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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 3/31/2019 period, comparing share count change from 12/31/2018 to 3/31/2019. 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).
Filer12/31/2018
 Share Count 
3/31/2019
 Share Count 
Change% Change
13F Filers Increasing AOA Share Count
Signaturefd LLC 36 2,407 +2,371 +6586.11%
Centaurus Financial Inc. 108 2,192 +2,084 +1929.63%
Western Wealth Management LLC 8,677 33,718 +25,041 +288.59%
Advisory Services Network LLC 420 1,214 +794 +189.05%
Captrust Financial Advisors 44,372 125,441 +81,069 +182.70%
Quad Cities Investment Group LLC 4 11 +7 +175.00%
Verus Financial Partners Inc. 13,353 19,935 +6,582 +49.29%
Stifel Financial Corp 37,965 54,025 +16,060 +42.30%
Archford Capital Strategies LLC 31,807 43,943 +12,136 +38.16%
Ameriprise Financial Inc. 32,987 45,537 +12,550 +38.05%
Creative Financial Designs Inc. ADV 116 156 +40 +34.48%
Trilogy Capital Inc. 105,297 137,570 +32,273 +30.65%
Carroll Financial Associates Inc. 747 907 +160 +21.42%
ARGI Investment Services LLC 11,191 13,444 +2,253 +20.13%
Northwest Wealth Management LLC 40,633 48,323 +7,690 +18.93%
Certified Advisory Corp 102 119 +17 +16.67%
Financial Advocates Investment Management 3,902 4,536 +634 +16.25%
Fifth Third Bancorp 13,596 15,801 +2,205 +16.22%
Paradigm Financial Partners LLC 4,748 5,506 +758 +15.96%
Warren Averett Asset Management LLC 37,678 43,059 +5,381 +14.28%
Foundations Investment Advisors LLC 4,439 4,955 +516 +11.62%
AdvisorNet Financial Inc 12,191 13,585 +1,394 +11.43%
Cambridge Investment Research Advisors Inc. 170,686 189,531 +18,845 +11.04%
Envestnet Asset Management Inc. 9,360 10,274 +914 +9.76%
Royal Bank of Canada 40,222 43,797 +3,575 +8.89%
Annex Advisory Services LLC 41,846 45,162 +3,316 +7.92%
FMR LLC 6,012 6,473 +461 +7.67%
Coldstream Capital Management Inc. 11,401 12,254 +853 +7.48%
CWA Asset Management Group LLC 19,794 21,214 +1,420 +7.17%
CKW Financial Group 201 214 +13 +6.47%
BlackRock Inc. 78 83 +5 +6.41%
Lbmc Investment Advisors LLC 141,364 149,993 +8,629 +6.10%
Canal Capital Management LLC 29,984 31,545 +1,561 +5.21%
Polaris Greystone Financial Group LLC 44,303 46,216 +1,913 +4.32%
Commonwealth Equity Services LLC 212,012 218,697 +6,685 +3.15%
Global Financial Private Capital LLC 17,475 17,979 +504 +2.88%
Strategic Financial Group LLC 23,605 24,142 +537 +2.27%
Aveo Capital Partners LLC 25,264 25,750 +486 +1.92%
Brookstone Capital Management 15,238 15,514 +276 +1.81%
Midwest Professional Planners LTD. 4,739 4,805 +66 +1.39%
Cribstone Capital Management LLC 880 892 +12 +1.36%
Patton Albertson Miller Group LLC 76,094 77,083 +989 +1.30%
North Star Investment Management Corp. 80 81 +1 +1.25%
Aspire Private Capital LLC 162 164 +2 +1.23%
Courage Miller Partners LLC 13,782 13,938 +156 +1.13%
Wealth & Pension Services Group Inc. 14,398 14,547 +149 +1.03%
Nelson Van Denburg & Campbell Wealth Management Group LLC 20,741 20,852 +111 +0.54%
Gemmer Asset Management LLC 216 217 +1 +0.46%
