|
|
|
This page summarizes the BSCN holdings changes quarter over quarter among those 13F filers that have reported for
the 9/30/2023 period, comparing share count change from 6/30/2023 to 9/30/2023.
Share count is compared over these two periods to provide an indication of whether BSCN 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).
Filer | 6/30/2023 Share Count | 9/30/2023 Share Count | Change | % Change |
13F Filers Increasing BSCN Share Count |
Cary Street Partners Investment Advisory LLC |
58 |
4,270 |
+4,212 |
+7262.07% |
Susquehanna International Group LLP |
67,445 |
335,867 |
+268,422 |
+397.99% |
Tower Research Capital LLC TRC |
278 |
803 |
+525 |
+188.85% |
Bank of Montreal Can |
79,422 |
218,100 |
+138,678 |
+174.61% |
Kestra Private Wealth Services LLC |
384,660 |
814,432 |
+429,772 |
+111.73% |
Huntington National Bank |
1,884 |
3,940 |
+2,056 |
+109.13% |
OLD Mission Capital LLC |
14,552 |
26,546 |
+11,994 |
+82.42% |
We Are One Seven LLC |
211,303 |
322,234 |
+110,931 |
+52.50% |
SNS Financial Group LLC |
439,868 |
656,202 |
+216,334 |
+49.18% |
Latitude Advisors LLC |
25,347 |
35,971 |
+10,624 |
+41.91% |
Brown Advisory Inc. |
36,652 |
51,539 |
+14,887 |
+40.62% |
Envestnet Asset Management Inc. |
357,232 |
496,122 |
+138,890 |
+38.88% |
Wintrust Investments LLC |
141,725 |
193,432 |
+51,707 |
+36.48% |
MML Investors Services LLC |
266,745 |
358,476 |
+91,731 |
+34.39% |
Invesco Ltd. |
840,551 |
1,129,443 |
+288,892 |
+34.37% |
HighTower Advisors LLC |
297,712 |
384,612 |
+86,900 |
+29.19% |
S.E.E.D. Planning Group LLC |
379,751 |
485,047 |
+105,296 |
+27.73% |
DAVENPORT & Co LLC |
24,034 |
30,659 |
+6,625 |
+27.57% |
Tlwm |
584,881 |
739,135 |
+154,254 |
+26.37% |
Regal Investment Advisors LLC |
21,230 |
26,577 |
+5,347 |
+25.19% |
Gladstone Institutional Advisory LLC |
97,862 |
118,887 |
+21,025 |
+21.48% |
Ellevest Inc. |
27,710 |
33,555 |
+5,845 |
+21.09% |
Strategic Financial Concepts LLC |
35,307 |
42,621 |
+7,314 |
+20.72% |
Arkadios Wealth Advisors |
11,572 |
13,831 |
+2,259 |
+19.52% |
Beacon Pointe Advisors LLC |
36,767 |
43,587 |
+6,820 |
+18.55% |
Astoria Portfolio Advisors LLC. |
53,291 |
62,557 |
+9,266 |
+17.39% |
Lincoln National Corp |
11,320 |
13,219 |
+1,899 |
+16.78% |
MONECO Advisors LLC |
37,898 |
43,521 |
+5,623 |
+14.84% |
Equitable Holdings Inc. |
157,270 |
180,058 |
+22,788 |
+14.49% |
AlphaStar Capital Management LLC |
47,823 |
54,410 |
+6,587 |
+13.77% |
Advisor Group Holdings Inc. |
973,732 |
1,105,339 |
+131,607 |
+13.52% |
New Potomac Partners LLC |
14,665 |
16,510 |
+1,845 |
+12.58% |
Renaissance Technologies LLC |
806,088 |
901,251 |
+95,163 |
+11.81% |
Koss Olinger Consulting LLC |
26,373 |
29,250 |
+2,877 |
+10.91% |
Evexia Wealth LLC |
56,143 |
61,121 |
+4,978 |
+8.87% |
FC Advisory LLC |
24,406 |
26,560 |
+2,154 |
+8.83% |
Apeiron RIA LLC |
41,300 |
44,867 |
+3,567 |
+8.64% |
