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BCIC

BCP Investment Corp

Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Royce & Associates
New York
$30K – – –
IAA
27
Independent Advisor Alliance
North Carolina
$29K – – –
AWM
28
Altium Wealth Management
New York
$26K – – –
KCM
29
Kennedy Capital Management
Missouri
$20K – – –
HH
30
Hilltop Holdings
Texas
$17K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$8K -$1.58K -135 -18%
Wells Fargo
32
Wells Fargo
California
$6K -$3.55K -303 -42%
Morgan Stanley
33
Morgan Stanley
New York
$3K -$995 -85 -25%
BC
34
Barnett & Company
Tennessee
$3K – – –
EARNEST Partners
35
EARNEST Partners
Georgia
$1K – – –
HI
36
Hudock Inc
Pennsylvania
$1K – – –
SNT
37
Security National Trust
West Virginia
$1K – – –
NFSG
38
Newbridge Financial Services Group
Florida
$1K +$1.03K +88 New
CS
39
Credit Suisse
Switzerland
– -$1.03M -94,077 Closed
RAM
40
Roumell Asset Management
Maryland
– -$630K -57,309 Closed
VEA
41
Virtus ETF Advisers
New York
– -$250K -22,686 Closed
WAM
42
Wealthspire Advisors (Maryland)
Maryland
– -$58K -5,249 Closed
LPL Financial
43
LPL Financial
California
– -$17K -1,549 Closed
JP Morgan Chase
44
JP Morgan Chase
New York
– -$3K -300 Closed
AF
45
Advisornet Financial
Minnesota
– -$3K -262 Closed
US Bancorp
46
US Bancorp
Minnesota
– -$3K -250 Closed
FHC
47
First Horizon Corporation
Tennessee
– +$351 +30 New