Ticker: JMST CUSIP: 46641Q654 Class: ULTRA SHT MUNCPL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Stark Wealth Management LLC | 19,502 | $993 |
| Sage Mountain Advisors LLC | 590,000 | $30,055 |
| Mainsail Financial Group, LLC | 74,774 | $3,809 |
| Wills Financial Group LLC | 60,249 | $3,069 |
| Higgins & Schmidt Wealth Strategies LLC | 42,836 | $2,182 |
| AIFG Consultants Ltd. | 6,672 | $340 |
| SIMON QUICK ADVISORS, LLC | 205,738 | $10,480 |
| Second Line Capital, LLC | 43,311 | $2,211 |
| SONATA CAPITAL GROUP INC | 9,752 | $497 |
| VestGen Advisors, LLC | 112,070 | $5,709 |
| Dynasty Wealth Management, LLC | 233,996 | $11,920 |
| Valeo Financial Advisors, LLC | 121,913 | $6,210 |
| Aprio Wealth Management, LLC | 39,600 | $2,017 |
| Gateway Wealth Partners, LLC | 19,032 | $969 |
| DecisionMap Wealth Management, LLC | 4,033 | $205 |
| PRIVATE CLIENT SERVICES, LLC | 6,770 | $345 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 8,025 | $409 |
| Centerline Wealth Advisors, LLC | 4,760 | $242 |
| Revolve Wealth Partners, LLC | 13,612 | $693 |
| Red Door Wealth Management, LLC | 14,695 | $749 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| TFO Wealth Partners, LLC | 63,594 | 342,711 | +279,117 (+438.9%) |
| Whitegate Investment Counselors, Inc. | 145,205 | 180,770 | +35,565 (+24.5%) |
| Bolthouse Investments, LLC | 16,795 | 36,445 | +19,650 (+117.0%) |
| Trust Co | 440,125 | 503,857 | +63,732 (+14.5%) |
| Boothe Investment Group, Inc. | 257,352 | 266,990 | +9,638 (+3.7%) |
| FSM Wealth Advisors, LLC | 599,426 | 615,055 | +15,629 (+2.6%) |
| Salomon & Ludwin, LLC | 1,150,038 | 1,172,070 | +22,032 (+1.9%) |
| WEATHERLY ASSET MANAGEMENT L. P. | 681,824 | 707,636 | +25,812 (+3.8%) |
| Able Wealth Management LLC | 64,627 | 96,467 | +31,840 (+49.3%) |
| Rosenberg Matthew Hamilton | 253,719 | 265,768 | +12,049 (+4.7%) |
| Elmwood Wealth Management, Inc. | 145,627 | 154,332 | +8,705 (+6.0%) |
| Summit Place Financial Advisors, LLC | 19,895 | 45,150 | +25,255 (+126.9%) |
| Jupiter Wealth Management LLC | 80,000 | 90,000 | +10,000 (+12.5%) |
| SouthState Corp | 4,451 | 286,731 | +282,280 (+6341.9%) |
| WCG Wealth Advisors LLC | 136,078 | 493,050 | +356,972 (+262.3%) |
| Bridgewater Advisors Inc. | 656,953 | 689,620 | +32,667 (+5.0%) |
| Capital Advisors Wealth Management, LLC | 13,883 | 101,368 | +87,485 (+630.2%) |
| Phoenix Wealth Advisors | 184,698 | 186,898 | +2,200 (+1.2%) |
| Global Strategic Investment Solutions, LLC | 410,095 | 432,204 | +22,109 (+5.4%) |
| Opal Wealth Advisors, LLC | 205,713 | 208,448 | +2,735 (+1.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| MY Wealth Management Inc. | 248,782 | 118,875 | -129,907 (-52.2%) |
| Apex Wealth Management, LLC | 140,462 | 30,350 | -110,112 (-78.4%) |
| Boulder Wealth Advisors, LLC | 159,342 | 82,199 | -77,143 (-48.4%) |
| Sunflower Bank, N.A. | 206,571 | 23,018 | -183,553 (-88.9%) |
| MBM Wealth Consultants, LLC | 256,848 | 237,529 | -19,319 (-7.5%) |
| Global Wealth Management, LLC | 531,582 | 522,702 | -8,880 (-1.7%) |
| Mills Wealth Advisors LLC | 94,878 | 69,474 | -25,404 (-26.8%) |
| Cooper Financial Group | 158,260 | 53,575 | -104,685 (-66.1%) |
| ROBINSON SMITH WEALTH ADVISORS LLC | 77,073 | 75,232 | -1,841 (-2.4%) |
| KINTRA WEALTH, LLC | 71,835 | 68,317 | -3,518 (-4.9%) |
| Keudell/Morrison Wealth Management | 68,304 | 27,304 | -41,000 (-60.0%) |
| KM Capital Management Ltd. | 80,006 | 74,766 | -5,240 (-6.5%) |
| Stewardship Advisors, LLC | 107,356 | 89,579 | -17,777 (-16.6%) |
| Three Bridge Wealth Advisors, LLC | 64,097 | 41,494 | -22,603 (-35.3%) |
| Elequin Capital, LP | 247,201 | 140,871 | -106,330 (-43.0%) |
| GPS Wealth Strategies Group, LLC | 49,636 | 153 | -49,483 (-99.7%) |
| CWA Asset Management Group, LLC | 525,390 | 440,879 | -84,511 (-16.1%) |
| Forza Wealth Management, LLC | 111,200 | 109,200 | -2,000 (-1.8%) |
| Legacy Private Trust Co. | 151,442 | 67,150 | -84,292 (-55.7%) |
| Ironwood Investment Counsel, LLC | 104,135 | 77,731 | -26,404 (-25.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Integrated Investment Consultants, LLC | 55,000 | $2,807 |
| COLLECTIVE FAMILY OFFICE LLC | 18,770 | $958 |
| Paragon Advisors, LLC | 14,952 | $763 |
| McCarthy & Cox | 9,320 | $476 |
| Chokshi & Queen Wealth Advisors, Inc | 6,604 | $337 |
| AMARA FINANCIAL, LLC. | 4,935 | $252 |
| NWAM LLC | 31,339 | $1,597 |
| OLD MISSION CAPITAL LLC | 67,084 | $3,424 |
| BSW Wealth Partners | 13,944 | $712 |
| WMG Financial Advisors, LLC | 5,000 | $255 |
| Slow Capital, Inc. | 10,602 | $541 |
| Requisite Capital Management, LLC | 6,000 | $306 |
| Principia Wealth Advisory, LLC | 1,859 | $95 |
| Tarbox Family Office, Inc. | 6,738 | $344 |
| Triad Wealth Partners, LLC | 7,313 | $373 |
| Kovitz Investment Group Partners, LLC | 85,795 | $4,379 |
| Wright Fund Management, LLC | 14,500 | $740 |
| SMITH, MOORE & CO. | 4,605 | $235 |
| Tanglewood Legacy Advisors, LLC | 1,000 | $51 |
| Crossmark Global Holdings, Inc. | 13,960 | $712 |