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This page summarizes the AGGY holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether AGGY 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).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing AGGY Share Count |
|---|
| SMI Advisory Services LLC |
6,233 |
11,899 |
+5,666 |
+90.90% |
| Venturi Wealth Management LLC |
1,599 |
2,745 |
+1,146 |
+71.67% |
| NBC Securities Inc. |
25,889 |
42,382 |
+16,493 |
+63.71% |
| Wealth Enhancement Advisory Services LLC |
753,605 |
1,073,547 |
+319,942 |
+42.45% |
| Signal Advisors Wealth LLC |
9,886 |
12,686 |
+2,800 |
+28.32% |
| Oxinas Partners Wealth Management LLC |
48,070 |
56,429 |
+8,359 |
+17.39% |
| Symphony Financial Ltd. Co. |
266,258 |
308,473 |
+42,215 |
+15.85% |
| Centennial Wealth Advisory LLC |
23,922 |
27,589 |
+3,667 |
+15.33% |
| Park Avenue Securities LLC |
10,352 |
11,747 |
+1,395 |
+13.48% |
| Sharper & Granite LLC |
45,272 |
50,677 |
+5,405 |
+11.94% |
| McNamara Financial Services Inc. |
8,720 |
9,442 |
+722 |
+8.28% |
| RFG Advisory LLC |
102,801 |
110,393 |
+7,592 |
+7.39% |
| Global Retirement Partners LLC |
10,165 |
10,509 |
+344 |
+3.38% |
| NorthCrest Asset Manangement LLC |
29,063 |
29,846 |
+783 |
+2.69% |
| SimpliFi Inc. |
862,713 |
882,857 |
+20,144 |
+2.33% |
| CWM LLC |
1,137,200 |
1,162,808 |
+25,608 |
+2.25% |
| Trilogy Capital Inc. |
696,540 |
711,070 |
+14,530 |
+2.09% |
| Claro Advisors LLC |
12,524 |
12,749 |
+225 |
+1.80% |
| Walkner Condon Financial Advisors LLC |
10,345 |
10,385 |
+40 |
+0.39% |
| CVA Family Office LLC |
9,321 |
9,336 |
+15 |
+0.16% |
| 13F Filers Reporting New Positions In AGGY |
|---|
| Woodmont Investment Counsel LLC |
0 |
100 |
+100 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
4,030 |
+4,030 |
+100% |
| HF Advisory Group LLC |
0 |
4,824 |
+4,824 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Capital Investment Advisory Services LLC |
201 |
201 |
UNCH |
0.00% |
| Perennial Advisors LLC |
6,005 |
6,005 |
UNCH |
0.00% |
| Pinnacle Bank |
2,057 |
2,057 |
UNCH |
0.00% |
| Spire Wealth Management |
189 |
189 |
UNCH |
0.00% |
| 13F Filers Decreasing AGGY Share Count |
|---|
| Raymond James Financial Services Advisors Inc. |
114,722 |
49,350 |
-65,372 |
-56.98% |
| Allworth Financial LP |
1,947 |
912 |
-1,035 |
-53.16% |
| Sound Income Strategies LLC |
732 |
500 |
-232 |
-31.69% |
| Independent Wealth Network Inc. |
26,179 |
19,879 |
-6,300 |
-24.07% |
| Trinity Wealth Management LLC |
18,072 |
14,298 |
-3,774 |
-20.88% |
| Cambridge Investment Research Advisors Inc. |
15,859 |
12,586 |
-3,273 |
-20.64% |
| Blue Zone Wealth Advisors LLC |
7,951 |
6,329 |
-1,622 |
-20.40% |
| Raymond James & Associates |
145,833 |
124,609 |
-21,224 |
-14.55% |
| KLR Investment Advisors LLC |
113,526 |
100,552 |
-12,974 |
-11.43% |
| Private Trust Co. NA |
862 |
770 |
-92 |
-10.67% |
| SNS Financial Group LLC |
114,718 |
108,646 |
-6,072 |
-5.29% |
| Verdence Capital Advisors LLC |
5,000 |
4,977 |
-23 |
-0.46% |
| Opal Wealth Advisors LLC |
50,766 |
50,692 |
-74 |
-0.15% |
| 13F Filers Exiting AGGY |
|---|
| International Assets Investment Management LLC |
18,929 |
0 |
-18,929 |
-100.00% |
| Tsfg LLC |
236 |
0 |
-236 |
-100.00% |
| Meridian Wealth Management LLC |
10,030 |
0 |
-10,030 |
-100.00% |
See Summary: Institutional Holders of AGGY
See Details: Top 10 Hedge Funds Holding AGGY
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