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BSCL Holdings Changes image
This page summarizes the BSCL holdings changes quarter over quarter among those 13F filers that have reported for the 9/30/2021 period, comparing share count change from 6/30/2021 to 9/30/2021. Share count is compared over these two periods to provide an indication of whether BSCL is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer6/30/2021
 Share Count 
9/30/2021
 Share Count 
Change% Change
13F Filers Increasing BSCL Share Count
Lido Advisors LLC 1,896,995 10,860,703 +8,963,708 +472.52%
OLD Mission Capital LLC 17,398 96,527 +79,129 +454.82%
Tower Research Capital LLC TRC 100 464 +364 +364.00%
Mercer Global Advisors Inc. ADV 25,685 118,888 +93,203 +362.87%
Brasada Capital Management LP 82,500 351,900 +269,400 +326.55%
FMR LLC 882 3,072 +2,190 +248.30%
Two Sigma Securities LLC 9,984 19,131 +9,147 +91.62%
Cetera Advisors LLC 10,650 18,279 +7,629 +71.63%
Asset Dedication LLC 1,136,121 1,753,701 +617,580 +54.36%
Cetera Investment Advisers 14,553 21,995 +7,442 +51.14%
Taylor Cottrill Erickson & Associates Inc. 85,472 109,862 +24,390 +28.54%
Ameritas Investment Partners Inc. 2,489 3,070 +581 +23.34%
Montag A & Associates Inc. 153,350 187,544 +34,194 +22.30%
FinTrust Capital Advisors LLC 30,050 35,555 +5,505 +18.32%
AlphaStar Capital Management LLC 62,720 74,084 +11,364 +18.12%
Cypress Wealth Services LLC 22,600 26,664 +4,064 +17.98%
Stifel Financial Corp 63,748 73,736 +9,988 +15.67%
Kovack Advisors Inc. 20,594 23,430 +2,836 +13.77%
Tlwm 718,072 791,033 +72,961 +10.16%
DAVENPORT & Co LLC 106,085 116,656 +10,571 +9.96%
Integrated Wealth Concepts LLC 583,357 640,770 +57,413 +9.84%
4Thought Financial Group Inc. 188,272 205,293 +17,021 +9.04%
Lincoln National Corp 45,230 49,049 +3,819 +8.44%
Vaughan David Investments LLC IL 329,796 356,742 +26,946 +8.17%
Optimum Investment Advisors 30,890 33,330 +2,440 +7.90%
HM Payson & Co. 223,956 237,793 +13,837 +6.18%
Brookstone Capital Management 1,257,285 1,333,994 +76,709 +6.10%
Nations Financial Group Inc. IA ADV 19,836 20,911 +1,075 +5.42%
Eastern Bank 912,944 949,454 +36,510 +4.00%
Hengehold Capital Management LLC 277,883 288,938 +11,055 +3.98%
HighTower Advisors LLC 227,843 235,678 +7,835 +3.44%
Advisors Preferred LLC 976,870 1,008,930 +32,060 +3.28%
Heartwood Wealth Advisors LLC 156,526 161,312 +4,786 +3.06%
Strategic Family Wealth Counselors L.L.C. 728,187 750,306 +22,119 +3.04%
Envestnet Asset Management Inc. 136,180 140,188 +4,008 +2.94%
Cetera Advisor Networks LLC 21,133 21,733 +600 +2.84%
ARGI Investment Services LLC 51,431 52,876 +1,445 +2.81%
Raymond James & Associates 784,817 806,355 +21,538 +2.74%
Benedict Financial Advisors Inc. 344,277 352,096 +7,819 +2.27%
3D L Capital Management LLC 19,283 19,623 +340 +1.76%
AdvisorNet Financial Inc 23,223 23,623 +400 +1.72%
Wealth Enhancement Advisory Services LLC 45,850 46,626 +776 +1.69%
Sentinel Pension Advisors Inc. 520,893 528,278 +7,385 +1.42%
Sculati Wealth Management LLC 39,548 39,963 +415 +1.05%
Prospera Financial Services Inc 71,582 72,327 +745 +1.04%
MML Investors Services LLC 97,868 98,745 +877 +0.90%
Bank of America Corp DE 3,410,999 3,437,209 +26,210 +0.77%
