Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing PJUL Share Count | ||||
Cypress Financial Planning LLC | 7,952 | 11,220 | +3,268 | +41.10% |
Janney Montgomery Scott LLC | 151,086 | 162,800 | +11,714 | +7.75% |
Global Strategic Investment Solutions LLC | 113,224 | 121,633 | +8,409 | +7.43% |
Creative Financial Designs Inc. ADV | 16,450 | 17,150 | +700 | +4.26% |
Strategic Blueprint LLC | 66,958 | 68,733 | +1,775 | +2.65% |
MBL Wealth LLC | 100,716 | 103,261 | +2,545 | +2.53% |
Southland Equity Partners LLC | 119,613 | 122,099 | +2,486 | +2.08% |
Chicago Partners Investment Group LLC | 40,696 | 41,192 | +496 | +1.22% |
Financial Services Advisory Inc | 156,773 | 157,742 | +969 | +0.62% |
Raymond James Financial Services Advisors Inc. | 342,224 | 344,233 | +2,009 | +0.59% |
KFG Wealth Management LLC | 49,541 | 49,760 | +219 | +0.44% |
13F Filers Reporting New Positions In PJUL | ||||
Proequities Inc. | 0 | 0 | UNCH | 100% |
Honkamp Krueger Financial Services Inc. | 0 | 5,964 | +5,964 | +100% |
RFG Advisory LLC | 0 | 40,980 | +40,980 | +100% |
Cornerstone Wealth Group LLC | 0 | 8,319 | +8,319 | +100% |
Focus Financial Network Inc. | 0 | 25,302 | +25,302 | +100% |
Diversify Advisory Services LLC | 0 | 5,538 | +5,538 | +100% |
13F Filers With Unchanged Share Count | ||||
Mitchell Capital Management Co. | 7,766 | 7,766 | UNCH | 0.00% |
Valmark Advisers Inc. | 23,358 | 23,358 | UNCH | 0.00% |
AdvisorNet Financial Inc | 18,384 | 18,384 | UNCH | 0.00% |
Ascent Wealth Partners LLC | 9,840 | 9,840 | UNCH | 0.00% |
Diligent Investors LLC | 35,119 | 35,119 | UNCH | 0.00% |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 11,298 | 11,298 | UNCH | 0.00% |
Signet Financial Management LLC | 6,468 | 6,468 | UNCH | 0.00% |
CAPROCK Group Inc. | 87,754 | 87,754 | UNCH | 0.00% |
Fragasso Group Inc. | 27,134 | 27,134 | UNCH | 0.00% |
Pillar Wealth Advisors LLC | 49,620 | 49,620 | UNCH | 0.00% |
Sunbelt Securities Inc. | 345 | 345 | UNCH | 0.00% |
Capital Investment Advisory Services LLC | 2,820 | 2,820 | UNCH | 0.00% |
Sugarloaf Wealth Management LLC | 14,111 | 14,111 | UNCH | 0.00% |
Ausdal Financial Partners Inc. | 13,361 | 13,361 | UNCH | 0.00% |
Mutual Advisors LLC | 14,290 | 14,290 | UNCH | 0.00% |
Wagner Wealth Management LLC | 2,000 | 2,000 | UNCH | 0.00% |
WealthShield Partners LLC | 341 | 341 | UNCH | 0.00% |
Retirement Income Solutions Inc | 10,869 | 10,869 | UNCH | 0.00% |
Bedel Financial Consulting Inc. | 13,094 | 13,094 | UNCH | 0.00% |
Vishria Bird Financial Group LLC | 8,851 | 8,851 | UNCH | 0.00% |
Global Retirement Partners LLC | 150 | 150 | UNCH | 0.00% |
Geneos Wealth Management Inc. | 2,422 | 2,422 | UNCH | 0.00% |
KMG Fiduciary Partners LLC | 5,939 | 5,939 | UNCH | 0.00% |
HBW Advisory Services LLC | 75,989 | 75,989 | UNCH | 0.00% |
Atticus Wealth Management LLC | 26,190 | 26,190 | UNCH | 0.00% |
Tsfg LLC | 17 | 17 | UNCH | 0.00% |
Alliance Wealth Advisors LLC | 11,200 | 11,200 | UNCH | 0.00% |
Spire Wealth Management | 65,398 | 65,398 | UNCH | 0.00% |
Keystone Wealth Services LLC | 35,215 | 35,215 | UNCH | 0.00% |
Epic Trust Investment Advisors LLC | 6,505 | 6,505 | UNCH | 0.00% |
NorthCrest Asset Manangement LLC | 10,429 | 10,429 | UNCH | 0.00% |
Clay Northam Wealth Management LLC | 6,910 | 6,910 | UNCH | 0.00% |
Integrity Financial Corp WA | 3,139 | 3,139 | UNCH | 0.00% |
Retirement Guys Formula LLC | 7,163 | 7,163 | UNCH | 0.00% |
Cardinal Point Capital Management ULC | 24,465 | 24,465 | UNCH | 0.00% |
Worth Financial Advisory Group LLC | 5,660 | 5,660 | UNCH | 0.00% |
Lakeridge Wealth Management LLC | 38,311 | 38,311 | UNCH | 0.00% |
13F Filers Decreasing PJUL Share Count | ||||
Gradient Investments LLC | 1,214,631 | 33,477 | -1,181,154 | -97.24% |
Allworth Financial LP | 252,834 | 8,446 | -244,388 | -96.66% |
