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AOA Holdings Changes image
This page summarizes the AOA holdings changes quarter over quarter among those 13F filers that have reported for the 6/30/2019 period, comparing share count change from 3/31/2019 to 6/30/2019. Share count is compared over these two periods to provide an indication of whether AOA 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).
Filer3/31/2019
 Share Count 
6/30/2019
 Share Count 
Change% Change
13F Filers Increasing AOA Share Count
Centaurus Financial Inc. 117 2,232 +2,115 +1807.69%
CWM LLC 3,763 19,461 +15,698 +417.17%
Ruggie Capital Group 95 332 +237 +249.47%
AE Wealth Management LLC 5,750 14,339 +8,589 +149.37%
Verus Financial Partners Inc. 19,935 29,557 +9,622 +48.27%
AdvisorNet Financial Inc 13,585 19,732 +6,147 +45.25%
Cribstone Capital Management LLC 892 1,287 +395 +44.28%
Braun Bostich & Associates Inc. 376 538 +162 +43.09%
Capital Investment Advisory Services LLC 25 35 +10 +40.00%
Comprehensive Portfolio Management LLC 13,523 18,253 +4,730 +34.98%
Ladenburg Thalmann Financial Services Inc. 36,711 49,042 +12,331 +33.59%
United Capital Financial Advisers LLC 14,518 19,108 +4,590 +31.62%
Sawtooth Solutions LLC 5,925 7,729 +1,804 +30.45%
Advisor Group Inc. 9,067 11,490 +2,423 +26.72%
Cetera Advisors LLC 4,358 5,478 +1,120 +25.70%
Advisory Services Network LLC 1,214 1,526 +312 +25.70%
Aveo Capital Partners LLC 25,750 29,436 +3,686 +14.31%
UBS Group AG 6,104 6,957 +853 +13.97%
Western Wealth Management LLC 33,718 38,351 +4,633 +13.74%
ARGI Investment Services LLC 13,444 14,985 +1,541 +11.46%
Warren Averett Asset Management LLC 43,059 47,910 +4,851 +11.27%
Trilogy Capital Inc. 137,570 150,490 +12,920 +9.39%
LPL Financial LLC 87,739 94,628 +6,889 +7.85%
Strategic Financial Group LLC 24,142 25,707 +1,565 +6.48%
CX Institutional 12,656 13,432 +776 +6.13%
Miracle Mile Advisors LLC 3,774 3,998 +224 +5.94%
Paracle Advisors LLC 3,972 4,198 +226 +5.69%
Assetmark Inc. 257,132 271,597 +14,465 +5.63%
Northwest Wealth Management LLC 48,323 50,964 +2,641 +5.47%
CWA Asset Management Group LLC 21,214 22,359 +1,145 +5.40%
Patton Albertson Miller Group LLC 77,083 81,039 +3,956 +5.13%
Annex Advisory Services LLC 45,162 47,012 +1,850 +4.10%
Polaris Greystone Financial Group LLC 46,216 47,381 +1,165 +2.52%
Coldstream Capital Management Inc. 12,254 12,556 +302 +2.46%
BlackRock Inc. 83 85 +2 +2.41%
CKW Financial Group 214 219 +5 +2.34%
Parallel Advisors LLC 13,870 14,107 +237 +1.71%
LifePlan Financial Group Inc 378 383 +5 +1.32%
JFS Wealth Advisors LLC 8,700 8,813 +113 +1.30%
Means Investment CO. Inc. 9,607 9,729 +122 +1.27%
Boston Standard Wealth Management LLC 7,700 7,793 +93 +1.21%
Captrust Financial Advisors 125,441 126,781 +1,340 +1.07%
Nelson Van Denburg & Campbell Wealth Management Group LLC 20,852 21,067 +215 +1.03%
Paradigm Financial Partners LLC 5,506 5,540 +34 +0.62%
Lbmc Investment Advisors LLC 149,993 150,789 +796 +0.53%
Gemmer Asset Management LLC 217 218 +1 +0.46%
Focused Wealth Management Inc 273 274 +1 +0.37%
Patriot Financial Group Insurance Agency LLC 277 278 +1 +0.36%
Signaturefd LLC 2,407 2,415 +8 +0.33%
