HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing JCPB Share Count | ||||
| Mascoma Wealth Management LLC | 291 | 275,160 | +274,869 | +94456.70% |
| Geneos Wealth Management Inc. | 125 | 3,910 | +3,785 | +3028.00% |
| CWM LLC | 371 | 3,037 | +2,666 | +718.60% |
| Arbor Trust Wealth Advisors LLC | 13,559 | 84,579 | +71,020 | +523.78% |
| Raymond James & Associates | 38,097 | 233,669 | +195,572 | +513.35% |
| Global Retirement Partners LLC | 7,740 | 22,456 | +14,716 | +190.13% |
| Sigma Planning Corp | 5,912 | 12,758 | +6,846 | +115.80% |
| Baldwin Brothers Inc. MA | 650 | 1,295 | +645 | +99.23% |
| Grant Street Asset Management Inc. | 753,071 | 1,395,868 | +642,797 | +85.36% |
| Sprinkle Financial Consultants LLC | 19,324 | 33,171 | +13,847 | +71.66% |
| Raymond James Financial Services Advisors Inc. | 1,031,119 | 1,726,924 | +695,805 | +67.48% |
| Helen Stephens Group LLC | 82,820 | 137,292 | +54,472 | +65.77% |
| Whittier Trust Co. of Nevada Inc. | 1,336 | 2,012 | +676 | +50.60% |
| N.E.W. Advisory Services LLC | 94,692 | 140,357 | +45,665 | +48.22% |
| Nations Financial Group Inc. IA ADV | 20,331 | 29,163 | +8,832 | +43.44% |
| Commonwealth Equity Services LLC | 529,159 | 753,731 | +224,572 | +42.44% |
| Ignite Planners LLC | 43,932 | 61,636 | +17,704 | +40.30% |
| Clarity Wealth Advisors LLC | 57,559 | 80,306 | +22,747 | +39.52% |
| Benjamin F. Edwards & Company Inc. | 20,635 | 28,095 | +7,460 | +36.15% |
| Raymond James Trust N.A. | 8,270 | 11,244 | +2,974 | +35.96% |
| Janney Montgomery Scott LLC | 815,319 | 1,051,235 | +235,916 | +28.94% |
| JFS Wealth Advisors LLC | 6,783 | 8,535 | +1,752 | +25.83% |
| GSB Wealth Management LLC | 37,825 | 46,490 | +8,665 | +22.91% |
| Cambridge Investment Research Advisors Inc. | 60,883 | 74,781 | +13,898 | +22.83% |
| AllGen Financial Advisors Inc. | 953,798 | 1,160,930 | +207,132 | +21.72% |
| Garrett Investment Advisors LLC | 838,455 | 1,017,906 | +179,451 | +21.40% |
| Quad Cities Investment Group LLC | 28,136 | 34,147 | +6,011 | +21.36% |
| D. B. Root & Company LLC | 820,297 | 974,811 | +154,514 | +18.84% |
| USAdvisors Wealth Management LLC | 7,286 | 8,573 | +1,287 | +17.66% |
| Steele Capital Management Inc. | 313,605 | 367,635 | +54,030 | +17.23% |
| Lionsbridge Wealth Management LLC | 124,636 | 144,381 | +19,745 | +15.84% |
| Hartford Financial Management Inc. | 478,889 | 549,761 | +70,872 | +14.80% |
| Palo Alto Wealth Advisors LLC | 9,645 | 11,072 | +1,427 | +14.80% |
| Lodestar Private Asset Management LLC | 89,242 | 102,294 | +13,052 | +14.63% |
| Signet Financial Management LLC | 10,760 | 12,294 | +1,534 | +14.26% |
| Retirement Planning Group | 44,980 | 51,050 | +6,070 | +13.49% |
| Trinity Legacy Partners LLC | 248,806 | 281,070 | +32,264 | +12.97% |