Outlook Wealth Advisors LLC | 224,471 | 29,094 | -195,377 | -87.04% |
Brookstone Capital Management | 1,135,535 | 184,380 | -951,155 | -83.76% |
Advisory Services Network LLC | 28,239 | 10,503 | -17,736 | -62.81% |
Susquehanna International Group LLP | 78,976 | 36,730 | -42,246 | -53.49% |
Sigma Planning Corp | 41,635 | 21,031 | -20,604 | -49.49% |
Benjamin F. Edwards & Company Inc. | 45,542 | 23,107 | -22,435 | -49.26% |
Zimmermann Investment Management & Planning LLC | 8,479 | 5,549 | -2,930 | -34.56% |
ODonnell Financial Services LLC | 53,980 | 35,388 | -18,592 | -34.44% |
Larson Financial Group LLC | 285 | 190 | -95 | -33.33% |
Cedar Brook Financial Partners LLC | 9,566 | 7,426 | -2,140 | -22.37% |
Yarger Wealth Strategies LLC | 11,820 | 9,382 | -2,438 | -20.63% |
Sequoia Financial Advisors LLC | 7,388 | 5,925 | -1,463 | -19.80% |
Commonwealth Equity Services LLC | 682,183 | 567,082 | -115,101 | -16.87% |
Raymond James & Associates | 13,266 | 11,120 | -2,146 | -16.18% |
Cypress Wealth Services LLC | 35,533 | 30,554 | -4,979 | -14.01% |
Cambridge Investment Research Advisors Inc. | 271,295 | 235,229 | -36,066 | -13.29% |
Retirement Planning Group | 7,206 | 6,520 | -686 | -9.52% |
CRA Financial Services LLC | 56,265 | 52,415 | -3,850 | -6.84% |
BCS Wealth Management | 39,781 | 37,075 | -2,706 | -6.80% |
Strategic Wealth Partners Group LLC | 200,753 | 187,350 | -13,403 | -6.68% |
My Personal CFO LLC | 8,815 | 8,227 | -588 | -6.67% |
DHJJ Financial Advisors Ltd. | 16,543 | 15,443 | -1,100 | -6.65% |
Gill Capital Partners LLC | 18,447 | 17,431 | -1,016 | -5.51% |
Compass Advisory Group LLC | 18,527 | 17,538 | -989 | -5.34% |
PFG Advisors | 10,920 | 10,353 | -567 | -5.19% |
Miracle Mile Advisors LLC | 333,839 | 316,551 | -17,288 | -5.18% |
Lake Street Financial LLC | 35,485 | 33,750 | -1,735 | -4.89% |
David R. Rahn & Associates Inc. | 8,486 | 8,089 | -397 | -4.68% |
Lineweaver Wealth Advisors LLC | 14,724 | 14,139 | -585 | -3.97% |
HighTower Advisors LLC | 652,735 | 631,818 | -20,917 | -3.20% |
Advisory Alpha LLC | 166,529 | 161,884 | -4,645 | -2.79% |
Patriot Financial Group Insurance Agency LLC | 33,099 | 32,237 | -862 | -2.60% |
Altfest L J & Co. Inc. | 13,986 | 13,624 | -362 | -2.59% |
Lincoln National Corp | 135,648 | 132,795 | -2,853 | -2.10% |
Blue Bell Private Wealth Management LLC | 63,116 | 61,846 | -1,270 | -2.01% |
Weaver Consulting Group | 123,997 | 121,968 | -2,029 | -1.64% |
McAdam LLC | 94,280 | 93,010 | -1,270 | -1.35% |
Wealth Enhancement Advisory Services LLC | 750,484 | 740,327 | -10,157 | -1.35% |
CWM LLC | 50,451 | 49,808 | -643 | -1.27% |
City Holding Co. | 7,520 | 7,430 | -90 | -1.20% |
Valtinson Bruner Financial Planning LLC | 5,918 | 5,848 | -70 | -1.18% |
BKD Wealth Advisors LLC | 283,837 | 281,953 | -1,884 | -0.66% |
Bellwether Advisors LLC | 35,124 | 34,901 | -223 | -0.63% |
Schulz Wealth LTD. | 14,921 | 14,831 | -90 | -0.60% |
Nations Financial Group Inc. IA ADV | 15,434 | 15,374 | -60 | -0.39% |
Nikulski Financial Inc. | 13,555 | 13,520 | -35 | -0.26% |
AA Financial Advisors LLC | 167,434 | 167,390 | -44 | -0.03% |
13F Filers Exiting PJUL | ||||
BKM Wealth Management LLC | 301 | 0 | -301 | -100.00% |
Leading Edge Financial Planning LLC | 8,325 | 0 | -8,325 | -100.00% |
Range Financial Group LLC | 480,414 | 0 | -480,414 | -100.00% |
Arkadios Wealth Advisors | 6,453 | 0 | -6,453 | -100.00% |
Aurum Wealth Management Group LLC | 13,558 | 0 | -13,558 | -100.00% |
Csenge Advisory Group | 8,143 | 0 | -8,143 | -100.00% |
Stratos Wealth Advisors LLC | 9,758 | 0 | -9,758 | -100.00% |
WealthPLAN Partners LLC | 70,433 | 0 | -70,433 | -100.00% |
Macroview Investment Management LLC | 28,446 | 0 | -28,446 | -100.00% |
See Summary: Institutional Holders of PJUL
See Details: Top 10 Hedge Funds Holding PJUL