BCG_OUT_1 [2025-04-17 13:35:09 -0400] 3894 Bytes | 987 tokens | Cum: 987 tkns (12.34% of 8k)
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We are in the 'Lightning Round' baby! It's 1:35:08 PM on Thu Apr 17, 2025 -0400, and I'm firing up the spotlight on Binah Capital (BCG), moving from 2.0600 to 2.4000. Is this a can’t-miss rocket or a one-hit wonder? Let’s dissect the numbers!

--- COMPANY PROFILE ---
Company: Binah Capital (BCG)
IPO: 2024-03-27 (1 Year Ago)
Market Cap: $39,845,904
Shares Outstanding: 16,600,000
Industry: FINANCE SERVICES
Exchange: XNAS
Description: Binah Capital Group Inc formerly Wentworth Management Services LLC is a holding company that acquires and manages businesses in the wealth management industry. The company specializes in consolidating independent broker-dealers to capture economies of scale needed to service financial advisors in today's technology-enabled regulatory environment. Wentworth's core philosophy focuses on building long-term, productive relationships with its advisor base.

Here’s a list of headlines for Binah Capital:

Apr-09-25 04:00PM - Binah Capital Group's David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions Report
Mar-31-25 04:15PM - Binah Capital Group Reports Fourth Quarter and Full Year 2024 Results
Jan-02-25 01:04PM - Binah Capital Recognized Among Industry Leaders in the Financial Plannings Top Deal Makers List Top IBD Moves and M&A Deals of 2024
Jan-02-25 01:04PM 01:04PM - Binah Capital Recognized Among Industry Leaders in the Financial Planning's Top Deal Makers List Top IBD Moves and MandA Deals of 2024
Dec-19-24 12:41PM - Binah Capital Group Chief Executive Officer Recognized by the Prestigious InvestmentNews Hot List
Oct-16-24 04:15PM - PKS Investments, a Subsidiary of Binah Capital Group, Recognized as One of Albany's Best Places to Work
Jun-04-24 07:28AM - Today's Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Tuesday
May-24-24 05:00PM - Binah Capital Group, Inc. Announces Receipt of Nasdaq Non-Compliance Notice

Here's another list of headlines with menu handles.
I will deliver the full text of the following stories when you say their handle.
Just say, for example, B1, B2, etc.

B1 - 2025-04-09T20:00:00Z - Binah Capital Group’s David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions Report
B2 - 2024-04-02T17:23:42Z - Why Stryve Foods Shares Are Trading Lower By Around 25%? Here Are Other Stocks Moving In Tuesday's Mid-Day Session
B3 - 2024-03-28T18:08:52Z - Why Kodiak Sciences Shares Are Trading Lower By Around 20%? Here Are Other Stocks Moving In Thursday's Mid-Day Session
B4 - 2024-03-28T12:21:31Z - Why RH Shares Are Trading Higher By Around 9%; Here Are 20 Stocks Moving Premarket

==============
-> THE ROLE FOR AI:
==============

1) You are the **AI analyst-investigator**, and this interaction represents a full **due diligence session** for Binah Capital (BCG).
Due diligence includes financial data, insider trading, relevant news, and any SEC filings — and may extend beyond classic fundamentals.
Your task is to identify whether this stock has momentum and potential.

2) I am **ScanScor**, a unified report generator that archives this session as part of our real-time diligence record.

3) You will request information by referencing documents by their code.

4) As the analysis proceeds, your are encouraged to review documents until you feel confident in your judgment.
After seeing 3 sets of news articles, SEC docs, and financials, you'll be prompted to return some data pairs.

5) News articles, SEC filings, and key metrics will be revealed in subsequent prompts.

Stay focused. Gather evidence. Continue until your conclusions are clear.
Restrict all your responses to just 3 tokens until the summary and data pairs at the end.

NEXT: Request a document with its reference code(s), such as:
- `B1`, `B2`, `B3`, etc.
- To load a new set of information and menu options, reply with: `NEX`

BCG_OUT_3 [2025-04-17 13:35:09 -0400] 973 Bytes | 288 tokens | Cum: 1277 tkns (15.96% of 8k)
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We present this news so you can catch the big movers from recently breaking news.
Here's a list of news articles you can literally read just by asking.
Usually the first item is the most important.

