HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing IJAN Share Count | ||||
| Gradient Investments LLC | 434 | 615,452 | +615,018 | +141709.22% |
| Sunbelt Securities Inc. | 2,658 | 9,545 | +6,887 | +259.10% |
| Castle Wealth Management LLC | 7,040 | 17,022 | +9,982 | +141.79% |
| BCS Wealth Management | 7,761 | 12,895 | +5,134 | +66.15% |
| Berger Financial Group Inc | 22,216 | 31,772 | +9,556 | +43.01% |
| Commonwealth Equity Services LLC | 92,210 | 131,326 | +39,116 | +42.42% |
| Strategic Blueprint LLC | 16,975 | 24,079 | +7,104 | +41.85% |
| Compass Advisory Group LLC | 339,522 | 352,604 | +13,082 | +3.85% |
| Altfest L J & Co. Inc. | 370,281 | 382,636 | +12,355 | +3.34% |
| Lantz Financial LLC | 33,448 | 34,489 | +1,041 | +3.11% |
| DHJJ Financial Advisors Ltd. | 36,934 | 37,257 | +323 | +0.87% |
| 13F Filers Reporting New Positions In IJAN | ||||
| Raymond James & Associates | 0 | 19,878 | +19,878 | +100% |
| Cambridge Investment Research Advisors Inc. | 0 | 7,341 | +7,341 | +100% |
| Brookstone Capital Management | 0 | 12,860 | +12,860 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| CWM LLC | 655 | 655 | UNCH | 0.00% |
| Cypress Wealth Services LLC | 32,535 | 32,535 | UNCH | 0.00% |
| My Personal CFO LLC | 60,150 | 60,150 | UNCH | 0.00% |
| 13F Filers Decreasing IJAN Share Count | ||||
| Wealth Enhancement Advisory Services LLC | 53,133 | 36,484 | -16,649 | -31.33% |
| Allworth Financial LP | 1,744 | 1,337 | -407 | -23.34% |
| BKD Wealth Advisors LLC | 96,011 | 74,232 | -21,779 | -22.68% |
| Miracle Mile Advisors LLC | 10,032 | 8,263 | -1,769 | -17.63% |
| Global Strategic Investment Solutions LLC | 187,298 | 171,727 | -15,571 | -8.31% |
| Kathmere Capital Management LLC | 8,538 | 8,073 | -465 | -5.45% |
| Macroview Investment Management LLC | 48,464 | 47,841 | -623 | -1.29% |
| Arlington Capital Management Inc. | 6,988 | 6,912 | -76 | -1.09% |
| AdvisorNet Financial Inc | 132,873 | 132,689 | -184 | -0.14% |
| 13F Filers Exiting IJAN | ||||
| Michael S. Ryan Inc. | 23,823 | 0 | -23,823 | -100.00% |
| Stratos Wealth Advisors LLC | 9,709 | 0 | -9,709 | -100.00% |
See Summary: Institutional Holders of IJAN
See Details: Top 10 Hedge Funds Holding IJAN
