HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing GSY Share Count | ||||
| Capital Asset Advisory Services LLC | 273,120 | 376,785 | +103,665 | +37.96% |
| Ashton Thomas Private Wealth LLC | 33,128 | 45,162 | +12,034 | +36.33% |
| TruWealth Advisors LLC | 50,022 | 62,762 | +12,740 | +25.47% |
| Guidance Capital Inc. | 98,838 | 123,433 | +24,595 | +24.88% |
| Raymond James Financial Services Advisors Inc. | 59,487 | 72,658 | +13,171 | +22.14% |
| Raymond James & Associates | 369,680 | 430,306 | +60,626 | +16.40% |
| Regatta Capital Group LLC | 10,135 | 11,728 | +1,593 | +15.72% |
| Sovereign Financial Group Inc. | 28,648 | 31,887 | +3,239 | +11.31% |
| Johnson Bixby & Associates LLC | 310,809 | 343,111 | +32,302 | +10.39% |
| 4J Wealth Management LLC | 8,763 | 9,625 | +862 | +9.84% |
| Gradient Investments LLC | 1,180,840 | 1,263,250 | +82,410 | +6.98% |
| McNaughton Wealth Management LLC | 62,810 | 66,873 | +4,063 | +6.47% |
| CWM LLC | 369,728 | 381,305 | +11,577 | +3.13% |
| Strategic Blueprint LLC | 4,823 | 4,900 | +77 | +1.60% |
| KWB Wealth | 5,942 | 6,023 | +81 | +1.36% |
| International Assets Investment Management LLC | 7,246 | 7,256 | +10 | +0.14% |
| 13F Filers Reporting New Positions In GSY | ||||
| Wagner Wealth Management LLC | 0 | 829 | +829 | +100% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0 | 6,608 | +6,608 | +100% |
| Epic Trust Investment Advisors LLC | 0 | 8,840 | +8,840 | +100% |
| Register Financial Advisors LLC | 0 | 183 | +183 | +100% |
| PFG Investments LLC | 0 | 57,064 | +57,064 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Parsons Capital Management Inc. RI | 7,287 | 7,287 | UNCH | 0.00% |
| B & T Capital Management DBA Alpha Capital Management | 33,500 | 33,500 | UNCH | 0.00% |
| Ridgewood Investments LLC | 5,361 | 5,361 | UNCH | 0.00% |
| Northwest Capital Management Inc | 8 | 8 | UNCH | 0.00% |
| RTD Financial Advisors Inc. | 22,947 | 22,947 | UNCH | 0.00% |
| Catalyst Private Wealth LLC | 12,000 | 12,000 | UNCH | 0.00% |
| ZRC Wealth Management LLC | 602 | 602 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 500 | 500 | UNCH | 0.00% |
| 13F Filers Decreasing GSY Share Count | ||||
| Tsfg LLC | 172 | 25 | -147 | -85.47% |
| Atwood & Palmer Inc. | 26,550 | 6,350 | -20,200 | -76.08% |
| Stratos Wealth Partners LTD. | 17,815 | 9,407 | -8,408 | -47.20% |
| NBC Securities Inc. | 32,400 | 17,665 | -14,735 | -45.48% |
| Strategic Advocates LLC | 10,455 | 7,190 | -3,265 | -31.23% |
| Dynamic Advisor Solutions LLC | 34,241 | 26,540 | -7,701 | -22.49% |
| Octavia Wealth Advisors LLC | 22,936 | 19,681 | -3,255 | -14.19% |
| Advocacy Wealth Management Services LLC | 153,451 | 133,996 | -19,455 | -12.68% |
| Duncker Streett & Co. Inc. | 77,563 | 69,076 | -8,487 | -10.94% |
| KMG Fiduciary Partners LLC | 6,050 | 5,705 | -345 | -5.70% |
| Trust Co | 44,926 | 42,538 | -2,388 | -5.32% |
| Calton & Associates Inc. | 10,637 | 10,147 | -490 | -4.61% |
| Wealthcare Advisory Partners LLC | 19,144 | 18,266 | -878 | -4.59% |
| Wealthstar Advisors LLC | 48,635 | 46,489 | -2,146 | -4.41% |
| Santori & Peters Inc. | 4,742 | 4,541 | -201 | -4.24% |
| Global Retirement Partners LLC | 54,585 | 52,339 | -2,246 | -4.11% |
| CGC Financial Services LLC | 14,031 | 13,469 | -562 | -4.01% |
| Wealth Enhancement Advisory Services LLC | 4,125 | 4,043 | -82 | -1.99% |
| Main Street Financial Solutions LLC | 6,468 | 6,389 | -79 | -1.22% |
| Drive Wealth Management LLC | 131,260 | 129,961 | -1,299 | -0.99% |
| Capital Advisors Ltd. LLC | 143,576 | 142,632 | -944 | -0.66% |
| 13F Filers Exiting GSY | ||||
| Rosenberg Matthew Hamilton | 13 | 0 | -13 | -100.00% |
| Pasadena Private Wealth LLC | 74,394 | 0 | -74,394 | -100.00% |
| Buckingham Capital Management Inc. | 10,987 | 0 | -10,987 | -100.00% |
See Summary: Institutional Holders of GSY
See Details: Top 10 Hedge Funds Holding GSY
