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This page summarizes the GUNR 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 GUNR 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 GUNR Share Count |
|---|
| Wealth Enhancement Advisory Services LLC |
10,197 |
469,539 |
+459,342 |
+4504.68% |
| Indiana Trust & Investment Management CO |
679 |
6,851 |
+6,172 |
+908.98% |
| American National Bank |
719 |
1,261 |
+542 |
+75.38% |
| Wealthfront Advisers LLC |
30,041 |
50,066 |
+20,025 |
+66.66% |
| L.M. Kohn & Company |
13,578 |
22,248 |
+8,670 |
+63.85% |
| Allworth Financial LP |
2,084 |
3,321 |
+1,237 |
+59.36% |
| UMB Bank N A MO |
2,958 |
4,571 |
+1,613 |
+54.53% |
| First Horizon Advisors Inc. |
649 |
1,000 |
+351 |
+54.08% |
| Barry Investment Advisors LLC |
38,092 |
47,450 |
+9,358 |
+24.57% |
| Aaron Wealth Advisors |
472,529 |
575,391 |
+102,862 |
+21.77% |
| WASHINGTON TRUST Co |
7,885 |
9,389 |
+1,504 |
+19.07% |
| Walkner Condon Financial Advisors LLC |
106,606 |
126,350 |
+19,744 |
+18.52% |
| Wealthcare Advisory Partners LLC |
175,456 |
200,652 |
+25,196 |
+14.36% |
| IAG Wealth Partners LLC |
108,412 |
123,760 |
+15,348 |
+14.16% |
| Etesian Wealth Advisors Inc. |
38,962 |
44,079 |
+5,117 |
+13.13% |
| Arkansas Financial Group Inc. |
181,224 |
203,698 |
+22,474 |
+12.40% |
| Enterprise Bank & Trust Co |
389,243 |
432,183 |
+42,940 |
+11.03% |
| Busey Wealth Management |
15,885 |
17,524 |
+1,639 |
+10.32% |
| Opus Capital Group LLC |
12,433 |
13,629 |
+1,196 |
+9.62% |
| Horizon Bancorp Inc. IN |
208,462 |
227,199 |
+18,737 |
+8.99% |
| Money Design Co. Ltd. |
76,737 |
83,040 |
+6,303 |
+8.21% |
| Moller Financial Services |
863,040 |
933,679 |
+70,639 |
+8.18% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
4,429 |
4,789 |
+360 |
+8.13% |
| Pasadena Private Wealth LLC |
219,762 |
237,559 |
+17,797 |
+8.10% |
| White Pine Investment CO |
32,270 |
34,814 |
+2,544 |
+7.88% |
| S. R. Schill & Associates |
101,360 |
108,992 |
+7,632 |
+7.53% |
| Columbus Macro LLC |
18,888 |
20,139 |
+1,251 |
+6.62% |
| Colony Family Offices LLC |
339,605 |
359,162 |
+19,557 |
+5.76% |
| Connable Office Inc. |
692,569 |
731,426 |
+38,857 |
+5.61% |
| Commerce Bank |
10,563 |
11,081 |
+518 |
+4.90% |
| Stephenson National Bank & Trust |
294,658 |
307,961 |
+13,303 |
+4.51% |
| Pure Financial Advisors Inc. |
401,667 |
418,473 |
+16,806 |
+4.18% |
| NBT Bank N A NY |
1,136,958 |
1,174,521 |
+37,563 |
+3.30% |
| Sequoia Financial Advisors LLC |
9,150 |
9,403 |
+253 |
+2.77% |
| Brio Consultants LLC |
157,415 |
161,638 |
+4,223 |
+2.68% |
| CENTRAL TRUST Co |
385,074 |
395,011 |
+9,937 |
+2.58% |
| Calton & Associates Inc. |
6,066 |
6,210 |
+144 |
+2.37% |
| Global Retirement Partners LLC |
1,528 |
1,563 |
+35 |
+2.29% |
| Spire Wealth Management |
16,101 |
16,453 |
+352 |
+2.19% |
| Schmidt P J Investment Management Inc. |
6,631 |
6,757 |
+126 |
+1.90% |
| Smallwood Wealth Investment Management LLC |
30,705 |
31,202 |
+497 |
+1.62% |
| Ausdal Financial Partners Inc. |
7,613 |
7,728 |
+115 |
+1.51% |
| Pathway Financial Advisors LLC |
196,117 |
198,258 |
+2,141 |
+1.09% |
| Greenleaf Trust |
213,332 |
215,468 |
+2,136 |
+1.00% |
