HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BSCO Share Count | ||||
| Tennessee Valley Asset Management Partners | 15,548 | 32,474 | +16,926 | +108.86% |
| Country Club Bank GFN | 58,937 | 94,015 | +35,078 | +59.52% |
| Stratos Wealth Partners LTD. | 149,843 | 213,256 | +63,413 | +42.32% |
| Hudson Capital Management LLC | 391,619 | 534,726 | +143,107 | +36.54% |
| SNS Financial Group LLC | 926,910 | 1,246,477 | +319,567 | +34.48% |
| Rebalance LLC | 291,697 | 380,855 | +89,158 | +30.57% |
| Strategic Financial Concepts LLC | 33,688 | 43,742 | +10,054 | +29.84% |
| Silverlake Wealth Management LLC | 83,837 | 94,533 | +10,696 | +12.76% |
| Keel Point LLC | 103,485 | 114,473 | +10,988 | +10.62% |
| Cambridge Investment Research Advisors Inc. | 715,986 | 789,201 | +73,215 | +10.23% |
| Tlwm | 81,848 | 88,848 | +7,000 | +8.55% |
| Kessler Investment Group LLC | 40,595 | 43,984 | +3,389 | +8.35% |
| Hengehold Capital Management LLC | 306,565 | 325,400 | +18,835 | +6.14% |
| St. Louis Financial Planners Asset Management LLC | 163,400 | 173,401 | +10,001 | +6.12% |
| 4Thought Financial Group Inc. | 171,707 | 180,832 | +9,125 | +5.31% |
| Wealth Enhancement Advisory Services LLC | 61,017 | 63,728 | +2,711 | +4.44% |
| First Fiduciary Investment Counsel Inc. | 47,810 | 49,770 | +1,960 | +4.10% |
| TruWealth Advisors LLC | 2,972,619 | 3,084,524 | +111,905 | +3.76% |
| Berger Financial Group Inc | 190,318 | 196,427 | +6,109 | +3.21% |
| WESPAC Advisors LLC | 31,966 | 32,955 | +989 | +3.09% |
| Lantz Financial LLC | 209,709 | 215,981 | +6,272 | +2.99% |
| Voisard Asset Management Group Inc. | 50,574 | 51,919 | +1,345 | +2.66% |
| Solitude Financial Services | 161,072 | 164,436 | +3,364 | +2.09% |
| Claro Advisors LLC | 44,315 | 45,202 | +887 | +2.00% |
| Blossom Wealth Management | 33,225 | 33,825 | +600 | +1.81% |
| Nations Financial Group Inc. IA ADV | 21,690 | 22,051 | +361 | +1.66% |
| Krilogy Financial LLC | 168,141 | 170,702 | +2,561 | +1.52% |
| Genesee Capital Advisors LLC | 10,676 | 10,760 | +84 | +0.79% |
| Strid Group LLC | 125,380 | 126,362 | +982 | +0.78% |
| Atlantic Union Bankshares Corp | 20,150 | 20,300 | +150 | +0.74% |
| Astoria Portfolio Advisors LLC. | 63,668 | 64,129 | +461 | +0.72% |
| Cypress Wealth Services LLC | 42,209 | 42,463 | +254 | +0.60% |
| Kirr Marbach & Co. LLC IN | 804,757 | 808,474 | +3,717 | +0.46% |
| Butensky & Cohen Financial Security Inc. | 42,124 | 42,287 | +163 | +0.39% |
| Valley National Advisers Inc. | 11,453 | 11,493 | +40 | +0.35% |
| O ROURKE & COMPANY Inc | 13,830 | 13,860 | +30 | +0.22% |
| Paradiem LLC | 109,286 | 109,474 | +188 | +0.17% |
| BCS Wealth Management | 463,726 | 464,273 | +547 | +0.12% |
| Garrett Investment Advisors LLC | 30,381 | 30,407 | +26 | +0.09% |
| 13F Filers Reporting New Positions In BSCO | ||||
| Northwest Investment Counselors LLC | 0 | 1,703 | +1,703 | +100% |
