HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing JMST Share Count | ||||
| AdvisorNet Financial Inc | 8,874 | 27,434 | +18,560 | +209.15% |
| WealthCare Investment Partners LLC | 5,413 | 11,679 | +6,266 | +115.76% |
| Transform Wealth LLC | 64,885 | 133,755 | +68,870 | +106.14% |
| Helen Stephens Group LLC | 6,044 | 10,345 | +4,301 | +71.16% |
| Daymark Wealth Partners LLC | 16,523 | 23,945 | +7,422 | +44.92% |
| Harbor Group Inc. | 3,965 | 5,062 | +1,097 | +27.67% |
| John W. Brooker & Co. CPAs | 23,653 | 30,129 | +6,476 | +27.38% |
| Park Avenue Securities LLC | 5,819 | 7,322 | +1,503 | +25.83% |
| ERn Financial LLC | 23,687 | 29,534 | +5,847 | +24.68% |
| IMZ Advisory Inc | 90,378 | 111,699 | +21,321 | +23.59% |
| Slow Capital Inc. | 141,171 | 173,144 | +31,973 | +22.65% |
| Oak Harvest Investment Services | 130,442 | 155,316 | +24,874 | +19.07% |
| Perennial Advisors LLC | 58,771 | 69,158 | +10,387 | +17.67% |
| RFG Advisory LLC | 10,146 | 11,789 | +1,643 | +16.19% |
| Lpwm LLC | 41,658 | 48,390 | +6,732 | +16.16% |
| Opal Wealth Advisors LLC | 127,425 | 144,767 | +17,342 | +13.61% |
| Wealthcare Advisory Partners LLC | 31,718 | 35,755 | +4,037 | +12.73% |
| Wealth Alliance Advisory Group LLC | 74,901 | 82,880 | +7,979 | +10.65% |
| Sunflower Bank N.A. | 175,314 | 191,282 | +15,968 | +9.11% |
| CWM LLC | 667,926 | 726,977 | +59,051 | +8.84% |
| MJP Associates Inc. ADV | 289,678 | 315,174 | +25,496 | +8.80% |
| Windsor Capital Management LLC | 6,267 | 6,789 | +522 | +8.33% |
| Narus Financial Partners LLC | 53,535 | 57,312 | +3,777 | +7.06% |
| Webster Bank N. A. | 11,316 | 11,816 | +500 | +4.42% |
| Kwmg LLC | 30,186 | 31,413 | +1,227 | +4.06% |
| Albion Financial Group UT | 57,339 | 59,619 | +2,280 | +3.98% |
| Atlas Private Wealth Management | 162,061 | 168,211 | +6,150 | +3.79% |
| Dynamic Advisor Solutions LLC | 74,785 | 76,805 | +2,020 | +2.70% |
| Kathleen S. Wright Associates Inc. | 36,061 | 36,743 | +682 | +1.89% |
| Sandbox Financial Partners LLC | 46,394 | 47,265 | +871 | +1.88% |
| MBM Wealth Consultants LLC | 220,667 | 224,444 | +3,777 | +1.71% |
| Rooted Wealth Advisors Inc. | 13,715 | 13,903 | +188 | +1.37% |
| Monterey Private Wealth Inc. | 6,669 | 6,710 | +41 | +0.61% |
| Sunbelt Securities Inc. | 8,406 | 8,407 | +1 | +0.01% |
| 13F Filers Reporting New Positions In JMST | ||||
| Financial Management Professionals Inc. | 0 | 19,307 | +19,307 | +100% |
| Tarbox Family Office Inc. | 0 | 9,807 | +9,807 | +100% |
| Stewardship Advisors LLC | 0 | 16,890 | +16,890 | +100% |
| Coastal Investment Advisors Inc. | 0 | 73 | +73 | +100% |
| Pallas Capital Advisors LLC | 0 | 10,000 | +10,000 | +100% |
| Aletheian Wealth Advisors LLC | 0 | 4,016 | +4,016 | +100% |
| BKA Wealth Consulting Inc. | 0 | 8,745 | +8,745 | +100% |
| CAP Partners LLC | 0 | 4,829 | +4,829 | +100% |
| GAMMA Investing LLC | 0 | 979 | +979 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Beese Fulmer Investment Management Inc. | 4,945 | 4,945 | UNCH | 0.00% |
| Forbes J M & Co. LLP | 4,801 | 4,801 | UNCH | 0.00% |
| Woodmont Investment Counsel LLC | 8,428 | 8,428 | UNCH | 0.00% |
| Mcdonald Partners LLC | 14,600 | 14,600 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 6,950 | 6,950 | UNCH | 0.00% |
| JJJ Advisors Inc. | 2,030 | 2,030 | UNCH | 0.00% |