Sterling Financial Group Inc. |
13,556 |
14,694 |
+1,138 |
+8.39% |
ORG Partners LLC |
21,207 |
22,784 |
+1,577 |
+7.44% |
Lantz Financial LLC |
191,870 |
204,700 |
+12,830 |
+6.69% |
Kessler Investment Group LLC |
26,921 |
28,389 |
+1,468 |
+5.45% |
Berger Financial Group Inc |
97,549 |
102,845 |
+5,296 |
+5.43% |
Financial Futures Ltd Liability Co. |
96,871 |
101,976 |
+5,105 |
+5.27% |
Sugarloaf Wealth Management LLC |
19 |
20 |
+1 |
+5.26% |
Solitude Financial Services |
127,526 |
133,966 |
+6,440 |
+5.05% |
Tennessee Valley Asset Management Partners |
24,539 |
25,711 |
+1,172 |
+4.78% |
Thrivent Financial for Lutherans |
247,416 |
258,858 |
+11,442 |
+4.62% |
Savant Capital LLC |
33,795 |
34,972 |
+1,177 |
+3.48% |
Captrust Financial Advisors |
205,999 |
212,977 |
+6,978 |
+3.39% |
Royal Bank of Canada |
670,471 |
692,627 |
+22,156 |
+3.30% |
Northwestern Mutual Wealth Management Co. |
11,871 |
12,251 |
+380 |
+3.20% |
Prospera Financial Services Inc |
64,081 |
65,784 |
+1,703 |
+2.66% |
Raymond James & Associates |
958,764 |
981,251 |
+22,487 |
+2.35% |
Guardian Wealth Advisors LLC NC |
82,704 |
84,582 |
+1,878 |
+2.27% |
Truist Financial Corp |
601,911 |
614,562 |
+12,651 |
+2.10% |
True Link Financial Advisors LLC |
1,184,000 |
1,207,385 |
+23,385 |
+1.98% |
TPG Financial Advisors LLC |
13,982 |
14,194 |
+212 |
+1.52% |
Cambridge Investment Research Advisors Inc. |
698,281 |
708,486 |
+10,205 |
+1.46% |
Tyler Stone Wealth Management |
37,098 |
37,581 |
+483 |
+1.30% |
US Bancorp DE |
106,361 |
107,715 |
+1,354 |
+1.27% |
Kaye Capital Management |
505,723 |
512,124 |
+6,401 |
+1.27% |
4Thought Financial Group Inc. |
126,916 |
128,526 |
+1,610 |
+1.27% |
CWM LLC |
1,055,971 |
1,068,993 |
+13,022 |
+1.23% |
Jaffetilchin Investment Partners LLC |
569,148 |
575,873 |
+6,725 |
+1.18% |
Venture Visionary Partners LLC |
31,679 |
32,052 |
+373 |
+1.18% |
Sandy Spring Bank |
949 |
959 |
+10 |
+1.05% |
Vanguard Group Inc. |
48,019 |
48,520 |
+501 |
+1.04% |
Harbour Investments Inc. |
13,493 |
13,633 |
+140 |
+1.04% |
G2 Capital Management LLC OH |
150,608 |
152,179 |
+1,571 |
+1.04% |
Northwest Investment Counselors LLC |
1,843 |
1,862 |
+19 |
+1.03% |
Butensky & Cohen Financial Security Inc. |
32,164 |
32,450 |
+286 |
+0.89% |
Capital Analysts LLC |
74,655 |
75,056 |
+401 |
+0.54% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
727,721 |
731,413 |
+3,692 |
+0.51% |
GWM Advisors LLC |
211,365 |
212,292 |
+927 |
+0.44% |
Keel Point LLC |
36,262 |
36,399 |
+137 |
+0.38% |
J.W. Cole Advisors Inc. |
22,463 |
22,533 |
+70 |
+0.31% |
O ROURKE & COMPANY Inc |
12,570 |
12,609 |
+39 |
+0.31% |
Eastern Bank |
1,137,668 |
1,140,347 |
+2,679 |
+0.24% |
Resources Investment Advisors LLC. |
183,276 |
183,669 |
+393 |
+0.21% |
Baird Financial Group Inc. |
476,181 |
477,152 |
+971 |
+0.20% |
Blossom Wealth Management |
47,443 |
47,531 |
+88 |
+0.19% |
RFG Advisory LLC |
