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AFRM Holdings Changes image
This page summarizes the AFRM holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether AFRM is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 		3/31/2024
 Share Count 		Change% Change
13F Filers Increasing AFRM Share Count
Benjamin F. Edwards & Company Inc. 161 5,357 +5,196 +3227.33%
Royal Fund Management LLC 21,744 85,244 +63,500 +292.03%
Proequities Inc. 4 12 +8 +200.00%
Global Wealth Strategies & Associates 500 970 +470 +94.00%
Massmutual Trust Co. FSB ADV 24 43 +19 +79.17%
Raymond James & Associates 30,440 49,674 +19,234 +63.19%
GSA Capital Partners LLP 12,947 20,946 +7,999 +61.78%
HB Wealth Management LLC 7,112 9,906 +2,794 +39.29%
Principal Financial Group Inc. 14,197 19,065 +4,868 +34.29%
Myecfo LLC 8,851 10,995 +2,144 +24.22%
Omega Financial Group LLC 77,040 93,568 +16,528 +21.45%
California Public Employees Retirement System 330,486 401,215 +70,729 +21.40%
Chicago Partners Investment Group LLC 36,052 42,787 +6,735 +18.68%
Mirae Asset Global Investments Co. Ltd. 277,431 320,387 +42,956 +15.48%
Commonwealth Equity Services LLC 10,392 11,868 +1,476 +14.20%
Signaturefd LLC 5,407 6,072 +665 +12.30%
Private Advisor Group LLC 8,385 9,360 +975 +11.63%
Private Wealth Management Group LLC 198 219 +21 +10.61%
Victory Capital Management Inc. 30,333 32,135 +1,802 +5.94%
Quent Capital LLC 764 805 +41 +5.37%
Baillie Gifford & Co. 17,983,039 18,732,407 +749,368 +4.17%
Nisa Investment Advisors LLC 79,860 83,160 +3,300 +4.13%
Yeomans Consulting Group Inc. 11,020 11,294 +274 +2.49%
CAPROCK Group Inc. 7,818 7,852 +34 +0.43%
Smartleaf Asset Management LLC 292 293 +1 +0.34%
Hemington Wealth Management 5,586 5,588 +2 +0.04%
13F Filers Reporting New Positions In AFRM
State of Michigan Retirement System 0 26,895 +26,895 +100%
Los Angeles Capital Management & Equity Research Inc. 0 20,113 +20,113 +100%
Capstone Investment Advisors LLC 0 5,949 +5,949 +100%
Northwest Investment Counselors LLC 0 28 +28 +100%
YHB Investment Advisors Inc. 0 300 +300 +100%
Simplex Trading LLC 0 70,561 +70,561 +100%
Mather Group LLC. 0 402 +402 +100%
Venturi Wealth Management LLC 0 112 +112 +100%
RJA Asset Management LLC 0 397,425 +397,425 +100%
Gainplan LLC 0 10,000 +10,000 +100%
SpiderRock Advisors LLC 0 24,461 +24,461 +100%
Allspring Global Investments Holdings LLC 0 655 +655 +100%
ZRC Wealth Management LLC 0 5 +5 +100%
Lecap Asset Management Ltd. 0 60,390 +60,390 +100%
Richardson Financial Services Inc. 0 20 +20 +100%
Diversify Advisory Services LLC 0 103,162 +103,162 +100%
13F Filers With Unchanged Share Count
Valley National Advisers Inc. 220 220 UNCH 0.00%
Salem Investment Counselors Inc. 100 100 UNCH 0.00%
Optimum Investment Advisors 330 330 UNCH 0.00%
WASHINGTON TRUST Co 521 521 UNCH 0.00%
Pacific Heights Asset Management LLC 315,000 315,000 UNCH 0.00%
West Oak Capital LLC 40 40 UNCH 0.00%
Hall Laurie J Trustee 50 50 UNCH 0.00%
DekaBank Deutsche Girozentrale 2,617 2,617 UNCH 0.00%
State of New Jersey Common Pension Fund D 130,663 130,663 UNCH 0.00%
Zweig DiMenna Associates LLC 313,316 313,316 UNCH 0.00%
Westside Investment Management Inc. 1,641 1,641 UNCH 0.00%
Gradient Investments LLC 77 77 UNCH 0.00%
JFS Wealth Advisors LLC 53 53 UNCH 0.00%
Paragon Capital Management Ltd 10,770 10,770 UNCH 0.00%
Blume Capital Management Inc. 80 80 UNCH 0.00%
Capital Advisors Ltd. LLC 479 479 UNCH 0.00%
Riggs Asset Managment Co. Inc. 3 3 UNCH 0.00%
Private Ocean LLC 961 961 UNCH 0.00%
MCF Advisors LLC 3 3 UNCH 0.00%
Tradewinds Capital Management LLC 315 315 UNCH 0.00%
Bfsg LLC 100 100 UNCH 0.00%
Tower View Investment Management & Research LLC 100 100 UNCH 0.00%
Larson Financial Group LLC 5 5 UNCH 0.00%
Geneos Wealth Management Inc. 115 115 UNCH 0.00%
Banque Cantonale Vaudoise 200 200 UNCH 0.00%
