HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BCD Share Count | ||||
| UBS Group AG | 67 | 1,002 | +935 | +1395.52% |
| American National Bank | 280 | 1,031 | +751 | +268.21% |
| Flow Traders U.S. LLC | 14,210 | 32,823 | +18,613 | +130.99% |
| Morgan Stanley | 1 | 2 | +1 | +100.00% |
| CoreCap Advisors LLC | 9,381 | 12,592 | +3,211 | +34.23% |
| RHS Financial LLC | 18,753 | 23,257 | +4,504 | +24.02% |
| Avantax Advisory Services Inc. | 6,273 | 7,290 | +1,017 | +16.21% |
| AE Wealth Management LLC | 62,932 | 72,958 | +10,026 | +15.93% |
| Stifel Financial Corp | 14,662 | 16,369 | +1,707 | +11.64% |
| MML Investors Services LLC | 74,941 | 81,363 | +6,422 | +8.57% |
| Ameritas Investment Partners Inc. | 74,804 | 79,252 | +4,448 | +5.95% |
| Envestnet Asset Management Inc. | 163,598 | 171,673 | +8,075 | +4.94% |
| GWM Advisors LLC | 371 | 388 | +17 | +4.58% |
| Kestra Private Wealth Services LLC | 14,226 | 14,755 | +529 | +3.72% |
| Commonwealth Equity Services LLC | 12,635 | 13,073 | +438 | +3.47% |
| LPL Financial LLC | 162,290 | 167,051 | +4,761 | +2.93% |
| Ifrah Financial Services Inc. | 51,541 | 52,892 | +1,351 | +2.62% |
| Gilbert & Cook Inc. | 8,860 | 9,025 | +165 | +1.86% |
| First Horizon Advisors Inc. | 431 | 435 | +4 | +0.93% |
| Cetera Advisor Networks LLC | 56,732 | 56,908 | +176 | +0.31% |
| 13F Filers Reporting New Positions In BCD | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 417 | +417 | +100% |
| Putnam FL Investment Management Co. | 0 | 344,791 | +344,791 | +100% |
| Sheets Smith Wealth Management | 0 | 15,200 | +15,200 | +100% |
| Citadel Advisors LLC | 0 | 8,253 | +8,253 | +100% |
| Private Advisor Group LLC | 0 | 54,874 | +54,874 | +100% |
| Advisory Services Network LLC | 0 | 260 | +260 | +100% |
| Criterion Capital Advisors LLC | 0 | 120 | +120 | +100% |
| Andina Capital Management LLC | 0 | 47,244 | +47,244 | +100% |
| Bruce G. Allen Investments LLC | 0 | 1,071 | +1,071 | +100% |
| Valley Financial Group Inc. | 0 | 9,955 | +9,955 | +100% |
| Secured Retirement Advisors LLC | 0 | 67,453 | +67,453 | +100% |
| Creekmur Asset Management LLC | 0 | 428 | +428 | +100% |
| VanderPol Investments L.L.C. | 0 | 30,833 | +30,833 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Creative Financial Designs Inc. ADV | 422 | 422 | UNCH | 0.00% |
| National Bank of Canada FI | 554 | 554 | UNCH | 0.00% |
| Royal Bank of Canada | 202 | 202 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 151 | 151 | UNCH | 0.00% |
| Sandy Spring Bank | 127 | 127 | UNCH | 0.00% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 1,011 | 1,011 | UNCH | 0.00% |
| Parallel Advisors LLC | 545 | 545 | UNCH | 0.00% |
| Nemes Rush Group LLC | 32 | 32 | UNCH | 0.00% |
| 13F Filers Decreasing BCD Share Count | ||||
| Susquehanna International Group LLP | 26,902 | 6,850 | -20,052 | -74.54% |
| Accel Wealth Management | 26,242 | 12,156 | -14,086 | -53.68% |
| Eqis Capital Management Inc. | 25,059 | 16,688 | -8,371 | -33.41% |
| Adamsbrown Wealth Consultants LLC | 12,039 | 8,643 | -3,396 | -28.21% |
| Advisor Group Holdings Inc. | 54,201 | 39,003 | -15,198 | -28.04% |
| Jane Street Group LLC | 117,121 | 89,842 | -27,279 | -23.29% |
| Mercer Global Advisors Inc. ADV | 12,268 | 9,918 | -2,350 | -19.16% |
| Millington Financial Advisors LLC | 54,107 | 44,026 | -10,081 | -18.63% |
| Harbour Investments Inc. | 9,466 | 7,726 | -1,740 | -18.38% |
| Ameritas Advisory Services LLC | 8,698 | 7,531 | -1,167 | -13.42% |
| Cambridge Investment Research Advisors Inc. | 211,314 | 187,997 | -23,317 | -11.03% |
| Capstone Triton Financial Group LLC | 9,150 | 8,520 | -630 | -6.89% |
| Loomis Sayles & Co. L P | 2,495 | 2,334 | -161 | -6.45% |
| Cetera Investment Advisers | 9,161 | 8,582 | -579 | -6.32% |
| Schrum Private Wealth Management LLC | 8,661 | 8,225 | -436 | -5.03% |
| Spire Wealth Management | 8,661 | 8,258 | -403 | -4.65% |
| Mengis Capital Management Inc. | 34,280 | 33,132 | -1,148 | -3.35% |
| Aire Advisors LLC | 221,787 | 214,694 | -7,093 | -3.20% |
| Great Lakes Advisors LLC | 1,165,523 | 1,154,747 | -10,776 | -0.92% |
| OneAscent Wealth Management LLC | 15,907 | 15,820 | -87 | -0.55% |
| Kure Advisory LLC | 54,995 | 54,874 | -121 | -0.22% |
| 13F Filers Exiting BCD | ||||
| Retirement Guys Formula LLC | 69,933 | 0 | -69,933 | -100.00% |
| Axxcess Wealth Management LLC | 7,299 | 0 | -7,299 | -100.00% |
| Inspire Advisors LLC | 51,679 | 0 | -51,679 | -100.00% |
| Larson Financial Group LLC | 1,596 | 0 | -1,596 | -100.00% |
| Valeo Financial Advisors LLC | 9,208 | 0 | -9,208 | -100.00% |
| Capital Asset Advisory Services LLC | 7,299 | 0 | -7,299 | -100.00% |
| Sowell Financial Services LLC | 13,980 | 0 | -13,980 | -100.00% |
| FinTrust Capital Advisors LLC | 300 | 0 | -300 | -100.00% |
| Perigon Wealth Management LLC | 7,725 | 0 | -7,725 | -100.00% |
| Gradient Investments LLC | 1,447 | 0 | -1,447 | -100.00% |
| CWM LLC | 1 | 0 | -1 | -100.00% |
| Cohen & Steers Inc. | 10,783 | 0 | -10,783 | -100.00% |
| Bank of Montreal Can | 4,919 | 0 | -4,919 | -100.00% |
| Wells Fargo & Company MN | 1 | 0 | -1 | -100.00% |
| JPMorgan Chase & Co. | 1,510 | 0 | -1,510 | -100.00% |
See Summary: Institutional Holders of BCD
See Details: Top 10 Hedge Funds Holding BCD