18,881 |
18,914 |
+33 |
+0.17% |
Valley National Advisers Inc. |
20,748 |
20,775 |
+27 |
+0.13% |
Garrett Wealth Advisory Group LLC |
14,484 |
14,496 |
+12 |
+0.08% |
Garrett Investment Advisors LLC |
30,448 |
30,459 |
+11 |
+0.04% |
Paradiem LLC |
131,596 |
131,640 |
+44 |
+0.03% |
13F Filers Reporting New Positions In BSCN |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Comerica Bank |
0 |
35,049 |
+35,049 |
+100% |
Sheets Smith Wealth Management |
0 |
1,390 |
+1,390 |
+100% |
Hills Bank & Trust Co |
0 |
12,791 |
+12,791 |
+100% |
Flow Traders U.S. LLC |
0 |
23,810 |
+23,810 |
+100% |
SMI Advisory Services LLC |
0 |
50,311 |
+50,311 |
+100% |
Wealth Enhancement Advisory Services LLC |
0 |
57,242 |
+57,242 |
+100% |
Squarepoint Ops LLC |
0 |
23,624 |
+23,624 |
+100% |
First Command Advisory Services Inc. |
0 |
11,358 |
+11,358 |
+100% |
IFG Advisory LLC |
0 |
9,547 |
+9,547 |
+100% |
Foundations Investment Advisors LLC |
0 |
4,368,973 |
+4,368,973 |
+100% |
Old Port Advisors |
0 |
117,973 |
+117,973 |
+100% |
Cornerstone Planning Group LLC |
0 |
43 |
+43 |
+100% |
Monterey Private Wealth Inc. |
0 |
9,452 |
+9,452 |
+100% |
Orion Capital Management LLC |
0 |
7,479 |
+7,479 |
+100% |
Householder Group Estate & Retirement Specialist LLC |
0 |
4,254 |
+4,254 |
+100% |
Armstrong Advisory Group Inc. |
0 |
880 |
+880 |
+100% |
Kades & Cheifetz LLC |
0 |
40,880 |
+40,880 |
+100% |
Impact Partnership Wealth LLC |
0 |
8,919 |
+8,919 |
+100% |
Kickstand Ventures LLC. |
0 |
58,297 |
+58,297 |
+100% |
13F Filers With Unchanged Share Count |
Fifth Third Bancorp |
24,000 |
24,000 |
UNCH |
0.00% |
Barclays PLC |
23,300 |
23,300 |
UNCH |
0.00% |
Whitener Capital Management Inc. |
11,970 |
11,970 |
UNCH |
0.00% |
Clearstead Advisors LLC |
5,692 |
5,692 |
UNCH |
0.00% |
Pittenger & Anderson Inc. |
50 |
50 |
UNCH |
0.00% |
Signature Estate & Investment Advisors LLC |
11,865 |
11,865 |
UNCH |
0.00% |
Trust Co. of Vermont |
148 |
148 |
UNCH |
0.00% |
BNP Paribas Arbitrage SA |
13 |
13 |
UNCH |
0.00% |
Motco |
2 |
2 |
UNCH |
0.00% |
SFE Investment Counsel |
27,053 |
27,053 |
UNCH |
0.00% |
AdvisorNet Financial Inc |
8,757 |
8,757 |
UNCH |
0.00% |
Ancora Advisors LLC |
3,470 |
3,470 |
UNCH |
0.00% |
WESPAC Advisors LLC |
20,880 |
20,880 |
UNCH |
0.00% |
Patton Albertson Miller Group LLC |
13,128 |
13,128 |
UNCH |
0.00% |
Allworth Financial LP |
12,280 |
12,280 |
UNCH |
0.00% |
Sequoia Financial Advisors LLC |
21,828 |
21,828 |
UNCH |
0.00% |
MCF Advisors LLC |
17,488 |
17,488 |
UNCH |
0.00% |
Bray Capital Advisors |
1,605 |
1,605 |
UNCH |
0.00% |
Sontag Advisory LLC |
29,108 |
29,108 |
UNCH |
0.00% |
Capital Investment Advisory Services LLC |
654 |
654 |
UNCH |
0.00% |
GSB Wealth Management LLC |
19,290 |
19,290 |
UNCH |
0.00% |
Parallel Advisors LLC |
1,200 |
1,200 |
UNCH |
0.00% |
Flaharty Asset Management LLC |
60,818 |
60,818 |
UNCH |
0.00% |
