472,819 479,989 +7,170 +1.52%
Wealth Enhancement Advisory Services LLC 565,485 573,527 +8,042 +1.42%
Sunbelt Securities Inc. 98 99 +1 +1.02%
LexAurum Advisors LLC 166,924 167,970 +1,046 +0.63%
McAdam LLC 31,892 32,042 +150 +0.47%
Eagle Ridge Investment Management 11,993 12,028 +35 +0.29%
Stonehearth Capital Management LLC 15,152 15,192 +40 +0.26%
CVA Family Office LLC 56,083 56,180 +97 +0.17%
13F Filers Reporting New Positions In GSLC
Global Wealth Strategies & Associates 0 0 UNCH 100%
Wiley BROS. Aintree Capital LLC 0 2,425 +2,425 +100%
ST Germain D J Co. Inc. 0 71 +71 +100%
Duncker Streett & Co. Inc. 0 140 +140 +100%
Park Avenue Securities LLC 0 4,380 +4,380 +100%
Financial Sense Advisors Inc. 0 2,035 +2,035 +100%
Mather Group LLC. 0 94 +94 +100%
Smith Anglin Financial LLC 0 1,995 +1,995 +100%
Riverview Trust Co 0 461 +461 +100%
Brookstone Capital Management 0 2,024 +2,024 +100%
MV Capital Management Inc. 0 75 +75 +100%
Valeo Financial Advisors LLC 0 2,871 +2,871 +100%
17 Capital Partners LLC 0 2,289 +2,289 +100%
Summit Financial LLC 0 2,186 +2,186 +100%
Hummer Financial Advisory Services Inc 0 2,000 +2,000 +100%
MADDEN SECURITIES Corp 0 7,602 +7,602 +100%
Simplicity Wealth LLC 0 3,196 +3,196 +100%
ZRC Wealth Management LLC 0 39 +39 +100%
Edge Financial Advisors LLC 0 35,168 +35,168 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 541 541 UNCH 0.00%
Caldwell Sutter Capital Inc. 324 324 UNCH 0.00%
NBC Securities Inc. 1,067 1,067 UNCH 0.00%
Salem Investment Counselors Inc. 2,634 2,634 UNCH 0.00%
Leavell Investment Management Inc. 2,985 2,985 UNCH 0.00%
Baldwin Brothers Inc. MA 18 18 UNCH 0.00%
M&R Capital Management Inc. 35 35 UNCH 0.00%
Massmutual Trust Co. FSB ADV 264 264 UNCH 0.00%
Farmers & Merchants Investments Inc. 13,334 13,334 UNCH 0.00%
Blue Bell Private Wealth Management LLC 14 14 UNCH 0.00%
Montecito Bank & Trust 8,350 8,350 UNCH 0.00%
Busey Wealth Management 2,482 2,482 UNCH 0.00%
Harbor Investment Advisory LLC 701 701 UNCH 0.00%
Asset Dedication LLC 800 800 UNCH 0.00%
Westside Investment Management Inc. 100 100 UNCH 0.00%
Cambridge Advisors Inc. 6,776 6,776 UNCH 0.00%
Roble Belko & Company Inc 677 677 UNCH 0.00%
Synergy Financial Management LLC 2,609 2,609 UNCH 0.00%
Pinnacle Bank 889 889 UNCH 0.00%
Bfsg LLC 959 959 UNCH 0.00%
Global Trust Asset Management LLC 22 22 UNCH 0.00%
Versant Capital Management Inc 32 32 UNCH 0.00%
RDA Financial Network 3,485 3,485 UNCH 0.00%
Legend Financial Advisors Inc. 403 403 UNCH 0.00%
HBW Advisory Services LLC 14,090 14,090 UNCH 0.00%
Tsfg LLC 96 96 UNCH 0.00%
S.A. Mason LLC 1,075 1,075 UNCH 0.00%
Powell Investment Advisors LLC 5,552 5,552 UNCH 0.00%
Cadent Capital Advisors LLC 6,399 6,399 UNCH 0.00%
DHJJ Financial Advisors Ltd. 27 27 UNCH 0.00%
MBL Wealth LLC 2,400 2,400 UNCH 0.00%
Bank of New Hampshire 131 131 UNCH 0.00%
Sinecera Capital LLC 2,166 2,166 UNCH 0.00%
First International Bank & Trust 3,623 3,623 UNCH 0.00%
Armstrong Advisory Group Inc. 15,574 15,574 UNCH 0.00%
Signature Resources Capital Management LLC 61 61 UNCH 0.00%
