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BSJP Holdings Changes image
This page summarizes the BSJP holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether BSJP 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).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing BSJP Share Count
United Capital Financial Advisers LLC 8,989 390,943 +381,954 +4249.13%
Mirador Capital Partners LP 38,142 921,758 +883,616 +2316.65%
AdvisorNet Financial Inc 27 231 +204 +755.56%
Benjamin F. Edwards & Company Inc. 239 1,755 +1,516 +634.31%
Larson Financial Group LLC 4,692 30,137 +25,445 +542.31%
Raymond James Financial Services Advisors Inc. 72,576 391,829 +319,253 +439.89%
Gradient Investments LLC 15,520 45,704 +30,184 +194.48%
Envestnet Asset Management Inc. 214,604 588,861 +374,257 +174.39%
Cetera Advisor Networks LLC 56,980 115,051 +58,071 +101.91%
Wealthcare Advisory Partners LLC 17,559 35,022 +17,463 +99.45%
Werba Rubin Papier Wealth Management 65,003 127,005 +62,002 +95.38%
Kestra Advisory Services LLC 12,790 24,353 +11,563 +90.41%
OLD Second National Bank of Aurora 19,173 35,259 +16,086 +83.90%
River Street Advisors LLC 15,152 27,756 +12,604 +83.18%
Farther Finance Advisors LLC 2,934 5,024 +2,090 +71.23%
Tyler Stone Wealth Management 52,023 83,013 +30,990 +59.57%
Key Financial Inc 8,519 13,584 +5,065 +59.46%
Geneos Wealth Management Inc. 8,700 13,822 +5,122 +58.87%
Western Wealth Management LLC 40,781 64,281 +23,500 +57.62%
Camelot Portfolios LLC 11,523 17,378 +5,855 +50.81%
Brown Advisory Inc. 20,816 29,728 +8,912 +42.81%
Koss Olinger Consulting LLC 14,396 20,458 +6,062 +42.11%
We Are One Seven LLC 11,243 15,699 +4,456 +39.63%
Horizons Wealth Management 94,164 130,894 +36,730 +39.01%
Raymond James & Associates 48,100 64,093 +15,993 +33.25%
Ballew Advisors Inc 42,763 56,525 +13,762 +32.18%
LPL Financial LLC 710,478 932,833 +222,355 +31.30%
Segment Wealth Management LLC 26,133 33,883 +7,750 +29.66%
Private Advisor Group LLC 202,841 258,665 +55,824 +27.52%
Cetera Advisors LLC 558,474 704,282 +145,808 +26.11%
Oder Investment Management LLC 103,369 128,206 +24,837 +24.03%
IFP Advisors Inc 73,023 89,947 +16,924 +23.18%
MML Investors Services LLC 38,335 47,141 +8,806 +22.97%
Atria Wealth Solutions Inc. 21,353 26,101 +4,748 +22.24%
Wealthsource Partners LLC 116,167 138,797 +22,630 +19.48%
Commonwealth Equity Services LLC 137,487 162,251 +24,764 +18.01%
Private Trust Co. NA 2,295 2,667 +372 +16.21%
Capital Analysts LLC 29,898 34,427 +4,529 +15.15%
WESPAC Advisors LLC 30,104 34,355 +4,251 +14.12%
Collective Family Office LLC 145,791 165,752 +19,961 +13.69%
TCG Advisory Services LLC 56,734 64,453 +7,719 +13.61%
Stephens Inc. AR 18,716 21,090 +2,374 +12.68%
4Thought Financial Group Inc. 16,001 17,979 +1,978 +12.36%
Bank of America Corp DE 468,018 521,655 +53,637 +11.46%
MONECO Advisors LLC 19,980 21,669 +1,689 +8.45%
Consolidated Portfolio Review Corp 13,704 14,827 +1,123 +8.19%
Avantax Advisory Services Inc. 16,325 17,507 +1,182 +7.24%
Stifel Financial Corp 75,468 79,800 +4,332 +5.74%