Carmichael Hill & Associates Inc. |
1,445 |
1,445 |
UNCH |
0.00% |
Sound Income Strategies LLC |
19 |
19 |
UNCH |
0.00% |
Larson Financial Group LLC |
1,444 |
1,444 |
UNCH |
0.00% |
Total Wealth Planning LLC |
54,699 |
54,699 |
UNCH |
0.00% |
Meridian Financial Partners LLC |
9,538 |
9,538 |
UNCH |
0.00% |
Blue Square Asset Management LLC |
39,560 |
39,560 |
UNCH |
0.00% |
Legend Financial Advisors Inc. |
3,254 |
3,254 |
UNCH |
0.00% |
Pacifica Partners Inc. |
413 |
413 |
UNCH |
0.00% |
Sculati Wealth Management LLC |
55,370 |
55,370 |
UNCH |
0.00% |
Archer Investment Corp |
3,959 |
3,959 |
UNCH |
0.00% |
Revolve Wealth Partners LLC |
41,212 |
41,212 |
UNCH |
0.00% |
Rosenberg Matthew Hamilton |
2,000 |
2,000 |
UNCH |
0.00% |
Levy Wealth Management Group LLC |
22,439 |
22,439 |
UNCH |
0.00% |
Newbridge Financial Services Group Inc. |
136 |
136 |
UNCH |
0.00% |
Studio Investment Management LLC |
85 |
85 |
UNCH |
0.00% |
SJS Investment Consulting Inc. |
6,413 |
6,413 |
UNCH |
0.00% |
Snowden Capital Advisors LLC |
17,213 |
17,213 |
UNCH |
0.00% |
Oliver Lagore Vanvalin Investment Group |
120 |
120 |
UNCH |
0.00% |
GHE LLC |
22,000 |
22,000 |
UNCH |
0.00% |
FSM Wealth Advisors LLC |
14,098 |
14,098 |
UNCH |
0.00% |
Cape Investment Advisory Inc. |
10,918 |
10,918 |
UNCH |
0.00% |
RFP Financial Group LLC |
1,831 |
1,831 |
UNCH |
0.00% |
Glass Jacobson Investment Advisors llc |
2,470 |
2,470 |
UNCH |
0.00% |
Continuum Wealth Advisors LLC |
17,053 |
17,053 |
UNCH |
0.00% |
Atomi Financial Group Inc. |
16,674 |
16,674 |
UNCH |
0.00% |
13F Filers Decreasing BSCN Share Count |
FMR LLC |
419 |
2 |
-417 |
-99.52% |
Atwood & Palmer Inc. |
100,339 |
3,526 |
-96,813 |
-96.49% |
IMA Wealth Inc. |
45,742 |
1,863 |
-43,879 |
-95.93% |
HM Payson & Co. |
3,129,446 |
186,978 |
-2,942,468 |
-94.03% |
Evermay Wealth Management LLC |
38,435 |
2,387 |
-36,048 |
-93.79% |
Citadel Advisors LLC |
128,194 |
18,281 |
-109,913 |
-85.74% |
Geneos Wealth Management Inc. |
77,141 |
12,980 |
-64,161 |
-83.17% |
Pacific Wealth Strategies Group Inc. |
89,402 |
16,523 |
-72,879 |
-81.52% |
Buck Wealth Strategies LLC |
6,460 |
1,754 |
-4,706 |
-72.85% |
Jane Street Group LLC |
1,889,261 |
552,242 |
-1,337,019 |
-70.77% |
D.A. Davidson & CO. |
104,760 |
31,213 |
-73,547 |
-70.21% |
Legacy Financial Group LLC |
34,044 |
11,042 |
-23,002 |
-67.57% |
Legacy Private Trust Co. |
522,869 |
228,816 |
-294,053 |
-56.24% |
Resonant Capital Advisors LLC |
613,165 |
300,810 |
-312,355 |
-50.94% |
The PNC Financial Services Group Inc. |
16,047 |
8,000 |
-8,047 |
-50.15% |
Northern Oak Wealth Management Inc. |
23,573 |
12,192 |
-11,381 |
-48.28% |
Western Wealth Management LLC |
21,921 |
11,362 |
-10,559 |
-48.17% |
HHM Wealth Advisors LLC |
4,730 |
2,500 |
-2,230 |
-47.15% |
3D L Capital Management LLC |
29,921 |
15,989 |
-13,932 |
-46.56% |
Chesley Taft & Associates LLC |
18,338 |
10,000 |
-8,338 |
-45.47% |
