HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BSCT Share Count | ||||
| Private Advisor Group LLC | 13,697 | 133,712 | +120,015 | +876.21% |
| MONECO Advisors LLC | 47,799 | 120,740 | +72,941 | +152.60% |
| Segment Wealth Management LLC | 20,770 | 50,930 | +30,160 | +145.21% |
| Oliver Luxxe Assets LLC | 42,105 | 101,939 | +59,834 | +142.11% |
| Huntington National Bank | 14,586 | 31,077 | +16,491 | +113.06% |
| Raymond James & Associates | 365,486 | 759,524 | +394,038 | +107.81% |
| BCS Wealth Management | 38,162 | 73,876 | +35,714 | +93.59% |
| Straight Path Wealth Management | 39,742 | 75,467 | +35,725 | +89.89% |
| Tlwm | 17,154 | 27,154 | +10,000 | +58.30% |
| Independence Bank of Kentucky | 19,919 | 31,288 | +11,369 | +57.08% |
| Red Spruce Capital LLC | 25,763 | 38,701 | +12,938 | +50.22% |
| Exchange Capital Management Inc. | 121,610 | 168,744 | +47,134 | +38.76% |
| Asset Dedication LLC | 335,031 | 451,427 | +116,396 | +34.74% |
| Kohmann Bosshard Financial Services LLC | 24,977 | 32,772 | +7,795 | +31.21% |
| First Horizon Advisors Inc. | 20,143 | 26,183 | +6,040 | +29.99% |
| Janney Montgomery Scott LLC | 894,991 | 1,123,691 | +228,700 | +25.55% |
| Redwood Financial Network Corp | 15,989 | 20,033 | +4,044 | +25.29% |
| Strategic Financial Concepts LLC | 20,729 | 25,805 | +5,076 | +24.49% |
| Atlantic Union Bankshares Corp | 493,329 | 597,486 | +104,157 | +21.11% |
| Cambridge Investment Research Advisors Inc. | 10,541 | 12,750 | +2,209 | +20.96% |
| Raymond James Financial Services Advisors Inc. | 524,172 | 623,437 | +99,265 | +18.94% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC | 976,989 | 1,161,068 | +184,079 | +18.84% |
| Commonwealth Equity Services LLC | 77,321 | 88,724 | +11,403 | +14.75% |
| Davis Capital Management | 7,272 | 7,942 | +670 | +9.21% |
| Cookson Peirce & Co. Inc. | 471,422 | 511,773 | +40,351 | +8.56% |
| Western Financial Corp CA | 44,284 | 47,893 | +3,609 | +8.15% |
| Marietta Wealth Management LLC | 291,856 | 315,281 | +23,425 | +8.03% |
| HB Wealth Management LLC | 17,048 | 18,002 | +954 | +5.60% |
| Secure Asset Management LLC | 115,552 | 118,813 | +3,261 | +2.82% |
| Butensky & Cohen Financial Security Inc. | 58,480 | 60,038 | +1,558 | +2.66% |
| First Command Advisory Services Inc. | 6,867 | 7,020 | +153 | +2.23% |
| Benjamin F. Edwards & Company Inc. | 8,701 | 8,893 | +192 | +2.21% |
| Householder Group Estate & Retirement Specialist LLC | 244 | 246 | +2 | +0.82% |
| 13F Filers Reporting New Positions In BSCT | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Sigma Planning Corp | 0 | 10,453 | +10,453 | +100% |
| Signaturefd LLC | 0 | 4,000 | +4,000 | +100% |
| YHB Investment Advisors Inc. | 0 | 6,254 | +6,254 | +100% |
| RiverFront Investment Group LLC | 0 | 673,080 | +673,080 | +100% |
| Mather Group LLC. | 0 | 492 | +492 | +100% |
| CWM LLC | 0 | 511,801 | +511,801 | +100% |
| Westside Investment Management Inc. | 0 | 5,380 | +5,380 | +100% |
| Financial Advisory Service Inc. | 0 | 5,499 | +5,499 | +100% |
| Stratos Wealth Partners LTD. | 0 | 16,955 | +16,955 | +100% |
| First PREMIER Bank | 0 | 220 | +220 | +100% |
| APCM Wealth Management for Individuals | 0 | 1,971 | +1,971 | +100% |
| Vishria Bird Financial Group LLC | 0 | 462,577 | +462,577 | +100% |
| Global Retirement Partners LLC | 0 | 169 | +169 | +100% |
| Source Financial Advisors LLC | 0 | 11,510 | +11,510 | +100% |
| Spire Wealth Management | 0 | 212 | +212 | +100% |
| Legacy CG LLC | 0 | 260,766 | +260,766 | +100% |
| AA Financial Advisors LLC | 0 | 141,523 | +141,523 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Gradient Investments LLC | 155 | 155 | UNCH | 0.00% |
| Geneos Wealth Management Inc. | 6,351 | 6,351 | UNCH | 0.00% |
| Key Financial Inc | 6,468 | 6,468 | UNCH | 0.00% |
| SJS Investment Consulting Inc. | 3,499 | 3,499 | UNCH | 0.00% |
| Horizons Wealth Management | 208,906 | 208,906 | UNCH | 0.00% |
| 13F Filers Decreasing BSCT Share Count | ||||
| Sterling Financial Group Inc. | 16,104 | 11,385 | -4,719 | -29.30% |
| Capital Investment Advisors LLC | 20,449 | 18,359 | -2,090 | -10.22% |
| Sigma Investment Counselors Inc. | 15,007 | 14,227 | -780 | -5.20% |
| Ironwood Financial llc | 101,116 | 98,940 | -2,176 | -2.15% |
| Apella Capital LLC | 37,908 | 37,561 | -347 | -0.92% |
| 4Thought Financial Group Inc. | 43,565 | 43,183 | -382 | -0.88% |
| Matthew Goff Investment Advisor LLC | 152,884 | 152,009 | -875 | -0.57% |
| Financial Advisory Corp UT ADV | 161,391 | 160,726 | -665 | -0.41% |
| 13F Filers Exiting BSCT | ||||
| Tennessee Valley Asset Management Partners | 4,200 | 0 | -4,200 | -100.00% |
| International Assets Investment Management LLC | 8,902 | 0 | -8,902 | -100.00% |
See Summary: Institutional Holders of BSCT
See Details: Top 10 Hedge Funds Holding BSCT
