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This page summarizes the GTO 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 GTO 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).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing GTO Share Count |
|---|
| First Horizon Advisors Inc. |
153 |
287 |
+134 |
+87.58% |
| KMG Fiduciary Partners LLC |
141,956 |
219,956 |
+78,000 |
+54.95% |
| Howard Financial Services LTD. |
302,970 |
425,753 |
+122,783 |
+40.53% |
| CWM LLC |
680,435 |
934,244 |
+253,809 |
+37.30% |
| Channel Wealth LLC |
98,084 |
132,233 |
+34,149 |
+34.82% |
| Park Avenue Securities LLC |
21,703 |
25,629 |
+3,926 |
+18.09% |
| Raymond James & Associates |
81,580 |
93,557 |
+11,977 |
+14.68% |
| Aurum Wealth Management Group LLC |
42,405 |
47,393 |
+4,988 |
+11.76% |
| LexAurum Advisors LLC |
72,841 |
81,141 |
+8,300 |
+11.39% |
| Retirement Planning Group |
218,403 |
240,133 |
+21,730 |
+9.95% |
| Dynamic Advisor Solutions LLC |
204,540 |
223,843 |
+19,303 |
+9.44% |
| Allworth Financial LP |
3,535 |
3,773 |
+238 |
+6.73% |
| Cambridge Investment Research Advisors Inc. |
46,041 |
47,123 |
+1,082 |
+2.35% |
| Northwest Capital Management Inc |
2,408 |
2,450 |
+42 |
+1.74% |
| Spire Wealth Management |
567,500 |
576,649 |
+9,149 |
+1.61% |
| Cooper Financial Group |
46,260 |
46,831 |
+571 |
+1.23% |
| RTD Financial Advisors Inc. |
743,970 |
752,156 |
+8,186 |
+1.10% |
| Flagship Harbor Advisors LLC |
76,371 |
77,099 |
+728 |
+0.95% |
| RFG Advisory LLC |
26,503 |
26,739 |
+236 |
+0.89% |
| IAG Wealth Partners LLC |
93,690 |
93,759 |
+69 |
+0.07% |
| 13F Filers Reporting New Positions In GTO |
|---|
| Global Wealth Strategies & Associates |
0 |
0 |
UNCH |
100% |
| Financial Designs Corp |
0 |
148,330 |
+148,330 |
+100% |
| Capital Investment Advisory Services LLC |
0 |
1,144 |
+1,144 |
+100% |
| Wagner Wealth Management LLC |
0 |
28 |
+28 |
+100% |
| Stewardship Advisors LLC |
0 |
114,461 |
+114,461 |
+100% |
| Sandbox Financial Partners LLC |
0 |
57,048 |
+57,048 |
+100% |
| Simplicity Wealth LLC |
0 |
23,516 |
+23,516 |
+100% |
| PFG Investments LLC |
0 |
7,364 |
+7,364 |
+100% |
| Focus Financial Network Inc. |
0 |
386,253 |
+386,253 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Private Trust Co. NA |
2,099 |
2,099 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
366 |
366 |
UNCH |
0.00% |
| Gradient Investments LLC |
64 |
64 |
UNCH |
0.00% |
| Pinnacle Bank |
1,172 |
1,172 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
3,646 |
3,646 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
1,609 |
1,609 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
12,544 |
12,544 |
UNCH |
0.00% |
| Newbridge Financial Services Group Inc. |
530 |
530 |
UNCH |
0.00% |
| 13F Filers Decreasing GTO Share Count |
|---|
| Rockland Trust Co. |
22,121 |
10,975 |
-11,146 |
-50.39% |
| OneAscent Financial Services LLC |
51,275 |
30,507 |
-20,768 |
-40.50% |
| Brookstone Capital Management |
407,088 |
282,889 |
-124,199 |
-30.51% |
| Raymond James Financial Services Advisors Inc. |
393,790 |
280,498 |
-113,292 |
-28.77% |
| Intergy Private Wealth LLC |
7,074 |
5,388 |
-1,686 |
-23.83% |
| Hedeker Wealth LLC |
58,175 |
50,080 |
-8,095 |
-13.91% |
| Mechanics Bank Trust Department |
128,514 |
112,345 |
-16,169 |
-12.58% |
| Stratos Wealth Partners LTD. |
51,226 |
45,478 |
-5,748 |
-11.22% |
| Treasure Coast Financial Planning |
24,512 |
21,873 |
-2,639 |
-10.77% |
| Wealth Enhancement Advisory Services LLC |
189,826 |
171,041 |
-18,785 |
-9.90% |
| Bank of New York Mellon Corp |
538,261 |
516,479 |
-21,782 |
-4.05% |
| KWB Wealth |
795,308 |
780,781 |
-14,527 |
-1.83% |
| Beacon Financial Planning Inc. |
269,955 |
266,166 |
-3,789 |
-1.40% |
| Pathway Financial Advisors LLC |
13,309 |
13,209 |
-100 |
-0.75% |
| Evolution Wealth Advisors LLC |
7,525 |
7,495 |
-30 |
-0.40% |
| Keel Point LLC |
7,662 |
7,653 |
-9 |
-0.12% |
| 13F Filers Exiting GTO |
|---|
| Cooksen Wealth LLC |
224 |
0 |
-224 |
-100.00% |
| Carmichael Hill & Associates Inc. |
22 |
0 |
-22 |
-100.00% |
| Lowe Wealth Advisors LLC |
11 |
0 |
-11 |
-100.00% |
| WBH Advisory Inc. |
4,606 |
0 |
-4,606 |
-100.00% |
| CENTRAL TRUST Co |
1,800 |
0 |
-1,800 |
-100.00% |
See Summary: Institutional Holders of GTO
See Details: Top 10 Hedge Funds Holding GTO
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