AE Wealth Management LLC |
358,058 |
198,932 |
-159,126 |
-44.44% |
Atria Wealth Solutions Inc. |
445,545 |
253,572 |
-191,973 |
-43.09% |
C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors |
19,522 |
11,474 |
-8,048 |
-41.23% |
Ironwood Financial llc |
311,995 |
199,390 |
-112,605 |
-36.09% |
Sutton Wealth Advisors Inc. |
7,729 |
4,962 |
-2,767 |
-35.80% |
Leavell Investment Management Inc. |
73,364 |
47,796 |
-25,568 |
-34.85% |
Northcape Wealth Management LLC |
57,564 |
38,396 |
-19,168 |
-33.30% |
Denver Wealth Management Inc. |
55,635 |
37,287 |
-18,348 |
-32.98% |
DB Wealth Management Group LLC |
19,504 |
13,082 |
-6,422 |
-32.93% |
CIBC World Markets Inc. |
16,625 |
11,800 |
-4,825 |
-29.02% |
Aspen Investment Management Inc |
353,717 |
251,653 |
-102,064 |
-28.85% |
Cetera Advisors LLC |
46,902 |
33,943 |
-12,959 |
-27.63% |
IFP Advisors Inc |
19,430 |
14,094 |
-5,336 |
-27.46% |
Sentinel Pension Advisors Inc. |
103,389 |
75,286 |
-28,103 |
-27.18% |
Ameritas Investment Partners Inc. |
8,041 |
5,905 |
-2,136 |
-26.56% |
Raymond James Financial Services Advisors Inc. |
1,704,328 |
1,267,244 |
-437,084 |
-25.65% |
UBS Group AG |
1,652,933 |
1,236,002 |
-416,931 |
-25.22% |
Virginia National Bank |
62,600 |
47,364 |
-15,236 |
-24.34% |
Iron Financial LLC |
211,717 |
163,998 |
-47,719 |
-22.54% |
Ameriprise Financial Inc. |
1,620,313 |
1,256,350 |
-363,963 |
-22.46% |
Kohmann Bosshard Financial Services LLC |
42,828 |
33,300 |
-9,528 |
-22.25% |
Avantax Advisory Services Inc. |
146,491 |
113,947 |
-32,544 |
-22.22% |
Joule Financial LLC |
61,929 |
48,378 |
-13,551 |
-21.88% |
Red Spruce Capital LLC |
109,727 |
85,723 |
-24,004 |
-21.88% |
Morgan Stanley |
3,657,352 |
2,864,290 |
-793,062 |
-21.68% |
Valmark Advisers Inc. |
22,057 |
17,283 |
-4,774 |
-21.64% |
Edge Wealth Management LLC |
65,665 |
51,564 |
-14,101 |
-21.47% |
Stiles Financial Services Inc |
33,836 |
26,634 |
-7,202 |
-21.29% |
FinTrust Capital Advisors LLC |
27,483 |
22,141 |
-5,342 |
-19.44% |
Golden State Equity Partners |
13,551 |
10,927 |
-2,624 |
-19.36% |
Mirador Capital Partners LP |
87,013 |
70,622 |
-16,391 |
-18.84% |
Carnegie Capital Asset Management LLC |
216,953 |
176,720 |
-40,233 |
-18.54% |
American Institute for Advanced Investment Management LLP |
105,770 |
86,180 |
-19,590 |
-18.52% |
Steward Partners Investment Advisory LLC |
17,964 |
14,688 |
-3,276 |
-18.24% |
Lido Advisors LLC |
8,932,119 |
7,361,493 |
-1,570,626 |
-17.58% |
Private Trust Co. NA |
14,795 |
12,271 |
-2,524 |
-17.06% |
Montag A & Associates Inc. |
214,087 |
177,697 |
-36,390 |
-17.00% |
Strid Group LLC |
73,924 |
61,429 |
-12,495 |
-16.90% |
Colonial Trust Co SC |
2,816 |
2,344 |
-472 |
-16.76% |
RVW Wealth LLC |
65,787 |
55,462 |
-10,325 |
-15.69% |
Wells Fargo & Company MN |
3,060,313 |
2,620,153 |
-440,160 |
-14.38% |
Atlantic Union Bankshares Corp |
36,792 |
31,532 |
-5,260 |
