HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BBCA Share Count | ||||
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 3 | 208 | +205 | +6833.33% |
| Allworth Financial LP | 153 | 3,132 | +2,979 | +1947.06% |
| Mirae Asset Global Investments Co. Ltd. | 135,130 | 433,420 | +298,290 | +220.74% |
| Kathleen S. Wright Associates Inc. | 13 | 18 | +5 | +38.46% |
| Bank of New York Mellon Corp | 12,851 | 17,161 | +4,310 | +33.54% |
| Commonwealth Equity Services LLC | 5,368 | 6,796 | +1,428 | +26.60% |
| Sunpointe LLC | 4,757 | 5,881 | +1,124 | +23.63% |
| Elm Partners Management LLC | 225,733 | 274,459 | +48,726 | +21.59% |
| Global Retirement Partners LLC | 117 | 138 | +21 | +17.95% |
| Atlas Capital Advisors LLC | 41,308 | 47,562 | +6,254 | +15.14% |
| Aurum Wealth Management Group LLC | 5,313 | 5,851 | +538 | +10.13% |
| Morris Financial Concepts Inc. | 83 | 91 | +8 | +9.64% |
| Willis Johnson & Associates Inc. | 106,730 | 114,053 | +7,323 | +6.86% |
| Cambridge Investment Research Advisors Inc. | 6,776 | 7,238 | +462 | +6.82% |
| Raymond James Trust N.A. | 5,761 | 5,993 | +232 | +4.03% |
| Alaska Permanent Capital Management | 18,039 | 18,693 | +654 | +3.63% |
| Ronald Blue Trust Inc. | 208 | 213 | +5 | +2.40% |
| Raymond James & Associates | 238,143 | 241,158 | +3,015 | +1.27% |
| Simplex Trading LLC | 209 | 210 | +1 | +0.48% |
| HB Wealth Management LLC | 14,102 | 14,152 | +50 | +0.35% |
| 13F Filers Reporting New Positions In BBCA | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| NBC Securities Inc. | 0 | 9 | +9 | +100% |
| Asset Dedication LLC | 0 | 55 | +55 | +100% |
| Mather Group LLC. | 0 | 309 | +309 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| M&R Capital Management Inc. | 93 | 93 | UNCH | 0.00% |
| Massmutual Trust Co. FSB ADV | 280 | 280 | UNCH | 0.00% |
| Webster Bank N. A. | 519 | 519 | UNCH | 0.00% |
| Keel Point LLC | 43,408 | 43,408 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 495 | 495 | UNCH | 0.00% |
| Busey Wealth Management | 3,132 | 3,132 | UNCH | 0.00% |
| Capital Advisors Ltd. LLC | 4 | 4 | UNCH | 0.00% |
| Private Ocean LLC | 200 | 200 | UNCH | 0.00% |
| Venturi Wealth Management LLC | 370 | 370 | UNCH | 0.00% |
| Inscription Capital LLC | 6,959 | 6,959 | UNCH | 0.00% |
| Pacifica Partners Inc. | 89 | 89 | UNCH | 0.00% |
| Tsfg LLC | 61 | 61 | UNCH | 0.00% |
| CVA Family Office LLC | 7,420 | 7,420 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 35 | 35 | UNCH | 0.00% |
| Spire Wealth Management | 240 | 240 | UNCH | 0.00% |
| FSC Wealth Advisors LLC | 549 | 549 | UNCH | 0.00% |
| Wetzel Investment Advisors Inc. | 939 | 939 | UNCH | 0.00% |
| Cooksen Wealth LLC | 3,728 | 3,728 | UNCH | 0.00% |
| 13F Filers Decreasing BBCA Share Count | ||||
| SYSTM Wealth Solutions LLC | 281 | 17 | -264 | -93.95% |
| Sound Income Strategies LLC | 128 | 18 | -110 | -85.94% |
| First Horizon Advisors Inc. | 280 | 68 | -212 | -75.71% |
| Fifth Third Bancorp | 1,852 | 844 | -1,008 | -54.43% |
| Fortis Group Advisors LLC | 46 | 23 | -23 | -50.00% |
| Source Financial Advisors LLC | 10,924 | 6,242 | -4,682 | -42.86% |
| Sapient Capital LLC | 12,787 | 11,249 | -1,538 | -12.03% |
| Private Trust Co. NA | 11,172 | 9,854 | -1,318 | -11.80% |
| APCM Wealth Management for Individuals | 171 | 156 | -15 | -8.77% |
| Janney Montgomery Scott LLC | 87,448 | 86,954 | -494 | -0.56% |
| CWM LLC | 44,041 | 43,957 | -84 | -0.19% |
| 13F Filers Exiting BBCA | ||||
| Turtle Creek Wealth Advisors LLC | 2,965 | 0 | -2,965 | -100.00% |
| Halpern Financial Inc. | 10 | 0 | -10 | -100.00% |
| International Assets Investment Management LLC | 105,990 | 0 | -105,990 | -100.00% |
| Lindbrook Capital LLC | 66 | 0 | -66 | -100.00% |
| Financial Advocates Investment Management | 7,130 | 0 | -7,130 | -100.00% |
| Bfsg LLC | 18 | 0 | -18 | -100.00% |
| Financial Advisory Service Inc. | 22 | 0 | -22 | -100.00% |
| Gradient Investments LLC | 205 | 0 | -205 | -100.00% |
See Summary: Institutional Holders of BBCA
See Details: Top 10 Hedge Funds Holding BBCA
