HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BCX Share Count | ||||
| Raymond James Trust N.A. | 10,551 | 17,486 | +6,935 | +65.73% |
| Carmichael Hill & Associates Inc. | 2,346 | 3,646 | +1,300 | +55.41% |
| 180 Wealth Advisors LLC | 315,313 | 410,765 | +95,452 | +30.27% |
| Cambridge Investment Research Advisors Inc. | 13,476 | 16,112 | +2,636 | +19.56% |
| CWM LLC | 2,435 | 2,788 | +353 | +14.50% |
| Raymond James Financial Services Advisors Inc. | 789,346 | 877,599 | +88,253 | +11.18% |
| Allspring Global Investments Holdings LLC | 1,883,061 | 2,089,396 | +206,335 | +10.96% |
| Stolper Co | 60,008 | 65,979 | +5,971 | +9.95% |
| Intellectus Partners LLC | 189,988 | 200,114 | +10,126 | +5.33% |
| International Assets Investment Management LLC | 51,388 | 53,850 | +2,462 | +4.79% |
| Janney Montgomery Scott LLC | 33,847 | 35,043 | +1,196 | +3.53% |
| Bogart Wealth LLC | 195 | 199 | +4 | +2.05% |
| SOA Wealth Advisors LLC. | 1,678 | 1,708 | +30 | +1.79% |
| Investment Partners Asset Management Inc. | 47,793 | 48,541 | +748 | +1.57% |
| Coastal Investment Advisors Inc. | 34,272 | 34,547 | +275 | +0.80% |
| Edmonds Duncan Registered Investment Advisors LLC | 119,004 | 119,449 | +445 | +0.37% |
| NBC Securities Inc. | 6,334 | 6,356 | +22 | +0.35% |
| 13F Filers Reporting New Positions In BCX | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Hartline Investment Corp | 0 | 10,327 | +10,327 | +100% |
| Sigma Planning Corp | 0 | 20,528 | +20,528 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Fifth Third Bancorp | 1,000 | 1,000 | UNCH | 0.00% |
| Nations Financial Group Inc. IA ADV | 23,362 | 23,362 | UNCH | 0.00% |
| Trust Co. of Vermont | 1,600 | 1,600 | UNCH | 0.00% |
| Canal Insurance CO | 204,174 | 204,174 | UNCH | 0.00% |
| Blue Bell Private Wealth Management LLC | 22,853 | 22,853 | UNCH | 0.00% |
| Stockman Wealth Management Inc. | 15,000 | 15,000 | UNCH | 0.00% |
| Allworth Financial LP | 3,250 | 3,250 | UNCH | 0.00% |
| Kestra Private Wealth Services LLC | 15,825 | 15,825 | UNCH | 0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,000 | 3,000 | UNCH | 0.00% |
| Sound Income Strategies LLC | 412 | 412 | UNCH | 0.00% |
| Live Oak Private Wealth LLC | 13,200 | 13,200 | UNCH | 0.00% |
| Bradley & Co. Private Wealth Management LLC | 848 | 848 | UNCH | 0.00% |
| Householder Group Estate & Retirement Specialist LLC | 44 | 44 | UNCH | 0.00% |
| Worth Financial Advisory Group LLC | 11,555 | 11,555 | UNCH | 0.00% |
| Leibman Financial Services Inc. | 20,995 | 20,995 | UNCH | 0.00% |
| 13F Filers Decreasing BCX Share Count | ||||
| Benjamin F. Edwards & Company Inc. | 1,244 | 400 | -844 | -67.85% |
| Bay Colony Advisory Group Inc d b a Bay Colony Advisors | 26,805 | 10,327 | -16,478 | -61.47% |
| Geneos Wealth Management Inc. | 1,933 | 793 | -1,140 | -58.98% |
| HighMark Wealth Management LLC | 87 | 44 | -43 | -49.43% |
| Financial Advocates Investment Management | 79,477 | 63,793 | -15,684 | -19.73% |
| San Luis Wealth Advisors LLC | 44,668 | 36,009 | -8,659 | -19.39% |
| Commonwealth Equity Services LLC | 1,106,637 | 893,684 | -212,953 | -19.24% |
| Stratos Wealth Partners LTD. | 690,665 | 605,770 | -84,895 | -12.29% |
| MONECO Advisors LLC | 60,943 | 54,133 | -6,810 | -11.17% |
| Raymond James & Associates | 455,935 | 405,452 | -50,483 | -11.07% |
| Spire Wealth Management | 6,291 | 5,689 | -602 | -9.57% |
| Vanguard Capital Wealth Advisors | 39,122 | 36,056 | -3,066 | -7.84% |
| Strategic Advisors LLC | 17,455 | 16,456 | -999 | -5.72% |
| Private Advisor Group LLC | 89,947 | 87,310 | -2,637 | -2.93% |
| Independent Wealth Network Inc. | 17,903 | 17,524 | -379 | -2.12% |
| AdvisorNet Financial Inc | 36,852 | 36,681 | -171 | -0.46% |
| Global Retirement Partners LLC | 2,541 | 2,534 | -7 | -0.28% |
| 9258 Wealth Management LLC | 42,808 | 42,749 | -59 | -0.14% |
| 13F Filers Exiting BCX | ||||
| Claro Advisors LLC | 61,906 | 0 | -61,906 | -100.00% |
| Gradient Investments LLC | 378 | 0 | -378 | -100.00% |
| Institute for Wealth Management LLC. | 18,338 | 0 | -18,338 | -100.00% |
| American National Bank | 228 | 0 | -228 | -100.00% |
| Farmers & Merchants Investments Inc. | 736 | 0 | -736 | -100.00% |
See Summary: Institutional Holders of BCX
See Details: Top 10 Hedge Funds Holding BCX
Also See: BCX Insider Buying