GWM Advisors LLC 56,550 56,918 +368 +0.65%
RFG Advisory LLC 50,167 50,320 +153 +0.30%
Carolinas Wealth Consulting LLC 790 792 +2 +0.25%
Wealth Quarterback LLC 2,059 2,062 +3 +0.15%
Financial Advisory Service Inc. 4,107 4,112 +5 +0.12%
Cahill Financial Advisors Inc. 10,827 10,840 +13 +0.12%
Venture Visionary Partners LLC 33,309 33,350 +41 +0.12%
Captrust Financial Advisors 48,001 48,017 +16 +0.03%
13F Filers Reporting New Positions In BSCL
Proequities Inc. 0 0 UNCH 100%
Invesco Ltd. 0 9,851 +9,851 +100%
Mariner LLC 0 25,097 +25,097 +100%
Ancora Advisors LLC 0 10,700 +10,700 +100%
Signaturefd LLC 0 2,868 +2,868 +100%
Hudock Inc. 0 358 +358 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 20,269 +20,269 +100%
Wealthstar Advisors LLC 0 17,807 +17,807 +100%
Sontag Advisory LLC 0 120,864 +120,864 +100%
Ferris Capital LLC 0 135,070 +135,070 +100%
Verdence Capital Advisors LLC 0 23,127 +23,127 +100%
Swaine & Leidel Wealth Services LLC 0 31,714 +31,714 +100%
Meridian Financial Partners LLC 0 10,869 +10,869 +100%
Apollon Wealth Management LLC 0 72,528 +72,528 +100%
Prentice Wealth Management LLC 0 603 +603 +100%
McElhenny Sheffield Capital Management LLC 0 19,127 +19,127 +100%
13F Filers With Unchanged Share Count
Quest Capital Management Inc. ADV 34,757 34,757 UNCH 0.00%
Clearstead Advisors LLC 5,483 5,483 UNCH 0.00%
Commerce Bank 90,208 90,208 UNCH 0.00%
Webster Bank N. A. 2,400 2,400 UNCH 0.00%
Northwestern Mutual Wealth Management Co. 14,922 14,922 UNCH 0.00%
Whittier Trust Co. of Nevada Inc. 570 570 UNCH 0.00%
Motco 3,407 3,407 UNCH 0.00%
Linscomb & Williams Inc. 12,476 12,476 UNCH 0.00%
Lee Financial Co 1,960 1,960 UNCH 0.00%
Neuberger Berman Group LLC 77,069 77,069 UNCH 0.00%
Greatmark Investment Partners Inc. 72,500 72,500 UNCH 0.00%
Edge Wealth Management LLC 92,344 92,344 UNCH 0.00%
Carroll Financial Associates Inc. 304 304 UNCH 0.00%
RPg Family Wealth Advisory LLC 12,270 12,270 UNCH 0.00%
Main Management LLC 5,000 5,000 UNCH 0.00%
Capital Advisors Ltd. LLC 220 220 UNCH 0.00%
MCF Advisors LLC 17,099 17,099 UNCH 0.00%
St. Johns Investment Management Company LLC 28 28 UNCH 0.00%
Curbstone Financial Management Corp 39,100 39,100 UNCH 0.00%
Insight Wealth Partners LLC 46,074 46,074 UNCH 0.00%
Bray Capital Advisors 1,680 1,680 UNCH 0.00%
Harfst & Associates Inc. 40,290 40,290 UNCH 0.00%
BerganKDV Wealth Management LLC 498 498 UNCH 0.00%
Well Done LLC 135,096 135,096 UNCH 0.00%
Probity Advisors Inc. 16,305 16,305 UNCH 0.00%
Almanack Investment Partners LLC. 11,638 11,638 UNCH 0.00%
Oakhurst Advisors LLC 46,830 46,830 UNCH 0.00%
Parallel Advisors LLC 250 250 UNCH 0.00%
Flaharty Asset Management LLC 41,650 41,650 UNCH 0.00%
BDO Wealth Advisors LLC 2,000 2,000 UNCH 0.00%
IFG Advisory LLC 22,370 22,370 UNCH 0.00%
Front Row Advisors LLC 431 431 UNCH 0.00%
Independence Bank of Kentucky 600 600 UNCH 0.00%
Sound Income Strategies LLC 54 54 UNCH 0.00%
CX Institutional 13,093 13,093 UNCH 0.00%
Retirement Group LLC 211 211 UNCH 0.00%
Vectors Research Management LLC 745 745 UNCH 0.00%
Baldrige Asset Management LLC 2,455 2,455 UNCH 0.00%
Savior LLC 2,551 2,551 UNCH 0.00%
Pacifica Partners Inc. 402 402 UNCH 0.00%
Key Financial Inc 23,670 23,670 UNCH 0.00%