Maryland State Retirement & Pension System 17,492 17,492 UNCH 0.00%
Tsfg LLC 250 250 UNCH 0.00%
CVA Family Office LLC 35 35 UNCH 0.00%
Source Financial Advisors LLC 15,835 15,835 UNCH 0.00%
Rise Advisors LLC 20 20 UNCH 0.00%
Hexagon Capital Partners LLC 3 3 UNCH 0.00%
SOA Wealth Advisors LLC. 41 41 UNCH 0.00%
Householder Group Estate & Retirement Specialist LLC 135 135 UNCH 0.00%
Activest Wealth Management 304 304 UNCH 0.00%
SJS Investment Consulting Inc. 27 27 UNCH 0.00%
Shearwater Capital LLC 7,000 7,000 UNCH 0.00%
City State Bank 55 55 UNCH 0.00%
Fortitude Family Office LLC 124 124 UNCH 0.00%
CGC Financial Services LLC 50 50 UNCH 0.00%
West Paces Advisors Inc. 5 5 UNCH 0.00%
Sachetta LLC 118 118 UNCH 0.00%
13F Filers Decreasing AFRM Share Count
Nelson Van Denburg & Campbell Wealth Management Group LLC 118 7 -111 -94.07%
Huntington National Bank 339 25 -314 -92.63%
Creative Financial Designs Inc. ADV 665 100 -565 -84.96%
FORA Capital LLC 193,735 33,436 -160,299 -82.74%
Fifth Third Bancorp 204 64 -140 -68.63%
Raymond James Financial Services Advisors Inc. 211,766 75,057 -136,709 -64.56%
Amalgamated Bank 35,196 13,094 -22,102 -62.80%
Sequoia Financial Advisors LLC 23,520 8,792 -14,728 -62.62%
Newbridge Financial Services Group Inc. 6,142 2,392 -3,750 -61.06%
Global Retirement Partners LLC 618 318 -300 -48.54%
Rakuten Securities Inc. 21,436 11,680 -9,756 -45.51%
Van ECK Associates Corp 25,767 16,357 -9,410 -36.52%
PayPay Securities Corp 273 180 -93 -34.07%
Allworth Financial LP 648 482 -166 -25.62%
Kathleen S. Wright Associates Inc. 4,246 3,377 -869 -20.47%
Lindbrook Capital LLC 1,386 1,120 -266 -19.19%
Atlas Capital Advisors LLC 16,831 13,691 -3,140 -18.66%
Bruce G. Allen Investments LLC 140 123 -17 -12.14%
Bank of New York Mellon Corp 758,203 690,271 -67,932 -8.96%
Davy Global Fund Management Ltd 6,328 5,931 -397 -6.27%
Catalyst Private Wealth LLC 175,348 164,478 -10,870 -6.20%
GAMMA Investing LLC 3,036 2,923 -113 -3.72%
Exchange Traded Concepts LLC 36,951 35,608 -1,343 -3.63%
Zurcher Kantonalbank Zurich Cantonalbank 46,464 44,990 -1,474 -3.17%
Cravens & Co Advisors LLC 11,917 11,822 -95 -0.80%
Versant Capital Management Inc 2,216 2,201 -15 -0.68%
CWM LLC 5,802 5,778 -24 -0.41%
AdvisorNet Financial Inc 5,010 5,000 -10 -0.20%
Mission Wealth Management LP 19,513 19,499 -14 -0.07%
13F Filers Exiting AFRM
Arlington Trust Co LLC 55 0 -55 -100.00%
Stephens Consulting LLC 1,500 0 -1,500 -100.00%
Richelieu Gestion PLC 2,712 0 -2,712 -100.00%
AFG Fiduciary Services Limited Partnership 7,000 0 -7,000 -100.00%
Spire Wealth Management 1,040 0 -1,040 -100.00%
Ronald Blue Trust Inc. 108 0 -108 -100.00%
Planned Solutions Inc. 508 0 -508 -100.00%
International Assets Investment Management LLC 34,545 0 -34,545 -100.00%
Avion Wealth 45 0 -45 -100.00%
Oak Thistle LLC 19,425 0 -19,425 -100.00%
SeaCrest Wealth Management LLC 19,140 0 -19,140 -100.00%
Glassman Wealth Services 246 0 -246 -100.00%
Friedenthal Financial 16,598 0 -16,598 -100.00%
JJJ Advisors Inc. 2 0 -2 -100.00%
Renaissance Capital LLC 143,795 0 -143,795 -100.00%
Cutler Group LP 18,271 0 -18,271 -100.00%
Diversified Trust Co 4,643 0 -4,643 -100.00%
IMC Chicago LLC 54,400 0 -54,400 -100.00%
Aspiriant LLC 5,045 0 -5,045 -100.00%
Cambridge Investment Research Advisors Inc. 5,017 0 -5,017 -100.00%
J.W. Cole Advisors Inc. 9,223 0 -9,223 -100.00%
Essex Financial Services Inc. 4,192 0 -4,192 -100.00%
Hollencrest Capital Management 2 0 -2 -100.00%
Whittier Trust Co. 1,500 0 -1,500 -100.00%
Arcadia Investment Management Corp MI 2,500 0 -2,500 -100.00%

See Summary: Institutional Holders of AFRM
See Details: Top 10 Hedge Funds Holding AFRM
Also See: AFRM Insider Buying

AFRM Holdings Changes | www.HoldingsChannel.com

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