| Lincoln National Corp |
7,645 |
7,672 |
+27 |
+0.35% |
| Larson Financial Group LLC |
570 |
572 |
+2 |
+0.35% |
| Total Wealth Planning LLC |
6,618 |
6,628 |
+10 |
+0.15% |
| 13F Filers Reporting New Positions In GUNR |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Park Avenue Securities LLC |
0 |
6,283 |
+6,283 |
+100% |
| First Citizens Bank & Trust Co. |
0 |
45,827 |
+45,827 |
+100% |
| MV Capital Management Inc. |
0 |
67 |
+67 |
+100% |
| Lindbrook Capital LLC |
0 |
425 |
+425 |
+100% |
| Gilliland Jeter Wealth Management LLC |
0 |
419 |
+419 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| First Financialcorp IN |
1,485 |
1,485 |
UNCH |
0.00% |
| NBC Securities Inc. |
135 |
135 |
UNCH |
0.00% |
| Tompkins Financial Corp |
66 |
66 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
750 |
750 |
UNCH |
0.00% |
| Webster Bank N. A. |
393 |
393 |
UNCH |
0.00% |
| Trust Co. of Vermont |
602 |
602 |
UNCH |
0.00% |
| Whittier Trust Co. |
1,731 |
1,731 |
UNCH |
0.00% |
| Hollencrest Capital Management |
11,675 |
11,675 |
UNCH |
0.00% |
| Private Trust Co. NA |
178 |
178 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
63 |
63 |
UNCH |
0.00% |
| Daiwa Securities Group Inc. |
4,300 |
4,300 |
UNCH |
0.00% |
| Mirae Asset Global Investments Co. Ltd. |
27,900 |
27,900 |
UNCH |
0.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
144 |
144 |
UNCH |
0.00% |
| Sunbelt Securities Inc. |
67 |
67 |
UNCH |
0.00% |
| Well Done LLC |
9,430 |
9,430 |
UNCH |
0.00% |
| Legacy Bridge LLC |
1,182 |
1,182 |
UNCH |
0.00% |
| CNB Bank |
4,154 |
4,154 |
UNCH |
0.00% |
| Geneos Wealth Management Inc. |
25 |
25 |
UNCH |
0.00% |
| Avion Wealth |
144 |
144 |
UNCH |
0.00% |
| Cedar Mountain Advisors LLC |
35 |
35 |
UNCH |
0.00% |
| Key Financial Inc |
2,194 |
2,194 |
UNCH |
0.00% |
| Resonant Capital Advisors LLC |
8,467 |
8,467 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
105 |
105 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
676 |
676 |
UNCH |
0.00% |
| Quent Capital LLC |
440 |
440 |
UNCH |
0.00% |
| Forza Wealth Management LLC |
11,988 |
11,988 |
UNCH |
0.00% |
| Park Place Capital Corp |
11,851 |
11,851 |
UNCH |
0.00% |
| Arlington Trust Co LLC |
154 |
154 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
352 |
352 |
UNCH |
0.00% |
| 13F Filers Decreasing GUNR Share Count |
|---|
| Huntington National Bank |
2,371 |
1 |
-2,370 |
-99.96% |
| BNP Paribas Arbitrage SA |
14,984 |
700 |
-14,284 |
-95.33% |
| Sound Income Strategies LLC |
3,595 |
338 |
-3,257 |
-90.60% |
| GSA Capital Partners LLP |
49,800 |
4,996 |
-44,804 |
-89.97% |
| Centerpoint Advisors LLC |
308,618 |
40,501 |
-268,117 |
-86.88% |
| RSM US Wealth Management LLC |
84,760 |
17,062 |
-67,698 |
-79.87% |
| Bank of New York Mellon Corp |
21,344 |
10,531 |
-10,813 |
-50.66% |
| Fortis Group Advisors LLC |
368 |
184 |
-184 |
-50.00% |
| Altfest L J & Co. Inc. |
10,381 |
5,416 |
-4,965 |
-47.83% |
| CWM LLC |
2,937 |
1,801 |
-1,136 |
-38.68% |
| Equitable Trust Co. |
384,636 |
275,050 |
-109,586 |
-28.49% |
| Noble Family Wealth LLC |
74,122 |
53,080 |
-21,042 |
-28.39% |
| FFT Wealth Management LLC |
16,657 |
12,136 |
-4,521 |
-27.14% |
| Park National Corp OH |