A1 - 2025-04-17T12:30:00Z - Pre-market Movers: SMX (Security Matters), iOThree, UnitedHealth Group, Unifi, Gaia, Inc....
A2 - 2025-04-17T12:30:00Z - Pre-market Movers: SMX, IOTR, UNH, UFI, GAIA....
A3 - 2025-04-09T20:19:14Z - Binah Capital Group's David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions ...
A4 - 2025-04-09T20:17:10Z - Binah Capital Group's David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions ...
A5 - 2025-04-09T20:00:33Z - Binah Capital Group's David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions ...

Request an article by its reference number. (Ex., "A1" gets the first item)
You may also say NEX to go to the next listing.
Response to this prompt limited to 3 chars.

BCG_OUT_5 [2025-04-17 13:35:11 -0400] 1181 Bytes | 409 tokens | Cum: 1688 tkns (21.10% of 8k)
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Showing A1 (chunk 1 of 3): A1:
**Pre-market Movers: SMX (Security Matters), iOThree, UnitedHealth Group, Unifi, Gaia, Inc.**Date: 2025-04-17Source: {'uri': 'finanznachrichten.de', 'dataType': 'news', 'title': 'FinanzNachrichten.de'}URL: https://www.finanznachrichten.de/nachrichten-2025-04/65148214-pre-market-movers-smx-security-matters-iothree-unitedhealth-group-unifi-gaia-inc-020.htmMINNETONKA (dpa-AFX) - The following are some of the stocks making big moves in Thursday's pre-market trading (as of 08.05 A.M. ET).

In the Green

SMX (Security Matters) Public Limited Co (SMX) is up over 50% at $2.20. Unifi, Inc. (UFI) is up over 19% at $5.51. Gaia, Inc. (GAIA) is up over 19% at $4.60. Hertz Global Holdings, Inc. (HTZ) is up over 15% at $6.58. Binah Capital Group, Inc. (BCG) is up over 15% at $2.38. comScore, Inc. (SCOR) is up over 13% at $5.80. Infobird Co., Ltd (IFBD) is up over 12% at $1.41. Elong Power Holding L

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**DO NOT SUMMARIZE. DO NOT EXPLAIN.** Wait until all data is presented.

BCG_OUT_7 [2025-04-17 13:35:13 -0400] 1182 Bytes | 410 tokens | Cum: 2100 tkns (26.25% of 8k)
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Showing A1 (chunk 2 of 3): imited (ELPW) is up over 10% at $3.58. Zedge, Inc. (ZDGE) is up over 10% at $2.34. Liberty Energy Inc. (LBRT) is up over 9% at $12.50. Ideal Power Inc. (IPWR) is up over 6% at $5.36.

In the Red

iOThree Limited Ordinary Shares (IOTR) is down over 24% at $1.39. UnitedHealth Group Incorporated (UNH) is down over 20% at $468.02. enVVeno Medical Corporation (NVNO) is down over 15% at $2.02. Alpha Cognition Inc. Common Stock (ACOG) is down over 14% at $3.71. Splash Beverage Group, Inc. (SBEV) is down over 13% at $3.70. Humana Inc. (HUM) is down over 12% at $248.50. Geospace Technologies Corporation (GEOS) is down over 12% at $5.30. Mercer International Inc. (MERC) is down over 10% at $4.61. Visionary Holdings Inc. (GV) is down over 9% at $1.76. NioCorp Developments Ltd. (NB) is down over 8% at $3.47.

Copyright(c) 2025 RTTNews.com. All Rights Reserved

Copyright RTT News/dpa-AFX© 2025 AFX Ne

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BCG_OUT_9 [2025-04-17 13:35:13 -0400] 285 Bytes | 85 tokens | Cum: 2187 tkns (27.34% of 8k)
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Showing A1 (chunk 3 of 3): ws

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BCG_OUT_11 [2025-04-17 13:35:15 -0400] 1079 Bytes | 290 tokens | Cum: 2479 tkns (30.99% of 8k)
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This is our list of SEC filings.
If empty, the search returned no recent filings.

