Ticker: GCAL CUSIP: 38149W564 Class: DYNAMIC CAL MUNI
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WOLFF WIESE MAGANA LLC | 5,900 | $300 |
| Vivaldi Capital Management LP | 10,879 | $554 |
| Blue Zone Wealth Advisors, LLC | 5,498 | $280 |
| Robertson Stephens Wealth Management, LLC | 9,132 | $466 |
| MORGAN STANLEY | 7 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Curated Wealth Partners LLC | 42,745 | 142,768 | +100,023 (+234.0%) |
| FIRST AMERICAN TRUST, FSB | 51,224 | 106,883 | +55,659 (+108.7%) |
| Weaver Consulting Group | 20,194 | 28,228 | +8,034 (+39.8%) |
| Miracle Mile Advisors, LLC | 1,606,151 | 1,629,961 | +23,810 (+1.5%) |
| Planned Solutions, Inc. | 11,206 | 15,624 | +4,418 (+39.4%) |
| Magnus Financial Group LLC | 4,501 | 16,707 | +12,206 (+271.2%) |
| FINANCIAL MANAGEMENT NETWORK INC | 24,036 | 28,279 | +4,243 (+17.7%) |
| Perigon Wealth Management, LLC | 21,710 | 30,536 | +8,826 (+40.7%) |
| Cerity Partners LLC | 170,305 | 212,866 | +42,561 (+25.0%) |
| HighTower Advisors, LLC | 4,462 | 24,470 | +20,008 (+448.4%) |
| GOLDMAN SACHS GROUP INC | 20,042 | 29,558 | +9,516 (+47.5%) |
| BLAIR WILLIAM & CO/IL | 205 | 284 | +79 (+38.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FLOW TRADERS U.S. LLC | 116,948 | 45,223 | -71,725 (-61.3%) |
| JPMORGAN CHASE & CO | 35,932 | 573 | -35,359 (-98.4%) |
| JANE STREET GROUP, LLC | 17,933 | 6,888 | -11,045 (-61.6%) |