HoldingsChannel.com
| Filer | 6/30/2022 Share Count | 9/30/2022 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BSJM Share Count | ||||
| Susquehanna International Group LLP | 21,395 | 112,325 | +90,930 | +425.01% |
| Atria Wealth Solutions Inc. | 57,047 | 95,487 | +38,440 | +67.38% |
| Brookstone Capital Management | 44,368 | 64,353 | +19,985 | +45.04% |
| MML Investors Services LLC | 19,057 | 24,238 | +5,181 | +27.19% |
| S.E.E.D. Planning Group LLC | 159,859 | 199,344 | +39,485 | +24.70% |
| Thrivent Financial for Lutherans | 90,882 | 105,300 | +14,418 | +15.86% |
| IFP Advisors Inc | 13,192 | 15,241 | +2,049 | +15.53% |
| United Capital Financial Advisers LLC | 868,740 | 956,403 | +87,663 | +10.09% |
| Cambridge Investment Research Advisors Inc. | 195,417 | 211,124 | +15,707 | +8.04% |
| Envestnet Asset Management Inc. | 934,443 | 983,536 | +49,093 | +5.25% |
| Prospera Financial Services Inc | 156,738 | 164,585 | +7,847 | +5.01% |
| Joule Financial LLC | 305,942 | 319,427 | +13,485 | +4.41% |
| CWM LLC | 767,862 | 791,694 | +23,832 | +3.10% |
| Lee Johnson Capital Management LLC | 25,379 | 26,000 | +621 | +2.45% |
| Raymond James Financial Services Advisors Inc. | 447,475 | 456,116 | +8,641 | +1.93% |
| Retirement Solution Inc. | 116,980 | 118,820 | +1,840 | +1.57% |
| Advisory Alpha LLC | 238,555 | 241,925 | +3,370 | +1.41% |
| Sigma Planning Corp | 113,102 | 114,256 | +1,154 | +1.02% |
| Strategic Wealth Advisors Group LLC | 235,272 | 237,485 | +2,213 | +0.94% |
| Asset Dedication LLC | 327,182 | 330,172 | +2,990 | +0.91% |
| Straight Path Wealth Management | 141,030 | 141,814 | +784 | +0.56% |
| FCA Corp TX | 131,563 | 132,189 | +626 | +0.48% |
| Avantax Advisory Services Inc. | 14,112 | 14,173 | +61 | +0.43% |
| Kraematon Investment Advisors Inc. | 13,534 | 13,571 | +37 | +0.27% |
| Mirador Capital Partners LP | 779,406 | 780,957 | +1,551 | +0.20% |
| 13F Filers Reporting New Positions In BSJM | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Invesco Ltd. | 0 | 10,203 | +10,203 | +100% |
| Optimum Investment Advisors | 0 | 106 | +106 | +100% |
| BNP Paribas Arbitrage SA | 0 | 300 | +300 | +100% |
| National Asset Management Inc. | 0 | 9,236 | +9,236 | +100% |
| Tower Research Capital LLC TRC | 0 | 2,285 | +2,285 | +100% |
| Boston Private Wealth LLC | 0 | 31,918 | +31,918 | +100% |
| Almanack Investment Partners LLC. | 0 | 1,425 | +1,425 | +100% |
| Ballew Advisors Inc | 0 | 10,234 | +10,234 | +100% |
| We Are One Seven LLC | 0 | 33,104 | +33,104 | +100% |
| SJS Investment Consulting Inc. | 0 | 244 | +244 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Huntington National Bank | 1 | 1 | UNCH | 0.00% |
| Money Concepts Capital Corp | 419 | 419 | UNCH | 0.00% |
| Harbour Investments Inc. | 200 | 200 | UNCH | 0.00% |
| Creative Financial Designs Inc. ADV | 3,435 | 3,435 | UNCH | 0.00% |
| Calton & Associates Inc. | 11,947 | 11,947 | UNCH | 0.00% |
| BlackRock Inc. | 438,000 | 438,000 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 2,435 | 2,435 | UNCH | 0.00% |
| Ancora Advisors LLC | 903 | 903 | UNCH | 0.00% |
| Aspen Investment Management Inc | 38,877 | 38,877 | UNCH | 0.00% |
| Gradient Investments LLC | 5,687 | 5,687 | UNCH | 0.00% |
| Oxbow Advisors LLC | 20,780 | 20,780 | UNCH | 0.00% |
