Ticker: BMAR CUSIP: 45782C391 Class: COM
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| My Personal CFO, LLC | 48,290 | $2,562 |
| Cape Investment Advisory, Inc. | 1,100 | $58 |
| SRS Capital Advisors, Inc. | 11,633 | $617 |
| OPTIMA CAPITAL LLC | 700 | $37 |
| Lido Advisors, LLC | 16,500 | $875 |
| Merit Financial Group, LLC | 3,882 | $206 |
| UBS Group AG | 94 | $5 |
| Jessup Wealth Management, Inc | 14 | $1 |
| Pinnacle Wealth Planning Services, Inc. | 2 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| BCS Wealth Management | 10,689 | 21,378 | +10,689 (+100.0%) |
| Beacon Pointe Advisors, LLC | 16,453 | 32,829 | +16,376 (+99.5%) |
| GTS SECURITIES LLC | 4,785 | 5,951 | +1,166 (+24.4%) |
| MML INVESTORS SERVICES, LLC | 14,410 | 15,886 | +1,476 (+10.2%) |
| KFG WEALTH MANAGEMENT, LLC | 4,782 | 4,887 | +105 (+2.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CORRADO ADVISORS, LLC | 20,083 | 7,860 | -12,223 (-60.9%) |
| Valtinson Bruner Financial Planning LLC | 77,709 | 76,101 | -1,608 (-2.1%) |
| Chris Bulman Inc | 21,127 | 20,362 | -765 (-3.6%) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 37,204 | 35,267 | -1,937 (-5.2%) |
| Buska Wealth Management, LLC | 5,695 | 4,693 | -1,002 (-17.6%) |
| Clear Point Advisors Inc. | 4,547 | 4,147 | -400 (-8.8%) |
| Integrity Financial Corp /WA | 3,958 | 3,342 | -616 (-15.6%) |
| OLD MISSION CAPITAL LLC | 23,682 | 16,097 | -7,585 (-32.0%) |
| WPWealth LLP | 8,093 | 6,812 | -1,281 (-15.8%) |
| Beacon Financial Advisory LLC | 5,947 | 5,092 | -855 (-14.4%) |
| Weaver Consulting Group | 18,487 | 18,059 | -428 (-2.3%) |
| BECK CAPITAL MANAGEMENT, LLC | 21,941 | 21,541 | -400 (-1.8%) |
| Retirement Planning Group, LLC | 91,210 | 89,244 | -1,966 (-2.2%) |
| ENVESTNET ASSET MANAGEMENT INC | 56,792 | 21,833 | -34,959 (-61.6%) |
| Cerity Partners LLC | 85,283 | 71,014 | -14,269 (-16.7%) |
| DHJJ Financial Advisors, Ltd. | 14,912 | 14,713 | -199 (-1.3%) |
| Brookstone Capital Management | 32,069 | 28,142 | -3,927 (-12.2%) |
| OSAIC HOLDINGS, INC. | 120,086 | 109,141 | -10,945 (-9.1%) |
| Spire Wealth Management | 33,618 | 32,326 | -1,292 (-3.8%) |
| Kestra Advisory Services, LLC | 35,316 | 30,653 | -4,663 (-13.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Pinnacle Wealth Management Group, Inc. | 8,700 | $449 |
| Consolidated Portfolio Review Corp | 21,918 | $1,131 |
| SILVER OAK SECURITIES, INCORPORATED | 3,942 | $203 |
| VestGen Advisors, LLC | 6,601 | $341 |
| HARBOUR INVESTMENTS, INC. | 3,882 | $200 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32,388 | $1,671 |
| PRINCIPAL SECURITIES, INC. | 2,341 | $121 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,036 | $312 |
| BARCLAYS PLC | 861 | $39 |
| CIBC Private Wealth Group, LLC | 700 | $36 |