HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing JHMM Share Count | ||||
| NBC Securities Inc. | 18,867 | 65,789 | +46,922 | +248.70% |
| Cooper Financial Group | 16,035 | 36,230 | +20,195 | +125.94% |
| Chicago Partners Investment Group LLC | 18,866 | 29,890 | +11,024 | +58.43% |
| Vicus Capital | 10,081 | 12,231 | +2,150 | +21.33% |
| TNF LLC | 4,051 | 4,667 | +616 | +15.21% |
| D. B. Root & Company LLC | 96,070 | 102,478 | +6,408 | +6.67% |
| Coastal Investment Advisors Inc. | 6,506 | 6,934 | +428 | +6.58% |
| Financial Management Professionals Inc. | 714,270 | 739,834 | +25,564 | +3.58% |
| Dynamic Advisor Solutions LLC | 534,704 | 553,502 | +18,798 | +3.52% |
| Smith Anglin Financial LLC | 1,189,686 | 1,228,113 | +38,427 | +3.23% |
| IAG Wealth Partners LLC | 97,113 | 97,928 | +815 | +0.84% |
| Baker Ellis Asset Management LLC | 218,138 | 219,918 | +1,780 | +0.82% |
| Sovereign Financial Group Inc. | 13,322 | 13,422 | +100 | +0.75% |
| ERn Financial LLC | 220,203 | 221,010 | +807 | +0.37% |
| Cornerstone Wealth Management LLC | 9,238 | 9,241 | +3 | +0.03% |
| Cambridge Investment Research Advisors Inc. | 491,411 | 491,500 | +89 | +0.02% |
| Amplius Wealth Advisors LLC | 645,794 | 645,803 | +9 | +0.00% |
| 13F Filers Reporting New Positions In JHMM | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 46,115 | +46,115 | +100% |
| Atwood & Palmer Inc. | 0 | 216 | +216 | +100% |
| Raymond James Trust N.A. | 0 | 4,388 | +4,388 | +100% |
| Gradient Investments LLC | 0 | 2 | +2 | +100% |
| MCF Advisors LLC | 0 | 249 | +249 | +100% |
| Pinnacle Bank | 0 | 1,100 | +1,100 | +100% |
| Future Financial Wealth Managment LLC | 0 | 333 | +333 | +100% |
| International Assets Investment Management LLC | 0 | 21,488 | +21,488 | +100% |
| Strategic Financial Concepts LLC | 0 | 15,480 | +15,480 | +100% |
| Global Assets Advisory LLC | 0 | 41,639 | +41,639 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Fifth Third Bancorp | 595 | 595 | UNCH | 0.00% |
| City Holding Co. | 1,970 | 1,970 | UNCH | 0.00% |
| Stephenson National Bank & Trust | 516 | 516 | UNCH | 0.00% |
| Westside Investment Management Inc. | 107 | 107 | UNCH | 0.00% |
| Wolf Group Capital Advisors | 5,173 | 5,173 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 49 | 49 | UNCH | 0.00% |
| Well Done LLC | 6,401 | 6,401 | UNCH | 0.00% |
| Synergy Financial Management LLC | 6,256 | 6,256 | UNCH | 0.00% |
| Sound Income Strategies LLC | 492 | 492 | UNCH | 0.00% |
| PSI Advisors LLC | 181 | 181 | UNCH | 0.00% |
| Weaver Consulting Group | 5,305 | 5,305 | UNCH | 0.00% |
| Spire Wealth Management | 2,538 | 2,538 | UNCH | 0.00% |
| 13F Filers Decreasing JHMM Share Count | ||||
| Trilogy Capital Inc. | 15,160 | 6,100 | -9,060 | -59.76% |
| Epic Trust Investment Advisors LLC | 10,297 | 5,819 | -4,478 | -43.49% |
| Wetzel Investment Advisors Inc. | 1,284 | 807 | -477 | -37.15% |
| CWM LLC | 3,041 | 1,956 | -1,085 | -35.68% |
| Raymond James Financial Services Advisors Inc. | 2,609,230 | 1,882,064 | -727,166 | -27.87% |
| Private Trust Co. NA | 3,295 | 2,476 | -819 | -24.86% |
| Global Retirement Partners LLC | 167,129 | 138,768 | -28,361 | -16.97% |
| Signet Financial Management LLC | 10,651 | 8,900 | -1,751 | -16.44% |
| WealthCare Investment Partners LLC | 10,122 | 8,804 | -1,318 | -13.02% |
| RFG Advisory LLC | 5,841 | 5,238 | -603 | -10.32% |
| Stratos Wealth Partners LTD. | 205,833 | 189,037 | -16,796 | -8.16% |
| Fragasso Group Inc. | 144,013 | 134,095 | -9,918 | -6.89% |
| Signature Securities Group Corporation | 54,591 | 51,847 | -2,744 | -5.03% |
| Priebe Wealth Holdings LLC | 3,983 | 3,883 | -100 | -2.51% |
| Quad Cities Investment Group LLC | 7,530 | 7,354 | -176 | -2.34% |
| Enzi Wealth | 676,745 | 661,224 | -15,521 | -2.29% |
| Parsons Capital Management Inc. RI | 61,777 | 60,782 | -995 | -1.61% |
| Capital Advisors Ltd. LLC | 59,632 | 58,823 | -809 | -1.36% |
| Grimes & Company Inc. | 79,307 | 78,242 | -1,065 | -1.34% |
| Choice Wealth Advisors LLC | 197,946 | 195,435 | -2,511 | -1.27% |
| Raymond James & Associates | 242,434 | 239,424 | -3,010 | -1.24% |
| Key Client Fiduciary Advisors LLC | 14,915 | 14,809 | -106 | -0.71% |
| Hoxton Planning & Management LLC | 4,495 | 4,474 | -21 | -0.47% |
| Allworth Financial LP | 8,642 | 8,609 | -33 | -0.38% |
| ZRC Wealth Management LLC | 21,311 | 21,290 | -21 | -0.10% |
| 13F Filers Exiting JHMM | ||||
| Pacifica Partners Inc. | 101 | 0 | -101 | -100.00% |
| Wagner Wealth Management LLC | 8,032 | 0 | -8,032 | -100.00% |
| Capital Investment Advisory Services LLC | 203 | 0 | -203 | -100.00% |
| Bank of New York Mellon Corp | 7,414 | 0 | -7,414 | -100.00% |
See Summary: Institutional Holders of JHMM
See Details: Top 10 Hedge Funds Holding JHMM
