HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing GVI Share Count | ||||
| GAMMA Investing LLC | 698 | 1,104 | +406 | +58.17% |
| Webster Bank N. A. | 38,975 | 56,063 | +17,088 | +43.84% |
| First Citizens Bank & Trust Co. | 144,342 | 175,769 | +31,427 | +21.77% |
| Courier Capital LLC | 22,525 | 27,178 | +4,653 | +20.66% |
| Opal Wealth Advisors LLC | 17,648 | 20,898 | +3,250 | +18.42% |
| Patten Group Inc. | 13,868 | 16,237 | +2,369 | +17.08% |
| Bank of New Hampshire | 85,582 | 100,154 | +14,572 | +17.03% |
| Guidance Capital Inc. | 4,186 | 4,727 | +541 | +12.92% |
| Park Avenue Securities LLC | 3,039 | 3,353 | +314 | +10.33% |
| Trust Co. of Virginia VA | 328,532 | 334,095 | +5,563 | +1.69% |
| First Hawaiian Bank | 82,332 | 82,886 | +554 | +0.67% |
| OneAscent Financial Services LLC | 42,039 | 42,271 | +232 | +0.55% |
| 13F Filers With Unchanged Share Count | ||||
| Fulton Bank N.A. | 1,949 | 1,949 | UNCH | 0.00% |
| Norwood Financial Corp | 240 | 240 | UNCH | 0.00% |
| Indiana Trust & Investment Management CO | 4,652 | 4,652 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 98 | 98 | UNCH | 0.00% |
| Harbor Investment Advisory LLC | 600 | 600 | UNCH | 0.00% |
| Dynamic Advisor Solutions LLC | 3,120 | 3,120 | UNCH | 0.00% |
| Sound Income Strategies LLC | 230 | 230 | UNCH | 0.00% |
| S.A. Mason LLC | 900 | 900 | UNCH | 0.00% |
| CVA Family Office LLC | 205 | 205 | UNCH | 0.00% |
| 13F Filers Decreasing GVI Share Count | ||||
| Wealth Enhancement Advisory Services LLC | 9,539 | 6,922 | -2,617 | -27.43% |
| Bangor Savings Bank | 6,035 | 4,565 | -1,470 | -24.36% |
| First Financial Bank Trust Division | 13,024 | 11,764 | -1,260 | -9.67% |
| Stratos Wealth Partners LTD. | 2,443 | 2,332 | -111 | -4.54% |
| Legacy Private Trust Co. | 60,341 | 57,998 | -2,343 | -3.88% |
| Northwest Investment Counselors LLC | 80,944 | 78,720 | -2,224 | -2.75% |
| OLD National Bancorp IN | 27,390 | 27,190 | -200 | -0.73% |
| CWM LLC | 2,104 | 2,090 | -14 | -0.67% |
| 13F Filers Exiting GVI | ||||
| Henrickson Nauta Wealth Advisors Inc. | 2,627 | 0 | -2,627 | -100.00% |
| GoalVest Advisory LLC | 145 | 0 | -145 | -100.00% |
| Capital Insight Partners LLC | 2,711 | 0 | -2,711 | -100.00% |
| Orgel Wealth Management LLC | 16,993 | 0 | -16,993 | -100.00% |
| True North Advisors LLC | 19,909 | 0 | -19,909 | -100.00% |
| Sunbelt Securities Inc. | 494 | 0 | -494 | -100.00% |
| Massmutual Trust Co. FSB ADV | 1,525 | 0 | -1,525 | -100.00% |
See Summary: Institutional Holders of GVI
See Details: Top 10 Hedge Funds Holding GVI
