HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing XJH Share Count | ||||
| Raymond James Financial Services Advisors Inc. | 58,738 | 246,146 | +187,408 | +319.06% |
| Caldwell Sutter Capital Inc. | 288 | 720 | +432 | +150.00% |
| Spire Wealth Management | 60 | 84 | +24 | +40.00% |
| Optas LLC | 8,962 | 12,351 | +3,389 | +37.82% |
| Dohj LLC | 30,923 | 41,258 | +10,335 | +33.42% |
| Stratos Wealth Partners LTD. | 9,065 | 11,817 | +2,752 | +30.36% |
| Commonwealth Equity Services LLC | 55,077 | 71,103 | +16,026 | +29.10% |
| JNBA Financial Advisors | 51,334 | 61,329 | +9,995 | +19.47% |
| Sage Financial Group Inc. | 20,832 | 23,284 | +2,452 | +11.77% |
| Chicago Partners Investment Group LLC | 5,493 | 5,928 | +435 | +7.92% |
| Cary Street Partners Investment Advisory LLC | 43,103 | 46,423 | +3,320 | +7.70% |
| Raymond James & Associates | 309,693 | 332,681 | +22,988 | +7.42% |
| Tarbox Family Office Inc. | 6,279 | 6,562 | +283 | +4.51% |
| Voisard Asset Management Group Inc. | 2,449 | 2,523 | +74 | +3.02% |
| Cambridge Investment Research Advisors Inc. | 27,899 | 28,412 | +513 | +1.84% |
| Armor Investment Advisors LLC | 3,698 | 3,736 | +38 | +1.03% |
| McKinley Carter Wealth Services Inc. | 16,823 | 16,919 | +96 | +0.57% |
| Global Retirement Partners LLC | 1,192 | 1,195 | +3 | +0.25% |
| Fortis Capital Management LLC | 21,043 | 21,096 | +53 | +0.25% |
| GHP Investment Advisors Inc. | 666 | 667 | +1 | +0.15% |
| 13F Filers Reporting New Positions In XJH | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Mogy Joel R Investment Counsel Inc. | 0 | 2,650 | +2,650 | +100% |
| Woodmont Investment Counsel LLC | 0 | 464 | +464 | +100% |
| Pathway Financial Advisors LLC | 0 | 6,038 | +6,038 | +100% |
| Carr Financial Group Corp | 0 | 10,000 | +10,000 | +100% |
| Stephens Consulting LLC | 0 | 2,810 | +2,810 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Whittier Trust Co. | 20,167 | 20,167 | UNCH | 0.00% |
| Whittier Trust Co. of Nevada Inc. | 710 | 710 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 258 | 258 | UNCH | 0.00% |
| CWM LLC | 1,066 | 1,066 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 1,304 | 1,304 | UNCH | 0.00% |
| 13F Filers Decreasing XJH Share Count | ||||
| Affiance Financial LLC | 37,480 | 19,795 | -17,685 | -47.19% |
| Mascoma Wealth Management LLC | 10,420 | 6,306 | -4,114 | -39.48% |
| Hilltop Wealth Advisors LLC | 16,173 | 11,466 | -4,707 | -29.10% |
| RVW Wealth LLC | 64,912 | 48,021 | -16,891 | -26.02% |
| Regatta Capital Group LLC | 9,188 | 7,943 | -1,245 | -13.55% |
| Shira Ridge Wealth Management | 131,293 | 127,704 | -3,589 | -2.73% |
| Wealth Enhancement Advisory Services LLC | 8,748 | 8,651 | -97 | -1.11% |
| First United Bank Trust | 12,665 | 12,565 | -100 | -0.79% |
| Congress Wealth Management LLC DE | 17,936 | 17,849 | -87 | -0.49% |
| Better Money Decisions LLC | 14,698 | 14,695 | -3 | -0.02% |
| 13F Filers Exiting XJH | ||||
| Koss Olinger Consulting LLC | 120,568 | 0 | -120,568 | -100.00% |
| GenWealth Group Inc. | 18,545 | 0 | -18,545 | -100.00% |
See Summary: Institutional Holders of XJH
See Details: Top 10 Hedge Funds Holding XJH
