Ticker: JMBS CUSIP: 47103U852 Class: HENDERSON MTG
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Westwood Wealth Management | 70,435 | $3,218 |
| Insight Wealth Strategies, LLC | 350,856 | $16,031 |
| Prasad Wealth Partners, LLC | 131,845 | $6,024 |
| True North Advisors, LLC | 225,335 | $10,296 |
| PLANWISER FINANCIAL, LLC | 21,497 | $985 |
| Richard W. Paul & Associates, LLC | 43,003 | $1,965 |
| STABLEFORD CAPITAL II LLC | 27,459 | $1,255 |
| MMA ASSET MANAGEMENT LLC | 18,230 | $833 |
| Meridian Wealth Management, LLC | 136,190 | $6,223 |
| Focus Partners Wealth | 2,806,002 | $128,206 |
| Vestmark Advisory Solutions, Inc. | 181,147 | $8,277 |
| Able Wealth Management LLC | 6,723 | $307 |
| SAX WEALTH ADVISORS, LLC | 23,901 | $1,092 |
| Sovran Advisors, LLC | 13,915 | $639 |
| Redhawk Wealth Advisors, Inc. | 9,274 | $424 |
| TRUE Private Wealth Advisors | 9,300 | $425 |
| Essex LLC | 4,930 | $225 |
| Parcion Private Wealth LLC | 11,811 | $540 |
| GREENWOOD CAPITAL ASSOCIATES LLC | 6,223 | $284 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 14,273 | $652 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| KWB Wealth | 85,239 | 690,537 | +605,298 (+710.1%) |
| INSPIRION WEALTH ADVISORS, LLC | 323,608 | 653,722 | +330,114 (+102.0%) |
| AllGen Financial Advisors, Inc. | 322,423 | 449,678 | +127,255 (+39.5%) |
| Northwest Financial Advisors | 42,241 | 51,915 | +9,674 (+22.9%) |
| Sage Advisory Services, Ltd.Co. | 187,492 | 231,243 | +43,751 (+23.3%) |
| Seed Wealth Management, Inc. | 149,544 | 171,652 | +22,108 (+14.8%) |
| VIAWEALTH, LLC | 24,023 | 71,597 | +47,574 (+198.0%) |
| Lionshead Wealth Management, LLC | 47,386 | 70,435 | +23,049 (+48.6%) |
| Divergent Planning, LLC | 874,439 | 918,067 | +43,628 (+5.0%) |
| STANSBERRY ASSET MANAGEMENT, LLC | 203,360 | 397,054 | +193,694 (+95.2%) |
| GENESIS PRIVATE WEALTH, LLC | 146,916 | 166,517 | +19,601 (+13.3%) |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | 198,170 | 239,165 | +40,995 (+20.7%) |
| Leo Wealth, LLC | 156,252 | 434,248 | +277,996 (+177.9%) |
| Traub Capital Management LLC | 21,373 | 39,473 | +18,100 (+84.7%) |
| SHEPHERD KAPLAN KROCHUK, LLC | 79,396 | 84,486 | +5,090 (+6.4%) |
| Pallas Capital Advisors LLC | 1,473,892 | 1,647,295 | +173,403 (+11.8%) |
| AlphaCore Capital LLC | 4,359 | 825,936 | +821,577 (+18847.8%) |
| AIFG Consultants Ltd. | 28,804 | 32,394 | +3,590 (+12.5%) |
| CGN Advisors LLC | 846,287 | 879,758 | +33,471 (+4.0%) |
| Fourth Dimension Wealth, LLC | 256,457 | 264,593 | +8,136 (+3.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Rise Advisors, LLC | 360,408 | 23,912 | -336,496 (-93.4%) |
| LINCOLN CAPITAL CORP | 141,800 | 5,576 | -136,224 (-96.1%) |
| Three Magnolias Financial Advisors, LLC | 101,565 | 78,995 | -22,570 (-22.2%) |
| SeaBridge Investment Advisors LLC | 431,553 | 414,195 | -17,358 (-4.0%) |
| Pictet North America Advisors SA | 350,049 | 227,223 | -122,826 (-35.1%) |
| A4 Wealth Advisors LLC | 30,084 | 18,991 | -11,093 (-36.9%) |
| Mendel Money Management | 33,484 | 21,172 | -12,312 (-36.8%) |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 76,015 | 52,423 | -23,592 (-31.0%) |
| MACROVIEW INVESTMENT MANAGEMENT LLC | 56,646 | 55,398 | -1,248 (-2.2%) |
| Madison Asset Management, LLC | 1,641,120 | 1,532,028 | -109,092 (-6.6%) |
| EHRLICH FINANCIAL GROUP | 52,952 | 51,641 | -1,311 (-2.5%) |
| Brown Financial Advisors | 95,955 | 94,525 | -1,430 (-1.5%) |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | 24,355 | 16,880 | -7,475 (-30.7%) |
| Corient Private Wealth LLC | 1,800,784 | 888,078 | -912,706 (-50.7%) |
| Gibbs Wealth Management | 51,368 | 47,020 | -4,348 (-8.5%) |
| Apollon Wealth Management, LLC | 69,668 | 41,802 | -27,866 (-40.0%) |
| Transamerica Financial Advisors, Inc. | 100,786 | 96,809 | -3,977 (-3.9%) |
| Heritage Trust Co | 21,899 | 17,073 | -4,826 (-22.0%) |
| Tranquilli Financial Advisor LLC | 24,611 | 24,223 | -388 (-1.6%) |
| Breakwater Capital Group | 12,256 | 9,647 | -2,609 (-21.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Moment Partners, LLC | 424,135 | $19,370 |
| FDx Advisors, Inc. | 109,697 | $5 |
| Kovitz Investment Group Partners, LLC | 2,594,064 | $118,471 |
| Brookstone Capital Management | 278,166 | $12,704 |
| Virtue Capital Management, LLC | 32,828 | $973 |
| Chris Bulman Inc | 5,302 | $242 |
| United Community Bank | 6,594 | $301 |
| Centurion Wealth Management LLC | 5,000 | $228 |
| Interchange Capital Partners, LLC | 4,439 | $203 |
| PFG Advisors | 11,022 | $503 |
| Johnson Financial Group, LLC | 5,345 | $244 |
| Aaron Wealth Advisors LLC | 5,645 | $258 |
| Compound Planning, Inc. | 8,579 | $392 |
| CARY STREET PARTNERS FINANCIAL LLC | 6,450 | $295 |
| Buckingham Strategic Partners | 7,557 | $345 |
| CITADEL ADVISORS LLC | 58,220 | $2,659 |
| JANE STREET GROUP, LLC | 40,883 | $1,867 |
| MATHER GROUP, LLC. | 3,092 | $141 |
| CARDIFF PARK ADVISORS, LLC | 769 | $35 |
| PRINCIPAL SECURITIES, INC. | 485 | $22 |