Guidance Capital Inc. 3,170 3,170 UNCH 0.00%
Kingswood Wealth Advisors LLC 5,835 5,835 UNCH 0.00%
Williams & Novak LLC 9,882 9,882 UNCH 0.00%
GAMMA Investing LLC 1,266 1,266 UNCH 0.00%
13F Filers Decreasing GSLC Share Count
Tompkins Financial Corp 12,037 1,878 -10,159 -84.40%
Plimoth Trust Co. LLC 10,565 2,560 -8,005 -75.77%
Private Trust Co. NA 6,934 2,693 -4,241 -61.16%
Newbridge Financial Services Group Inc. 5,910 3,585 -2,325 -39.34%
Indiana Trust & Investment Management CO 1,251 834 -417 -33.33%
Wagner Wealth Management LLC 337 237 -100 -29.67%
WBH Advisory Inc. 20,642 15,348 -5,294 -25.65%
Canvas Wealth Advisors LLC 143,889 115,291 -28,598 -19.88%
Cambridge Investment Research Advisors Inc. 116,220 93,634 -22,586 -19.43%
Congress Wealth Management LLC DE 9,284 7,575 -1,709 -18.41%
Wetzel Investment Advisors Inc. 6,716 5,822 -894 -13.31%
Spire Wealth Management 156,015 135,455 -20,560 -13.18%
Monticello Wealth Management LLC 246,994 218,090 -28,904 -11.70%
Capital Advisors Wealth Management LLC 36,498 32,592 -3,906 -10.70%
Successful Portfolios LLC 2,154 1,940 -214 -9.94%
Arvest Investments Inc. 187,068 170,603 -16,465 -8.80%
LVZ Advisors Inc. 5,077 4,647 -430 -8.47%
Stratos Wealth Partners LTD. 4,242 3,941 -301 -7.10%
AdvisorNet Financial Inc 576,053 550,314 -25,739 -4.47%
Capital Advisors Ltd. LLC 101,471 96,945 -4,526 -4.46%
OneAscent Wealth Management LLC 4,326 4,140 -186 -4.30%
Retirement Planning Group 943,133 903,136 -39,997 -4.24%
CWM LLC 7,518 7,203 -315 -4.19%
Raymond James & Associates 1,131,367 1,086,428 -44,939 -3.97%
Raymond James Financial Services Advisors Inc. 302,351 290,730 -11,621 -3.84%
KWB Wealth 4,669 4,496 -173 -3.71%
Coastal Investment Advisors Inc. 6,793 6,551 -242 -3.56%
Capital Market Strategies LLC 4,754 4,599 -155 -3.26%
Morris Financial Concepts Inc. 5,191 5,026 -165 -3.18%
Kathmere Capital Management LLC 45,783 44,411 -1,372 -3.00%
IAG Wealth Partners LLC 271,653 264,575 -7,078 -2.61%
Global Retirement Partners LLC 13,447 13,104 -343 -2.55%
Regions Financial Corp 18,119 17,685 -434 -2.40%
Aurum Wealth Management Group LLC 18,001 17,650 -351 -1.95%
Bennett Associates Wealth Management 77,165 75,744 -1,421 -1.84%
Appleton Partners Inc. MA 462,831 454,359 -8,472 -1.83%
PFS Partners LLC 60,745 60,055 -690 -1.14%
Manning & Napier Group LLC 5,582 5,525 -57 -1.02%
E&G Advisors LP 23,185 23,135 -50 -0.22%
Chapin Davis Inc. 3,895 3,890 -5 -0.13%
13F Filers Exiting GSLC
McGlone Suttner Wealth Management Inc. 39 0 -39 -100.00%
Win Advisors Inc. 41,986 0 -41,986 -100.00%
Tennessee Valley Asset Management Partners 16 0 -16 -100.00%
Advisor Resource Council 8,544 0 -8,544 -100.00%
International Assets Investment Management LLC 146,719 0 -146,719 -100.00%
Gradient Investments LLC 44 0 -44 -100.00%
Fifth Third Bancorp 1,046 0 -1,046 -100.00%

See Summary: Institutional Holders of GSLC
See Details: Top 10 Hedge Funds Holding GSLC

GSLC Holdings Changes | www.HoldingsChannel.com

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