Ticker: AMJB CUSIP: 48133Q309 Class: CAL LKD 44
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Risk Paradigm Group, LLC | 101,073 | $3,023 |
| My Personal CFO, LLC | 62,124 | $1,858 |
| NOESIS CAPITAL MANGEMENT CORP | 157,742 | $4,718 |
| CURA WEALTH ADVISORS, LLC | 31,643 | $946 |
| Americana Partners, LLC | 68,549 | $2,050 |
| Elequin Capital, LP | 3,427 | $103 |
| Parallel Advisors, LLC | 5,060 | $151 |
| CITADEL ADVISORS LLC | 13,348 | $399 |
| AQR CAPITAL MANAGEMENT LLC | 9,524 | $285 |
| UBS Group AG | 468 | $14 |
| US BANCORP \DE\ | 20 | $1 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| FF Advisors,LLC | 158,053 | 176,098 | +18,045 (+11.4%) |
| Argyle Capital Partners, LLC | 70,817 | 73,855 | +3,038 (+4.3%) |
| North Capital, Inc. | 8,081 | 12,808 | +4,727 (+58.5%) |
| LAKE STREET FINANCIAL LLC | 133,560 | 144,810 | +11,250 (+8.4%) |
| Equitable Holdings, Inc. | 1,076,650 | 1,196,060 | +119,410 (+11.1%) |
| JPMORGAN CHASE & CO | 2,010,023 | 2,345,023 | +335,000 (+16.7%) |
| Creative Planning | 14,684 | 29,815 | +15,131 (+103.0%) |
| LPL Financial LLC | 490,085 | 501,990 | +11,905 (+2.4%) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31,714 | 40,567 | +8,853 (+27.9%) |
| EAGLE GLOBAL ADVISORS LLC | 13,680 | 14,770 | +1,090 (+8.0%) |
| WELLS FARGO & COMPANY/MN | 136 | 2,754 | +2,618 (+1925.0%) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7,420 | 9,051 | +1,631 (+22.0%) |
| ROYAL BANK OF CANADA | 139 | 627 | +488 (+351.1%) |
| Covenant Asset Management, LLC | 10,789 | 10,955 | +166 (+1.5%) |
| Private Capital Management, LLC | 7,772 | 7,852 | +80 (+1.0%) |
| HARBOUR INVESTMENTS, INC. | 276 | 359 | +83 (+30.1%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| NICOLET ADVISORY SERVICES, LLC | 492,462 | 211,761 | -280,701 (-57.0%) |
| NICOLET BANKSHARES INC | 194,978 | 143,292 | -51,686 (-26.5%) |
| Smallwood Wealth Investment Management, LLC | 94,901 | 92,080 | -2,821 (-3.0%) |
| Waverly Advisors, LLC | 508,440 | 431,543 | -76,897 (-15.1%) |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 375,265 | 368,629 | -6,636 (-1.8%) |
| Parkside Financial Bank & Trust | 52,076 | 41,824 | -10,252 (-19.7%) |
| Crestwood Advisors Group LLC | 49,320 | 29,224 | -20,096 (-40.7%) |
| Vident Advisory, LLC | 166,370 | 146,181 | -20,189 (-12.1%) |
| CIBC Private Wealth Group, LLC | 3,506,137 | 3,469,458 | -36,679 (-1.0%) |
| Regal Investment Advisors LLC | 37,144 | 34,354 | -2,790 (-7.5%) |
| MAI Capital Management | 184,639 | 173,475 | -11,164 (-6.0%) |
| Baird Financial Group, Inc. | 287,786 | 280,031 | -7,755 (-2.7%) |
| GOLDMAN SACHS GROUP INC | 339,219 | 327,938 | -11,281 (-3.3%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,949 | 13,449 | -7,500 (-35.8%) |
| EVERETT HARRIS & CO /CA/ | 103,120 | 100,890 | -2,230 (-2.2%) |
| OSAIC HOLDINGS, INC. | 9,457 | 4,409 | -5,048 (-53.4%) |
| Steward Partners Investment Advisory, LLC | 23,023 | 19,606 | -3,417 (-14.8%) |
| HANCOCK WHITNEY CORP | 49,148 | 48,020 | -1,128 (-2.3%) |
| COMMERCE BANK | 33,833 | 32,110 | -1,723 (-5.1%) |
| MORGAN STANLEY | 57,032 | 54,922 | -2,110 (-3.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| NEW ENGLAND ASSET MANAGEMENT INC | 92,750 | $2,738 |
| VestGen Advisors, LLC | 13,758 | $406 |
| BARCLAYS PLC | 52 | $1 |