Wealthstar Advisors LLC 17,428 18,429 +1,001 +5.74%
Park Avenue Securities LLC 68,644 72,463 +3,819 +5.56%
Glass Jacobson Investment Advisors llc 49,723 52,333 +2,610 +5.25%
Advisory Alpha LLC 227,379 239,254 +11,875 +5.22%
FCA Corp TX 42,611 44,628 +2,017 +4.73%
Wells Fargo & Company MN 899,461 939,589 +40,128 +4.46%
Quad Cities Investment Group LLC 17,373 18,080 +707 +4.07%
IHT Wealth Management LLC 151,020 156,534 +5,514 +3.65%
Equitable Holdings Inc. 109,012 112,486 +3,474 +3.19%
Steward Partners Investment Advisory LLC 21,581 22,225 +644 +2.98%
Altrius Capital Management Inc 41,647 42,828 +1,181 +2.84%
AlphaStar Capital Management LLC 27,246 28,011 +765 +2.81%
Sterling Financial Group Inc. 567,792 580,504 +12,712 +2.24%
Private Advisory Group LLC 18,472 18,790 +318 +1.72%
BCS Wealth Management 21,267 21,606 +339 +1.59%
Stratos Wealth Partners LTD. 10,575 10,655 +80 +0.76%
GWM Advisors LLC 51,224 51,615 +391 +0.76%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 27,394 27,543 +149 +0.54%
Straight Path Wealth Management 19,676 19,770 +94 +0.48%
Pacific Wealth Strategies Group Inc. 59,543 59,630 +87 +0.15%
Masso Torrence Wealth Management Inc. 43,141 43,164 +23 +0.05%
13F Filers Reporting New Positions In BSJP
Proequities Inc. 0 0 UNCH 100%
Principal Securities Inc. 0 375 +375 +100%
Goldman Sachs Group Inc. 0 752,188 +752,188 +100%
Private Client Services LLC 0 82,410 +82,410 +100%
Captrust Financial Advisors 0 272,184 +272,184 +100%
Redhawk Wealth Advisors Inc. 0 8,886 +8,886 +100%
Penserra Capital Management LLC 0 323 +323 +100%
Verity Asset Management Inc. 0 19,545 +19,545 +100%
RFG Advisory LLC 0 10,527 +10,527 +100%
Parallel Advisors LLC 0 2,757 +2,757 +100%
Flaharty Asset Management LLC 0 34,900 +34,900 +100%
Trilogy Capital Inc. 0 22,159 +22,159 +100%
IFG Advisory LLC 0 17,669 +17,669 +100%
Tennessee Valley Asset Management Partners 0 849 +849 +100%
Leo Wealth LLC 0 43,821 +43,821 +100%
Evexia Wealth LLC 0 37,185 +37,185 +100%
Aspect Partners LLC 0 285 +285 +100%
BKM Wealth Management LLC 0 915 +915 +100%
Voisard Asset Management Group Inc. 0 25,661 +25,661 +100%
Stablepoint Partners LLC 0 188,869 +188,869 +100%
FF Advisors LLC 0 136,002 +136,002 +100%
13F Filers With Unchanged Share Count
Oppenheimer & Co. Inc. 10,247 10,247 UNCH 0.00%
Shufro Rose & Co. LLC 25,800 25,800 UNCH 0.00%
Asset Dedication LLC 81 81 UNCH 0.00%
Wright Fund Managment LLC 550,700 550,700 UNCH 0.00%
Nelson Van Denburg & Campbell Wealth Management Group LLC 2,090 2,090 UNCH 0.00%
Anchor Investment Management LLC 400 400 UNCH 0.00%
Fusion Family Wealth LLC 127,094 127,094 UNCH 0.00%
Independence Bank of Kentucky 129 129 UNCH 0.00%
Paradiem LLC 98,675 98,675 UNCH 0.00%
Financial Gravity Asset Management Inc. 28 28 UNCH 0.00%
Meridian Wealth Advisors LLC 13,902 13,902 UNCH 0.00%
TI Trust Inc. 9,060 9,060 UNCH 0.00%
Wolff Wiese Magana LLC 295 295 UNCH 0.00%
SJS Investment Consulting Inc. 166 166 UNCH 0.00%
Fortitude Advisory Group L.L.C. 11,338 11,338 UNCH 0.00%
RFP Financial Group LLC 1,252 1,252 UNCH 0.00%