| Mather Group LLC. | 0 | 428 | +428 | +100% |
| First PREMIER Bank | 0 | 511 | +511 | +100% |
| Legacy Financial Group LLC | 0 | 118,067 | +118,067 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Caldwell Sutter Capital Inc. | 1,466 | 1,466 | UNCH | 0.00% |
| Toth Financial Advisory Corp | 708 | 708 | UNCH | 0.00% |
| Atwood & Palmer Inc. | 3,000 | 3,000 | UNCH | 0.00% |
| Private Trust Co. NA | 509 | 509 | UNCH | 0.00% |
| Brown Advisory Inc. | 53,774 | 53,774 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 7,743 | 7,743 | UNCH | 0.00% |
| Patton Albertson Miller Group LLC | 10,253 | 10,253 | UNCH | 0.00% |
| MCF Advisors LLC | 17,528 | 17,528 | UNCH | 0.00% |
| Well Done LLC | 39,295 | 39,295 | UNCH | 0.00% |
| Sound Income Strategies LLC | 61 | 61 | UNCH | 0.00% |
| West Branch Capital LLC | 504 | 504 | UNCH | 0.00% |
| Total Wealth Planning LLC | 33,637 | 33,637 | UNCH | 0.00% |
| PSI Advisors LLC | 2,092 | 2,092 | UNCH | 0.00% |
| Pacifica Partners Inc. | 416 | 416 | UNCH | 0.00% |
| Revolve Wealth Partners LLC | 30,971 | 30,971 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 2,000 | 2,000 | UNCH | 0.00% |
| Levy Wealth Management Group LLC | 14,547 | 14,547 | UNCH | 0.00% |
| FOCUS Wealth Advisors LLC | 10,897 | 10,897 | UNCH | 0.00% |
| Armstrong Advisory Group Inc. | 4,300 | 4,300 | UNCH | 0.00% |
| Horizons Wealth Management | 254,273 | 254,273 | UNCH | 0.00% |
| Kaydan Wealth Management Inc. | 16,129 | 16,129 | UNCH | 0.00% |
| 13F Filers Decreasing BSCO Share Count | ||||
| Carolina Wealth Advisors LLC | 250,595 | 44,745 | -205,850 | -82.14% |
| CWM LLC | 36,537 | 6,674 | -29,863 | -81.73% |
| SJS Investment Consulting Inc. | 6,845 | 1,709 | -5,136 | -75.03% |
| Milestone Asset Management LLC | 3,313,858 | 1,176,396 | -2,137,462 | -64.50% |
| Fifth Third Bancorp | 27,120 | 9,915 | -17,205 | -63.44% |
| Waycross Investment Management Co | 87,981 | 32,749 | -55,232 | -62.78% |
| Chesley Taft & Associates LLC | 35,873 | 19,000 | -16,873 | -47.04% |
| Red Spruce Capital LLC | 314,132 | 177,947 | -136,185 | -43.35% |
| Woodmont Investment Counsel LLC | 30,000 | 17,500 | -12,500 | -41.67% |
| Mirador Capital Partners LP | 174,499 | 102,797 | -71,702 | -41.09% |
| Oliver Luxxe Assets LLC | 137,868 | 82,475 | -55,393 | -40.18% |
| Raymond James Financial Services Advisors Inc. | 1,431,168 | 998,445 | -432,723 | -30.24% |
| Denver Wealth Management Inc. | 163,420 | 127,772 | -35,648 | -21.81% |
| Edge Wealth Management LLC | 97,463 | 76,673 | -20,790 | -21.33% |
| Ironwood Financial llc | 442,305 | 359,097 | -83,208 | -18.81% |
| Raymond James & Associates | 1,646,362 | 1,356,346 | -290,016 | -17.62% |
| Capital Investment Advisors LLC | 26,335 | 22,468 | -3,867 | -14.68% |
| River Street Advisors LLC | 187,172 | 165,530 | -21,642 | -11.56% |
| Trilogy Capital Inc. | 277,248 | 246,050 | -31,198 | -11.25% |