S1 - 2025-03-31 10-K ITEM 7. MGT DISC & ANALYSIS OF FIN COND & RESULTS OF OPER

The following discussion and analysis of the Companys financial condition and results of operations should be read in conjunction with the CONS financial statements and the note...

S2 - 2025-03-31 8-K Item 2.02. Results of Oper and Fin Cond.

On March 31, 2025, Binah Capital Group, Inc. (Binah) issued a press release announcing financial results for its fourth quarter and full year ended December 31, 2024. A copy of the press release is furnished herewith as ...

S3 - 2024-12-23 8-K Item 1.01. Entry into a Material Definitive Agrmt

On December 23, 2024 (the Closing Date ), Binah Capital Group, Inc., a Delaware corporation (the Borrower or the Company), entered into a Credit Agrmt (the Credit Agrmt ) with Byline Bank, as lender (the Lender ), pu...

Request filing by its reference number. (Ex., "S1" gets the first item)
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Response limited to 3 chars.

BCG_OUT_13 [2025-04-17 13:35:16 -0400] 1181 Bytes | 252 tokens | Cum: 2733 tkns (34.16% of 8k)
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Showing S1 (chunk 1 of 6): S1:
ITEM 7. MANAGEMENTS DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS

The following discussion and analysis of the Companys financial condition and results of operations should be read in conjunction with the consolidated financial statements and the notes thereto contained elsewhere in this report. This discussion contains forward-looking statements that involve significant risks and uncertainties. As a result of many factors, such as those set forth under Risk Factors and elsewhere in this Annual Report on Form 10-K, our actual results may differ materially from those anticipated in these forward-looking statements. Please also refer to the section under heading Special Note Regarding Forward-Looking Statements.

The information for the years ended December 31, 2024 and 2023 are derived from the Companys audited consolidated financial statements and the not

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BCG_OUT_15 [2025-04-17 13:35:16 -0400] 1181 Bytes | 251 tokens | Cum: 2986 tkns (37.33% of 8k)
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Showing S1 (chunk 2 of 6): es thereto included elsewhere in this report.

Any reference to Binah Capital Group, Inc. refers to Binah Capital Group, Inc. and our consolidated subsidiaries on a forward-looking basis or as the context requires, to the historical results of BMS Management Services LLC. Any reference to BMS Management Services LLC refers to the entities comprising the Binah Capital Group, Inc. business prior to the consummation of the Business Combination.

Business Overview

The Company is a leading consolidator of retail wealth management businesses that owns and operates ten entities, four of which are broker-dealers, three of which are registered investment advisors, and three of which are insurance entities, that have over 1900 registered individuals working within the financial services industries.

The Company focuses on three critical areas comprised of the hybrid, independent and W2 business

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BCG_OUT_17 [2025-04-17 13:35:17 -0400] 1181 Bytes | 260 tokens | Cum: 3248 tkns (40.60% of 8k)
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Showing S1 (chunk 3 of 6): models to allow affiliated advisors to choose the operating model that works best for them and run their practices on their own terms. The Companys platform adds to its flexibility by providing a variety of custody and clearing firm options to accommodate the unique business needs of advisors.

Our Sources of Revenue

Our revenue is derived primarily from fees and commissions from products and advisory services offered by our advisors to their clients, a substantial portion of which we pay out to our advisors.

Executive Summary

Financial Highlights

Results for the year ended December 31, 2024 included a net loss of approximately $4.6 million and total revenue of approximately $168.9 million, which compares to net income and total revenue of $0.5 million and approximately $168.0 million, respectively, for the year ended December 31, 2023.

Asset Trends

Total advisory and brokerage as

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BCG_OUT_19 [2025-04-17 13:35:20 -0400] 1181 Bytes | 358 tokens | Cum: 3608 tkns (45.10% of 8k)
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Showing S1 (chunk 4 of 6): sets served were $27.1 billion at December 31, 2024, compared to $23.9 billion at December 31, 2023. Total net new assets were $(2.1) billion for the year ended December 31, 2024, compared to $(3.6) billion for the same period in 2023.