-14.30% |
JPMorgan Chase & Co. |
7,344 |
6,300 |
-1,044 |
-14.22% |
Stonebridge Capital Advisors LLC |
597,907 |
513,395 |
-84,512 |
-14.13% |
Apollon Wealth Management LLC |
51,821 |
44,621 |
-7,200 |
-13.89% |
Novare Capital Management LLC |
55,081 |
47,544 |
-7,537 |
-13.68% |
TrinityPoint Wealth LLC |
17,646 |
15,389 |
-2,257 |
-12.79% |
Milestone Asset Management LLC |
5,127,665 |
4,472,840 |
-654,825 |
-12.77% |
Key Financial Inc |
18,801 |
16,401 |
-2,400 |
-12.77% |
EP Wealth Advisors LLC |
71,043 |
62,121 |
-8,922 |
-12.56% |
Beacon Financial Group |
381,380 |
334,466 |
-46,914 |
-12.30% |
Goepper Burkhardt LLC |
210,952 |
185,252 |
-25,700 |
-12.18% |
Farther Finance Advisors LLC |
14,411 |
12,667 |
-1,744 |
-12.10% |
Two Sigma Securities LLC |
32,912 |
29,040 |
-3,872 |
-11.76% |
Benedict Financial Advisors Inc. |
227,891 |
201,271 |
-26,620 |
-11.68% |
ProVise Management Group LLC |
40,395 |
35,695 |
-4,700 |
-11.64% |
Brookstone Capital Management |
1,727,951 |
1,534,583 |
-193,368 |
-11.19% |
Nalls Sherbakoff Group LLC |
28,789 |
25,629 |
-3,160 |
-10.98% |
Coastwise Capital Group LLC |
51,761 |
46,236 |
-5,525 |
-10.67% |
ETF Store Inc. |
78,033 |
70,096 |
-7,937 |
-10.17% |
Wealthsource Partners LLC |
719,268 |
647,633 |
-71,635 |
-9.96% |
Janney Montgomery Scott LLC |
864,573 |
779,370 |
-85,203 |
-9.85% |
Genesee Capital Advisors LLC |
47,487 |
42,971 |
-4,516 |
-9.51% |
Curbstone Financial Management Corp |
177,358 |
160,908 |
-16,450 |
-9.28% |
Delta Investment Management LLC |
182,206 |
165,459 |
-16,747 |
-9.19% |
LPL Financial LLC |
3,680,285 |
3,345,080 |
-335,205 |
-9.11% |
Cerity Partners LLC |
17,279 |
15,725 |
-1,554 |
-8.99% |
Private Advisor Group LLC |
240,653 |
219,576 |
-21,077 |
-8.76% |
Insight Wealth Partners LLC |
44,914 |
40,985 |
-3,929 |
-8.75% |
STA Wealth Management LLC |
31,550 |
28,804 |
-2,746 |
-8.70% |
Level Four Advisory Services LLC |
77,931 |
71,353 |
-6,578 |
-8.44% |
Mercer Global Advisors Inc. ADV |
154,177 |
141,228 |
-12,949 |
-8.40% |
Well Done LLC |
146,209 |
134,109 |
-12,100 |
-8.28% |
Paulson Wealth Management Inc. |
10,355 |
9,511 |
-844 |
-8.15% |
Courier Capital LLC |
195,002 |
179,560 |
-15,442 |
-7.92% |
Gradient Investments LLC |
262,284 |
241,712 |
-20,572 |
-7.84% |
Shufro Rose & Co. LLC |
30,360 |
28,060 |
-2,300 |
-7.58% |
Oder Investment Management LLC |
124,316 |
114,900 |
-9,416 |
-7.57% |
Kestra Advisory Services LLC |
143,335 |
132,746 |
-10,589 |
-7.39% |
Davis R M Inc. |
643,617 |
598,057 |
-45,560 |
-7.08% |
Rockefeller Capital Management L.P. |
10,930 |
10,167 |
-763 |
-6.98% |
Wilbanks Smith & Thomas Asset Management LLC |
20,494 |
19,111 |
-1,383 |
-6.75% |
Heron Bay Capital Management |
30,550 |
28,528 |
-2,022 |
-6.62% |
BCS Wealth Management |
380,156 |
356,531 |
-23,625 |
-6.21% |
Secure Asset Management LLC |
104,057 |
97,838 |
-6,219 |
-5.98% |
Colony Group LLC |