| Capital Planning LLC | 95,670 | 103,919 | +8,249 | +8.62% |
| Peterson Wealth Advisors LLC | 306,318 | 332,386 | +26,068 | +8.51% |
| Lincoln National Corp | 26,543 | 28,758 | +2,215 | +8.34% |
| Money Concepts Capital Corp | 44,483 | 48,085 | +3,602 | +8.10% |
| Legacy Wealth Management Inc | 2,316,105 | 2,491,232 | +175,127 | +7.56% |
| TruWealth Advisors LLC | 77,976 | 83,610 | +5,634 | +7.23% |
| Walkner Condon Financial Advisors LLC | 223,394 | 237,614 | +14,220 | +6.37% |
| Mutual Advisors LLC | 126,316 | 134,218 | +7,902 | +6.26% |
| IMA Wealth Inc. | 184,090 | 194,494 | +10,404 | +5.65% |
| Harbor Group Inc. | 735,516 | 776,985 | +41,469 | +5.64% |
| Voisard Asset Management Group Inc. | 766,871 | 805,857 | +38,986 | +5.08% |
| Landmark Wealth Management LLC | 141,143 | 148,189 | +7,046 | +4.99% |
| Transcend Wealth Collective LLC | 9,342 | 9,806 | +464 | +4.97% |
| Financial Advisory Service Inc. | 220,985 | 229,087 | +8,102 | +3.67% |
| LGT Financial Advisors LLC | 542 | 561 | +19 | +3.51% |
| Stonehearth Capital Management LLC | 5,941 | 6,149 | +208 | +3.50% |
| Rosenberg Matthew Hamilton | 18,124 | 18,731 | +607 | +3.35% |
| Bond & Devick Financial Network Inc. | 139,141 | 143,757 | +4,616 | +3.32% |
| ERn Financial LLC | 157,647 | 162,188 | +4,541 | +2.88% |
| SPC Financial Inc. | 501,797 | 514,935 | +13,138 | +2.62% |
| Hedeker Wealth LLC | 41,115 | 42,069 | +954 | +2.32% |
| FMA Wealth Management LLC | 197,134 | 200,267 | +3,133 | +1.59% |
| LexAurum Advisors LLC | 36,005 | 36,488 | +483 | +1.34% |
| Park Place Capital Corp | 2,148 | 2,173 | +25 | +1.16% |
| 13F Filers Reporting New Positions In JCPB | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Smartleaf Asset Management LLC | 0 | 0 | UNCH | 100% |
| Founders Financial Securities LLC | 0 | 203,900 | +203,900 | +100% |
| Gradient Investments LLC | 0 | 1 | +1 | +100% |
| Wiser Wealth Management Inc | 0 | 867,111 | +867,111 | +100% |
| First Horizon Advisors Inc. | 0 | 0 | UNCH | 100% |
| JJJ Advisors Inc. | 0 | 52,842 | +52,842 | +100% |
| Patten Group Inc. | 0 | 16,872 | +16,872 | +100% |
| Sterling Investment Advisors Ltd. | 0 | 9,850 | +9,850 | +100% |
| Pinnacle Bank | 0 | 1,205 | +1,205 | +100% |
| Mountain Capital Investment Advisors Inc | 0 | 626,791 | +626,791 | +100% |
| Bogart Wealth LLC | 0 | 842,644 | +842,644 | +100% |
| Magnus Financial Group LLC | 0 | 87,968 | +87,968 | +100% |
| CRA Financial Services LLC | 0 | 16,625 | +16,625 | +100% |
| Salomon & Ludwin LLC | 0 | 159 | +159 | +100% |
| Private Capital Management LLC | 0 | 5,035 | +5,035 | +100% |
| Clear Creek Financial Management LLC | 0 | 9,980 | +9,980 | +100% |
| John W. Brooker & Co. CPAs | 0 | 58,981 | +58,981 | +100% |
| Berger Financial Group Inc | 0 | 390,333 | +390,333 | +100% |
| Fountainhead AM LLC | 0 | 6,499 | +6,499 | +100% |
