HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BMAY Share Count | ||||
| Royal Bank of Canada | 3,609 | 8,403 | +4,794 | +132.83% |
| Kestra Advisory Services LLC | 19,585 | 26,849 | +7,264 | +37.09% |
| Penserra Capital Management LLC | 150,768 | 178,752 | +27,984 | +18.56% |
| CoreCap Advisors LLC | 17,297 | 18,270 | +973 | +5.63% |
| MML Investors Services LLC | 55,867 | 55,935 | +68 | +0.12% |
| Spire Wealth Management | 9,949 | 9,950 | +1 | +0.01% |
| 13F Filers Reporting New Positions In BMAY | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 4,140 | +4,140 | +100% |
| US Bancorp DE | 0 | 64 | +64 | +100% |
| ST Germain D J Co. Inc. | 0 | 3 | +3 | +100% |
| Focus Financial Network Inc. ADV | 0 | 44,017 | +44,017 | +100% |
| Janney Montgomery Scott LLC | 0 | 48,087 | +48,087 | +100% |
| Susquehanna International Group LLP | 0 | 6,443 | +6,443 | +100% |
| Advisory Services Network LLC | 0 | 2,116 | +2,116 | +100% |
| Arete Wealth Advisors LLC | 0 | 12,198 | +12,198 | +100% |
| UBS Group AG | 0 | 2,004 | +2,004 | +100% |
| Kingsview Wealth Management LLC | 0 | 8,292 | +8,292 | +100% |
| SageView Advisory Group LLC | 0 | 65,702 | +65,702 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Lincoln National Corp | 39,139 | 39,139 | UNCH | 0.00% |
| Gill Capital Partners LLC | 14,835 | 14,835 | UNCH | 0.00% |
| Nations Financial Group Inc. IA ADV | 8,200 | 8,200 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 2,640 | 2,640 | UNCH | 0.00% |
| Signaturefd LLC | 27,313 | 27,313 | UNCH | 0.00% |
| Raymond James Financial Services Advisors Inc. | 28,843 | 28,843 | UNCH | 0.00% |
| CWM LLC | 322 | 322 | UNCH | 0.00% |
| Allworth Financial LP | 7,580 | 7,580 | UNCH | 0.00% |
| Stratos Wealth Advisors LLC | 14,124 | 14,124 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 1,867 | 1,867 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 26 | 26 | UNCH | 0.00% |
| Castleview Partners LLC | 1,772 | 1,772 | UNCH | 0.00% |
| Outlook Wealth Advisors LLC | 21,650 | 21,650 | UNCH | 0.00% |
| Lion Street Advisors LLC | 31,397 | 31,397 | UNCH | 0.00% |
| Orion Capital Management LLC | 8,700 | 8,700 | UNCH | 0.00% |
| Pinnacle Wealth Management Group Inc. | 13,470 | 13,470 | UNCH | 0.00% |
| Collaborative Wealth Managment Inc. | 50,679 | 50,679 | UNCH | 0.00% |
| Integral Investment Advisors Inc. | 24,971 | 24,971 | UNCH | 0.00% |
| Snowden Capital Advisors LLC | 22,318 | 22,318 | UNCH | 0.00% |
| Integrity Financial Corp WA | 1,629 | 1,629 | UNCH | 0.00% |
| Retirement Guys Formula LLC | 13,061 | 13,061 | UNCH | 0.00% |
| Allegiance Financial Group Advisory Services LLC | 13,114 | 13,114 | UNCH | 0.00% |
| 13F Filers Decreasing BMAY Share Count | ||||
| Maltin Wealth Management Inc. | 47,216 | 16,081 | -31,135 | -65.94% |
| Bank of Montreal Can | 1,750 | 750 | -1,000 | -57.14% |
| Sigma Planning Corp | 16,544 | 8,268 | -8,276 | -50.02% |