66,505 |
62,595 |
-3,910 |
-5.88% |
Comprehensive Financial Consultants Institutional Inc. |
30,327 |
28,571 |
-1,756 |
-5.79% |
Retirement Solution Inc. |
119,816 |
113,102 |
-6,714 |
-5.60% |
Blue Barn Wealth LLC |
343,976 |
325,037 |
-18,939 |
-5.51% |
Sigma Planning Corp |
147,690 |
139,844 |
-7,846 |
-5.31% |
Kaydan Wealth Management Inc. |
18,248 |
17,295 |
-953 |
-5.22% |
Laurel Wealth Advisors LLC |
27,100 |
25,700 |
-1,400 |
-5.17% |
FinDec Wealth Services Inc. |
33,084 |
31,627 |
-1,457 |
-4.40% |
Waycross Investment Management Co |
758,098 |
725,081 |
-33,017 |
-4.36% |
Stifel Financial Corp |
342,856 |
328,024 |
-14,832 |
-4.33% |
Sound Stewardship LLC |
326,336 |
312,272 |
-14,064 |
-4.31% |
Trilogy Capital Inc. |
273,006 |
261,482 |
-11,524 |
-4.22% |
Stratos Wealth Partners LTD. |
125,455 |
120,240 |
-5,215 |
-4.16% |
Optimum Investment Advisors |
40,489 |
38,869 |
-1,620 |
-4.00% |
American Planning Services Inc. |
15,744 |
15,154 |
-590 |
-3.75% |
AMJ Financial Wealth Management |
21,160 |
20,434 |
-726 |
-3.43% |
Campbell Wealth Management |
18,934 |
18,317 |
-617 |
-3.26% |
Warren Averett Asset Management LLC |
263,933 |
255,471 |
-8,462 |
-3.21% |
Benjamin F. Edwards & Company Inc. |
383,728 |
371,427 |
-12,301 |
-3.21% |
Webster Bank N. A. |
41,871 |
40,673 |
-1,198 |
-2.86% |
Horizons Wealth Management |
197,869 |
192,567 |
-5,302 |
-2.68% |
Ballew Advisors Inc |
37,192 |
36,205 |
-987 |
-2.65% |
Integrated Wealth Concepts LLC |
967,678 |
943,420 |
-24,258 |
-2.51% |
Commonwealth Equity Services LLC |
832,777 |
812,527 |
-20,250 |
-2.43% |
Colonial Trust Advisors |
5,945 |
5,801 |
-144 |
-2.42% |
Addison Advisors LLC |
143,984 |
140,524 |
-3,460 |
-2.40% |
Exchange Capital Management Inc. |
621,707 |
606,853 |
-14,854 |
-2.39% |
Global Retirement Partners LLC |
58,686 |
57,294 |
-1,392 |
-2.37% |
Independence Bank of Kentucky |
4,713 |
4,603 |
-110 |
-2.33% |
Onyx Bridge Wealth Group LLC |
177,140 |
173,046 |
-4,094 |
-2.31% |
Sawgrass Asset Management LLC |
94,556 |
92,406 |
-2,150 |
-2.27% |
Financial Advisory Group |
110,807 |
108,302 |
-2,505 |
-2.26% |
Mariner LLC |
751,111 |
734,107 |
-17,004 |
-2.26% |
Eqis Capital Management Inc. |
14,348 |
14,039 |
-309 |
-2.15% |
Bank of America Corp DE |
2,379,606 |
2,334,586 |
-45,020 |
-1.89% |
Cypress Wealth Services LLC |
41,350 |
40,625 |
-725 |
-1.75% |
Cetera Advisor Networks LLC |
132,865 |
130,829 |
-2,036 |
-1.53% |
Rebalance LLC |
511,733 |
504,255 |
-7,478 |
-1.46% |
Creative Planning |
40,005 |
39,431 |
-574 |
-1.43% |
Cresset Asset Management LLC |
257,882 |
254,330 |
-3,552 |
-1.38% |
Empirical Financial Services LLC d.b.a. Empirical Wealth Management |
115,864 |
114,531 |
-1,333 |
-1.15% |
TI Trust Inc. |
21,119 |
20,885 |
-234 |
-1.11% |
Kirr Marbach & Co. LLC IN |
634,889 |
628,784 |
-6,105 |
-0.96% |
Cornerstone Wealth Management LLC |
475,187 |
470,953 |
