HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing BTI Share Count | ||||
| City State Bank | 30 | 1,535 | +1,505 | +5016.67% |
| AlphaMark Advisors LLC | 91 | 3,386 | +3,295 | +3620.88% |
| Allspring Global Investments Holdings LLC | 6,100 | 12,760 | +6,660 | +109.18% |
| Kathmere Capital Management LLC | 8,994 | 17,031 | +8,037 | +89.36% |
| GAMMA Investing LLC | 1,163 | 2,085 | +922 | +79.28% |
| Naviter Wealth LLC | 32,927 | 52,506 | +19,579 | +59.46% |
| Range Financial Group LLC | 25,621 | 36,222 | +10,601 | +41.38% |
| First Bank & Trust | 40,360 | 52,526 | +12,166 | +30.14% |
| First Financialcorp IN | 36 | 46 | +10 | +27.78% |
| Hennessy Advisors Inc. | 138,200 | 172,300 | +34,100 | +24.67% |
| Key Client Fiduciary Advisors LLC | 13,532 | 15,759 | +2,227 | +16.46% |
| Congress Park Capital LLC | 15,500 | 18,000 | +2,500 | +16.13% |
| Optimum Investment Advisors | 1,052 | 1,202 | +150 | +14.26% |
| Cyndeo Wealth Partners LLC | 11,121 | 12,433 | +1,312 | +11.80% |
| Weaver Consulting Group | 8,863 | 9,833 | +970 | +10.94% |
| Flagship Harbor Advisors LLC | 35,128 | 38,658 | +3,530 | +10.05% |
| Applied Capital LLC FL | 16,102 | 17,592 | +1,490 | +9.25% |
| Bruce G. Allen Investments LLC | 433 | 470 | +37 | +8.55% |
| CWM LLC | 14,645 | 15,889 | +1,244 | +8.49% |
| Moody National Bank Trust Division | 7,337 | 7,802 | +465 | +6.34% |
| Carolina Wealth Advisors LLC | 8,727 | 9,233 | +506 | +5.80% |
| Dynamic Advisor Solutions LLC | 10,398 | 10,978 | +580 | +5.58% |
| AdvisorNet Financial Inc | 55,098 | 57,109 | +2,011 | +3.65% |
| Adams Asset Advisors LLC | 348,504 | 359,995 | +11,491 | +3.30% |
| OLD National Bancorp IN | 17,874 | 18,415 | +541 | +3.03% |
| Rise Advisors LLC | 339 | 347 | +8 | +2.36% |
| Wealth Enhancement Advisory Services LLC | 60,996 | 62,028 | +1,032 | +1.69% |
| Viking Fund Management LLC | 176,800 | 179,500 | +2,700 | +1.53% |
| Dakota Community Bank & Trust NA | 3,835 | 3,885 | +50 | +1.30% |
| FSC Wealth Advisors LLC | 1,092 | 1,100 | +8 | +0.73% |
| Stockman Wealth Management Inc. | 10,000 | 10,018 | +18 | +0.18% |
| Ridgewood Investments LLC | 6,914 | 6,926 | +12 | +0.17% |
| Brookstone Capital Management | 31,051 | 31,101 | +50 | +0.16% |
| Shulman DeMeo Asset Management LLC | 9,153 | 9,156 | +3 | +0.03% |
| 13F Filers Reporting New Positions In BTI | ||||
| Sanders Morris Harris LLC | 0 | 11,349 | +11,349 | +100% |
| Ballentine Partners LLC | 0 | 6,894 | +6,894 | +100% |
| Arlington Partners LLC | 0 | 99,784 | +99,784 | +100% |
| Harbor Investment Advisory LLC | 0 | 4 | +4 | +100% |
| Mather Group LLC. | 0 | 26 | +26 | +100% |
| Riverview Trust Co | 0 | 400 | +400 | +100% |
| SJS Investment Consulting Inc. | 0 | 194 | +194 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| ST Germain D J Co. Inc. | 275 | 275 | UNCH | 0.00% |
| Miller Howard Investments Inc. NY | 135,000 | 135,000 | UNCH | 0.00% |
| Tompkins Financial Corp | 467 | 467 | UNCH | 0.00% |
