HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing AOA Share Count | ||||
| Dynamic Advisor Solutions LLC | 13,584 | 56,488 | +42,904 | +315.84% |
| Aspire Private Capital LLC | 177 | 359 | +182 | +102.82% |
| Tarbox Family Office Inc. | 4,328 | 6,053 | +1,725 | +39.86% |
| Miracle Mile Advisors LLC | 6,072 | 7,710 | +1,638 | +26.98% |
| RTD Financial Advisors Inc. | 20,798 | 24,191 | +3,393 | +16.31% |
| Morton Brown Family Wealth LLC | 150 | 171 | +21 | +14.00% |
| Greystone Financial Group LLC | 19,748 | 22,262 | +2,514 | +12.73% |
| Arbor Investment Advisors LLC | 4,411 | 4,969 | +558 | +12.65% |
| Marion Wealth Management | 5,493 | 6,155 | +662 | +12.05% |
| Diversified Trust Co | 11,160 | 12,426 | +1,266 | +11.34% |
| Ellenbecker Investment Group | 57,035 | 63,495 | +6,460 | +11.33% |
| CKW Financial Group | 1,009 | 1,086 | +77 | +7.63% |
| AdvisorNet Financial Inc | 10,568 | 11,326 | +758 | +7.17% |
| CX Institutional | 4,181 | 4,467 | +286 | +6.84% |
| SimpliFi Inc. | 8,477 | 9,024 | +547 | +6.45% |
| Harbor Investment Advisory LLC | 882 | 932 | +50 | +5.67% |
| Unique Wealth LLC | 67,227 | 70,602 | +3,375 | +5.02% |
| CENTRAL TRUST Co | 4,459 | 4,646 | +187 | +4.19% |
| Brookstone Capital Management | 27,340 | 28,423 | +1,083 | +3.96% |
| Strategic Advocates LLC | 23,917 | 24,836 | +919 | +3.84% |
| Stratos Wealth Partners LTD. | 6,379 | 6,602 | +223 | +3.50% |
| Canal Capital Management LLC | 35,818 | 36,820 | +1,002 | +2.80% |
| Tempus Wealth Planning LLC | 10,763 | 11,042 | +279 | +2.59% |
| Garrett Investment Advisors LLC | 15,225 | 15,570 | +345 | +2.27% |
| ODonnell Financial Services LLC | 21,091 | 21,556 | +465 | +2.20% |
| Steel Peak Wealth Management LLC | 36,523 | 37,263 | +740 | +2.03% |
| Bay Harbor Wealth Management LLC | 2,739 | 2,777 | +38 | +1.39% |
| ZRC Wealth Management LLC | 1,135 | 1,149 | +14 | +1.23% |
| Acropolis Investment Management LLC | 3,656 | 3,690 | +34 | +0.93% |
| Integrity Wealth Solutions LLC | 4,131 | 4,160 | +29 | +0.70% |
| Divergent Planning LLC | 3,992 | 4,009 | +17 | +0.43% |
| Lane & Associates LLC | 6,449 | 6,474 | +25 | +0.39% |
| Arcus Capital Partners LLC | 22,138 | 22,214 | +76 | +0.34% |
| Mainsail Asset Management LLC | 11,142 | 11,165 | +23 | +0.21% |
| 13F Filers Reporting New Positions In AOA | ||||
| Mather Group LLC. | 0 | 955 | +955 | +100% |
| Annex Advisory Services LLC | 0 | 3,119 | +3,119 | +100% |
| Well Done LLC | 0 | 2,909 | +2,909 | +100% |
| New Capital Management LP | 0 | 3,397 | +3,397 | +100% |
| Coastal Investment Advisors Inc. | 0 | 2,785 | +2,785 | +100% |
| Charles Schwab Trust Co | 0 | 38,054 | +38,054 | +100% |
| Aprio Wealth Management LLC | 0 | 2,914 | +2,914 | +100% |
| Legacy Financial Group LLC | 0 | 71,995 | +71,995 | +100% |
| Choice Wealth Advisors LLC | 0 | 3,077 | +3,077 | +100% |
| Weitzel Financial Services Inc. | 0 | 2,864 | +2,864 | +100% |
| Register Financial Advisors LLC | 0 | 123 | +123 | +100% |
| Cora Capital Advisors LLC | 0 | 2,942 | +2,942 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBT Bank N A NY | 683 | 683 | UNCH | 0.00% |
| Strid Group LLC | 3,444 | 3,444 | UNCH | 0.00% |
| Sugarloaf Wealth Management LLC | 6,293 | 6,293 | UNCH | 0.00% |