| Firethorn Wealth Partners LLC | 0 | 4,504 | +4,504 | +100% |
| Ronald Blue Trust Inc. | 0 | 389 | +389 | +100% |
| Sutton Place Investors LLC | 0 | 4,629 | +4,629 | +100% |
| Corrigan Financial Inc. | 0 | 603,948 | +603,948 | +100% |
| Triad Wealth Partners LLC | 0 | 132,621 | +132,621 | +100% |
| McCarthy & Cox | 0 | 440,063 | +440,063 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| AdvisorNet Financial Inc | 3,425 | 3,425 | UNCH | 0.00% |
| Mather Group LLC. | 121,896 | 121,896 | UNCH | 0.00% |
| Prestige Wealth Management Group LLC | 3,020 | 3,020 | UNCH | 0.00% |
| Mayfair Advisory Group LLC | 5,117 | 5,117 | UNCH | 0.00% |
| Autumn Glory Partners LLC | 10,346 | 10,346 | UNCH | 0.00% |
| 13F Filers Decreasing JCPB Share Count | ||||
| Criterion Capital Advisors LLC | 4,258 | 1,162 | -3,096 | -72.71% |
| Financial Futures Ltd Liability Co. | 154,474 | 58,635 | -95,839 | -62.04% |
| CGC Financial Services LLC | 16,799 | 7,938 | -8,861 | -52.75% |
| Allworth Financial LP | 197,813 | 101,038 | -96,775 | -48.92% |
| Spire Wealth Management | 95 | 68 | -27 | -28.42% |
| James J. Burns & Company LLC | 25,128 | 18,406 | -6,722 | -26.75% |
| Strategic Planning Group LLC | 26,348 | 21,321 | -5,027 | -19.08% |
| MN Wealth Advisors LLC | 163,116 | 140,414 | -22,702 | -13.92% |
| RWM Asset Management LLC | 177,064 | 157,595 | -19,469 | -11.00% |
| Daymark Wealth Partners LLC | 335,527 | 305,741 | -29,786 | -8.88% |
| Private Advisor Group LLC | 8,168 | 7,501 | -667 | -8.17% |
| Capital Advisors Wealth Management LLC | 47,898 | 44,214 | -3,684 | -7.69% |
| Lake Street Financial LLC | 7,295 | 6,846 | -449 | -6.15% |
| Massmutual Trust Co. FSB ADV | 71,018 | 66,785 | -4,233 | -5.96% |
| Security Financial Services INC. | 13,807 | 12,995 | -812 | -5.88% |
| Apollon Wealth Management LLC | 5,036 | 4,820 | -216 | -4.29% |
| Janney Capital Management LLC | 316,368 | 305,641 | -10,727 | -3.39% |
| Walden Wealth Partners LLC | 19,365 | 18,759 | -606 | -3.13% |
| Silverlake Wealth Management LLC | 4,797 | 4,706 | -91 | -1.90% |
| Larson Financial Group LLC | 4,951 | 4,908 | -43 | -0.87% |
| 13F Filers Exiting JCPB | ||||
| Financial Synergies Wealth Advisors Inc. | 769 | 0 | -769 | -100.00% |
| HB Wealth Management LLC | 6,509 | 0 | -6,509 | -100.00% |
| Carl Stuart Investment Advisor Inc. | 17,736 | 0 | -17,736 | -100.00% |
| WealthCare Investment Partners LLC | 4,486 | 0 | -4,486 | -100.00% |
| Choice Wealth Advisors LLC | 32,920 | 0 | -32,920 | -100.00% |
| International Assets Investment Management LLC | 54,383 | 0 | -54,383 | -100.00% |
| Cranbrook Wealth Management LLC | 1 | 0 | -1 | -100.00% |
| J.W. Cole Advisors Inc. | 9,327 | 0 | -9,327 | -100.00% |
See Summary: Institutional Holders of JCPB
See Details: Top 10 Hedge Funds Holding JCPB