| Davis Capital Management | 3,400 | 3,034 | -366 | -10.76% |
| RVW Wealth LLC | 216,603 | 193,350 | -23,253 | -10.74% |
| Asset Dedication LLC | 1,987,417 | 1,782,165 | -205,252 | -10.33% |
| Independence Bank of Kentucky | 11,211 | 10,093 | -1,118 | -9.97% |
| FC Advisory LLC | 30,191 | 27,342 | -2,849 | -9.44% |
| Courier Capital LLC | 146,887 | 134,310 | -12,577 | -8.56% |
| Brookstone Capital Management | 1,390,725 | 1,282,394 | -108,331 | -7.79% |
| Leavell Investment Management Inc. | 112,007 | 104,942 | -7,065 | -6.31% |
| Curbstone Financial Management Corp | 189,120 | 177,620 | -11,500 | -6.08% |
| Apella Capital LLC | 45,211 | 42,629 | -2,582 | -5.71% |
| Matthew Goff Investment Advisor LLC | 14,642 | 13,852 | -790 | -5.40% |
| Gradient Investments LLC | 235,326 | 222,814 | -12,512 | -5.32% |
| Kaye Capital Management | 1,182,780 | 1,131,062 | -51,718 | -4.37% |
| American Institute for Advanced Investment Management LLP | 44,720 | 42,920 | -1,800 | -4.03% |
| Nikulski Financial Inc. | 77,425 | 74,575 | -2,850 | -3.68% |
| Global Retirement Partners LLC | 54,375 | 52,702 | -1,673 | -3.08% |
| Iron Financial LLC | 219,139 | 214,407 | -4,732 | -2.16% |
| RFG Advisory LLC | 37,323 | 36,668 | -655 | -1.75% |
| SMI Advisory Services LLC | 59,908 | 59,435 | -473 | -0.79% |
| Colton Groome Financial Advisors LLC | 165,803 | 164,536 | -1,267 | -0.76% |
| Ballew Advisors Inc | 91,473 | 90,940 | -533 | -0.58% |
| Cornerstone Wealth Management LLC | 512,452 | 509,477 | -2,975 | -0.58% |
| Optimum Investment Advisors | 42,942 | 42,792 | -150 | -0.35% |
| Exchange Capital Management Inc. | 245,974 | 245,202 | -772 | -0.31% |
| Webster Bank N. A. | 493,918 | 492,766 | -1,152 | -0.23% |
| Invera Wealth Advisors LLC | 12,027 | 12,007 | -20 | -0.17% |
| Legacy Private Trust Co. | 690,154 | 689,471 | -683 | -0.10% |
| Founders Financial Securities LLC | 12,379 | 12,370 | -9 | -0.07% |
| Apeiron RIA LLC | 45,849 | 45,820 | -29 | -0.06% |
| Kohmann Bosshard Financial Services LLC | 117,978 | 117,972 | -6 | -0.01% |
| 13F Filers Exiting BSCO | ||||
| BKM Wealth Management LLC | 2,936 | 0 | -2,936 | -100.00% |
| Sterling Financial Group Inc. | 15,022 | 0 | -15,022 | -100.00% |
| Masso Torrence Wealth Management Inc. | 70,351 | 0 | -70,351 | -100.00% |
| Newbridge Financial Services Group Inc. | 136 | 0 | -136 | -100.00% |
| Koss Olinger Consulting LLC | 48,207 | 0 | -48,207 | -100.00% |
| S.E.E.D. Planning Group LLC | 147,526 | 0 | -147,526 | -100.00% |
| Sugarloaf Wealth Management LLC | 20 | 0 | -20 | -100.00% |
| Segment Wealth Management LLC | 45,285 | 0 | -45,285 | -100.00% |
| Iowa State Bank | 10,712 | 0 | -10,712 | -100.00% |
| Whitener Capital Management Inc. | 9,740 | 0 | -9,740 | -100.00% |
| First Hawaiian Bank | 10,687 | 0 | -10,687 | -100.00% |
See Summary: Institutional Holders of BSCO
See Details: Top 10 Hedge Funds Holding BSCO
