HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BOCT Share Count | ||||
| SageView Advisory Group LLC | 6,202 | 155,209 | +149,007 | +2402.56% |
| MML Investors Services LLC | 8,412 | 15,748 | +7,336 | +87.21% |
| Townsquare Capital LLC | 8,026 | 14,572 | +6,546 | +81.56% |
| LPL Financial LLC | 28,696 | 51,001 | +22,305 | +77.73% |
| Sigma Planning Corp | 12,002 | 19,558 | +7,556 | +62.96% |
| Cerity Partners LLC | 34,570 | 52,777 | +18,207 | +52.67% |
| Steward Partners Investment Advisory LLC | 1,617 | 2,449 | +832 | +51.45% |
| Fragasso Group Inc. | 50,886 | 70,457 | +19,571 | +38.46% |
| Integral Investment Advisors Inc. | 178,694 | 228,608 | +49,914 | +27.93% |
| Cresset Asset Management LLC | 40,349 | 49,835 | +9,486 | +23.51% |
| Valtinson Bruner Financial Planning LLC | 11,899 | 14,342 | +2,443 | +20.53% |
| Beacon Financial Advisory LLC | 20,100 | 24,080 | +3,980 | +19.80% |
| Raymond James Financial Services Advisors Inc. | 15,889 | 18,951 | +3,062 | +19.27% |
| Commonwealth Equity Services LLC | 519,173 | 609,977 | +90,804 | +17.49% |
| Penserra Capital Management LLC | 133,871 | 156,833 | +22,962 | +17.15% |
| Cambridge Investment Research Advisors Inc. | 50,193 | 56,942 | +6,749 | +13.45% |
| Advisor Group Holdings Inc. | 77,391 | 87,732 | +10,341 | +13.36% |
| Cetera Advisors LLC | 60,986 | 68,902 | +7,916 | +12.98% |
| Brookstone Capital Management | 173,835 | 195,692 | +21,857 | +12.57% |
| First Commonwealth Financial Corp PA | 15,263 | 16,808 | +1,545 | +10.12% |
| Lantz Financial LLC | 16,615 | 17,869 | +1,254 | +7.55% |
| CoreCap Advisors LLC | 18,509 | 19,877 | +1,368 | +7.39% |
| Blue Bell Private Wealth Management LLC | 37,660 | 40,099 | +2,439 | +6.48% |
| HighTower Advisors LLC | 146,952 | 152,956 | +6,004 | +4.09% |
| DHJJ Financial Advisors Ltd. | 18,667 | 19,368 | +701 | +3.76% |
| Janney Montgomery Scott LLC | 26,717 | 27,294 | +577 | +2.16% |
| IFP Advisors Inc | 4,946 | 5,036 | +90 | +1.82% |
| Captrust Financial Advisors | 142,207 | 144,716 | +2,509 | +1.76% |
| Beacon Pointe Advisors LLC | 28,211 | 28,570 | +359 | +1.27% |
| 13F Filers Reporting New Positions In BOCT | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Principal Securities Inc. | 0 | 2,908 | +2,908 | +100% |
| US Bancorp DE | 0 | 56 | +56 | +100% |
| Harbour Investments Inc. | 0 | 2,396 | +2,396 | +100% |
| Creative Financial Designs Inc. ADV | 0 | 400 | +400 | +100% |
| Goldman Sachs Group Inc. | 0 | 23,469 | +23,469 | +100% |
| Morgan Stanley | 0 | 619 | +619 | +100% |
| Blair William & Co. IL | 0 | 562 | +562 | +100% |
| Royal Bank of Canada | 0 | 6,976 | +6,976 | +100% |
| Susquehanna International Group LLP | 0 | 18,118 | +18,118 | +100% |
| OLD Mission Capital LLC | 0 | 16,950 | +16,950 | +100% |
| Advisory Services Network LLC | 0 | 1,420 | +1,420 | +100% |
| UBS Group AG | 0 | 44 | +44 | +100% |
| Stratos Wealth Advisors LLC | 0 | 5,256 | +5,256 | +100% |
