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BSJM Holdings Changes image
This page summarizes the BSJM holdings changes quarter over quarter among those 13F filers that have reported for the 6/30/2020 period, comparing share count change from 3/31/2020 to 6/30/2020. Share count is compared over these two periods to provide an indication of whether BSJM 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).
Filer3/31/2020
 Share Count 
6/30/2020
 Share Count 
Change% Change
13F Filers Increasing BSJM Share Count
Citadel Advisors LLC 313,373 985,112 +671,739 +214.36%
Gradient Investments LLC 193,725 607,576 +413,851 +213.63%
TCG Advisors LP 24,742 68,600 +43,858 +177.26%
Shufro Rose & Co. LLC 13,500 27,000 +13,500 +100.00%
Stifel Financial Corp 32,235 60,002 +27,767 +86.14%
Wintrust Investments LLC 20,200 36,700 +16,500 +81.68%
Ameritas Investment Company LLC 20,123 32,636 +12,513 +62.18%
IMA Wealth Inc. 182,110 290,651 +108,541 +59.60%
Sigma Planning Corp 23,002 36,328 +13,326 +57.93%
UBS Group AG 505,366 782,423 +277,057 +54.82%
Vista Private Wealth Partners. LLC 100,031 152,281 +52,250 +52.23%
Morgan Stanley 389,537 577,594 +188,057 +48.28%
Atwood & Palmer Inc. 58,883 82,664 +23,781 +40.39%
Meridian Wealth Management LLC 23,969 33,271 +9,302 +38.81%
Camelot Portfolios LLC 113,486 154,811 +41,325 +36.41%
S.E.E.D. Planning Group LLC 75,538 97,140 +21,602 +28.60%
Avestar Capital LLC 36,188 44,735 +8,547 +23.62%
AE Wealth Management LLC 541,728 617,077 +75,349 +13.91%
Segment Wealth Management LLC 25,345 28,495 +3,150 +12.43%
Sowell Financial Services LLC 3,311 3,685 +374 +11.30%
Baird Financial Group Inc. 69,221 76,264 +7,043 +10.17%
Janney Montgomery Scott LLC 105,654 116,120 +10,466 +9.91%
GWM Advisors LLC 19,220 20,961 +1,741 +9.06%
Integrated Wealth Concepts LLC 32,158 34,821 +2,663 +8.28%
MML Investors Services LLC 40,194 43,411 +3,217 +8.00%
Cambridge Investment Research Advisors Inc. 148,001 159,230 +11,229 +7.59%
FCG Advisors LLC 132,994 141,975 +8,981 +6.75%
SFE Investment Counsel 257,085 273,405 +16,320 +6.35%
Royal Bank of Canada 350,939 373,096 +22,157 +6.31%
HighTower Advisors LLC 241,034 255,665 +14,631 +6.07%
Flaharty Asset Management LLC 41,187 43,687 +2,500 +6.07%
Strategic Wealth Advisors Group LLC 115,655 122,090 +6,435 +5.56%
LPL Financial LLC 338,090 353,307 +15,217 +4.50%
Ironwood Financial llc 359,357 370,558 +11,201 +3.12%
D.A. Davidson & CO. 34,295 35,183 +888 +2.59%
Calton & Associates Inc. 18,725 19,164 +439 +2.34%
Bank of America Corp DE 322,377 327,254 +4,877 +1.51%
Carnegie Capital Asset Management LLC 279,165 281,631 +2,466 +0.88%
PNC Financial Services Group Inc. 1,207 1,214 +7 +0.58%
BCS Wealth Management 107,163 107,595 +432 +0.40%
Sound Income Strategies LLC 601 602 +1 +0.17%
Creative Financial Designs Inc. ADV 7,410 7,422 +12 +0.16%
Homrich & Berg 24,990 25,022 +32 +0.13%
Cornerstone Wealth Management LLC 16,061 16,080 +19 +0.12%
American Institute for Advanced Investment Management LLP 39,279 39,300 +21 +0.05%
13F Filers Reporting New Positions In BSJM
JPMorgan Chase & Co. 0 1,491 +1,491 +100%
FMR LLC 0 1 +1 +100%
Northwestern Mutual Wealth Management Co. 0 920 +920 +100%
J.W. Cole Advisors Inc. 0 18,447 +18,447 +100%
Northwest Bancshares Inc. 0 118,760 +118,760 +100%
Mather Group LLC. 0 9,408 +9,408 +100%
Cetera Advisor Networks LLC 0 834 +834 +100%
Frontier Wealth Management LLC 0 11,642 +11,642 +100%
RPg Family Wealth Advisory LLC 0 74,995 +74,995 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 3,790 +3,790 +100%
Steward Partners Investment Advisory LLC 0 9,136 +9,136 +100%
Sofos Investments Inc. 0 2,393 +2,393 +100%
Strategic Wealth Management Group LLC 0 21,903 +21,903 +100%
Atlas Private Wealth Advisors 0 2,865 +2,865 +100%
Tri Star Advisors Inc. 0 185,935 +185,935 +100%
13F Filers With Unchanged Share Count
Fifth Third Bancorp 235 235 UNCH 0.00%
US Bancorp DE 606 606 UNCH 0.00%
Thrivent Financial for Lutherans 33,582 33,582 UNCH 0.00%
Proequities Inc. 127 127 UNCH 0.00%
Burney Co. 29,130 29,130 UNCH 0.00%
Courier Capital LLC 10,000 10,000 UNCH 0.00%
Financial Architects Inc 515 515 UNCH 0.00%
Timber Creek Capital Management LLC 6,070 6,070 UNCH 0.00%
