HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BALT Share Count | ||||
| Proequities Inc. | 805 | 3,425 | +2,620 | +325.47% |
| Raymond James & Associates | 50,586 | 101,528 | +50,942 | +100.70% |
| Cedar Brook Financial Partners LLC | 20,316 | 32,521 | +12,205 | +60.08% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 11,932 | 18,002 | +6,070 | +50.87% |
| Raymond James Financial Services Advisors Inc. | 69,059 | 103,914 | +34,855 | +50.47% |
| Comprehensive Financial Consultants Institutional Inc. | 15,147 | 22,071 | +6,924 | +45.71% |
| Commonwealth Equity Services LLC | 283,778 | 409,701 | +125,923 | +44.37% |
| Lincoln National Corp | 246,895 | 348,296 | +101,401 | +41.07% |
| Sunbelt Securities Inc. | 322,212 | 376,924 | +54,712 | +16.98% |
| Capasso Planning Partners LLC | 50,475 | 58,978 | +8,503 | +16.85% |
| C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 351,539 | 400,719 | +49,180 | +13.99% |
| Madison Wealth Partners Inc | 9,651 | 10,871 | +1,220 | +12.64% |
| Sigma Planning Corp | 119,305 | 133,914 | +14,609 | +12.25% |
| Cambridge Investment Research Advisors Inc. | 138,830 | 155,827 | +16,997 | +12.24% |
| Crown Wealth Group LLC | 412,966 | 459,024 | +46,058 | +11.15% |
| Financial Advisory Corp UT ADV | 67,797 | 74,948 | +7,151 | +10.55% |
| Stratos Wealth Advisors LLC | 16,540 | 17,010 | +470 | +2.84% |
| Integral Investment Advisors Inc. | 157,555 | 161,300 | +3,745 | +2.38% |
| Financial Designs Corp | 189,014 | 192,976 | +3,962 | +2.10% |
| Dominguez Wealth Management Solutions Inc. | 193,295 | 197,121 | +3,826 | +1.98% |
| Main Street Financial Solutions LLC | 48,210 | 48,277 | +67 | +0.14% |
| 13F Filers Reporting New Positions In BALT | ||||
| Hartline Investment Corp | 0 | 18,002 | +18,002 | +100% |
| Wealth Enhancement Advisory Services LLC | 0 | 18,599 | +18,599 | +100% |
| Ritholtz Wealth Management | 0 | 77,935 | +77,935 | +100% |
| Triumph Capital Management | 0 | 24,894 | +24,894 | +100% |
| Strategic Blueprint LLC | 0 | 12,615 | +12,615 | +100% |
| Arkadios Wealth Advisors | 0 | 36,327 | +36,327 | +100% |
| Wealth Advisory Solutions LLC | 0 | 14,691 | +14,691 | +100% |
| Diversify Advisory Services LLC | 0 | 38,750 | +38,750 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| GHP Investment Advisors Inc. | 2,508 | 2,508 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 6,708 | 6,708 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 40 | 40 | UNCH | 0.00% |
| DHJJ Financial Advisors Ltd. | 40 | 40 | UNCH | 0.00% |
| Vantage Financial Partners LLC | 22,068 | 22,068 | UNCH | 0.00% |
| 13F Filers Decreasing BALT Share Count | ||||
| Milestone Asset Management LLC | 2,914,291 | 427,235 | -2,487,056 | -85.34% |
| Kestra Private Wealth Services LLC | 49,316 | 11,687 | -37,629 | -76.30% |
| RFG Advisory LLC | 238,466 | 63,271 | -175,195 | -73.47% |
| Fermata Advisors LLC | 8,172 | 6,925 | -1,247 | -15.26% |
| Brookstone Capital Management | 733,243 | 664,860 | -68,383 | -9.33% |
| Compass Advisory Group LLC | 54,151 | 50,139 | -4,012 | -7.41% |
| Ronald Blue Trust Inc. | 11,120 | 10,348 | -772 | -6.94% |
| CRA Financial Services LLC | 220,627 | 208,570 | -12,057 | -5.46% |
| Miracle Mile Advisors LLC | 110,108 | 104,436 | -5,672 | -5.15% |
| BCS Wealth Management | 41,958 | 40,466 | -1,492 | -3.56% |
| RiverTree Advisors LLC | 66,818 | 64,710 | -2,108 | -3.15% |
| Capstone Triton Financial Group LLC | 102,112 | 99,989 | -2,123 | -2.08% |
| Wealthcare Advisory Partners LLC | 246,001 | 245,291 | -710 | -0.29% |
| 13F Filers Exiting BALT | ||||
| Independent Wealth Network Inc. | 9,439 | 0 | -9,439 | -100.00% |
| Pallas Capital Advisors LLC | 7,325 | 0 | -7,325 | -100.00% |
| Harbor Investment Advisory LLC | 212 | 0 | -212 | -100.00% |
See Summary: Institutional Holders of BALT
See Details: Top 10 Hedge Funds Holding BALT
Also See: BALT Insider Buying
