Ticker: JHML CUSIP: 47804J107 Class: MLTFCTR LRG CAP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Segment Wealth Management, LLC | 4,540 | $363 |
| REAP Financial Group, LLC | 447 | $36 |
| TRUST CO OF VERMONT | 777 | $62 |
| FLAGSHIP HARBOR ADVISORS, LLC | 339 | $27 |
| Independence Bank of Kentucky | 100 | $8 |
| US BANCORP \DE\ | 89 | $7 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PMG Wealth Management, Inc. | 40,183 | 44,173 | +3,990 (+9.9%) |
| ERn Financial, LLC | 117,486 | 131,506 | +14,020 (+11.9%) |
| Cooper Financial Group | 110,201 | 137,040 | +26,839 (+24.4%) |
| Schneider Downs Wealth Management Advisors, LP | 64,106 | 65,963 | +1,857 (+2.9%) |
| Simplicity Wealth,LLC | 126,321 | 128,580 | +2,259 (+1.8%) |
| Vestmark Advisory Solutions, Inc. | 53,798 | 60,003 | +6,205 (+11.5%) |
| Capital Investment Advisory Services, LLC | 62,274 | 62,992 | +718 (+1.2%) |
| Kestra Advisory Services, LLC | 264,674 | 278,657 | +13,983 (+5.3%) |
| JONES FINANCIAL COMPANIES LLLP | 137,890 | 170,776 | +32,886 (+23.8%) |
| Cetera Investment Advisers | 228,389 | 247,217 | +18,828 (+8.2%) |
| Farther Finance Advisors, LLC | 788 | 2,682 | +1,894 (+240.4%) |
| CITADEL ADVISORS LLC | 7,355 | 13,129 | +5,774 (+78.5%) |
| Rockefeller Capital Management L.P. | 33,163 | 36,661 | +3,498 (+10.5%) |
| OPPENHEIMER & CO INC | 14,363 | 15,296 | +933 (+6.5%) |
| JOURNEY STRATEGIC WEALTH LLC | 24,537 | 24,987 | +450 (+1.8%) |
| Envestnet Portfolio Solutions, Inc. | 6,405 | 7,530 | +1,125 (+17.6%) |
| Private Advisor Group, LLC | 35,151 | 35,503 | +352 (+1.0%) |
| AE Wealth Management LLC | 2,879 | 3,136 | +257 (+8.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| IAM Advisory, LLC | 324,953 | 162,451 | -162,502 (-50.0%) |
| Foundry Financial Group, Inc. | 40,476 | 29,807 | -10,669 (-26.4%) |
| GRIMES & COMPANY, INC. | 1,608,257 | 1,583,127 | -25,130 (-1.6%) |
| FCA CORP /TX | 38,722 | 35,104 | -3,618 (-9.3%) |
| COLUMBIA ADVISORY PARTNERS LLC | 10,133 | 8,675 | -1,458 (-14.4%) |
| Goodman Advisory Group, LLC | 20,059 | 18,269 | -1,790 (-8.9%) |
| Mount Yale Investment Advisors, LLC | 65,808 | 60,175 | -5,633 (-8.6%) |
| CoreCap Advisors, LLC | 65,264 | 54,314 | -10,950 (-16.8%) |
| ORG Partners LLC | 7,493 | 4,909 | -2,584 (-34.5%) |
| SigFig Wealth Management, LLC | 26,976 | 16,729 | -10,247 (-38.0%) |
| HILL ISLAND FINANCIAL LLC | 5,018 | 3,664 | -1,354 (-27.0%) |
| Beirne Wealth Consulting Services, LLC | 7,567 | 6,942 | -625 (-8.3%) |
| ENVESTNET ASSET MANAGEMENT INC | 510,798 | 350,116 | -160,682 (-31.5%) |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 21,663 | 20,763 | -900 (-4.2%) |
| Perennial Investment Advisors, LLC | 11,660 | 10,740 | -920 (-7.9%) |
| PARSONS CAPITAL MANAGEMENT INC/RI | 43,776 | 43,163 | -613 (-1.4%) |
| MORGAN STANLEY | 442,615 | 421,658 | -20,957 (-4.7%) |
| OSAIC HOLDINGS, INC. | 31,053 | 25,278 | -5,775 (-18.6%) |
| Sanctuary Advisors, LLC | 26,667 | 24,099 | -2,568 (-9.6%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 68,160 | 63,535 | -4,625 (-6.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Hershey Financial Advisers, LLC | 21,574 | $1,691 |
| Institute for Wealth Management, LLC. | 14,897 | $1,167 |
| Mayflower Financial Advisors, LLC | 3,412 | $267 |
| VestGen Advisors, LLC | 4,766 | $374 |
| Tower Research Capital LLC (TRC) | 2,835 | $222 |
| J.W. COLE ADVISORS, INC. | 3,008 | $236 |
| Crossmark Global Holdings, Inc. | 2,700 | $212 |
| GOLDMAN SACHS GROUP INC | 10,742 | $842 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5,655 | $443 |
| HARBOUR INVESTMENTS, INC. | 521 | $41 |
| Advisory Services Network, LLC | 336 | $26 |
| PRINCIPAL SECURITIES, INC. | 275 | $22 |
| PNC Financial Services Group, Inc. | 329 | $26 |