| Summit Trail Advisors LLC | 3,000 | 3,000 | UNCH | 0.00% |
| Global Retirement Partners LLC | 2,500 | 2,500 | UNCH | 0.00% |
| Main Street Financial Solutions LLC | 4,000 | 4,000 | UNCH | 0.00% |
| Iron Horse Wealth Management LLC | 72 | 72 | UNCH | 0.00% |
| Activest Wealth Management | 499 | 499 | UNCH | 0.00% |
| GAMMA Investing LLC | 495 | 495 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 172 | 172 | UNCH | 0.00% |
| 13F Filers Decreasing AOA Share Count | ||||
| Raymond James & Associates | 373,075 | 10,165 | -362,910 | -97.28% |
| Spire Wealth Management | 261 | 88 | -173 | -66.28% |
| Fifth Third Bancorp | 9,352 | 3,676 | -5,676 | -60.69% |
| CWM LLC | 3,098 | 1,435 | -1,663 | -53.68% |
| Fortitude Family Office LLC | 194 | 92 | -102 | -52.58% |
| Mezzasalma Advisors LLC | 5,183 | 3,321 | -1,862 | -35.93% |
| CGC Financial Services LLC | 359 | 271 | -88 | -24.51% |
| Aspiriant LLC | 10,493 | 8,022 | -2,471 | -23.55% |
| Trilogy Capital Inc. | 42,434 | 33,118 | -9,316 | -21.95% |
| Wealth Enhancement Advisory Services LLC | 45,501 | 37,643 | -7,858 | -17.27% |
| Landmark Wealth Management LLC | 4,462 | 3,764 | -698 | -15.64% |
| Raymond James Financial Services Advisors Inc. | 17,344 | 15,459 | -1,885 | -10.87% |
| Family Wealth Partners LLC | 3,922 | 3,504 | -418 | -10.66% |
| Corrigan Financial Inc. | 17,485 | 15,891 | -1,594 | -9.12% |
| Venturi Wealth Management LLC | 21,536 | 20,366 | -1,170 | -5.43% |
| Cambridge Investment Research Advisors Inc. | 215,121 | 204,084 | -11,037 | -5.13% |
| Financial Strategies Group Inc. | 4,529 | 4,341 | -188 | -4.15% |
| Ritholtz Wealth Management | 49,194 | 47,497 | -1,697 | -3.45% |
| Sovereign Financial Group Inc. | 5,127 | 4,980 | -147 | -2.87% |
| Halbert Hargrove Global Advisors LLC | 4,208 | 4,088 | -120 | -2.85% |
| Boston Standard Wealth Management LLC | 7,421 | 7,222 | -199 | -2.68% |
| Capital Insight Partners LLC | 19,896 | 19,379 | -517 | -2.60% |
| Weaver Consulting Group | 35,128 | 34,258 | -870 | -2.48% |
| Archford Capital Strategies LLC | 29,861 | 29,321 | -540 | -1.81% |
| Mountain Capital Investment Advisors Inc | 5,705 | 5,618 | -87 | -1.52% |
| Buttonwood Financial Group LLC | 22,227 | 21,910 | -317 | -1.43% |
| Patton Albertson Miller Group LLC | 114,463 | 113,065 | -1,398 | -1.22% |
| TL Private Wealth | 2,925 | 2,890 | -35 | -1.20% |
| Fidato Wealth LLC | 7,295 | 7,225 | -70 | -0.96% |
| Lbmc Investment Advisors LLC | 140,509 | 139,630 | -879 | -0.63% |
| Fort Henry Capital LLC | 45,858 | 45,664 | -194 | -0.42% |
| Courage Miller Partners LLC | 9,357 | 9,326 | -31 | -0.33% |
| Marino Stram & Associates LLC | 33,303 | 33,264 | -39 | -0.12% |
| Cornerstone Wealth Management LLC | 5,355 | 5,353 | -2 | -0.04% |
| 13F Filers Exiting AOA | ||||
| Kowal Investment Group LLC | 3,354 | 0 | -3,354 | -100.00% |
| Advisor Resource Council | 3,575 | 0 | -3,575 | -100.00% |
| ONE Advisory Partners LLC | 3,229 | 0 | -3,229 | -100.00% |
| Aurum Wealth Management Group LLC | 4,307 | 0 | -4,307 | -100.00% |
| Madrona Financial Services LLC | 3,010 | 0 | -3,010 | -100.00% |
| Means Investment CO. Inc. | 3,594 | 0 | -3,594 | -100.00% |
See Summary: Institutional Holders of AOA
See Details: Top 10 Hedge Funds Holding AOA
