JHMD Holdings Changes

This page summarizes the JHMD holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether JHMD 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).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing JHMD Share Count
Cooper Financial Group	49,098	68,607	+19,509	+39.73%
Capital Advisors Ltd. LLC	14,520	14,985	+465	+3.20%
Stratos Wealth Partners LTD.	14,737	14,949	+212	+1.44%
Dynamic Advisor Solutions LLC	11,763	11,798	+35	+0.30%
13F Filers Reporting New Positions In JHMD
Stephens Consulting LLC	0	581	+581	+100%
13F Filers With Unchanged Share Count
Baldwin Brothers Inc. MA	136	136	UNCH	0.00%
13F Filers Decreasing JHMD Share Count
Daymark Wealth Partners LLC	24,072	19,011	-5,061	-21.02%
Evensky & Katz LLC	1,013,294	1,000,298	-12,996	-1.28%
Wealth Enhancement Advisory Services LLC	21,533	21,466	-67	-0.31%
13F Filers Exiting JHMD
Flagship Harbor Advisors LLC	74,678	0	-74,678	-100.00%

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

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