| Segment Wealth Management LLC | 20,700 | 20,700 | UNCH | 0.00% |
| Wealthstar Advisors LLC | 14,915 | 14,915 | UNCH | 0.00% |
| FinTrust Capital Advisors LLC | 12,300 | 12,300 | UNCH | 0.00% |
| Insight Wealth Partners LLC | 28,637 | 28,637 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 978 | 978 | UNCH | 0.00% |
| Mascoma Wealth Management LLC | 206 | 206 | UNCH | 0.00% |
| Flaharty Asset Management LLC | 22,462 | 22,462 | UNCH | 0.00% |
| Independence Bank of Kentucky | 855 | 855 | UNCH | 0.00% |
| Financial Gravity Asset Management Inc. | 110 | 110 | UNCH | 0.00% |
| Perennial Investment Advisors LLC | 13,075 | 13,075 | UNCH | 0.00% |
| Key Financial Inc | 5,910 | 5,910 | UNCH | 0.00% |
| Heritage Wealth Management LLC | 858 | 858 | UNCH | 0.00% |
| Ameritas Advisory Services LLC | 10,311 | 10,311 | UNCH | 0.00% |
| Beacon Capital Management LLC | 64 | 64 | UNCH | 0.00% |
| Forte Asset Management LLC | 28,000 | 28,000 | UNCH | 0.00% |
| Worth Asset Management LLC | 5,017 | 5,017 | UNCH | 0.00% |
| Horizons Wealth Management | 18,650 | 18,650 | UNCH | 0.00% |
| 13F Filers Decreasing BSJM Share Count | ||||
| Integrated Wealth Concepts LLC | 810,969 | 58,635 | -752,334 | -92.77% |
| UBS Group AG | 754,347 | 55,950 | -698,397 | -92.58% |
| HighTower Advisors LLC | 114,147 | 9,679 | -104,468 | -91.52% |
| Collective Family Office LLC | 262,202 | 30,746 | -231,456 | -88.27% |
| JPMorgan Chase & Co. | 15,074 | 1,920 | -13,154 | -87.26% |
| Castleview Partners LLC | 40,084 | 5,742 | -34,342 | -85.68% |
| Northwestern Mutual Wealth Management Co. | 1,600 | 351 | -1,249 | -78.06% |
| AJ Wealth Strategies LLC | 260,628 | 62,110 | -198,518 | -76.17% |
| Spire Wealth Management | 4,638 | 1,435 | -3,203 | -69.06% |
| Flow Traders U.S. LLC | 474,844 | 147,629 | -327,215 | -68.91% |
| Wealthcare Advisory Partners LLC | 29,509 | 9,405 | -20,104 | -68.13% |
| Legacy Financial Group LLC | 54,571 | 18,327 | -36,244 | -66.42% |
| Leavell Investment Management Inc. | 33,844 | 13,646 | -20,198 | -59.68% |
| Jane Street Group LLC | 377,782 | 169,245 | -208,537 | -55.20% |
| Virginia National Bank | 25,867 | 12,295 | -13,572 | -52.47% |
| Ironwood Financial llc | 173,738 | 87,917 | -85,821 | -49.40% |
| Stifel Financial Corp | 668,001 | 398,619 | -269,382 | -40.33% |
| SFE Investment Counsel | 104,674 | 65,014 | -39,660 | -37.89% |
| Royal Bank of Canada | 126,699 | 78,858 | -47,841 | -37.76% |
| Geneos Wealth Management Inc. | 6,185 | 3,880 | -2,305 | -37.27% |
| FMR LLC | 127 | 83 | -44 | -34.65% |
| Atwood & Palmer Inc. | 33,743 | 24,218 | -9,525 | -28.23% |
| Bellecapital International Ltd. | 26,246 | 19,135 | -7,111 | -27.09% |
| Royal Fund Management LLC | 90,132 | 66,294 | -23,838 | -26.45% |
| Bank of America Corp DE | 118,635 | 88,439 | -30,196 | -25.45% |
| Wells Fargo & Company MN | 515,327 | 409,986 | -105,341 | -20.44% |
| Carnegie Capital Asset Management LLC | 28,754 | 23,560 | -5,194 | -18.06% |
| Steward Partners Investment Advisory LLC | 45,689 | 37,847 | -7,842 | -17.16% |
| Oder Investment Management LLC | 177,059 | 149,931 | -27,128 | -15.32% |
| Morgan Stanley | 351,630 | 313,531 | -38,099 | -10.83% |
| IMA Wealth Inc. | 373,161 | 336,661 | -36,500 | -9.78% |
| Private Advisory Group LLC | 21,691 | 19,810 | -1,881 | -8.67% |