| OLD Mission Capital LLC | 42,321 | 24,579 | -17,742 | -41.92% |
| Advisor Group Holdings Inc. | 179,941 | 113,231 | -66,710 | -37.07% |
| Townsquare Capital LLC | 14,902 | 9,947 | -4,955 | -33.25% |
| Harbour Investments Inc. | 6,254 | 4,294 | -1,960 | -31.34% |
| Cerity Partners LLC | 45,575 | 31,455 | -14,120 | -30.98% |
| IFP Advisors Inc | 1,382 | 1,097 | -285 | -20.62% |
| Truist Financial Corp | 38,926 | 31,084 | -7,842 | -20.15% |
| BCS Wealth Management | 27,551 | 22,180 | -5,371 | -19.49% |
| Avantax Advisory Services Inc. | 8,721 | 7,087 | -1,634 | -18.74% |
| Beacon Pointe Advisors LLC | 13,228 | 10,777 | -2,451 | -18.53% |
| Brookstone Capital Management | 15,237 | 12,433 | -2,804 | -18.40% |
| Cetera Advisors LLC | 10,868 | 8,976 | -1,892 | -17.41% |
| Strategic Blueprint LLC | 41,534 | 36,786 | -4,748 | -11.43% |
| Beck Capital Management LLC | 67,032 | 61,004 | -6,028 | -8.99% |
| SRS Capital Advisors Inc. | 13,083 | 11,909 | -1,174 | -8.97% |
| AE Wealth Management LLC | 40,393 | 37,160 | -3,233 | -8.00% |
| Commonwealth Equity Services LLC | 144,914 | 133,963 | -10,951 | -7.56% |
| Raymond James & Associates | 151,379 | 141,029 | -10,350 | -6.84% |
| Soltis Investment Advisors LLC | 7,749 | 7,269 | -480 | -6.19% |
| DHJJ Financial Advisors Ltd. | 21,375 | 20,137 | -1,238 | -5.79% |
| Chicago Partners Investment Group LLC | 38,936 | 37,190 | -1,746 | -4.48% |
| Fragasso Group Inc. | 15,521 | 14,848 | -673 | -4.34% |
| KFG Wealth Management LLC | 28,293 | 27,131 | -1,162 | -4.11% |
| Arkadios Wealth Advisors | 9,884 | 9,483 | -401 | -4.06% |
| HighTower Advisors LLC | 47,590 | 45,790 | -1,800 | -3.78% |
| Retirement Planning Group | 179,512 | 173,244 | -6,268 | -3.49% |
| Valtinson Bruner Financial Planning LLC | 241,217 | 234,982 | -6,235 | -2.58% |
| Envestnet Asset Management Inc. | 95,964 | 93,809 | -2,155 | -2.25% |
| Cambridge Investment Research Advisors Inc. | 30,185 | 29,685 | -500 | -1.66% |
| Pathway Financial Advisors LLC | 6,720 | 6,620 | -100 | -1.49% |
| Bluesphere Advisors LLC | 9,891 | 9,757 | -134 | -1.35% |
| Blue Bell Private Wealth Management LLC | 69,489 | 68,690 | -799 | -1.15% |
| Cetera Advisor Networks LLC | 29,775 | 29,625 | -150 | -0.50% |
| Lantz Financial LLC | 8,634 | 8,612 | -22 | -0.25% |
| 13F Filers Exiting BMAY | ||||
| John W. Brooker & Co. CPAs | 9,020 | 0 | -9,020 | -100.00% |
| Krilogy Financial LLC | 13,092 | 0 | -13,092 | -100.00% |
| RFG Advisory LLC | 11,450 | 0 | -11,450 | -100.00% |
| Berkshire Money Management Inc. | 435,799 | 0 | -435,799 | -100.00% |
| Citadel Advisors LLC | 24,982 | 0 | -24,982 | -100.00% |
| Morgan Stanley | 3,000 | 0 | -3,000 | -100.00% |
| FMR LLC | 4 | 0 | -4 | -100.00% |
| JPMorgan Chase & Co. | 1,500 | 0 | -1,500 | -100.00% |
See Summary: Institutional Holders of BMAY
See Details: Top 10 Hedge Funds Holding BMAY
