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NJAN Holdings Changes image
This page summarizes the NJAN holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether NJAN is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing NJAN Share Count
AdvisorNet Financial Inc 11,060 188,305 +177,245 +1602.58%
Cambridge Investment Research Advisors Inc. 15,926 165,285 +149,359 +937.83%
Commonwealth Equity Services LLC 43,700 447,508 +403,808 +924.05%
NBC Securities Inc. 129 729 +600 +465.12%
Strategic Blueprint LLC 11,670 29,276 +17,606 +150.87%
Castle Wealth Management LLC 11,092 21,489 +10,397 +93.73%
Raymond James Financial Services Advisors Inc. 8,364 15,870 +7,506 +89.74%
CRA Financial Services LLC 7,725 10,585 +2,860 +37.02%
Keystone Wealth Services LLC 5,843 7,583 +1,740 +29.78%
Sunbelt Securities Inc. 27,990 33,339 +5,349 +19.11%
Arlington Capital Management Inc. 8,942 10,482 +1,540 +17.22%
Sugarloaf Wealth Management LLC 17,728 20,771 +3,043 +17.16%
DHJJ Financial Advisors Ltd. 33,055 37,836 +4,781 +14.46%
ODonnell Financial Services LLC 9,921 10,625 +704 +7.10%
13F Filers Reporting New Positions In NJAN
Raymond James & Associates 0 33,374 +33,374 +100%
Founders Financial Securities LLC 0 6,812 +6,812 +100%
Allworth Financial LP 0 1,498 +1,498 +100%
Brookstone Capital Management 0 7,335 +7,335 +100%
SMI Advisory Services LLC 0 348,698 +348,698 +100%
RFG Advisory LLC 0 53,638 +53,638 +100%
Stratos Wealth Advisors LLC 0 5,424 +5,424 +100%
BCS Wealth Management 0 6,414 +6,414 +100%
PFG Investments LLC 0 15,773 +15,773 +100%
Kingswood Wealth Advisors LLC 0 6,042 +6,042 +100%
Focus Financial Network Inc. 0 14,452 +14,452 +100%
13F Filers With Unchanged Share Count
Blue Bell Private Wealth Management LLC 1,834 1,834 UNCH 0.00%
Wealth Enhancement Advisory Services LLC 20,330 20,330 UNCH 0.00%
Global Trust Asset Management LLC 2,900 2,900 UNCH 0.00%
Main Street Financial Solutions LLC 6,300 6,300 UNCH 0.00%
My Personal CFO LLC 39,000 39,000 UNCH 0.00%
13F Filers Decreasing NJAN Share Count
Retirement Guys Formula LLC 56,932 6,869 -50,063 -87.93%

See Summary: Institutional Holders of NJAN
See Details: Top 10 Hedge Funds Holding NJAN

NJAN Holdings Changes | www.HoldingsChannel.com

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