Captrust Financial Advisors 5,462 5,462 UNCH 0.00%
Kessler Investment Group LLC 1,197 1,197 UNCH 0.00%
Oxbow Advisors LLC 39,625 39,625 UNCH 0.00%
Carroll Financial Associates Inc. 490 490 UNCH 0.00%
Private Ocean LLC 750 750 UNCH 0.00%
FinTrust Capital Advisors LLC 12,300 12,300 UNCH 0.00%
Wealthsource Partners LLC 9,350 9,350 UNCH 0.00%
Cabana LLC 45,905 45,905 UNCH 0.00%
Flagship Harbor Advisors LLC 260 260 UNCH 0.00%
Farmers & Merchants Trust Co of Chambersburg PA 100 100 UNCH 0.00%
Valeo Financial Advisors LLC 6,045 6,045 UNCH 0.00%
Meridian Wealth Advisors LLC 12,000 12,000 UNCH 0.00%
HBW Advisory Services LLC 16,099 16,099 UNCH 0.00%
13F Filers Decreasing BSJM Share Count
Flow Traders U.S. LLC 241,007 16,566 -224,441 -93.13%
Mirador Capital Partners LP 224,786 38,770 -186,016 -82.75%
Orion Portfolio Solutions LLC 408 73 -335 -82.11%
Commonwealth Equity Services LLC 71,035 19,566 -51,469 -72.46%
Synovus Financial Corp 75,158 34,630 -40,528 -53.92%
United Capital Financial Advisers LLC 677,925 374,105 -303,820 -44.82%
AdvisorNet Financial Inc 3,759 2,130 -1,629 -43.34%
Edge Wealth Management LLC 22,367 13,037 -9,330 -41.71%
Beaumont Financial Partners LLC 104,616 61,512 -43,104 -41.20%
CWM LLC 3,285 2,410 -875 -26.64%
IFP Advisors Inc 4,062 3,035 -1,027 -25.28%
Asset Dedication LLC 225,169 172,167 -53,002 -23.54%
Jane Street Group LLC 590,550 452,527 -138,023 -23.37%
Raymond James Financial Services Advisors Inc. 429,440 350,404 -79,036 -18.40%
Envestnet Asset Management Inc. 563,445 468,773 -94,672 -16.80%
Wrapmanager Inc. 30,715 26,759 -3,956 -12.88%
Stephens Inc. AR 11,898 10,408 -1,490 -12.52%
WealthPLAN Partners LLC 29,973 26,504 -3,469 -11.57%
Stratos Wealth Partners LTD. 15,990 14,195 -1,795 -11.23%
Raymond James & Associates 112,844 100,717 -12,127 -10.75%
Advisor Group Holdings Inc. 417,973 374,395 -43,578 -10.43%
Benjamin F. Edwards & Company Inc. 1,267 1,142 -125 -9.87%
Winslow Evans & Crocker Inc. 17,596 16,145 -1,451 -8.25%
Private Advisory Group LLC 74,475 68,807 -5,668 -7.61%
AlphaStar Capital Management LLC 118,595 111,440 -7,155 -6.03%
Brookstone Capital Management 111,840 105,211 -6,629 -5.93%
Wells Fargo & Company MN 1,209,289 1,141,798 -67,491 -5.58%
Pacific Wealth Strategies Group Inc. 138,680 132,812 -5,868 -4.23%
Private Advisor Group LLC 44,642 42,843 -1,799 -4.03%
Cetera Advisors LLC 41,805 40,429 -1,376 -3.29%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 24,741 23,944 -797 -3.22%
Lineweaver Wealth Advisors LLC 17,489 16,963 -526 -3.01%
Allen Capital Group LLC 311,220 303,593 -7,627 -2.45%
Lincoln National Corp 13,039 12,759 -280 -2.15%
Western Wealth Management LLC 25,626 25,166 -460 -1.80%
FCA Corp TX 188,119 185,719 -2,400 -1.28%
Prospera Financial Services Inc 94,875 93,867 -1,008 -1.06%
Advisors Management Group Inc. ADV 526,591 521,360 -5,231 -0.99%
Insight Wealth Partners LLC 25,568 25,336 -232 -0.91%
Perennial Investment Advisors LLC 17,272 17,183 -89 -0.52%
13F Filers Exiting BSJM
International Assets Investment Management LLC 38,060 0 -38,060 -100.00%
Wealth Quarterback LLC 6,064 0 -6,064 -100.00%
Tatro Capital LLC 583 0 -583 -100.00%
Key Financial Inc 3,651 0 -3,651 -100.00%
Red Spruce Capital LLC 59,308 0 -59,308 -100.00%
MBE Wealth Management LLC 120 0 -120 -100.00%
HNP Capital LLC 10,000 0 -10,000 -100.00%
AlphaCore Capital LLC 9,605 0 -9,605 -100.00%
Harwood Advisory Group LLC 200 0 -200 -100.00%
Ellevest Inc. 1,363 0 -1,363 -100.00%
Advisory Services Network LLC 1,305 0 -1,305 -100.00%
Tower Research Capital LLC TRC 100 0 -100 -100.00%
OLD Mission Capital LLC 17,360 0 -17,360 -100.00%
Benjamin Edwards Inc. 14,789 0 -14,789 -100.00%
Susquehanna International Group LLP 28,637 0 -28,637 -100.00%
Sonora Investment Management LLC 465 0 -465 -100.00%
Northern Oak Wealth Management Inc. 7,485 0 -7,485 -100.00%
Enterprise Financial Services Corp 4,500 0 -4,500 -100.00%
Truist Financial Corp 9,958 0 -9,958 -100.00%
Huntington National Bank 385 0 -385 -100.00%

See Summary: Institutional Holders of BSJM
See Details: Top 10 Hedge Funds Holding BSJM

BSJM Holdings Changes | www.HoldingsChannel.com

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