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This page summarizes the JMOM 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 JMOM 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).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing JMOM Share Count |
|---|
| Wealth Enhancement Advisory Services LLC |
433,876 |
8,096,156 |
+7,662,280 |
+1766.01% |
| PSI Advisors LLC |
176 |
431 |
+255 |
+144.89% |
| Cassia Capital Partners LLC |
104,255 |
141,828 |
+37,573 |
+36.04% |
| Raymond James Financial Services Advisors Inc. |
7,113 |
9,381 |
+2,268 |
+31.89% |
| Commonwealth Equity Services LLC |
6,976 |
8,999 |
+2,023 |
+29.00% |
| Ronald Blue Trust Inc. |
2,775,425 |
3,152,596 |
+377,171 |
+13.59% |
| Wealthfront Advisers LLC |
9,447 |
10,560 |
+1,113 |
+11.78% |
| Nova R Wealth Inc. |
135,024 |
144,911 |
+9,887 |
+7.32% |
| Palumbo Wealth Management LLC |
4,586 |
4,862 |
+276 |
+6.02% |
| Private Advisor Group LLC |
8,563 |
9,013 |
+450 |
+5.26% |
| Cornerstone Wealth Management LLC |
131,023 |
136,644 |
+5,621 |
+4.29% |
| Shore Point Advisors LLC |
493,254 |
501,445 |
+8,191 |
+1.66% |
| Magnolia Capital Advisors LLC |
90,843 |
91,380 |
+537 |
+0.59% |
| 13F Filers Reporting New Positions In JMOM |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Allworth Financial LP |
0 |
0 |
UNCH |
100% |
| Fifth Third Securities Inc. |
0 |
4,929 |
+4,929 |
+100% |
| Woodmont Investment Counsel LLC |
0 |
1,686 |
+1,686 |
+100% |
| CWM LLC |
0 |
16 |
+16 |
+100% |
| Sunbelt Securities Inc. |
0 |
1,514 |
+1,514 |
+100% |
| Patten Group Inc. |
0 |
7,127 |
+7,127 |
+100% |
| 17 Capital Partners LLC |
0 |
4,927 |
+4,927 |
+100% |
| Professional Financial Advisors LLC |
0 |
22,115 |
+22,115 |
+100% |
| Win Advisors Inc. |
0 |
38,355 |
+38,355 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Creative Financial Designs Inc. ADV |
353 |
353 |
UNCH |
0.00% |
| Private Trust Co. NA |
315 |
315 |
UNCH |
0.00% |
| Capital Investment Advisory Services LLC |
100 |
100 |
UNCH |
0.00% |
| 13F Filers Decreasing JMOM Share Count |
|---|
| RHS Financial LLC |
8,484 |
3,931 |
-4,553 |
-53.67% |
| Arlington Trust Co LLC |
1,630 |
1,037 |
-593 |
-36.38% |
| Janney Montgomery Scott LLC |
7,832 |
6,644 |
-1,188 |
-15.17% |
| Global Retirement Partners LLC |
385 |
350 |
-35 |
-9.09% |
| Raymond James & Associates |
11,847 |
11,295 |
-552 |
-4.66% |
| Daymark Wealth Partners LLC |
13,356 |
13,120 |
-236 |
-1.77% |
| Kathmere Capital Management LLC |
65,192 |
65,182 |
-10 |
-0.02% |
| 13F Filers Exiting JMOM |
|---|
| Quent Capital LLC |
3,174 |
0 |
-3,174 |
-100.00% |
See Summary: Institutional Holders of JMOM
See Details: Top 10 Hedge Funds Holding JMOM
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