| Western Wealth Management LLC | 26,633 | 24,438 | -2,195 | -8.24% |
| Cetera Advisors LLC | 94,077 | 86,438 | -7,639 | -8.12% |
| Stephens Inc. AR | 16,795 | 15,525 | -1,270 | -7.56% |
| J.W. Cole Advisors Inc. | 20,331 | 18,825 | -1,506 | -7.41% |
| Captrust Financial Advisors | 278,012 | 259,388 | -18,624 | -6.70% |
| Janney Montgomery Scott LLC | 50,092 | 46,748 | -3,344 | -6.68% |
| GWM Advisors LLC | 24,087 | 22,562 | -1,525 | -6.33% |
| LPL Financial LLC | 507,600 | 479,245 | -28,355 | -5.59% |
| AlphaStar Capital Management LLC | 59,247 | 56,234 | -3,013 | -5.09% |
| Advisor Group Holdings Inc. | 228,593 | 216,984 | -11,609 | -5.08% |
| Truist Financial Corp | 12,688 | 12,048 | -640 | -5.04% |
| Eqis Capital Management Inc. | 11,201 | 10,684 | -517 | -4.62% |
| Patton Albertson Miller Group LLC | 53,258 | 50,873 | -2,385 | -4.48% |
| Wintrust Investments LLC | 75,078 | 72,672 | -2,406 | -3.20% |
| Greenwich Wealth Management LLC | 15,950 | 15,450 | -500 | -3.13% |
| Private Trust Co. NA | 559 | 542 | -17 | -3.04% |
| Sontag Advisory LLC | 93,944 | 91,389 | -2,555 | -2.72% |
| Raymond James & Associates | 28,798 | 28,066 | -732 | -2.54% |
| Kesler Norman & Wride LLC | 79,691 | 77,869 | -1,822 | -2.29% |
| Blue Barn Wealth LLC | 164,545 | 161,047 | -3,498 | -2.13% |
| Gill Capital Partners LLC | 21,502 | 21,052 | -450 | -2.09% |
| Kestra Advisory Services LLC | 31,745 | 31,140 | -605 | -1.91% |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 23,919 | 23,464 | -455 | -1.90% |
| BCS Wealth Management | 235,339 | 231,083 | -4,256 | -1.81% |
| Northwest Bancshares Inc. | 9,696 | 9,524 | -172 | -1.77% |
| Commonwealth Equity Services LLC | 17,763 | 17,471 | -292 | -1.64% |
| Axxcess Wealth Management LLC | 17,735 | 17,485 | -250 | -1.41% |
| AE Wealth Management LLC | 127,900 | 126,476 | -1,424 | -1.11% |
| Paradiem LLC | 120,547 | 119,340 | -1,207 | -1.00% |
| RPg Family Wealth Advisory LLC | 114,260 | 113,209 | -1,051 | -0.92% |
| 4Thought Financial Group Inc. | 28,212 | 28,031 | -181 | -0.64% |
| Private Advisor Group LLC | 44,974 | 44,797 | -177 | -0.39% |
| 13F Filers Exiting BSJM | ||||
| Harrison & Co Wealth Management LLC | 201,081 | 0 | -201,081 | -100.00% |
| Innova Wealth Partners | 9,859 | 0 | -9,859 | -100.00% |
| FourThought Financial LLC | 400 | 0 | -400 | -100.00% |
| Bradley & Co. Private Wealth Management LLC | 4,218 | 0 | -4,218 | -100.00% |
| Prosperity Planning Inc. | 3,431 | 0 | -3,431 | -100.00% |
| WFA of San Diego LLC | 5,185 | 0 | -5,185 | -100.00% |
| Advisor Resource Council | 93,547 | 0 | -93,547 | -100.00% |
| CX Institutional | 363 | 0 | -363 | -100.00% |
| Meridian Wealth Management LLC | 70,382 | 0 | -70,382 | -100.00% |
| Vista Private Wealth Partners. LLC | 211,923 | 0 | -211,923 | -100.00% |
| Kessler Investment Group LLC | 409 | 0 | -409 | -100.00% |
| STA Wealth Management LLC | 13,470 | 0 | -13,470 | -100.00% |
| Beaumont Financial Partners LLC | 18,369 | 0 | -18,369 | -100.00% |
| Northern Oak Wealth Management Inc. | 1,800 | 0 | -1,800 | -100.00% |
| Renaissance Technologies LLC | 18,100 | 0 | -18,100 | -100.00% |
| Ameriprise Financial Inc. | 183,747 | 0 | -183,747 | -100.00% |
See Summary: Institutional Holders of BSJM
See Details: Top 10 Hedge Funds Holding BSJM
