HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing ANGL Share Count | ||||
| Global Assets Advisory LLC | 10,325 | 280,830 | +270,505 | +2619.90% |
| Cypress Financial Planning LLC | 53,327 | 248,782 | +195,455 | +366.52% |
| Elevated Capital Advisors LLC | 50,531 | 90,495 | +39,964 | +79.09% |
| Panoramic Investment Advisors LLC | 7,211 | 11,329 | +4,118 | +57.11% |
| Hobart Private Capital LLC | 25,040 | 36,508 | +11,468 | +45.80% |
| Zimmermann Investment Management & Planning LLC | 129,816 | 178,027 | +48,211 | +37.14% |
| Breakwater Capital Group | 16,624 | 22,638 | +6,014 | +36.18% |
| Howard Financial Services LTD. | 112,887 | 152,843 | +39,956 | +35.39% |
| Sebold Capital Management Inc. | 62,059 | 82,592 | +20,533 | +33.09% |
| Strategic Blueprint LLC | 13,991 | 18,255 | +4,264 | +30.48% |
| Ausdal Financial Partners Inc. | 29,617 | 36,506 | +6,889 | +23.26% |
| BCS Wealth Management | 21,417 | 26,017 | +4,600 | +21.48% |
| Global Retirement Partners LLC | 647 | 781 | +134 | +20.71% |
| Fifth Third Securities Inc. | 46,109 | 55,205 | +9,096 | +19.73% |
| CWM LLC | 4,458 | 5,329 | +871 | +19.54% |
| Baker Ellis Asset Management LLC | 36,537 | 42,187 | +5,650 | +15.46% |
| Occidental Asset Management LLC | 176,861 | 203,595 | +26,734 | +15.12% |
| Founders Financial Securities LLC | 19,562 | 22,359 | +2,797 | +14.30% |
| Cooper Financial Group | 70,333 | 78,873 | +8,540 | +12.14% |
| Iams Wealth Management LLC | 79,981 | 89,670 | +9,689 | +12.11% |
| Cornerstone Wealth Management LLC | 31,103 | 34,542 | +3,439 | +11.06% |
| Carmichael Hill & Associates Inc. | 5,601 | 6,168 | +567 | +10.12% |
| Wealthcare Advisory Partners LLC | 426,266 | 459,296 | +33,030 | +7.75% |
| Cambridge Investment Research Advisors Inc. | 349,521 | 375,066 | +25,545 | +7.31% |
| McAlister Sweet & Associates Inc. | 10,958 | 11,658 | +700 | +6.39% |
| Capital Investment Advisors LLC | 2,713,464 | 2,886,472 | +173,008 | +6.38% |
| RWM Asset Management LLC | 363,775 | 381,797 | +18,022 | +4.95% |
| Wela Strategies Inc. | 162,389 | 168,569 | +6,180 | +3.81% |
| Toews Corp ADV | 175,900 | 182,300 | +6,400 | +3.64% |
| Financial Advisory Corp UT ADV | 59,699 | 61,739 | +2,040 | +3.42% |
| Symphony Financial Ltd. Co. | 281,655 | 290,497 | +8,842 | +3.14% |
| Avitas Wealth Management LLC | 261,242 | 268,130 | +6,888 | +2.64% |
| Towneley Capital Management Inc DE | 115,457 | 117,420 | +1,963 | +1.70% |
| Accel Wealth Management | 85,040 | 86,306 | +1,266 | +1.49% |
| David J Yvars Group | 11,091 | 11,192 | +101 | +0.91% |
| Silvia Mccoll Wealth Management LLC | 95,206 | 95,941 | +735 | +0.77% |
| DHJJ Financial Advisors Ltd. | 402 | 405 | +3 | +0.75% |
| PSI Advisors LLC | 148 | 149 | +1 | +0.68% |
| Fortune Financial Advisors LLC | 13,934 | 14,004 | +70 | +0.50% |
| Retirement Guys Formula LLC | 55,787 | 55,938 | +151 | +0.27% |
| Outlook Wealth Advisors LLC | 7,712 | 7,714 | +2 | +0.03% |
| 13F Filers Reporting New Positions In ANGL | ||||
| CENTRAL TRUST Co | 0 | 16,110 | +16,110 | +100% |
| NBT Bank N A NY | 0 | 124,746 | +124,746 | +100% |
| Fulcrum Equity Management | 0 | 7,309 | +7,309 | +100% |
| TAP Consulting LLC | 0 | 36,970 | +36,970 | +100% |
| Cornerstone Wealth Group LLC | 0 | 74,936 | +74,936 | +100% |
| Strategic Financial Concepts LLC | 0 | 18,025 | +18,025 | +100% |
| Worth Asset Management LLC | 0 | 10,278 | +10,278 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Tompkins Financial Corp | 1,555 | 1,555 | UNCH | 0.00% |
| Oakworth Capital Inc. | 35 | 35 | UNCH | 0.00% |
| HBW Advisory Services LLC | 9,233 | 9,233 | UNCH | 0.00% |
| Banque Cantonale Vaudoise | 6,050 | 6,050 | UNCH | 0.00% |
