HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BSJQ Share Count | ||||
| AdvisorNet Financial Inc | 26 | 6,852 | +6,826 | +26253.85% |
| Legacy Financial Group LLC | 18,203 | 632,731 | +614,528 | +3375.97% |
| Larson Financial Group LLC | 1,256 | 33,517 | +32,261 | +2568.55% |
| Private Trust Co. NA | 1,761 | 4,771 | +3,010 | +170.93% |
| Migdal Insurance & Financial Holdings Ltd. | 1,655 | 4,158 | +2,503 | +151.24% |
| Commonwealth Equity Services LLC | 45,499 | 112,048 | +66,549 | +146.26% |
| Werba Rubin Papier Wealth Management | 12,315 | 23,170 | +10,855 | +88.14% |
| Rebalance LLC | 54,365 | 75,788 | +21,423 | +39.41% |
| Segment Wealth Management LLC | 40,367 | 53,557 | +13,190 | +32.68% |
| Ballew Advisors Inc | 37,295 | 48,769 | +11,474 | +30.77% |
| Global Retirement Partners LLC | 121,273 | 157,146 | +35,873 | +29.58% |
| Geneos Wealth Management Inc. | 20,403 | 25,781 | +5,378 | +26.36% |
| Financial Advisory Corp UT ADV | 126,555 | 157,432 | +30,877 | +24.40% |
| Absolute Capital Management LLC | 46,777 | 57,704 | +10,927 | +23.36% |
| Private Advisor Group LLC | 47,558 | 57,309 | +9,751 | +20.50% |
| Raymond James & Associates | 63,832 | 74,597 | +10,765 | +16.86% |
| 4Thought Financial Group Inc. | 17,766 | 19,610 | +1,844 | +10.38% |
| Evexia Wealth LLC | 9,935 | 10,946 | +1,011 | +10.18% |
| CWM LLC | 348,051 | 370,084 | +22,033 | +6.33% |
| Benjamin F. Edwards & Company Inc. | 1,589 | 1,675 | +86 | +5.41% |
| Hennion & Walsh Asset Management Inc. | 79,393 | 81,600 | +2,207 | +2.78% |
| Iron Financial LLC | 41,854 | 42,440 | +586 | +1.40% |
| Gradient Investments LLC | 9,234 | 9,296 | +62 | +0.67% |
| S.E.E.D. Planning Group LLC | 85,220 | 85,723 | +503 | +0.59% |
| Retirement Guys Formula LLC | 10,121 | 10,146 | +25 | +0.25% |
| Allworth Financial LP | 29,559 | 29,565 | +6 | +0.02% |
| 13F Filers Reporting New Positions In BSJQ | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Northwest Bancshares Inc. | 0 | 13,214 | +13,214 | +100% |
| Friedenthal Financial | 0 | 8,540 | +8,540 | +100% |
| Wealth Enhancement Advisory Services LLC | 0 | 9,105 | +9,105 | +100% |
| Paradiem LLC | 0 | 106,687 | +106,687 | +100% |
| Glass Jacobson Investment Advisors llc | 0 | 7,190 | +7,190 | +100% |
| Stablepoint Partners LLC | 0 | 16,068 | +16,068 | +100% |
| AA Financial Advisors LLC | 0 | 10,588 | +10,588 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Atwood & Palmer Inc. | 4,200 | 4,200 | UNCH | 0.00% |
| Brown Advisory Inc. | 42,156 | 42,156 | UNCH | 0.00% |
| Independence Bank of Kentucky | 127 | 127 | UNCH | 0.00% |
| Transcend Wealth Collective LLC | 10,761 | 10,761 | UNCH | 0.00% |
| Key Financial Inc | 5,626 | 5,626 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 295 | 295 | UNCH | 0.00% |
| Horizons Wealth Management | 5,583 | 5,583 | UNCH | 0.00% |
| FF Advisors LLC | 17,190 | 17,190 | UNCH | 0.00% |
| 13F Filers Decreasing BSJQ Share Count | ||||
| MONECO Advisors LLC | 53,843 | 44,381 | -9,462 | -17.57% |
| Brookstone Capital Management | 35,103 | 29,865 | -5,238 | -14.92% |
| Ironwood Financial llc | 442,112 | 391,131 | -50,981 | -11.53% |
| Cambridge Investment Research Advisors Inc. | 15,173 | 13,764 | -1,409 | -9.29% |
| WESPAC Advisors LLC | 24,333 | 22,673 | -1,660 | -6.82% |
| Quad Cities Investment Group LLC | 18,776 | 18,471 | -305 | -1.62% |
| Janney Montgomery Scott LLC | 41,028 | 40,706 | -322 | -0.78% |
| 13F Filers Exiting BSJQ | ||||
| BKM Wealth Management LLC | 800 | 0 | -800 | -100.00% |
| Koss Olinger Consulting LLC | 18,827 | 0 | -18,827 | -100.00% |
| International Assets Investment Management LLC | 9,414 | 0 | -9,414 | -100.00% |
| Wealthcare Advisory Partners LLC | 9,537 | 0 | -9,537 | -100.00% |
| Meitav Dash Investments Ltd. | 10,230 | 0 | -10,230 | -100.00% |
| Salem Investment Counselors Inc. | 24 | 0 | -24 | -100.00% |
See Summary: Institutional Holders of BSJQ
See Details: Top 10 Hedge Funds Holding BSJQ
