HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing JMBS Share Count | ||||
| Inspirion Wealth Advisors LLC | 214,778 | 408,746 | +193,968 | +90.31% |
| Raymond James Trust N.A. | 6,338 | 11,448 | +5,110 | +80.62% |
| Presidio Capital Management LLC | 25,977 | 46,549 | +20,572 | +79.19% |
| Asio Capital LLC | 103,006 | 146,271 | +43,265 | +42.00% |
| Aurum Wealth Management Group LLC | 41,593 | 57,035 | +15,442 | +37.13% |
| Foster & Motley Inc. | 501,242 | 662,504 | +161,262 | +32.17% |
| Seed Wealth Management Inc. | 78,359 | 99,228 | +20,869 | +26.63% |
| Legacy Private Trust Co. | 395,849 | 477,304 | +81,455 | +20.58% |
| Founders Financial Securities LLC | 10,553 | 12,063 | +1,510 | +14.31% |
| Parcion Private Wealth LLC | 546,864 | 622,992 | +76,128 | +13.92% |
| WESPAC Advisors SoCal LLC | 20,008 | 22,488 | +2,480 | +12.40% |
| Rise Advisors LLC | 217,780 | 243,513 | +25,733 | +11.82% |
| KWB Wealth | 57,303 | 64,052 | +6,749 | +11.78% |
| Ehrlich Financial Group | 43,153 | 48,222 | +5,069 | +11.75% |
| Garrett Investment Advisors LLC | 473,183 | 505,779 | +32,596 | +6.89% |
| Congress Wealth Management LLC DE | 3,137,206 | 3,298,122 | +160,916 | +5.13% |
| Cambridge Investment Research Advisors Inc. | 249,351 | 261,374 | +12,023 | +4.82% |
| Divergent Planning LLC | 611,000 | 638,785 | +27,785 | +4.55% |
| Arden Trust Co | 232,638 | 240,962 | +8,324 | +3.58% |
| Arvest Investments Inc. | 538,707 | 553,006 | +14,299 | +2.65% |
| Towneley Capital Management Inc DE | 364,495 | 373,717 | +9,222 | +2.53% |
| Private Trust Co. NA | 849 | 856 | +7 | +0.82% |
| Essex Financial Services Inc. | 4,803 | 4,839 | +36 | +0.75% |
| 13F Filers Reporting New Positions In JMBS | ||||
| Mather Group LLC. | 0 | 1,237 | +1,237 | +100% |
| Advance Capital Management Inc. | 0 | 313,092 | +313,092 | +100% |
| Allen Capital Group LLC | 0 | 143,874 | +143,874 | +100% |
| Pallas Capital Advisors LLC | 0 | 183,153 | +183,153 | +100% |
| Breakwater Capital Group | 0 | 21,652 | +21,652 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 373 | 373 | UNCH | 0.00% |
| Allworth Financial LP | 826 | 826 | UNCH | 0.00% |
| Global Retirement Partners LLC | 260 | 260 | UNCH | 0.00% |
| 13F Filers Decreasing JMBS Share Count | ||||
| CWM LLC | 659 | 100 | -559 | -84.83% |
| Financial Enhancement Group LLC | 726,579 | 442,868 | -283,711 | -39.05% |
| Harbor Investment Advisory LLC | 63,026 | 39,988 | -23,038 | -36.55% |
| Raymond James & Associates | 2,459,466 | 2,126,897 | -332,569 | -13.52% |
| Colton Groome Financial Advisors LLC | 12,623 | 11,228 | -1,395 | -11.05% |
| Atwood & Palmer Inc. | 13,553 | 12,418 | -1,135 | -8.37% |
| Raymond James Financial Services Advisors Inc. | 121,806 | 114,790 | -7,016 | -5.76% |
| Gradient Investments LLC | 1,920,675 | 1,873,951 | -46,724 | -2.43% |
| Venturi Wealth Management LLC | 14,579 | 14,456 | -123 | -0.84% |
| Saxon Interests Inc. | 8,657 | 8,608 | -49 | -0.57% |
| Bank of New York Mellon Corp | 843,388 | 840,278 | -3,110 | -0.37% |
| 13F Filers Exiting JMBS | ||||
| International Assets Investment Management LLC | 14,012 | 0 | -14,012 | -100.00% |
| First Pacific Financial | 4 | 0 | -4 | -100.00% |
| Mayfair Advisory Group LLC | 17,330 | 0 | -17,330 | -100.00% |
| United Asset Strategies Inc. | 4,977 | 0 | -4,977 | -100.00% |
See Summary: Institutional Holders of JMBS
See Details: Top 10 Hedge Funds Holding JMBS
