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FJP Holdings Changes image
This page summarizes the FJP holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether FJP is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing FJP Share Count
American Institute for Advanced Investment Management LLP 18,465 24,485 +6,020 +32.60%
Wealth Enhancement Advisory Services LLC 58,908 72,360 +13,452 +22.84%
OneAscent Financial Services LLC 8,041 9,613 +1,572 +19.55%
Guild Investment Management Inc. 30,670 36,520 +5,850 +19.07%
Raymond James Financial Services Advisors Inc. 24,673 28,315 +3,642 +14.76%
Iams Wealth Management LLC 11,224 12,121 +897 +7.99%
Raymond James & Associates 21,610 23,305 +1,695 +7.84%
Congress Wealth Management LLC DE 713,308 716,958 +3,650 +0.51%
13F Filers Reporting New Positions In FJP
Private Trust Co. NA 0 75 +75 +100%
Stratos Wealth Partners LTD. 0 5,881 +5,881 +100%
13F Filers Decreasing FJP Share Count
NBC Securities Inc. 875 375 -500 -57.14%
Cambridge Investment Research Advisors Inc. 47,999 21,686 -26,313 -54.82%
Tsfg LLC 1,475 1,396 -79 -5.36%
Bank of New York Mellon Corp 31,165 30,096 -1,069 -3.43%
SignalPoint Asset Management LLC 13,757 13,457 -300 -2.18%
Global Retirement Partners LLC 4,621 4,595 -26 -0.56%
Park Avenue Securities LLC 10,462 10,453 -9 -0.09%
13F Filers Exiting FJP
Spire Wealth Management 33 0 -33 -100.00%

See Summary: Institutional Holders of FJP
See Details: Top 10 Hedge Funds Holding FJP

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