| Southern Farm Bureau Life Insurance | 1,231,447 | 1,231,447 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 368 | 368 | UNCH | 0.00% |
| High Net Worth Advisory Group LLC | 16,897 | 16,897 | UNCH | 0.00% |
| Signature Resources Capital Management LLC | 15 | 15 | UNCH | 0.00% |
| 13F Filers Decreasing ANGL Share Count | ||||
| Synergy Financial Management LLC | 349,917 | 7,437 | -342,480 | -97.87% |
| Gradient Investments LLC | 1,362 | 398 | -964 | -70.78% |
| Spire Wealth Management | 10,616 | 4,950 | -5,666 | -53.37% |
| Hennion & Walsh Asset Management Inc. | 29,151 | 14,356 | -14,795 | -50.75% |
| All Season Financial Advisors Inc. | 54,814 | 31,601 | -23,213 | -42.35% |
| Capstone Triton Financial Group LLC | 121,998 | 79,744 | -42,254 | -34.63% |
| Colton Groome Financial Advisors LLC | 30,744 | 20,577 | -10,167 | -33.07% |
| Dynamic Advisor Solutions LLC | 38,897 | 27,888 | -11,009 | -28.30% |
| Main Street Financial Solutions LLC | 14,265 | 10,502 | -3,763 | -26.38% |
| NovaPoint Capital LLC | 59,209 | 49,054 | -10,155 | -17.15% |
| Wealthfront Advisers LLC | 33,818 | 28,176 | -5,642 | -16.68% |
| Prairie Sky Financial Group LLC | 10,469 | 8,902 | -1,567 | -14.97% |
| Wealth Enhancement Advisory Services LLC | 373,701 | 322,674 | -51,027 | -13.65% |
| Venturi Wealth Management LLC | 27,787 | 24,747 | -3,040 | -10.94% |
| Trilogy Capital Inc. | 362,322 | 325,486 | -36,836 | -10.17% |
| FSC Wealth Advisors LLC | 19,268 | 17,676 | -1,592 | -8.26% |
| Raymond James Financial Services Advisors Inc. | 590,815 | 545,740 | -45,075 | -7.63% |
| Transform Wealth LLC | 490,997 | 457,972 | -33,025 | -6.73% |
| Alpha Cubed Investments LLC | 20,586 | 19,236 | -1,350 | -6.56% |
| IVC Wealth Advisors LLC | 11,588 | 10,837 | -751 | -6.48% |
| Congress Wealth Management LLC DE | 148,599 | 141,197 | -7,402 | -4.98% |
| Congress Asset Management Co. MA | 148,213 | 141,165 | -7,048 | -4.76% |
| Ashton Thomas Private Wealth LLC | 33,692 | 32,109 | -1,583 | -4.70% |
| Sound Income Strategies LLC | 2,822 | 2,720 | -102 | -3.61% |
| Stratos Wealth Partners LTD. | 37,021 | 35,812 | -1,209 | -3.27% |
| Burns J W & Co. Inc. NY | 49,589 | 48,344 | -1,245 | -2.51% |
| Capital Wealth Management LLC | 28,612 | 28,137 | -475 | -1.66% |
| Mather Group LLC. | 457,380 | 453,015 | -4,365 | -0.95% |
| Southland Equity Partners LLC | 7,427 | 7,358 | -69 | -0.93% |
| Sunburst Financial Group LLC | 14,369 | 14,237 | -132 | -0.92% |
| HF Advisory Group LLC | 13,008 | 12,902 | -106 | -0.81% |
| Family Legacy Inc. | 139,632 | 138,495 | -1,137 | -0.81% |
| Aviance Capital Partners LLC | 15,119 | 15,012 | -107 | -0.71% |
| Etesian Wealth Advisors Inc. | 31,063 | 30,867 | -196 | -0.63% |
| Park Avenue Securities LLC | 8,696 | 8,641 | -55 | -0.63% |
| Octavia Wealth Advisors LLC | 256,006 | 255,482 | -524 | -0.20% |
| American Financial Advisors LLC | 407,677 | 406,874 | -803 | -0.20% |
| Aspire Private Capital LLC | 1,783 | 1,781 | -2 | -0.11% |
| Raymond James & Associates | 379,581 | 379,445 | -136 | -0.04% |
| 13F Filers Exiting ANGL | ||||
| BKM Wealth Management LLC | 100 | 0 | -100 | -100.00% |
| ACT Advisors LLC. | 560,624 | 0 | -560,624 | -100.00% |
| First Pacific Financial | 20 | 0 | -20 | -100.00% |
| Columbia Advisory Partners LLC | 22,689 | 0 | -22,689 | -100.00% |
| SeaCrest Wealth Management LLC | 9,829 | 0 | -9,829 | -100.00% |
| Contravisory Investment Management Inc. | 134 | 0 | -134 | -100.00% |
| Farmers & Merchants Investments Inc. | 45 | 0 | -45 | -100.00% |
| Massmutual Trust Co. FSB ADV | 38 | 0 | -38 | -100.00% |
See Summary: Institutional Holders of ANGL
See Details: Top 10 Hedge Funds Holding ANGL