CVA Family Office LLC 100 100 UNCH 0.00%
Essex Private Wealth Management LLC 18,800 18,800 UNCH 0.00%
Atlas Private Wealth Advisors 4,748 4,748 UNCH 0.00%
Solitude Financial Services 40,613 40,613 UNCH 0.00%
Financial Network Wealth Management LLC 14,758 14,758 UNCH 0.00%
Lokken Investment Group LLC 12,073 12,073 UNCH 0.00%
Addison Advisors LLC 110 110 UNCH 0.00%
Orion Capital Management LLC 34,623 34,623 UNCH 0.00%
Willis Johnson & Associates Inc. 11,115 11,115 UNCH 0.00%
Better Money Decisions LLC 1,070 1,070 UNCH 0.00%
13F Filers Decreasing BSCL Share Count
Atwood & Palmer Inc. 230,468 7,750 -222,718 -96.64%
Renaissance Technologies LLC 228,594 23,845 -204,749 -89.57%
Novare Capital Management LLC 63,213 9,899 -53,314 -84.34%
HC Financial Advisors Inc. 585 124 -461 -78.80%
Estate Counselors LLC 157,640 34,965 -122,675 -77.82%
Gladstone Institutional Advisory LLC 72,659 24,320 -48,339 -66.53%
Cambridge Investment Research Advisors Inc. 456,355 171,895 -284,460 -62.33%
Geneos Wealth Management Inc. 46,880 20,146 -26,734 -57.03%
Jane Street Group LLC 1,045,001 452,791 -592,210 -56.67%
Marietta Wealth Management LLC 36,955 17,780 -19,175 -51.89%
Citadel Advisors LLC 81,825 40,554 -41,271 -50.44%
Wells Fargo & Company MN 1,427,093 736,467 -690,626 -48.39%
First Command Bank 60,631 33,657 -26,974 -44.49%
Colony Group LLC 366,153 208,779 -157,374 -42.98%
Steward Partners Investment Advisory LLC 79,835 45,572 -34,263 -42.92%
Alhambra Investment Partners LLC 29,450 17,550 -11,900 -40.41%
Strategic Wealth Advisors Group LLC 27,179 16,781 -10,398 -38.26%
Benjamin F. Edwards & Company Inc. 20,118 12,487 -7,631 -37.93%
Susquehanna International Group LLP 95,520 60,284 -35,236 -36.89%
Valmark Advisers Inc. 119,516 76,451 -43,065 -36.03%
Windward Private Wealth Management Inc. 56,188 36,775 -19,413 -34.55%
Morgan Stanley 2,525,793 1,661,210 -864,583 -34.23%
Gradient Investments LLC 20,731 13,700 -7,031 -33.92%
Arkadios Wealth Advisors 754 500 -254 -33.69%
Raymond James Financial Services Advisors Inc. 656,860 442,360 -214,500 -32.66%
Northern Oak Wealth Management Inc. 271,130 185,372 -85,758 -31.63%
Ironwood Wealth Management LLC. 10,788 7,432 -3,356 -31.11%
Royal Bank of Canada 441,457 307,083 -134,374 -30.44%
HHM Wealth Advisors LLC 7,796 5,450 -2,346 -30.09%
Vigilant Capital Management LLC 15,605 10,932 -4,673 -29.95%
UBS Group AG 324,443 236,996 -87,447 -26.95%
Blue Barn Wealth LLC 45,105 33,195 -11,910 -26.41%
SMI Advisory Services LLC 27,719 20,852 -6,867 -24.77%
Rockefeller Capital Management L.P. 12,409 9,670 -2,739 -22.07%
JPMorgan Chase & Co. 35,808 27,928 -7,880 -22.01%
American Institute for Advanced Investment Management LLP 114,695 89,620 -25,075 -21.86%
Davis R M Inc. 720,529 565,071 -155,458 -21.58%
Nottingham Advisors Inc. 12,215 9,715 -2,500 -20.47%
Asset Management Corp IL ADV 15,754 12,694 -3,060 -19.42%
BCJ Capital Management LLC 19,720 15,923 -3,797 -19.25%
Transcend Wealth Collective LLC 33,855 27,590 -6,265 -18.51%
SNS Financial Group LLC 782,435 640,139 -142,296 -18.19%
Carnegie Capital Asset Management LLC 32,997 27,182 -5,815 -17.62%
Avantax Advisory Services Inc. 19,527 16,091 -3,436 -17.60%
Truist Financial Corp 12,745 10,526 -2,219 -17.41%
