HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BSCR Share Count | ||||
| Private Trust Co. NA | 84 | 3,014 | +2,930 | +3488.10% |
| Legacy Financial Group LLC | 21,756 | 706,679 | +684,923 | +3148.20% |
| Hengehold Capital Management LLC | 11,373 | 289,598 | +278,225 | +2446.36% |
| Cambridge Investment Research Advisors Inc. | 124,065 | 291,366 | +167,301 | +134.85% |
| MONECO Advisors LLC | 40,657 | 84,021 | +43,364 | +106.66% |
| Silverlake Wealth Management LLC | 40,862 | 58,431 | +17,569 | +43.00% |
| Independence Bank of Kentucky | 25,475 | 34,965 | +9,490 | +37.25% |
| First Fiduciary Investment Counsel Inc. | 11,170 | 15,055 | +3,885 | +34.78% |
| Raymond James Financial Services Advisors Inc. | 843,569 | 1,135,639 | +292,070 | +34.62% |
| Hennion & Walsh Asset Management Inc. | 60,979 | 81,869 | +20,890 | +34.26% |
| Strategic Financial Concepts LLC | 19,509 | 25,900 | +6,391 | +32.76% |
| Asset Dedication LLC | 535,197 | 697,165 | +161,968 | +30.26% |
| BCS Wealth Management | 151,718 | 196,050 | +44,332 | +29.22% |
| Gradient Investments LLC | 4,273 | 5,509 | +1,236 | +28.93% |
| Western Financial Corp CA | 24,357 | 31,175 | +6,818 | +27.99% |
| Masso Torrence Wealth Management Inc. | 54,872 | 67,320 | +12,448 | +22.69% |
| Atlantic Union Bankshares Corp | 360,653 | 439,449 | +78,796 | +21.85% |
| Ballew Advisors Inc | 36,531 | 43,243 | +6,712 | +18.37% |
| Carmel Capital Partners LLC | 165,573 | 195,983 | +30,410 | +18.37% |
| Red Spruce Capital LLC | 264,315 | 311,402 | +47,087 | +17.81% |
| Raymond James & Associates | 994,162 | 1,140,765 | +146,603 | +14.75% |
| Leavell Investment Management Inc. | 83,432 | 93,042 | +9,610 | +11.52% |
| Exchange Capital Management Inc. | 122,474 | 135,785 | +13,311 | +10.87% |
| Tlwm | 844,819 | 927,956 | +83,137 | +9.84% |
| Kaydan Wealth Management Inc. | 10,795 | 11,833 | +1,038 | +9.62% |
| Cookson Peirce & Co. Inc. | 443,847 | 484,219 | +40,372 | +9.10% |
| Marietta Wealth Management LLC | 273,636 | 298,286 | +24,650 | +9.01% |
| Rebalance LLC | 154,320 | 168,005 | +13,685 | +8.87% |
| Wealth Enhancement Advisory Services LLC | 18,963 | 20,523 | +1,560 | +8.23% |
| Davis Capital Management | 1,528 | 1,628 | +100 | +6.54% |
| Legacy CG LLC | 249,242 | 261,114 | +11,872 | +4.76% |
| CWM LLC | 65,628 | 68,698 | +3,070 | +4.68% |
| Oliver Luxxe Assets LLC | 116,757 | 122,132 | +5,375 | +4.60% |
| Berger Financial Group Inc | 159,535 | 166,601 | +7,066 | +4.43% |
| Butensky & Cohen Financial Security Inc. | 52,180 | 54,480 | +2,300 | +4.41% |
| Manchester Financial Inc. | 1,203,286 | 1,253,672 | +50,386 | +4.19% |
| Nations Financial Group Inc. IA ADV | 21,007 | 21,541 | +534 | +2.54% |
| Kessler Investment Group LLC | 70,422 | 71,441 | +1,019 | +1.45% |
| Cypress Wealth Services LLC | 44,508 | 45,072 | +564 | +1.27% |
| Genesee Capital Advisors LLC | 10,980 | 11,092 | +112 | +1.02% |
| Astoria Portfolio Advisors LLC. | 60,187 | 60,472 | +285 | +0.47% |
| Global Retirement Partners LLC | 3,289 | 3,300 | +11 | +0.33% |
| Keel Point LLC | 11,865 | 11,875 | +10 | +0.08% |
| Apeiron RIA LLC | 50,858 | 50,869 | +11 | +0.02% |
| 13F Filers Reporting New Positions In BSCR | ||||
