HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BKLN Share Count | ||||
| Sunbelt Securities Inc. | 1,741 | 11,302 | +9,561 | +549.17% |
| All Season Financial Advisors Inc. | 110,855 | 184,783 | +73,928 | +66.69% |
| AdvisorNet Financial Inc | 882 | 1,424 | +542 | +61.45% |
| Transform Wealth LLC | 633,591 | 959,550 | +325,959 | +51.45% |
| First Citizens Bank & Trust Co. | 97,589 | 145,161 | +47,572 | +48.75% |
| Park Avenue Securities LLC | 68,735 | 99,388 | +30,653 | +44.60% |
| FSC Wealth Advisors LLC | 1,493 | 2,135 | +642 | +43.00% |
| Global Assets Advisory LLC | 16,487 | 21,711 | +5,224 | +31.69% |
| Charles Schwab Trust Co | 116,477 | 139,307 | +22,830 | +19.60% |
| Mechanics Bank Trust Department | 329,090 | 381,835 | +52,745 | +16.03% |
| NBC Securities Inc. | 8,420 | 9,453 | +1,033 | +12.27% |
| Wealthcare Advisory Partners LLC | 592,531 | 651,243 | +58,712 | +9.91% |
| Aletheian Wealth Advisors LLC | 55,383 | 60,124 | +4,741 | +8.56% |
| RFG Holdings Inc. | 1,323,378 | 1,433,583 | +110,205 | +8.33% |
| Signature Securities Group Corporation | 36,533 | 39,355 | +2,822 | +7.72% |
| Wealth Enhancement Advisory Services LLC | 89,223 | 95,968 | +6,745 | +7.56% |
| Strategic Advocates LLC | 39,988 | 42,201 | +2,213 | +5.53% |
| Counterpoint Mutual Funds LLC | 4,425,232 | 4,576,232 | +151,000 | +3.41% |
| Ironwood Wealth Management Inc. | 968,590 | 1,000,871 | +32,281 | +3.33% |
| Grimes & Company Inc. | 8,565,742 | 8,820,897 | +255,155 | +2.98% |
| Opal Wealth Advisors LLC | 12,100 | 12,432 | +332 | +2.74% |
| Financial Advisory Partners LLC | 109,110 | 112,050 | +2,940 | +2.69% |
| SOA Wealth Advisors LLC. | 1,204 | 1,228 | +24 | +1.99% |
| Appleton Partners Inc. MA | 132,241 | 134,663 | +2,422 | +1.83% |
| 13F Filers Reporting New Positions In BKLN | ||||
| IMC Chicago LLC | 0 | 36,172 | +36,172 | +100% |
| Dynamic Advisor Solutions LLC | 0 | 10,857 | +10,857 | +100% |
| Capital Asset Advisory Services LLC | 0 | 10,756 | +10,756 | +100% |
| Atticus Wealth Management LLC | 0 | 520 | +520 | +100% |
| Future Financial Wealth Managment LLC | 0 | 1,230 | +1,230 | +100% |
| Register Financial Advisors LLC | 0 | 12 | +12 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| First Hawaiian Bank | 108,582 | 108,582 | UNCH | 0.00% |
| Factory Mutual Insurance Co. | 1,200,000 | 1,200,000 | UNCH | 0.00% |
| Optimum Investment Advisors | 10,257 | 10,257 | UNCH | 0.00% |
| Webster Bank N. A. | 175 | 175 | UNCH | 0.00% |
| Overbrook Management Corp | 14,389 | 14,389 | UNCH | 0.00% |
| Aspiriant LLC | 12,475 | 12,475 | UNCH | 0.00% |
| Perkins Coie Trust Co | 118 | 118 | UNCH | 0.00% |
| Sound Income Strategies LLC | 294 | 294 | UNCH | 0.00% |
| Pacifica Partners Inc. | 875 | 875 | UNCH | 0.00% |
| 13F Filers Decreasing BKLN Share Count | ||||
| Stratos Wealth Partners LTD. | 79,520 | 10,436 | -69,084 | -86.88% |
| Worth Asset Management LLC | 83,193 | 29,513 | -53,680 | -64.52% |
| Ironwood Wealth Management LLC. | 10,809 | 4,306 | -6,503 | -60.16% |
| Hennion & Walsh Asset Management Inc. | 93,082 | 37,146 | -55,936 | -60.09% |
| Bangor Savings Bank | 32,313 | 13,351 | -18,962 | -58.68% |
| West Coast Financial LLC | 17,175 | 9,753 | -7,422 | -43.21% |
| Wealthcare Capital Management LLC | 65,857 | 47,429 | -18,428 | -27.98% |
| CWM LLC | 40,947 | 38,988 | -1,959 | -4.78% |
| Burns J W & Co. Inc. NY | 22,600 | 21,750 | -850 | -3.76% |
| Perennial Advisors LLC | 115,275 | 111,078 | -4,197 | -3.64% |
| Ausdal Financial Partners Inc. | 179,240 | 173,786 | -5,454 | -3.04% |
| Independent Wealth Network Inc. | 44,028 | 42,895 | -1,133 | -2.57% |
| Hart & Patterson Financial Group LLC | 64,495 | 64,094 | -401 | -0.62% |
| SignalPoint Asset Management LLC | 17,344 | 17,305 | -39 | -0.22% |
| Stableford Capital II LLC | 438,565 | 438,397 | -168 | -0.04% |
| 13F Filers Exiting BKLN | ||||
| Kingswood Wealth Advisors LLC | 30,582 | 0 | -30,582 | -100.00% |
| River Street Advisors LLC | 11,702 | 0 | -11,702 | -100.00% |
| WealthCare Investment Partners LLC | 9,624 | 0 | -9,624 | -100.00% |
| IAM Advisory LLC | 9,656 | 0 | -9,656 | -100.00% |
| International Assets Investment Management LLC | 101,156 | 0 | -101,156 | -100.00% |
| Insight Wealth Strategies LLC | 160,465 | 0 | -160,465 | -100.00% |
| Founders Financial Securities LLC | 24,020 | 0 | -24,020 | -100.00% |
| Baldwin Brothers Inc. MA | 396 | 0 | -396 | -100.00% |
| Rockland Trust Co. | 10,340 | 0 | -10,340 | -100.00% |
See Summary: Institutional Holders of BKLN
See Details: Top 10 Hedge Funds Holding BKLN