Efficient Advisors LLC 20,760 20,797 +37 +0.18%
Courage Miller Partners LLC 13,938 13,960 +22 +0.16%
Cornerstone Wealth Management LLC 15,106 15,127 +21 +0.14%
PNC Financial Services Group Inc. 6,206 6,214 +8 +0.13%
C J Advisory Inc 3,300 3,303 +3 +0.09%
13F Filers Reporting New Positions In AOA
Goldman Sachs Group Inc. 0 17,350 +17,350 +100%
First Allied Advisory Services Inc. 0 4,100 +4,100 +100%
SRS Capital Advisors Inc. 0 345 +345 +100%
NEXT Financial Group Inc 0 162 +162 +100%
WealthPLAN Partners LLC 0 40,058 +40,058 +100%
Shakespeare Wealth Management Inc. 0 23,672 +23,672 +100%
Venturi Wealth Management LLC 0 4,328 +4,328 +100%
TRUE Private Wealth Advisors 0 1,008 +1,008 +100%
Steward Partners Investment Advisory LLC 0 75 +75 +100%
NewDay Solutions LLC 0 6,910 +6,910 +100%
Coastal Capital Group Inc. 0 289 +289 +100%
Jacobsen Capital Management 0 9,208 +9,208 +100%
Clear Creek Financial Management LLC 0 11,990 +11,990 +100%
13F Filers With Unchanged Share Count
US Bancorp DE 102 102 UNCH 0.00%
Proequities Inc. 5,245 5,245 UNCH 0.00%
Valley National Advisers Inc. 100 100 UNCH 0.00%
Creative Financial Designs Inc. ADV 156 156 UNCH 0.00%
Enterprise Financial Services Corp 427 427 UNCH 0.00%
Plante Moran Financial Advisors LLC 261 261 UNCH 0.00%
Lenox Wealth Management Inc. 40 40 UNCH 0.00%
Parallax Volatility Advisers L.P. 1 1 UNCH 0.00%
Executive Wealth Management LLC 25 25 UNCH 0.00%
FDx Advisors Inc. 7,074 7,074 UNCH 0.00%
Carroll Financial Associates Inc. 907 907 UNCH 0.00%
Ironwood Financial llc 52 52 UNCH 0.00%
AllSquare Wealth Management LLC 118 118 UNCH 0.00%
Sterling Investment Advisors Ltd. 690 690 UNCH 0.00%
McIlrath & Eck LLC 36 36 UNCH 0.00%
Strategic Wealth Partners Ltd. 1 1 UNCH 0.00%
Valeo Financial Advisors LLC 849 849 UNCH 0.00%
Kovack Advisors Inc. 7,404 7,404 UNCH 0.00%
Emerald Investment Partners LLC 98 98 UNCH 0.00%
Certified Advisory Corp 119 119 UNCH 0.00%
Quad Cities Investment Group LLC 11 11 UNCH 0.00%
Aspire Private Capital LLC 164 164 UNCH 0.00%
Lake Point Wealth Management 411 411 UNCH 0.00%
OptiFour Integrated Wealth Management LLC 9,223 9,223 UNCH 0.00%
Golden State Wealth Management LLC 139 139 UNCH 0.00%
13F Filers Decreasing AOA Share Count
Joseph P. Lucia & Associates LLC 209 3 -206 -98.56%
Jane Street Group LLC 50,652 4,077 -46,575 -91.95%
Ameritas Investment Partners Inc. 360 43 -317 -88.06%
JPMorgan Chase & Co. 500 200 -300 -60.00%
Wolverine Trading LLC 14,857 8,013 -6,844 -46.07%
Fifth Third Bancorp 15,801 8,709 -7,092 -44.88%
HighTower Advisors LLC 7,411 4,092 -3,319 -44.78%
Wells Fargo & Company MN 97,676 55,509 -42,167 -43.17%
Envestnet Asset Management Inc. 10,274 6,444 -3,830 -37.28%
Madrona Financial Services LLC 54,891 36,227 -18,664 -34.00%
Wsfs Capital Management LLC 7,755 5,311 -2,444 -31.52%
Brookstone Capital Management 15,514 11,086 -4,428 -28.54%
Thrivent Financial for Lutherans 5,648 4,170 -1,478 -26.17%
Lido Advisors LLC 5,150 3,818 -1,332 -25.86%
Financial Architects Inc 100 75 -25 -25.00%
BHK Investment Advisors LLC 7,404 5,643 -1,761 -23.78%
Midwest Professional Planners LTD. 4,805 3,705 -1,100 -22.89%
