Ticker: BKCI CUSIP: 09661T834 Class: CONCENTRATED INT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| JANE STREET GROUP, LLC | 16,227 | $837 |
| Kestra Advisory Services, LLC | 1,453 | $75 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Harbor Group, Inc. | 906,458 | 944,276 | +37,818 (+4.2%) |
| Pathway Financial Advisors LLC | 180,711 | 198,707 | +17,996 (+10.0%) |
| HighTower Advisors, LLC | 150,072 | 156,015 | +5,943 (+4.0%) |
| ENVESTNET ASSET MANAGEMENT INC | 22,080 | 27,472 | +5,392 (+24.4%) |
| CITADEL ADVISORS LLC | 29,657 | 34,496 | +4,839 (+16.3%) |
| Rockefeller Capital Management L.P. | 4,030 | 5,366 | +1,336 (+33.2%) |
| JPMORGAN CHASE & CO | 107,593 | 108,931 | +1,338 (+1.2%) |
| Sanctuary Advisors, LLC | 22,552 | 22,953 | +401 (+1.8%) |
| PARK AVENUE SECURITIES LLC | 18,908 | 24,295 | +5,387 (+28.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Weil Company, Inc. | 143,412 | 130,472 | -12,940 (-9.0%) |
| CRUX WEALTH ADVISORS | 77,774 | 70,522 | -7,252 (-9.3%) |
| Brinker Capital Investments, LLC | 111,817 | 88,214 | -23,603 (-21.1%) |
| GTS SECURITIES LLC | 32,572 | 29,208 | -3,364 (-10.3%) |
| ROYAL BANK OF CANADA | 185,897 | 165,267 | -20,630 (-11.1%) |
| BANK OF AMERICA CORP /DE/ | 27,348 | 9,667 | -17,681 (-64.7%) |
| LPL Financial LLC | 31,304 | 18,153 | -13,151 (-42.0%) |
| Maia Wealth LLC | 8,554 | 8,114 | -440 (-5.1%) |
| UBS Group AG | 2,731 | 429 | -2,302 (-84.3%) |
| OSAIC HOLDINGS, INC. | 7,738 | 6,035 | -1,703 (-22.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Northwest Capital Management Inc | 892 | $46 |
| Crossmark Global Holdings, Inc. | 46,815 | $2,407 |