| BCJ Capital Management LLC | 0 | 5,850 | +5,850 | +100% |
| BCS Wealth Management | 0 | 14,019 | +14,019 | +100% |
| Continuum Advisory LLC | 0 | 6,704 | +6,704 | +100% |
| Spire Wealth Management | 0 | 18,925 | +18,925 | +100% |
| Householder Group Estate & Retirement Specialist LLC | 0 | 458 | +458 | +100% |
| Snowden Capital Advisors LLC | 0 | 7,093 | +7,093 | +100% |
| Benchmark Investment Advisors LLC | 0 | 5,850 | +5,850 | +100% |
| Axxcess Wealth Management LLC | 0 | 7,603 | +7,603 | +100% |
| Vantage Financial Partners LLC | 0 | 5,817 | +5,817 | +100% |
| Caitlin John LLC | 0 | 370 | +370 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Truist Financial Corp | 24,783 | 24,783 | UNCH | 0.00% |
| Raymond James & Associates | 11,152 | 11,152 | UNCH | 0.00% |
| Thoroughbred Financial Services LLC | 10,163 | 10,163 | UNCH | 0.00% |
| Benjamin F. Edwards & Company Inc. | 2,596 | 2,596 | UNCH | 0.00% |
| Capital Analysts LLC | 616 | 616 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 750 | 750 | UNCH | 0.00% |
| EverSource Wealth Advisors LLC | 100 | 100 | UNCH | 0.00% |
| Global Trust Asset Management LLC | 13,700 | 13,700 | UNCH | 0.00% |
| Larson Financial Group LLC | 254 | 254 | UNCH | 0.00% |
| XML Financial LLC | 10,503 | 10,503 | UNCH | 0.00% |
| Epic Trust Investment Advisors LLC | 5,665 | 5,665 | UNCH | 0.00% |
| Straight Path Wealth Management | 6,000 | 6,000 | UNCH | 0.00% |
| My Personal CFO LLC | 18,300 | 18,300 | UNCH | 0.00% |
| Cape Investment Advisory Inc. | 600 | 600 | UNCH | 0.00% |
| WPWealth LLP | 21,591 | 21,591 | UNCH | 0.00% |
| 13F Filers Decreasing BOCT Share Count | ||||
| FMR LLC | 3 | 1 | -2 | -66.67% |
| Cetera Advisor Networks LLC | 29,599 | 17,310 | -12,289 | -41.52% |
| Berkshire Money Management Inc. | 229,177 | 134,070 | -95,107 | -41.50% |
| Citadel Advisors LLC | 23,437 | 14,766 | -8,671 | -37.00% |
| Wealthquest Corp | 332,287 | 260,056 | -72,231 | -21.74% |
| AdvisorNet Financial Inc | 2,504 | 2,041 | -463 | -18.49% |
| Envestnet Asset Management Inc. | 93,913 | 76,614 | -17,299 | -18.42% |
| Betterment LLC | 7,733 | 6,626 | -1,107 | -14.32% |
| Avantax Advisory Services Inc. | 8,027 | 7,015 | -1,012 | -12.61% |
| Krilogy Financial LLC | 22,655 | 20,260 | -2,395 | -10.57% |
| Kestra Advisory Services LLC | 44,371 | 41,081 | -3,290 | -7.41% |
| Maltin Wealth Management Inc. | 24,965 | 24,151 | -814 | -3.26% |
| SRS Capital Advisors Inc. | 11,832 | 11,464 | -368 | -3.11% |
| Bedel Financial Consulting Inc. | 16,907 | 16,461 | -446 | -2.64% |
| Dfpg Investments LLC | 71,001 | 70,116 | -885 | -1.25% |
| Michael S. Ryan Inc. | 89,865 | 89,802 | -63 | -0.07% |
| Diligent Investors LLC | 39,340 | 39,328 | -12 | -0.03% |
| 13F Filers Exiting BOCT | ||||
| AE Wealth Management LLC | 5,823 | 0 | -5,823 | -100.00% |
See Summary: Institutional Holders of BOCT
See Details: Top 10 Hedge Funds Holding BOCT