Beaumont Financial Partners LLC 54,941 45,729 -9,212 -16.77%
Ellevest Inc. 28,351 23,744 -4,607 -16.25%
Apella Capital LLC 40,049 33,694 -6,355 -15.87%
Wilbanks Smith & Thomas Asset Management LLC 306,269 258,209 -48,060 -15.69%
FC Advisory LLC 12,552 10,592 -1,960 -15.62%
Legacy Private Trust Co. 33,385 28,245 -5,140 -15.40%
New Potomac Partners LLC 39,345 33,655 -5,690 -14.46%
Eaton Vance Management 1,642 1,406 -236 -14.37%
First Fiduciary Investment Counsel Inc. 100,815 87,270 -13,545 -13.44%
Janney Montgomery Scott LLC 32,777 28,433 -4,344 -13.25%
Kestra Private Wealth Services LLC 218,709 190,965 -27,744 -12.69%
Butensky & Cohen Financial Security Inc. 18,284 16,011 -2,273 -12.43%
Homrich & Berg 113,757 100,006 -13,751 -12.09%
US Bancorp DE 21,697 19,347 -2,350 -10.83%
Valley National Advisers Inc. 498,683 445,903 -52,780 -10.58%
Spire Wealth Management 6,348 5,687 -661 -10.41%
CIBC Private Wealth Group LLC 18,059 16,306 -1,753 -9.71%
SFE Investment Counsel 90,620 82,010 -8,610 -9.50%
Lantz Financial LLC 166,570 151,713 -14,857 -8.92%
Cresset Asset Management LLC 223,644 205,404 -18,240 -8.16%
Private Advisor Group LLC 231,355 212,929 -18,426 -7.96%
United Capital Financial Advisers LLC 154,750 142,715 -12,035 -7.78%
WFA of San Diego LLC 17,903 16,543 -1,360 -7.60%
Thrivent Financial for Lutherans 195,075 180,958 -14,117 -7.24%
Trilogy Capital Inc. 265,963 246,989 -18,974 -7.13%
Advisor Group Holdings Inc. 554,681 515,270 -39,411 -7.11%
True Link Financial Advisors LLC 50,768 47,187 -3,581 -7.05%
Lenox Wealth Advisors LLC 66,618 61,946 -4,672 -7.01%
ProVise Management Group LLC 27,714 25,837 -1,877 -6.77%
Global Retirement Partners LLC 60,455 56,511 -3,944 -6.52%
Goepper Burkhardt LLC 269,105 251,605 -17,500 -6.50%
The PNC Financial Services Group Inc. 2,025 1,902 -123 -6.07%
BCS Wealth Management 551,359 518,173 -33,186 -6.02%
Creative Planning 53,279 50,074 -3,205 -6.02%
Belpointe Asset Management LLC 9,146 8,598 -548 -5.99%
Commonwealth Equity Services LLC 393,655 370,410 -23,245 -5.90%
NEXT Financial Group Inc 12,546 11,812 -734 -5.85%
Laurel Wealth Advisors LLC 37,550 35,400 -2,150 -5.73%
Financial Architects Inc 223,312 211,082 -12,230 -5.48%
Sigma Planning Corp 18,409 17,522 -887 -4.82%
Ashfield Capital Partners LLC 31,543 30,043 -1,500 -4.76%
IMA Wealth Inc. 477,796 455,245 -22,551 -4.72%
RVW Wealth LLC 135,595 129,243 -6,352 -4.68%
Advisors Management Group Inc. ADV 461,457 440,180 -21,277 -4.61%
Oliver Luxxe Assets LLC 80,691 76,999 -3,692 -4.58%
Praetorian Wealth Management Inc. 12,077 11,527 -550 -4.55%
Stonebridge Capital Advisors LLC 555,808 530,640 -25,168 -4.53%
LPL Financial LLC 865,898 827,845 -38,053 -4.39%
FCA Corp TX 292,454 281,508 -10,946 -3.74%
Frontier Wealth Management LLC 136,082 131,004 -5,078 -3.73%
Cribstone Capital Management LLC 44,247 42,655 -1,592 -3.60%
Ameriprise Financial Inc. 753,473 728,328 -25,145 -3.34%
Tradition Wealth Management LLC 2,197 2,134 -63 -2.87%
Whitener Capital Management Inc. 16,575 16,100 -475 -2.87%
Nikulski Financial Inc. 60,460 58,901 -1,559 -2.58%
Kestra Advisory Services LLC 1,238,079 1,211,894 -26,185 -2.11%
Kanawha Capital Management LLC 128,100 125,600 -2,500 -1.95%