| Fifth Third Bancorp | 0 | 30,500 | +30,500 | +100% |
| Optimum Investment Advisors | 0 | 1,000 | +1,000 | +100% |
| Chatham Capital Group Inc. | 0 | 433,430 | +433,430 | +100% |
| Northwest Investment Counselors LLC | 0 | 451 | +451 | +100% |
| Westside Investment Management Inc. | 0 | 5,116 | +5,116 | +100% |
| First PREMIER Bank | 0 | 205 | +205 | +100% |
| Paradiem LLC | 0 | 124,142 | +124,142 | +100% |
| S.E.E.D. Planning Group LLC | 0 | 155,013 | +155,013 | +100% |
| American Institute for Advanced Investment Management LLP | 0 | 15,320 | +15,320 | +100% |
| Solitude Financial Services | 0 | 115,300 | +115,300 | +100% |
| Voisard Asset Management Group Inc. | 0 | 1,287 | +1,287 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| WASHINGTON TRUST Co | 1,000 | 1,000 | UNCH | 0.00% |
| Webster Bank N. A. | 6,538 | 6,538 | UNCH | 0.00% |
| AdvisorNet Financial Inc | 3,687 | 3,687 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 1,775 | 1,775 | UNCH | 0.00% |
| West Branch Capital LLC | 2,001 | 2,001 | UNCH | 0.00% |
| RVW Wealth LLC | 15,616 | 15,616 | UNCH | 0.00% |
| Levy Wealth Management Group LLC | 12,875 | 12,875 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 3,313 | 3,313 | UNCH | 0.00% |
| Horizons Wealth Management | 204,568 | 204,568 | UNCH | 0.00% |
| LongView Wealth Management | 13,000 | 13,000 | UNCH | 0.00% |
| 13F Filers Decreasing BSCR Share Count | ||||
| Sterling Financial Group Inc. | 631,422 | 44,341 | -587,081 | -92.98% |
| Legacy Private Trust Co. | 493,422 | 213,679 | -279,743 | -56.69% |
| Denver Wealth Management Inc. | 144,386 | 69,687 | -74,699 | -51.74% |
| Kirr Marbach & Co. LLC IN | 160,640 | 136,599 | -24,041 | -14.97% |
| Iowa State Bank | 12,530 | 11,156 | -1,374 | -10.97% |
| Ironwood Financial llc | 487,516 | 438,178 | -49,338 | -10.12% |
| IMA Wealth Inc. | 623,084 | 570,410 | -52,674 | -8.45% |
| Brookstone Capital Management | 1,773,617 | 1,644,324 | -129,293 | -7.29% |
| Sigma Investment Counselors Inc. | 26,737 | 25,037 | -1,700 | -6.36% |
| Capital Investment Advisors LLC | 36,064 | 33,911 | -2,153 | -5.97% |
| Trilogy Capital Inc. | 263,966 | 248,796 | -15,170 | -5.75% |
| Apella Capital LLC | 48,508 | 46,647 | -1,861 | -3.84% |
| Segment Wealth Management LLC | 65,235 | 64,345 | -890 | -1.36% |
| Woodmont Investment Counsel LLC | 73,164 | 72,718 | -446 | -0.61% |
| Matthew Goff Investment Advisor LLC | 168,404 | 167,518 | -886 | -0.53% |
| Kohmann Bosshard Financial Services LLC | 53,619 | 53,617 | -2 | -0.00% |
| 13F Filers Exiting BSCR | ||||
| Newbridge Financial Services Group Inc. | 120 | 0 | -120 | -100.00% |
| Koss Olinger Consulting LLC | 23,793 | 0 | -23,793 | -100.00% |
| Tennessee Valley Asset Management Partners | 8,105 | 0 | -8,105 | -100.00% |
| Procyon Private Wealth Partners LLC | 255,806 | 0 | -255,806 | -100.00% |
| FC Advisory LLC | 12,142 | 0 | -12,142 | -100.00% |
| Sugarloaf Wealth Management LLC | 20 | 0 | -20 | -100.00% |
| WESPAC Advisors LLC | 12,203 | 0 | -12,203 | -100.00% |
| Salem Investment Counselors Inc. | 66 | 0 | -66 | -100.00% |
| Country Club Bank GFN | 53,495 | 0 | -53,495 | -100.00% |
See Summary: Institutional Holders of BSCR
See Details: Top 10 Hedge Funds Holding BSCR
