Ticker: BMAY CUSIP: 45782C326 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 13,000 | $583 |
| INTEGRITY ALLIANCE, LLC. | 27,647 | $1,239 |
| Berkshire Money Management, Inc. | 6,072 | $272 |
| SRS Capital Advisors, Inc. | 11,236 | $504 |
| Merit Financial Group, LLC | 7,276 | $326 |
| SageView Advisory Group, LLC | 250 | $11 |
| Pinnacle Wealth Planning Services, Inc. | 112 | $5 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BCS Wealth Management | 5,208 | 8,982 | +3,774 (+72.5%) |
| RAYMOND JAMES FINANCIAL INC | 186,211 | 209,100 | +22,889 (+12.3%) |
| Cerity Partners LLC | 95,081 | 97,231 | +2,150 (+2.3%) |
| MML INVESTORS SERVICES, LLC | 42,679 | 44,519 | +1,840 (+4.3%) |
| MORGAN STANLEY | 750 | 1,500 | +750 (+100.0%) |
| Janney Montgomery Scott LLC | 10,391 | 11,088 | +697 (+6.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Valtinson Bruner Financial Planning LLC | 211,038 | 200,763 | -10,275 (-4.9%) |
| WPWealth LLP | 20,697 | 16,782 | -3,915 (-18.9%) |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 13,648 | 9,898 | -3,750 (-27.5%) |
| Optimist Retirement Group LLC | 15,830 | 15,054 | -776 (-4.9%) |
| BECK CAPITAL MANAGEMENT, LLC | 42,383 | 41,422 | -961 (-2.3%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 70,014 | 69,067 | -947 (-1.4%) |
| Clear Point Advisors Inc. | 6,554 | 6,154 | -400 (-6.1%) |
| Secure Asset Management, LLC | 9,413 | 8,083 | -1,330 (-14.1%) |
| DHJJ Financial Advisors, Ltd. | 20,983 | 20,632 | -351 (-1.7%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 143,191 | 109,687 | -33,504 (-23.4%) |
| HARBOUR INVESTMENTS, INC. | 4,294 | 824 | -3,470 (-80.8%) |
| OSAIC HOLDINGS, INC. | 124,814 | 117,124 | -7,690 (-6.2%) |
| ENVESTNET ASSET MANAGEMENT INC | 69,165 | 60,298 | -8,867 (-12.8%) |
| Chicago Partners Investment Group LLC | 32,764 | 31,264 | -1,500 (-4.6%) |
| Beacon Pointe Advisors, LLC | 17,222 | 14,082 | -3,140 (-18.2%) |
| BARCLAYS PLC | 4,880 | 633 | -4,247 (-87.0%) |
| Cetera Investment Advisers | 43,173 | 39,835 | -3,338 (-7.7%) |
| LPL Financial LLC | 22,324 | 20,651 | -1,673 (-7.5%) |
| Foundations Investment Advisors, LLC | 5,539 | 5,002 | -537 (-9.7%) |
| Stratos Wealth Advisors, LLC | 9,825 | 9,500 | -325 (-3.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Pinnacle Wealth Management Group, Inc. | 4,950 | $217 |
| RETIREMENT GUYS FORMULA LLC | 5,085 | $223 |
| OLD MISSION CAPITAL LLC | 24,321 | $1,066 |
| GTS SECURITIES LLC | 14,579 | $639 |
| Buckingham Strategic Partners | 26,228 | $1,160 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,753 | $734 |
| Advisory Services Network, LLC | 2,216 | $97 |
| CITADEL ADVISORS LLC | 5,554 | $243 |
| Global Trust Asset Management, LLC | 26 | $1 |
| Farther Finance Advisors, LLC | 25 | $1 |