13F Filers Decreasing BSJP Share Count
Legacy Financial Group LLC 590,682 18,831 -571,851 -96.81%
Merit Financial Group LLC 140,446 9,477 -130,969 -93.25%
UBS Group AG 716,864 305,150 -411,714 -57.43%
Hennion & Walsh Asset Management Inc. 25,399 15,402 -9,997 -39.36%
S.E.E.D. Planning Group LLC 142,519 88,424 -54,095 -37.96%
Iron Financial LLC 55,238 35,128 -20,110 -36.41%
Advisor Group Holdings Inc. 791,050 529,113 -261,937 -33.11%
Global Retirement Partners LLC 5,133 3,718 -1,415 -27.57%
Jane Street Group LLC 467,657 373,772 -93,885 -20.08%
Mercer Global Advisors Inc. ADV 250,557 209,990 -40,567 -16.19%
Robertson Stephens Wealth Management LLC 108,759 93,151 -15,608 -14.35%
Integrated Wealth Concepts LLC 516,131 444,046 -72,085 -13.97%
Brookstone Capital Management 44,227 38,124 -6,103 -13.80%
Prospera Financial Services Inc 153,592 134,039 -19,553 -12.73%
Prevail Innovative Wealth Advisors LLC 117,977 104,561 -13,416 -11.37%
Ameriprise Financial Inc. 51,789 47,017 -4,772 -9.21%
CWM LLC 287,209 261,571 -25,638 -8.93%
RPg Family Wealth Advisory LLC 126,160 115,840 -10,320 -8.18%
Atwood & Palmer Inc. 6,696 6,150 -546 -8.15%
Carnegie Capital Asset Management LLC 84,678 77,991 -6,687 -7.90%
Founders Financial Securities LLC 26,888 24,788 -2,100 -7.81%
SFE Investment Counsel 302,833 281,300 -21,533 -7.11%
Morgan Stanley 680,599 637,545 -43,054 -6.33%
Ironwood Financial llc 497,589 468,499 -29,090 -5.85%
Sound Stewardship LLC 96,857 91,473 -5,384 -5.56%
Insight Wealth Partners LLC 36,055 34,056 -1,999 -5.54%
Eqis Capital Management Inc. 11,820 11,200 -620 -5.25%
Cambridge Investment Research Advisors Inc. 48,215 46,015 -2,200 -4.56%
Janney Montgomery Scott LLC 47,700 45,917 -1,783 -3.74%
Rebalance LLC 82,758 79,676 -3,082 -3.72%
Royal Bank of Canada 117,626 113,593 -4,033 -3.43%
Northwest Bancshares Inc. 107,453 104,215 -3,238 -3.01%
Comerica Bank 18,918 18,485 -433 -2.29%
Allworth Financial LP 17,167 16,775 -392 -2.28%
Chatham Capital Group Inc. 274,300 269,055 -5,245 -1.91%
Gladstone Institutional Advisory LLC 51,944 51,281 -663 -1.28%
Certified Advisory Corp 13,323 13,279 -44 -0.33%
Banta Asset Management LP 188,735 188,435 -300 -0.16%
13F Filers Exiting BSJP
Cape Investment Advisory Inc. 250 0 -250 -100.00%
W.H. Cornerstone Investments Inc. 9,906 0 -9,906 -100.00%
Carmel Capital Partners LLC 8,226 0 -8,226 -100.00%
International Assets Investment Management LLC 15,499 0 -15,499 -100.00%
American Family Insurance Mutual Holding Co 25,522,000 0 -25,522,000 -100.00%
Vista Private Wealth Partners. LLC 264,710 0 -264,710 -100.00%
Arlington Capital Management Inc. 13,817 0 -13,817 -100.00%
Flow Traders U.S. LLC 102,838 0 -102,838 -100.00%
OLD Mission Capital LLC 45,203 0 -45,203 -100.00%
Sigma Planning Corp 49,045 0 -49,045 -100.00%
Ancora Advisors LLC 284 0 -284 -100.00%
Mariner LLC 12,278 0 -12,278 -100.00%
Sheets Smith Wealth Management 1,633 0 -1,633 -100.00%
JPMorgan Chase & Co. 20,952 0 -20,952 -100.00%

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

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