Focused Wealth Management Inc 272 273 +1 +0.37%
Patriot Financial Group Insurance Agency LLC 276 277 +1 +0.36%
JFS Wealth Advisors LLC 8,670 8,700 +30 +0.35%
First Republic Investment Management Inc. 50,060 50,177 +117 +0.23%
Cetera Advisor Networks LLC 27,828 27,866 +38 +0.14%
13F Filers Reporting New Positions In AOA
Thrivent Financial for Lutherans 0 5,648 +5,648 +100%
MML Investors Services LLC 0 4,656 +4,656 +100%
First National Corp MA ADV 0 39 +39 +100%
Wolverine Trading LLC 0 14,857 +14,857 +100%
Ameritas Investment Corp 0 123 +123 +100%
Enterprise Financial Services Corp 0 427 +427 +100%
Assetmark Inc. 0 257,132 +257,132 +100%
Mariner LLC 0 29,273 +29,273 +100%
Financial Architects Inc 0 100 +100 +100%
Benjamin F. Edwards & Company Inc. 0 8 +8 +100%
Lenox Wealth Management Inc. 0 40 +40 +100%
Sawtooth Solutions LLC 0 5,925 +5,925 +100%
Cetera Advisors LLC 0 4,358 +4,358 +100%
Miracle Mile Advisors LLC 0 3,774 +3,774 +100%
Jane Street Group LLC 0 50,652 +50,652 +100%
FinTrust Capital Advisors LLC 0 16,990 +16,990 +100%
Rehmann Capital Advisory Group 0 569 +569 +100%
Paracle Advisors LLC 0 3,972 +3,972 +100%
Lido Advisors LLC 0 5,150 +5,150 +100%
AE Wealth Management LLC 0 5,750 +5,750 +100%
McIlrath & Eck LLC 0 36 +36 +100%
Icon Wealth Partners LLC 0 10 +10 +100%
All Terrain Financial Advisors LLC 0 4,189 +4,189 +100%
Joseph P. Lucia & Associates LLC 0 209 +209 +100%
Nicolet Advisory Services LLC 0 7,880 +7,880 +100%
Golden State Wealth Management LLC 0 139 +139 +100%
Coastal Investment Advisors Inc. 0 13,439 +13,439 +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%
Ameritas Investment Partners Inc. 360 360 UNCH 0.00%
Janney Montgomery Scott LLC 11,636 11,636 UNCH 0.00%
Voya Financial Advisors Inc. 7,474 7,474 UNCH 0.00%
Plante Moran Financial Advisors LLC 261 261 UNCH 0.00%
Parallax Volatility Advisers L.P. 1 1 UNCH 0.00%
Executive Wealth Management LLC 25 25 UNCH 0.00%
Circle Wealth Management LLC 14,357 14,357 UNCH 0.00%
Oakworth Capital Inc. 846 846 UNCH 0.00%
Ironwood Financial llc 52 52 UNCH 0.00%
AllSquare Wealth Management LLC 118 118 UNCH 0.00%
Capital Investment Advisory Services LLC 25 25 UNCH 0.00%
Flagship Harbor Advisors LLC 2,701 2,701 UNCH 0.00%
Wsfs Capital Management LLC 7,755 7,755 UNCH 0.00%
Sterling Investment Advisors Ltd. 690 690 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%
ERTS Wealth Advisors LLC 2,324 2,324 UNCH 0.00%
Global Wealth Management Investment Advisory Inc. 929 929 UNCH 0.00%
Lake Point Wealth Management 410 410 UNCH 0.00%
OptiFour Integrated Wealth Management LLC 9,223 9,223 UNCH 0.00%
13F Filers Decreasing AOA Share Count
Ruggie Capital Group 5,653 95 -5,558 -98.32%
JNBA Financial Advisors 19,748 504 -19,244 -97.45%
Boston Standard Wealth Management LLC 264,254 7,700 -256,554 -97.09%
Wells Fargo & Company MN 3,012,360 97,676 -2,914,684 -96.76%
UBS Group AG 52,337 6,104 -46,233 -88.34%
Braun Bostich & Associates Inc. 2,935 376 -2,559 -87.19%
Legacy Private Trust Co. 16,252 4,453 -11,799 -72.60%
RFG Advisory LLC 133,882 40,501 -93,381 -69.75%
