HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BMAR Share Count | ||||
| Retirement Planning Group | 11,480 | 129,689 | +118,209 | +1029.70% |
| Lincoln National Corp | 11,839 | 54,471 | +42,632 | +360.10% |
| RFG Advisory LLC | 7,207 | 25,629 | +18,422 | +255.61% |
| Commonwealth Equity Services LLC | 50,871 | 125,979 | +75,108 | +147.64% |
| Vantage Financial Partners LLC | 8,683 | 17,774 | +9,091 | +104.70% |
| Cambridge Investment Research Advisors Inc. | 40,472 | 71,691 | +31,219 | +77.14% |
| My Personal CFO LLC | 35,200 | 52,310 | +17,110 | +48.61% |
| Spire Wealth Management | 25,198 | 35,542 | +10,344 | +41.05% |
| Wealth Enhancement Advisory Services LLC | 8,827 | 12,193 | +3,366 | +38.13% |
| Sunbelt Securities Inc. | 5,000 | 6,250 | +1,250 | +25.00% |
| Lantz Financial LLC | 14,430 | 17,631 | +3,201 | +22.18% |
| Beacon Financial Advisory LLC | 6,886 | 7,857 | +971 | +14.10% |
| Benjamin F. Edwards & Company Inc. | 8,954 | 9,937 | +983 | +10.98% |
| Raymond James & Associates | 26,500 | 27,399 | +899 | +3.39% |
| Strategic Blueprint LLC | 20,073 | 20,522 | +449 | +2.24% |
| Fragasso Group Inc. | 45,073 | 45,559 | +486 | +1.08% |
| 13F Filers Reporting New Positions In BMAR | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| NBC Securities Inc. | 0 | 180 | +180 | +100% |
| Sigma Planning Corp | 0 | 12,810 | +12,810 | +100% |
| Raymond James Financial Services Advisors Inc. | 0 | 26,278 | +26,278 | +100% |
| CWM LLC | 0 | 9 | +9 | +100% |
| Brookstone Capital Management | 0 | 234,442 | +234,442 | +100% |
| Sugarloaf Wealth Management LLC | 0 | 1,664 | +1,664 | +100% |
| Ausdal Financial Partners Inc. | 0 | 13,156 | +13,156 | +100% |
| Stratos Wealth Advisors LLC | 0 | 13,695 | +13,695 | +100% |
| Outlook Wealth Advisors LLC | 0 | 364,499 | +364,499 | +100% |
| BCS Wealth Management | 0 | 13,699 | +13,699 | +100% |
| Arkadios Wealth Advisors | 0 | 4,812 | +4,812 | +100% |
| Keystone Wealth Services LLC | 0 | 4,857 | +4,857 | +100% |
| Consolidated Portfolio Review Corp | 0 | 20,106 | +20,106 | +100% |
| PFG Investments LLC | 0 | 20,106 | +20,106 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Creative Financial Designs Inc. ADV | 500 | 500 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 443 | 443 | UNCH | 0.00% |
| Main Street Financial Solutions LLC | 44,832 | 44,832 | UNCH | 0.00% |
| Pinnacle Wealth Management Group Inc. | 8,800 | 8,800 | UNCH | 0.00% |
| Integrity Financial Corp WA | 5,183 | 5,183 | UNCH | 0.00% |
| 13F Filers Decreasing BMAR Share Count | ||||
| Janney Montgomery Scott LLC | 46,789 | 40,400 | -6,389 | -13.65% |
| DHJJ Financial Advisors Ltd. | 18,193 | 15,872 | -2,321 | -12.76% |
| Weaver Consulting Group | 9,052 | 8,094 | -958 | -10.58% |
| Capital Investment Advisory Services LLC | 950 | 874 | -76 | -8.00% |
| Valtinson Bruner Financial Planning LLC | 86,448 | 81,938 | -4,510 | -5.22% |
| Mutual Advisors LLC | 5,602 | 5,507 | -95 | -1.70% |
| Blue Bell Private Wealth Management LLC | 36,009 | 35,458 | -551 | -1.53% |
| Integral Investment Advisors Inc. | 23,600 | 23,254 | -346 | -1.47% |
See Summary: Institutional Holders of BMAR
See Details: Top 10 Hedge Funds Holding BMAR