Net new advisory assets were $0.0 million for the year ended December 31, 2024, compared to $(0.5) million in 2023. Advisory assets were $2.5 billion at December 31, 2024, which is an increase of approximately 21% from the $2.1 billion at December 31, 2023.

Net new brokerage assets were $(2.1) billion for the year ended December 31, 2024, compared to $(3.1) billion in 2023. Brokerage assets were $24.5 billion at December 31, 2024, an increase of approximately 12% from $21.8 billion at December 31, 2023.

Gross Profit Trend

Gross profit, a non-GAAP financial measure, was $32.0 million for the year ended December 31, 2024, an increase of 0.6% from $31.8 m

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BCG_OUT_21 [2025-04-17 13:35:21 -0400] 1181 Bytes | 248 tokens | Cum: 3858 tkns (48.23% of 8k)
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Showing S1 (chunk 5 of 6): illion for the year ended December 31, 2023. See the Key Performance Metrics and Non-GAAP Financial Measures section for additional information on gross profit.

Key Performance Metrics and Non-GAAP Financial Measures

We focus on several key metrics in evaluating the success of our business relationships and our resulting financial position and operating performance. Our key metrics of Gross Profit and EBITDA are non-GAAP financial measures. Our management periodically uses certain non-GAAP financial measures, as such term is defined under the rules of the SEC, to supplement our financial information presented in accordance with U.S. GAAP and to clarify and enhance understanding of past performance and prospects for the future. Generally, a non-GAAP financial measure is a numerical measure of a companys operating performance, financial position or cash flows that excludes or includes am

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BCG_OUT_23 [2025-04-17 13:35:22 -0400] 790 Bytes | 180 tokens | Cum: 4040 tkns (50.50% of 8k)
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Showing S1 (chunk 6 of 6): ounts that are included in or excluded from the most directly comparable measure calculated and presented in accordance with U.S. GAAP. Management believes that the non-GAAP financial measures of Gross Profit, EBITDA and Adjusted EBITDA provide investors and analysts useful insight into our financial position and operating performance. Any non-GAAP measure provided should be viewed in addition to, and not as an alternative to, the most directly comparable measure determined in accordance with U.S. G...

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BCG_OUT_25 [2025-04-17 13:35:33 -0400] 5622 Bytes | 1474 tokens | Cum: 5516 tkns (68.95% of 8k)
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This is our set of metrics for Binah Capital.
Please analyze the numbers.

+-------------------+----------------------+------------------------+----------------------+
| Volume: 98,467 | Perf Month: 29.03% | Option/Short: No / Yes | Sales Y/Y TTM: 2.84% |
+-------------------+----------------------+------------------------+----------------------+
| Avg Volume: 1.19M | Perf Quarter: -4.38% | Short Float: 1.62% | ROE: -49.73% |
+-------------------+----------------------+------------------------+----------------------+
| Rel Volume: 0.14 | Index: - | Short Ratio: 0.07 | ROI: -32.71% |
+-------------------+----------------------+------------------------+----------------------+
| RSI (14): 63.12 | Market Cap: 39.84M | Short Interest: 0.08M | Sales Surprise: - |
+-------------------+----------------------+------------------------+----------------------+
| ATR (14): 0.25 | Shs Outstand: 16.60M | Beta: - | EPS Surprise: - |
+-------------------+----------------------+------------------------+----------------------+
| SMA20: 18.31% | Shs Float: 4.97M | Sales Q/Q: -72.91% | P/E: - |
+-------------------+----------------------+------------------------+----------------------+
| SMA50: 16.69% | Inst Own: 1.16% | Sales past 5Y: -1.11% | Earnings: - |
+-------------------+----------------------+------------------------+----------------------+
| SMA200: -16.36% | Insider Own: 70.07% | Employees: 150 | |
+-------------------+----------------------+------------------------+----------------------+
| Perf Week: 25.00% | Insider Trans: 0.00% | Debt/Eq: 1.78 | |
+-------------------+----------------------+------------------------+----------------------+

The next section covers any insider trading by Binah Capital officers or majority shareholders (if available).

