HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing GSST Share Count | ||||
| Cassia Capital Partners LLC | 39,476 | 115,608 | +76,132 | +192.86% |
| AdvisorNet Financial Inc | 26,519 | 47,820 | +21,301 | +80.32% |
| Ignite Planners LLC | 29,854 | 50,172 | +20,318 | +68.06% |
| Amplius Wealth Advisors LLC | 249,024 | 367,391 | +118,367 | +47.53% |
| Wealth Enhancement Advisory Services LLC | 900,213 | 1,013,957 | +113,744 | +12.64% |
| Raymond James Financial Services Advisors Inc. | 20,724 | 22,389 | +1,665 | +8.03% |
| Raymond James & Associates | 97,248 | 104,807 | +7,559 | +7.77% |
| CWM LLC | 650,508 | 669,421 | +18,913 | +2.91% |
| Adell Harriman & Carpenter Inc. | 81,522 | 82,422 | +900 | +1.10% |
| 13F Filers Reporting New Positions In GSST | ||||
| Coastal Investment Advisors Inc. | 0 | 2,200 | +2,200 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Financial Management Professionals Inc. | 1,000 | 1,000 | UNCH | 0.00% |
| Northwest Capital Management Inc | 12 | 12 | UNCH | 0.00% |
| Spire Wealth Management | 1,180 | 1,180 | UNCH | 0.00% |
| Newbridge Financial Services Group Inc. | 1,000 | 1,000 | UNCH | 0.00% |
| Fortitude Family Office LLC | 500 | 500 | UNCH | 0.00% |
| 13F Filers Decreasing GSST Share Count | ||||
| Wagner Wealth Management LLC | 187,819 | 4,015 | -183,804 | -97.86% |
| Wiser Wealth Management Inc | 18,086 | 4,018 | -14,068 | -77.78% |
| Navalign LLC | 6,849 | 4,754 | -2,095 | -30.59% |
| Capital Advisors Ltd. LLC | 11,373 | 9,473 | -1,900 | -16.71% |
| Bristlecone Advisors LLC | 105,017 | 97,290 | -7,727 | -7.36% |
| Atwood & Palmer Inc. | 50,900 | 48,400 | -2,500 | -4.91% |
| Beese Fulmer Investment Management Inc. | 7,505 | 7,179 | -326 | -4.34% |
| Alpha Omega Wealth Management LLC | 169,420 | 165,327 | -4,093 | -2.42% |
| Dakota Wealth Management | 8,606 | 8,556 | -50 | -0.58% |
| 13F Filers Exiting GSST | ||||
| Monticello Wealth Management LLC | 5,022 | 0 | -5,022 | -100.00% |
| Gradient Investments LLC | 119 | 0 | -119 | -100.00% |
See Summary: Institutional Holders of GSST
See Details: Top 10 Hedge Funds Holding GSST