106,569 |
78,360 |
-28,209 |
-26.47% |
| Wealthcare Capital Management LLC |
23,547 |
17,385 |
-6,162 |
-26.17% |
| Quad Cities Investment Group LLC |
26,440 |
20,296 |
-6,144 |
-23.24% |
| VanderPol Investments L.L.C. |
16,560 |
12,914 |
-3,646 |
-22.02% |
| Capital Wealth Management LLC |
238,216 |
192,064 |
-46,152 |
-19.37% |
| Raymond James & Associates |
50,178 |
41,437 |
-8,741 |
-17.42% |
| Pinnacle Wealth Management Advisory Group LLC |
6,852 |
5,662 |
-1,190 |
-17.37% |
| McKinley Carter Wealth Services Inc. |
10,195 |
8,743 |
-1,452 |
-14.24% |
| Advance Capital Management Inc. |
12,590 |
10,807 |
-1,783 |
-14.16% |
| Cambridge Investment Research Advisors Inc. |
35,985 |
32,176 |
-3,809 |
-10.58% |
| Pekin Hardy Strauss Inc. |
26,177 |
23,422 |
-2,755 |
-10.52% |
| Pinnacle Associates Ltd. |
22,016 |
19,947 |
-2,069 |
-9.40% |
| Fermata Advisors LLC |
111,062 |
100,855 |
-10,207 |
-9.19% |
| Wesbanco Bank Inc. |
9,816 |
8,975 |
-841 |
-8.57% |
| Raymond James Financial Services Advisors Inc. |
509,490 |
468,567 |
-40,923 |
-8.03% |
| CVA Family Office LLC |
80,853 |
75,402 |
-5,451 |
-6.74% |
| Mather Group LLC. |
11,471 |
10,746 |
-725 |
-6.32% |
| FDx Advisors Inc. |
76,657 |
72,460 |
-4,197 |
-5.48% |
| Benjamin F. Edwards & Company Inc. |
4,351 |
4,133 |
-218 |
-5.01% |
| M Financial Asset Management Inc. |
23,320 |
22,173 |
-1,147 |
-4.92% |
| Sageworth Trust Co of South Dakota |
13,182 |
12,542 |
-640 |
-4.86% |
| Versant Capital Management Inc |
473,983 |
454,153 |
-19,830 |
-4.18% |
| Navalign LLC |
325,409 |
315,467 |
-9,942 |
-3.06% |
| Paragon Capital Management Ltd |
171,427 |
166,954 |
-4,473 |
-2.61% |
| Provident Wealth Management LLC |
49,041 |
48,346 |
-695 |
-1.42% |
| Chicago Partners Investment Group LLC |
5,476 |
5,422 |
-54 |
-0.99% |
| Hanlon Investment Management Inc. |
19,702 |
19,520 |
-182 |
-0.92% |
| Independence Bank of Kentucky |
64,120 |
63,645 |
-475 |
-0.74% |
| Boltwood Capital Management |
157,082 |
156,445 |
-637 |
-0.41% |
| Commonwealth Equity Services LLC |
119,385 |
119,107 |
-278 |
-0.23% |
| VeraBank N.A. |
254,867 |
254,830 |
-37 |
-0.01% |
| 13F Filers Exiting GUNR |
|---|
| Fortune Financial Advisors LLC |
8,179 |
0 |
-8,179 |
-100.00% |
| Stapp Wealth Management Pllc |
69,940 |
0 |
-69,940 |
-100.00% |
| Ronald Blue Trust Inc. |
50 |
0 |
-50 |
-100.00% |
| International Assets Investment Management LLC |
24,775 |
0 |
-24,775 |
-100.00% |
| Private Capital Management LLC |
8,878 |
0 |
-8,878 |
-100.00% |
| Carmichael Hill & Associates Inc. |
1 |
0 |
-1 |
-100.00% |
| Grove Bank & Trust |
310 |
0 |
-310 |
-100.00% |
| Sowell Financial Services LLC |
14,207 |
0 |
-14,207 |
-100.00% |
| Richardson Capital Management LLC |
2,790 |
0 |
-2,790 |
-100.00% |
| JNBA Financial Advisors |
1,038 |
0 |
-1,038 |
-100.00% |
| Signaturefd LLC |
740 |
0 |
-740 |
-100.00% |
| Janney Montgomery Scott LLC |
6,366 |
0 |
-6,366 |
-100.00% |
| Putnam FL Investment Management Co. |
28,037 |
0 |
-28,037 |
-100.00% |
| Fifth Third Bancorp |
1,767 |
0 |
-1,767 |
-100.00% |
See Summary: Institutional Holders of GUNR
See Details: Top 10 Hedge Funds Holding GUNR
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