[Company Financial Summary]
[Company Details]
Name: N/A
Market Cap: N/A
Shares Outstanding: N/A
Sector: N/A

[Financial Statements - Latest Quarter]
Total Assets: N/A
Total Liabilities: N/A
Total Equity: N/A
Revenue (Quarter): N/A
Net Income: N/A
Earnings Per Share (EPS): N/A

[Price Metrics - Last 30 Days]
Latest Close: 2.4
Average Volume: 42322.13
30-Day High: 2.4
30-Day Low: 1.82

[Detailed Financials: Q3 2024]
- Total Assets: $66,963,000.0
- Total Liabilities: $49,476,000.0
- Total Equity: $17,487,000.0
- Current Assets: $66,963,000.0
- Current Liabilities: $49,476,000.0

[Income Statement: Q3 2024]
- Revenue: $42,197,000.00
- Net Income: N/A
- Gross Profit: N/A
- Operating Income: N/A
- Earnings Per Share (EPS): -0.07

[Cash Flow Statement: Q3 2024]
- Net Cash Flow: $230,000

[Detailed Financials: Q2 2024]
- Total Assets: $66,063,000.0
- Total Liabilities: $48,758,000.0
- Total Equity: $17,306,000.0
- Current Assets: $66,063,000.0
- Current Liabilities: $-17,306,000.0

[Income Statement: Q2 2024]
- Revenue: $40,648,000.00
- Net Income: N/A
- Gross Profit: N/A
- Operating Income: N/A
- Earnings Per Share (EPS): -0.04

[Cash Flow Statement: Q2 2024]
- Net Cash Flow: $843,000
==== END OF FINANCIAL REPORT ====

You are now requested to write a summary analysis of Binah Capital (BCG).

Please complete the report using the exact format:
FIELD[value]

1) BRIEF_SUMMARY[]
One well-worded paragraph summarizing your findings about Binah Capital.

2) MARKET_SCORE[]
This conversation was initiated because BCG is currently experiencing upward price and volume movement.
Estimate a number between 1–100 based on the likelihood of a continued upward price move for BCG.
Weigh relevant data — news, filings, fundamentals, and metrics — and assign appropriate weight.

3) PRICE_TARGET[]
Suggest a price, based on all prior evidence and past price behavior, BCG could reach in the current or upcoming trading sessions (1–5 days).
For example, if you expect BCG to increase 50% from its current price of $0.00, say: PRICE_TARGET[0.0]

4) AI_RPT_HEADLINE[]
Write a thought-provoking 8–12 word headline summarizing this report.

5) SQUEEZE_POTENTIAL[]
Give a score from 1 to 100 representing the potential for this stock to become an active short squeeze play.
Be honest and unbiased. Consider short interest/float, price movement, volume, news strength, and volatility potential.

6) TAGS[]
List 3–6 comma-separated tags (e.g., biotech, earnings beat, squeeze setup)

7) STOCK_TYPE[]
Choose the most accurate classification: growth, value, turnaround, hype, squeeze, dividend, speculative, or other.

8) PRIMARY_CATALYST[]
e.g., earnings report, FDA approval, partnership, etc.

9) SENTIMENT[]
bullish, bearish, neutral, or mixed

10) IMPROVEMENT_SUGGESTION[]
If you believe some key info was missing, state what would have significantly improved your analysis of Binah Capital.

11) ETHICAL_RATING[]
Rate Binah Capital’s alignment with long-term shareholder interests, using a letter grade from A (high alignment) to F (low alignment).
Base this on actions such as insider buying/selling, share dilution, follow-through on public statements, and compensation practices.

12) UPCOMING_CATALYST[]
Specify any upcoming events you expect would be a catalyst affecting the share-price of Binah Capital.
Provide any reasons you can use to support it.

Return only: FIELD[value] for each of the above 12 questions.
Respond with all data pairs. Take your best guess if you have to, but don't leave blank items.
Do not explain your answers. Return only the required fields in the exact format shown.

Finally, thank you for participating!

BCG_IN_27 [2025-04-17 13:35:33 -0400] 126 Bytes | 29 tokens | Cum: 5764 tkns (72.05% of 8k)
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[2025-04-17 13:35:33] # Analysis Completed
Elapsed Time: 25.47 seconds