Royal Bank of Canada 43,797 33,956 -9,841 -22.47%
Private Advisor Group LLC 16,270 13,149 -3,121 -19.18%
JNBA Financial Advisors 504 430 -74 -14.68%
Bank of America Corp DE 708,742 606,544 -102,198 -14.42%
Raymond James Financial Services Advisors Inc. 7,336 6,293 -1,043 -14.22%
Ameriprise Financial Inc. 45,537 39,199 -6,338 -13.92%
Stonehearth Capital Management LLC 7,791 6,787 -1,004 -12.89%
Circle Wealth Management LLC 14,357 12,538 -1,819 -12.67%
RFG Advisory LLC 40,501 35,635 -4,866 -12.01%
Bay Harbor Wealth Management LLC 2,652 2,352 -300 -11.31%
Stratos Wealth Partners LTD. 30,531 27,292 -3,239 -10.61%
Oakworth Capital Inc. 846 758 -88 -10.40%
Tarbox Family Office Inc. 4,110 3,683 -427 -10.39%
Financial Advocates Investment Management 4,536 4,072 -464 -10.23%
Susquehanna International Group LLP 22,392 20,201 -2,191 -9.78%
Coastal Investment Advisors Inc. 13,439 12,136 -1,303 -9.70%
Global Wealth Management Investment Advisory Inc. 929 843 -86 -9.26%
Private Capital Group LLC 4,907 4,471 -436 -8.89%
Nicolet Advisory Services LLC 7,880 7,208 -672 -8.53%
Ahrens Investment Partners LLC 87,985 81,986 -5,999 -6.82%
FinTrust Capital Advisors LLC 16,990 15,904 -1,086 -6.39%
FMR LLC 6,473 6,066 -407 -6.29%
MML Investors Services LLC 4,656 4,369 -287 -6.16%
Cahill Financial Advisors Inc. 4,853 4,555 -298 -6.14%
Weaver Consulting Group 33,975 32,058 -1,917 -5.64%
Marino Stram & Associates LLC 58,931 55,605 -3,326 -5.64%
Voya Financial Advisors Inc. 7,474 7,074 -400 -5.35%
All Terrain Financial Advisors LLC 4,189 3,992 -197 -4.70%
Wealthquest Corp 11,423 10,886 -537 -4.70%
Cooper Financial Group 13,475 12,845 -630 -4.68%
Clearwater Capital Advisors LLC 5,011 4,780 -231 -4.61%
Valmark Advisers Inc. 10,433 10,033 -400 -3.83%
Morgan Stanley 58,672 56,755 -1,917 -3.27%
Stifel Financial Corp 54,025 52,615 -1,410 -2.61%
Canal Capital Management LLC 31,545 30,726 -819 -2.60%
Cambridge Investment Research Advisors Inc. 189,531 185,957 -3,574 -1.89%
First Republic Investment Management Inc. 50,177 49,406 -771 -1.54%
Mariner LLC 29,273 28,835 -438 -1.50%
Archford Capital Strategies LLC 43,943 43,306 -637 -1.45%
Hanson McClain Inc. 6,377 6,288 -89 -1.40%
Foundations Investment Advisors LLC 4,955 4,909 -46 -0.93%
Commonwealth Equity Services LLC 218,697 216,775 -1,922 -0.88%
Wealth & Pension Services Group Inc. 14,547 14,455 -92 -0.63%
Flagship Harbor Advisors LLC 2,701 2,698 -3 -0.11%
13F Filers Exiting AOA
ERTS Wealth Advisors LLC 2,324 0 -2,324 -100.00%
Icon Wealth Partners LLC 10 0 -10 -100.00%
Global Financial Private Capital LLC 17,979 0 -17,979 -100.00%
Cetera Advisor Networks LLC 27,866 0 -27,866 -100.00%
Benjamin F. Edwards & Company Inc. 8 0 -8 -100.00%
Legacy Private Trust Co. 4,453 0 -4,453 -100.00%
North Star Investment Management Corp. 81 0 -81 -100.00%
Janney Montgomery Scott LLC 11,636 0 -11,636 -100.00%
Ameritas Investment Corp 123 0 -123 -100.00%
First National Corp MA ADV 39 0 -39 -100.00%

See Summary: Institutional Holders of AOA
See Details: Top 10 Hedge Funds Holding AOA

AOA Holdings Changes | www.HoldingsChannel.com

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