HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing JIRE Share Count | ||||
| Allworth Financial LP | 186 | 384 | +198 | +106.45% |
| Richard P Slaughter Associates Inc | 118,515 | 190,272 | +71,757 | +60.55% |
| CWM LLC | 510,616 | 766,974 | +256,358 | +50.21% |
| Raymond James Financial Services Advisors Inc. | 122,700 | 158,685 | +35,985 | +29.33% |
| Wealth Enhancement Advisory Services LLC | 34,834 | 43,049 | +8,215 | +23.58% |
| Commonwealth Equity Services LLC | 730,725 | 858,362 | +127,637 | +17.47% |
| Global Retirement Partners LLC | 2,788 | 3,253 | +465 | +16.68% |
| Bellevue Asset Management LLC | 60,233 | 66,936 | +6,703 | +11.13% |
| Cambridge Investment Research Advisors Inc. | 225,015 | 249,514 | +24,499 | +10.89% |
| Buffington Mohr McNeal | 226,759 | 249,987 | +23,228 | +10.24% |
| N.E.W. Advisory Services LLC | 35,361 | 38,298 | +2,937 | +8.31% |
| Summit Investment Advisory Services LLC | 23,041 | 24,396 | +1,355 | +5.88% |
| Private Trust Co. NA | 4,860 | 5,105 | +245 | +5.04% |
| Pallas Capital Advisors LLC | 245,285 | 255,369 | +10,084 | +4.11% |
| Wealth Alliance Advisory Group LLC | 251,361 | 261,436 | +10,075 | +4.01% |
| Stratos Wealth Partners LTD. | 15,089 | 15,675 | +586 | +3.88% |
| Shira Ridge Wealth Management | 4,048 | 4,202 | +154 | +3.80% |
| First Horizon Advisors Inc. | 113,688 | 116,053 | +2,365 | +2.08% |
| Bogart Wealth LLC | 676,154 | 689,351 | +13,197 | +1.95% |
| Northwest Capital Management Inc | 3,714 | 3,752 | +38 | +1.02% |
| 13F Filers Reporting New Positions In JIRE | ||||
| Salem Investment Counselors Inc. | 0 | 69 | +69 | +100% |
| Raymond James & Associates | 0 | 3,244 | +3,244 | +100% |
| Massmutual Trust Co. FSB ADV | 0 | 19,838 | +19,838 | +100% |
| Woodmont Investment Counsel LLC | 0 | 2,883 | +2,883 | +100% |
| Essex Financial Services Inc. | 0 | 3,487 | +3,487 | +100% |
| Gradient Investments LLC | 0 | 0 | UNCH | 100% |
| Patten Group Inc. | 0 | 5,647 | +5,647 | +100% |
| Wagner Wealth Management LLC | 0 | 80,475 | +80,475 | +100% |
| Center for Financial Planning Inc. | 0 | 28 | +28 | +100% |
| Galvin Gaustad & Stein LLC | 0 | 22,555 | +22,555 | +100% |
| Elk River Wealth Management LLC | 0 | 286,041 | +286,041 | +100% |
| Security Financial Services INC. | 0 | 4,567 | +4,567 | +100% |
| Sterling Investment Counsel LLC | 0 | 3,480 | +3,480 | +100% |
| Etesian Wealth Advisors Inc. | 0 | 3,737 | +3,737 | +100% |
| Planning Capital Management Corp | 0 | 62 | +62 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Capital Investment Advisory Services LLC | 542 | 542 | UNCH | 0.00% |
| HBW Advisory Services LLC | 17,989 | 17,989 | UNCH | 0.00% |
| Berger Financial Group Inc | 4,791 | 4,791 | UNCH | 0.00% |
| 13F Filers Decreasing JIRE Share Count | ||||
| Family Investment Center Inc. | 480,488 | 444,543 | -35,945 | -7.48% |
| Lockerman Financial Group Inc. | 9,349 | 9,195 | -154 | -1.65% |
| Park Avenue Securities LLC | 69,934 | 69,556 | -378 | -0.54% |
| 13F Filers Exiting JIRE | ||||
| Sage Mountain Advisors LLC | 423 | 0 | -423 | -100.00% |
| International Assets Investment Management LLC | 49,235 | 0 | -49,235 | -100.00% |
| GHP Investment Advisors Inc. | 97 | 0 | -97 | -100.00% |
See Summary: Institutional Holders of JIRE
See Details: Top 10 Hedge Funds Holding JIRE