| Pinnacle Bank | 78 | 78 | UNCH | 0.00% |
| Pathway Financial Advisors LLC | 4,133 | 4,133 | UNCH | 0.00% |
| Hubbell Strickland Wealth Management LLC | 4,153 | 4,153 | UNCH | 0.00% |
| Symphony Financial Ltd. Co. | 3,954 | 3,954 | UNCH | 0.00% |
| Meadow Creek Wealth Advisors LLC | 6,700 | 6,700 | UNCH | 0.00% |
| CVA Family Office LLC | 1,480 | 1,480 | UNCH | 0.00% |
| Richard P Slaughter Associates Inc | 5,200 | 5,200 | UNCH | 0.00% |
| Levy Wealth Management Group LLC | 140,645 | 140,645 | UNCH | 0.00% |
| OLIO Financial Planning | 6,069 | 6,069 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 365 | 365 | UNCH | 0.00% |
| Tanglewood Legacy Advisors LLC | 1,000 | 1,000 | UNCH | 0.00% |
| ZRC Wealth Management LLC | 2,790 | 2,790 | UNCH | 0.00% |
| Williams & Novak LLC | 12,200 | 12,200 | UNCH | 0.00% |
| West Paces Advisors Inc. | 3,510 | 3,510 | UNCH | 0.00% |
| Evergreen Private Wealth LLC | 163 | 163 | UNCH | 0.00% |
| 13F Filers Decreasing JMST Share Count | ||||
| Naviter Wealth LLC | 30,790 | 4,550 | -26,240 | -85.22% |
| IAM Advisory LLC | 17,983 | 8,707 | -9,276 | -51.58% |
| Collective Family Office LLC | 127,957 | 72,124 | -55,833 | -43.63% |
| Priebe Wealth Holdings LLC | 34,572 | 21,322 | -13,250 | -38.33% |
| Roberts Wealth Advisors LLC | 18,057 | 13,090 | -4,967 | -27.51% |
| Wealth Enhancement Advisory Services LLC | 107,503 | 79,842 | -27,661 | -25.73% |
| Sunburst Financial Group LLC | 190,991 | 149,389 | -41,602 | -21.78% |
| Galvin Gaustad & Stein LLC | 59,969 | 50,158 | -9,811 | -16.36% |
| Allen Capital Group LLC | 18,856 | 15,944 | -2,912 | -15.44% |
| Kathmere Capital Management LLC | 102,088 | 86,588 | -15,500 | -15.18% |
| Gradient Capital Advisors LLC | 15,617 | 13,256 | -2,361 | -15.12% |
| New Capital Management LP | 33,457 | 28,610 | -4,847 | -14.49% |
| Legacy Private Trust Co. | 65,924 | 57,049 | -8,875 | -13.46% |
| Atlantic Union Bankshares Corp | 6,171 | 5,343 | -828 | -13.42% |
| Cooper Financial Group | 125,508 | 110,946 | -14,562 | -11.60% |
| Requisite Capital Management LLC | 61,014 | 55,495 | -5,519 | -9.05% |
| Security Financial Services INC. | 23,207 | 21,652 | -1,555 | -6.70% |
| Massmutual Trust Co. FSB ADV | 10,131 | 9,458 | -673 | -6.64% |
| Apella Capital LLC | 16,511 | 15,642 | -869 | -5.26% |
| Signet Financial Management LLC | 80,659 | 76,555 | -4,104 | -5.09% |
| Chesley Taft & Associates LLC | 41,825 | 39,835 | -1,990 | -4.76% |
| Shira Ridge Wealth Management | 21,408 | 20,455 | -953 | -4.45% |
| Skyline Advisors Inc. | 37,438 | 35,990 | -1,448 | -3.87% |
| Stratos Wealth Partners LTD. | 35,729 | 34,471 | -1,258 | -3.52% |
| Alpha Omega Wealth Management LLC | 17,493 | 17,219 | -274 | -1.57% |
| Trust Co | 255,102 | 251,882 | -3,220 | -1.26% |
| Appleton Partners Inc. MA | 182,266 | 181,911 | -355 | -0.19% |
| 13F Filers Exiting JMST | ||||
| Cooksen Wealth LLC | 1,000 | 0 | -1,000 | -100.00% |
| Global Wealth Strategies & Associates | 1 | 0 | -1 | -100.00% |
| Advisor Resource Council | 8,220 | 0 | -8,220 | -100.00% |
| International Assets Investment Management LLC | 76,202 | 0 | -76,202 | -100.00% |
| waypoint wealth counsel | 11,762 | 0 | -11,762 | -100.00% |
| Asio Capital LLC | 316,850 | 0 | -316,850 | -100.00% |
See Summary: Institutional Holders of JMST
See Details: Top 10 Hedge Funds Holding JMST