JPMorgan Chase & Co. 1,500 500 -1,000 -66.67%
Susquehanna International Group LLP 35,548 22,392 -13,156 -37.01%
FDx Advisors Inc. 10,301 7,074 -3,227 -31.33%
Bay Harbor Wealth Management LLC 3,824 2,652 -1,172 -30.65%
Ahrens Investment Partners LLC 122,743 87,985 -34,758 -28.32%
Bank of America Corp DE 979,759 708,742 -271,017 -27.66%
CWM LLC 5,092 3,763 -1,329 -26.10%
Morgan Stanley 76,210 58,672 -17,538 -23.01%
Means Investment CO. Inc. 12,030 9,607 -2,423 -20.14%
Clearwater Capital Advisors LLC 6,233 5,011 -1,222 -19.61%
Ladenburg Thalmann Financial Services Inc. 45,163 36,711 -8,452 -18.71%
IFP Advisors Inc 3,011 2,456 -555 -18.43%
Cornerstone Wealth Management LLC 18,280 15,106 -3,174 -17.36%
LifePlan Financial Group Inc 454 378 -76 -16.74%
Stonehearth Capital Management LLC 9,256 7,791 -1,465 -15.83%
United Capital Financial Advisers LLC 17,158 14,518 -2,640 -15.39%
Advisor Group Inc. 10,410 9,067 -1,343 -12.90%
Valmark Advisers Inc. 11,832 10,433 -1,399 -11.82%
Cahill Financial Advisors Inc. 5,411 4,853 -558 -10.31%
BHK Investment Advisors LLC 8,243 7,404 -839 -10.18%
Cooper Financial Group 14,997 13,475 -1,522 -10.15%
Comprehensive Portfolio Management LLC 14,763 13,523 -1,240 -8.40%
CX Institutional 13,709 12,656 -1,053 -7.68%
HighTower Advisors LLC 7,956 7,411 -545 -6.85%
Raymond James Financial Services Advisors Inc. 7,869 7,336 -533 -6.77%
Tarbox Family Office Inc. 4,371 4,110 -261 -5.97%
Private Capital Group LLC 5,206 4,907 -299 -5.74%
LPL Financial LLC 90,809 87,739 -3,070 -3.38%
C J Advisory Inc 3,400 3,300 -100 -2.94%
PNC Financial Services Group Inc. 6,393 6,206 -187 -2.93%
Parallel Advisors LLC 14,280 13,870 -410 -2.87%
Madrona Financial Services LLC 56,499 54,891 -1,608 -2.85%
Stratos Wealth Partners LTD. 31,356 30,531 -825 -2.63%
Wealthquest Corp 11,701 11,423 -278 -2.38%
Private Advisor Group LLC 16,645 16,270 -375 -2.25%
Marino Stram & Associates LLC 60,110 58,931 -1,179 -1.96%
Hanson McClain Inc. 6,438 6,377 -61 -0.95%
Efficient Advisors LLC 20,863 20,760 -103 -0.49%
13F Filers Exiting AOA
Brandywine Oak Private Wealth LLC 510 0 -510 -100.00%
Claybrook Capital LLC 2,440 0 -2,440 -100.00%
United Income Inc. 5,062 0 -5,062 -100.00%
Gilbert & Cook Inc. 4,415 0 -4,415 -100.00%
Well Done LLC 2,440 0 -2,440 -100.00%
Shakespeare Wealth Management Inc. 22,872 0 -22,872 -100.00%
Patten Group Inc. 38 0 -38 -100.00%
Strid Group LLC 4,391 0 -4,391 -100.00%
Janney Capital Management LLC 32,282 0 -32,282 -100.00%
Regal Investment Advisors LLC 139,354 0 -139,354 -100.00%
Camarda Financial Advisors LLC 9,515 0 -9,515 -100.00%
Two Sigma Securities LLC 7,354 0 -7,354 -100.00%
Oppenheimer Asset Management Inc. 1,092 0 -1,092 -100.00%
Moneta Group Investment Advisors LLC 4,140 0 -4,140 -100.00%
Raymond James & Associates 541,778 0 -541,778 -100.00%
Wilbanks Smith & Thomas Asset Management LLC 5,165 0 -5,165 -100.00%
Citigroup Inc. 500 0 -500 -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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