Filer | 9/30/2023 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