HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing GTEK Share Count | ||||
| Glassman Wealth Services | 247 | 593 | +346 | +140.08% |
| Wealth Enhancement Advisory Services LLC | 12,257 | 26,229 | +13,972 | +113.99% |
| AdvisorNet Financial Inc | 250 | 450 | +200 | +80.00% |
| Cassia Capital Partners LLC | 74,885 | 100,323 | +25,438 | +33.97% |
| Heartwood Wealth Advisors LLC | 460,515 | 574,516 | +114,001 | +24.76% |
| Raymond James Financial Services Advisors Inc. | 264,583 | 328,235 | +63,652 | +24.06% |
| CWM LLC | 8,857 | 9,927 | +1,070 | +12.08% |
| Commonwealth Equity Services LLC | 9,424 | 10,445 | +1,021 | +10.83% |
| Susquehanna International Group LLP | 16,800 | 17,916 | +1,116 | +6.64% |
| 13F Filers Reporting New Positions In GTEK | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| International Assets Investment Management LLC | 0 | 0 | UNCH | 100% |
| Raymond James & Associates | 0 | 9,394 | +9,394 | +100% |
| LPL Financial LLC | 0 | 14,862 | +14,862 | +100% |
| Waldron Private Wealth LLC | 0 | 13,425 | +13,425 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| US Bancorp DE | 120 | 120 | UNCH | 0.00% |
| Blue Bell Private Wealth Management LLC | 291 | 291 | UNCH | 0.00% |
| 13F Filers Decreasing GTEK Share Count | ||||
| UBS Group AG | 3,135 | 34 | -3,101 | -98.92% |
| TD Waterhouse Canada Inc. | 30,744 | 29,211 | -1,533 | -4.99% |
| Retirement Planning Co of New England Inc. | 8,098 | 7,721 | -377 | -4.66% |
| Advisor Group Holdings Inc. | 6,646 | 6,638 | -8 | -0.12% |
| 13F Filers Exiting GTEK | ||||
| Advisory Services Network LLC | 50 | 0 | -50 | -100.00% |
See Summary: Institutional Holders of GTEK
See Details: Top 10 Hedge Funds Holding GTEK
