HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing JSCP Share Count | ||||
| CWM LLC | 14,165 | 55,095 | +40,930 | +288.95% |
| SkyOak Wealth LLC | 28,901 | 83,056 | +54,155 | +187.38% |
| Bridgewealth Advisory Group LLC | 85,831 | 169,454 | +83,623 | +97.43% |
| Norway Savings Bank | 52,403 | 67,939 | +15,536 | +29.65% |
| 5th Street Advisors LLC | 379,843 | 451,207 | +71,364 | +18.79% |
| Cambridge Investment Research Advisors Inc. | 12,781 | 15,147 | +2,366 | +18.51% |
| Park Place Capital Corp | 3,375 | 3,785 | +410 | +12.15% |
| Ausdal Financial Partners Inc. | 25,388 | 26,982 | +1,594 | +6.28% |
| LexAurum Advisors LLC | 15,359 | 16,122 | +763 | +4.97% |
| USAdvisors Wealth Management LLC | 7,299 | 7,557 | +258 | +3.53% |
| Transform Wealth LLC | 105,836 | 107,617 | +1,781 | +1.68% |
| Lowe Wealth Advisors LLC | 25,890 | 26,315 | +425 | +1.64% |
| BEAM Asset Management LLC | 29,863 | 30,190 | +327 | +1.10% |
| Lodestone Wealth Management LLC | 21,563 | 21,800 | +237 | +1.10% |
| Financial Advisory Service Inc. | 23,580 | 23,838 | +258 | +1.09% |
| Patriot Financial Group Insurance Agency LLC | 7,878 | 7,964 | +86 | +1.09% |
| 13F Filers Reporting New Positions In JSCP | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Parkside Financial Bank & Trust | 0 | 0 | UNCH | 100% |
| Raymond James Financial Services Advisors Inc. | 0 | 5,803 | +5,803 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Global Retirement Partners LLC | 594 | 594 | UNCH | 0.00% |
| 13F Filers Decreasing JSCP Share Count | ||||
| Commonwealth Equity Services LLC | 61,110 | 9,381 | -51,729 | -84.65% |
| Lodestar Private Asset Management LLC | 15,372 | 14,805 | -567 | -3.69% |
| 13F Filers Exiting JSCP | ||||
| Wealth Enhancement Advisory Services LLC | 569,048 | 0 | -569,048 | -100.00% |
See Summary: Institutional Holders of JSCP
See Details: Top 10 Hedge Funds Holding JSCP