Sargent Bickham Lagudis LLC 64,395 63,201 -1,194 -1.85%
D.A. Davidson & CO. 10,931 10,731 -200 -1.83%
TrinityPoint Wealth LLC 39,246 38,548 -698 -1.78%
Live Oak Private Wealth LLC 86,742 85,209 -1,533 -1.77%
Ballew Advisors Inc 16,496 16,225 -271 -1.64%
Ironwood Financial llc 28,908 28,435 -473 -1.64%
Aevitas Wealth Management Inc. 28,415 27,956 -459 -1.62%
Cary Street Partners Investment Advisory LLC 20,656 20,330 -326 -1.58%
Eagle Capital Management LLC LA 462,510 455,808 -6,702 -1.45%
Putnam FL Investment Management Co. 35,307 34,809 -498 -1.41%
Atlantic Union Bankshares Corp 35,406 34,916 -490 -1.38%
Blossom Wealth Management 32,847 32,407 -440 -1.34%
Empirical Financial Services LLC d.b.a. Empirical Wealth Management 102,631 101,296 -1,335 -1.30%
Cabot Wealth Management Inc. 18,211 18,011 -200 -1.10%
MONECO Advisors LLC 51,492 50,932 -560 -1.09%
Cornerstone Wealth Management LLC 214,554 213,075 -1,479 -0.69%
Harbour Investments Inc. 32,475 32,258 -217 -0.67%
Kessler Investment Group LLC 133,521 132,677 -844 -0.63%
Wealthsource Partners LLC 69,711 69,280 -431 -0.62%
Paradiem LLC 160,257 159,480 -777 -0.48%
Rede Wealth LLC 16,816 16,741 -75 -0.45%
Vista Private Wealth Partners. LLC 15,613 15,552 -61 -0.39%
Courier Capital LLC 216,040 215,565 -475 -0.22%
Stephens Inc. AR 186,301 185,893 -408 -0.22%
IFP Advisors Inc 2,270 2,267 -3 -0.13%
Exchange Capital Management Inc. 36,211 36,181 -30 -0.08%
Red Spruce Capital LLC 99,641 99,594 -47 -0.05%
13F Filers Exiting BSCL
Innova Wealth Partners 14,287 0 -14,287 -100.00%
Guardian Wealth Advisors LLC 12,509 0 -12,509 -100.00%
Collective Family Office LLC 25,874 0 -25,874 -100.00%
Advisor Resource Council 66,617 0 -66,617 -100.00%
Personal Wealth Partners 5,182 0 -5,182 -100.00%
S.E.E.D. Planning Group LLC 73,782 0 -73,782 -100.00%
Paulson Wealth Management Inc. 10,874 0 -10,874 -100.00%
Gs Investments Inc. 12,220 0 -12,220 -100.00%
Farmers & Merchants Trust Co of Chambersburg PA 627 0 -627 -100.00%
Aptus Capital Advisors LLC 2,894,621 0 -2,894,621 -100.00%
GSB Wealth Management LLC 30,000 0 -30,000 -100.00%
Baird Financial Group Inc. 17,215 0 -17,215 -100.00%
Capital Analysts LLC 4,210 0 -4,210 -100.00%
Advisory Services Network LLC 2,256 0 -2,256 -100.00%
Eqis Capital Management Inc. 37,142 0 -37,142 -100.00%
Financial Advisory Group 25,126 0 -25,126 -100.00%
RiverFront Investment Group LLC 9,770 0 -9,770 -100.00%
Flow Traders U.S. LLC 29,871 0 -29,871 -100.00%
J.W. Cole Advisors Inc. 57,611 0 -57,611 -100.00%
Manchester Capital Management LLC 600 0 -600 -100.00%
Keel Point LLC 12,438 0 -12,438 -100.00%
Cypress Capital Group 47,942 0 -47,942 -100.00%
Buffington Mohr McNeal 52,860 0 -52,860 -100.00%
Hilltop Holdings Inc. 65,829 0 -65,829 -100.00%
Chesley Taft & Associates LLC 17,173 0 -17,173 -100.00%
Trust Co. of Vermont 153 0 -153 -100.00%
Raymond James Trust N.A. 10,158 0 -10,158 -100.00%
Deutsche Bank AG 10,374 0 -10,374 -100.00%
Shufro Rose & Co. LLC 61,018 0 -61,018 -100.00%
Citigroup Inc. 3,506 0 -3,506 -100.00%
Wintrust Investments LLC 180,670 0 -180,670 -100.00%

See Summary: Institutional Holders of BSCL
See Details: Top 10 Hedge Funds Holding BSCL

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