HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing AIVL Share Count | ||||
| Raymond James Financial Services Advisors Inc. | 9,519 | 12,089 | +2,570 | +27.00% |
| WealthBridge Capital Management LLC | 20,705 | 21,531 | +826 | +3.99% |
| Raymond James & Associates | 8,201 | 8,515 | +314 | +3.83% |
| Fingerlakes Wealth Management Inc. | 2,786 | 2,800 | +14 | +0.50% |
| Benjamin F. Edwards & Company Inc. | 312 | 313 | +1 | +0.32% |
| LGL Partners LLC | 4,907 | 4,920 | +13 | +0.26% |
| Spire Wealth Management | 4,176 | 4,177 | +1 | +0.02% |
| 13F Filers Reporting New Positions In AIVL | ||||
| Wesbanco Bank Inc. | 0 | 1,969 | +1,969 | +100% |
| Independence Bank of Kentucky | 0 | 775 | +775 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Fifth Third Bancorp | 900 | 900 | UNCH | 0.00% |
| Wiley BROS. Aintree Capital LLC | 2,370 | 2,370 | UNCH | 0.00% |
| First Hawaiian Bank | 10,439 | 10,439 | UNCH | 0.00% |
| Amarillo National Bank | 7,031 | 7,031 | UNCH | 0.00% |
| Albion Financial Group UT | 380 | 380 | UNCH | 0.00% |
| North Star Investment Management Corp. | 376 | 376 | UNCH | 0.00% |
| Nadler Financial Group Inc. | 5,730 | 5,730 | UNCH | 0.00% |
| Allworth Financial LP | 664 | 664 | UNCH | 0.00% |
| JNBA Financial Advisors | 295 | 295 | UNCH | 0.00% |
| Bouchey Financial Group Ltd | 2,840 | 2,840 | UNCH | 0.00% |
| Sequoia Financial Advisors LLC | 3,100 | 3,100 | UNCH | 0.00% |
| Capital Investment Advisory Services LLC | 180 | 180 | UNCH | 0.00% |
| WealthShield Partners LLC | 58 | 58 | UNCH | 0.00% |
| Atticus Wealth Management LLC | 200 | 200 | UNCH | 0.00% |
| Apella Capital LLC | 4,600 | 4,600 | UNCH | 0.00% |
| Bellevue Asset Management LLC | 1,365 | 1,365 | UNCH | 0.00% |
| MTM Investment Management LLC | 50 | 50 | UNCH | 0.00% |
| RWM Asset Management LLC | 6,120 | 6,120 | UNCH | 0.00% |
| Congress Wealth Management LLC DE | 27,000 | 27,000 | UNCH | 0.00% |
| Perfromance Wealth Partners LLC | 3,400 | 3,400 | UNCH | 0.00% |
| Halpern Financial Inc. | 300 | 300 | UNCH | 0.00% |
| 13F Filers Decreasing AIVL Share Count | ||||
| Asset Dedication LLC | 387 | 38 | -349 | -90.18% |
| PPS&V Asset Management Consultants Inc. | 4,901 | 4,085 | -816 | -16.65% |
| Webster Bank N. A. | 5,300 | 4,460 | -840 | -15.85% |
| Well Done LLC | 18,289 | 15,660 | -2,629 | -14.37% |
| McKinley Carter Wealth Services Inc. | 4,859 | 4,406 | -453 | -9.32% |
| Gradient Investments LLC | 22 | 20 | -2 | -9.09% |
| Cambridge Investment Research Advisors Inc. | 6,467 | 5,894 | -573 | -8.86% |
| Lowe Wealth Advisors LLC | 1,183 | 1,083 | -100 | -8.45% |
| Augustine Asset Management Inc. | 2,199 | 2,035 | -164 | -7.46% |
| Commonwealth Equity Services LLC | 46,263 | 43,145 | -3,118 | -6.74% |
| CWM LLC | 2,294 | 2,213 | -81 | -3.53% |
| Westside Investment Management Inc. | 17,932 | 17,428 | -504 | -2.81% |
| Institute for Wealth Management LLC. | 8,851 | 8,715 | -136 | -1.54% |
| Robinson Smith Wealth Advisors LLC | 7,970 | 7,920 | -50 | -0.63% |
| White Pine Investment CO | 20,358 | 20,241 | -117 | -0.57% |
| Noble Family Wealth LLC | 84,480 | 84,105 | -375 | -0.44% |
| 13F Filers Exiting AIVL | ||||
| BKM Wealth Management LLC | 43,577 | 0 | -43,577 | -100.00% |
| Glass Jacobson Investment Advisors llc | 1,000 | 0 | -1,000 | -100.00% |
| AdvisorNet Financial Inc | 205 | 0 | -205 | -100.00% |
See Summary: Institutional Holders of AIVL
See Details: Top 10 Hedge Funds Holding AIVL