-4,234 |
-0.89% |
Vaughan David Investments LLC IL |
431,844 |
428,137 |
-3,707 |
-0.86% |
Straight Path Wealth Management |
213,611 |
211,954 |
-1,657 |
-0.78% |
Consolidated Portfolio Review Corp |
71,687 |
71,168 |
-519 |
-0.72% |
Apella Capital LLC |
39,846 |
39,582 |
-264 |
-0.66% |
Wulff Hansen & CO. |
36,980 |
36,755 |
-225 |
-0.61% |
Asset Dedication LLC |
1,837,963 |
1,826,958 |
-11,005 |
-0.60% |
Strategic Family Wealth Counselors L.L.C. |
475,127 |
472,780 |
-2,347 |
-0.49% |
Hengehold Capital Management LLC |
300,064 |
298,793 |
-1,271 |
-0.42% |
Silverlake Wealth Management LLC |
108,020 |
107,677 |
-343 |
-0.32% |
Matthew Goff Investment Advisor LLC |
36,868 |
36,763 |
-105 |
-0.28% |
Redwood Financial Network Corp |
146,536 |
146,237 |
-299 |
-0.20% |
Truadvice LLC |
50,428 |
50,392 |
-36 |
-0.07% |
Stephens Inc. AR |
514,179 |
514,109 |
-70 |
-0.01% |
13F Filers Exiting BSCN |
St. Louis Financial Planners Asset Management LLC |
135,417 |
0 |
-135,417 |
-100.00% |
Beaumont Financial Advisors LLC |
83,138 |
0 |
-83,138 |
-100.00% |
Fiduciary Alliance LLC |
60 |
0 |
-60 |
-100.00% |
CI Private Wealth LLC |
10,913 |
0 |
-10,913 |
-100.00% |
Second Half Financial Partners LLC |
39,589 |
0 |
-39,589 |
-100.00% |
Mid American Wealth Advisory Group Inc. |
83,357 |
0 |
-83,357 |
-100.00% |
Tcwp LLC |
80,751 |
0 |
-80,751 |
-100.00% |
Legacy CG LLC |
10,215 |
0 |
-10,215 |
-100.00% |
McElhenny Sheffield Capital Management LLC |
12,646 |
0 |
-12,646 |
-100.00% |
Absolute Capital Management LLC |
57,000 |
0 |
-57,000 |
-100.00% |
Wealth Quarterback LLC |
9,737 |
0 |
-9,737 |
-100.00% |
Transcend Wealth Collective LLC |
13,120 |
0 |
-13,120 |
-100.00% |
Omega Financial Group LLC |
34,609 |
0 |
-34,609 |
-100.00% |
Financial Gravity Asset Management Inc. |
21 |
0 |
-21 |
-100.00% |
Castleview Partners LLC |
37,401 |
0 |
-37,401 |
-100.00% |
Certified Advisory Corp |
15,112 |
0 |
-15,112 |
-100.00% |
Ritholtz Wealth Management |
39,486 |
0 |
-39,486 |
-100.00% |
Marietta Wealth Management LLC |
260,524 |
0 |
-260,524 |
-100.00% |
Meridian Wealth Management LLC |
11,383 |
0 |
-11,383 |
-100.00% |
Motley Fool Wealth Management LLC |
1,646,822 |
0 |
-1,646,822 |
-100.00% |
Penserra Capital Management LLC |
941 |
0 |
-941 |
-100.00% |
Segment Wealth Management LLC |
29,545 |
0 |
-29,545 |
-100.00% |
Advisory Services Network LLC |
10,002 |
0 |
-10,002 |
-100.00% |
HRT Financial LP |
9,988 |
0 |
-9,988 |
-100.00% |
BlackRock Inc. |
5,180 |
0 |
-5,180 |
-100.00% |
FCA Corp TX |
65,960 |
0 |
-65,960 |
-100.00% |
Kanawha Capital Management LLC |
29,750 |
0 |
-29,750 |
-100.00% |
Nations Financial Group Inc. IA ADV |
12,160 |
0 |
-12,160 |
-100.00% |
Toth Financial Advisory Corp |
725 |
0 |
-725 |
-100.00% |
Cullen Frost Bankers Inc. |
2,400 |
0 |
-2,400 |
-100.00% |
See Summary: Institutional Holders of BSCN
See Details: Top 10 Hedge Funds Holding BSCN
|
|