| Asset Dedication LLC | 315 | 315 | UNCH | 0.00% |
| Private Ocean LLC | 163 | 163 | UNCH | 0.00% |
| Sunbelt Securities Inc. | 155 | 155 | UNCH | 0.00% |
| Requisite Capital Management LLC | 8,291 | 8,291 | UNCH | 0.00% |
| Sound Income Strategies LLC | 3,252 | 3,252 | UNCH | 0.00% |
| Banque Cantonale Vaudoise | 1,281 | 1,281 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 131 | 131 | UNCH | 0.00% |
| Coston McIsaac & Partners | 1,337 | 1,337 | UNCH | 0.00% |
| Compass Wealth Management LLC | 1,350 | 1,350 | UNCH | 0.00% |
| 13F Filers Decreasing BTI Share Count | ||||
| Atlas Capital Advisors LLC | 967 | 86 | -881 | -91.11% |
| Gateway Investment Advisers LLC | 177,349 | 67,498 | -109,851 | -61.94% |
| Arlington Trust Co LLC | 5,034 | 2,000 | -3,034 | -60.27% |
| Hexagon Capital Partners LLC | 6,757 | 3,042 | -3,715 | -54.98% |
| DGS Capital Management LLC | 14,087 | 7,035 | -7,052 | -50.06% |
| Tsfg LLC | 100 | 50 | -50 | -50.00% |
| LVW Advisors LLC | 16,971 | 9,187 | -7,784 | -45.87% |
| MADDEN SECURITIES Corp | 44,485 | 30,035 | -14,450 | -32.48% |
| JJJ Advisors Inc. | 5,237 | 3,802 | -1,435 | -27.40% |
| Fulton Bank N.A. | 42,285 | 34,177 | -8,108 | -19.17% |
| Park Place Capital Corp | 15,214 | 12,369 | -2,845 | -18.70% |
| Procyon Private Wealth Partners LLC | 14,730 | 12,038 | -2,692 | -18.28% |
| NBC Securities Inc. | 4,478 | 3,878 | -600 | -13.40% |
| Griffin Asset Management Inc. | 12,311 | 10,700 | -1,611 | -13.09% |
| Clarius Group LLC | 13,066 | 11,826 | -1,240 | -9.49% |
| Manning & Napier Group LLC | 176,325 | 163,271 | -13,054 | -7.40% |
| Aspire Private Capital LLC | 1,119 | 1,047 | -72 | -6.43% |
| Keystone Financial Planning Inc. | 180,489 | 173,736 | -6,753 | -3.74% |
| Ausdal Financial Partners Inc. | 11,893 | 11,456 | -437 | -3.67% |
| Salem Investment Counselors Inc. | 100 | 97 | -3 | -3.00% |
| TrueMark Investments LLC | 98,325 | 95,508 | -2,817 | -2.86% |
| Park Avenue Securities LLC | 35,624 | 34,657 | -967 | -2.71% |
| Hennion & Walsh Asset Management Inc. | 10,424 | 10,164 | -260 | -2.49% |
| Cedar Brook Financial Partners LLC | 9,973 | 9,747 | -226 | -2.27% |
| Mosley Wealth Management | 14,500 | 14,204 | -296 | -2.04% |
| Chapin Davis Inc. | 9,906 | 9,894 | -12 | -0.12% |
| 13F Filers Exiting BTI | ||||
| Sunpointe LLC | 7,308 | 0 | -7,308 | -100.00% |
| BKM Wealth Management LLC | 1,198 | 0 | -1,198 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 84 | 0 | -84 | -100.00% |
| Octavia Wealth Advisors LLC | 65,670 | 0 | -65,670 | -100.00% |
| International Assets Investment Management LLC | 87,606 | 0 | -87,606 | -100.00% |
| Davis Capital Management | 283 | 0 | -283 | -100.00% |
| Aprio Wealth Management LLC | 7,034 | 0 | -7,034 | -100.00% |
| Lantz Financial LLC | 7,714 | 0 | -7,714 | -100.00% |
| Central Bank & Trust Co. | 1,175 | 0 | -1,175 | -100.00% |
See Summary: Institutional Holders of BTI
See Details: Top 10 Hedge Funds Holding BTI
