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This page summarizes the AOR 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 AOR 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 AOR Share Count |
|---|
| Global Assets Advisory LLC |
20,675 |
1,191,466 |
+1,170,791 |
+5662.83% |
| Milestone Asset Management LLC |
5,605 |
9,218 |
+3,613 |
+64.46% |
| Sunbelt Securities Inc. |
3,837 |
5,818 |
+1,981 |
+51.63% |
| Viewpoint Investment Partners Corp |
43,830 |
57,590 |
+13,760 |
+31.39% |
| Oxinas Partners Wealth Management LLC |
16,181 |
21,031 |
+4,850 |
+29.97% |
| ZRC Wealth Management LLC |
638 |
807 |
+169 |
+26.49% |
| Boston Standard Wealth Management LLC |
5,616 |
6,980 |
+1,364 |
+24.29% |
| Greystone Financial Group LLC |
14,242 |
16,980 |
+2,738 |
+19.22% |
| Weitzel Financial Services Inc. |
6,020 |
6,972 |
+952 |
+15.81% |
| RTD Financial Advisors Inc. |
26,678 |
29,165 |
+2,487 |
+9.32% |
| Fidato Wealth LLC |
11,676 |
12,670 |
+994 |
+8.51% |
| NBT Bank N A NY |
66,130 |
71,700 |
+5,570 |
+8.42% |
| International Assets Investment Management LLC |
4,271 |
4,586 |
+315 |
+7.38% |
| David R. Rahn & Associates Inc. |
14,039 |
15,048 |
+1,009 |
+7.19% |
| Ellenbecker Investment Group |
64,958 |
68,052 |
+3,094 |
+4.76% |
| CKW Financial Group |
5,592 |
5,837 |
+245 |
+4.38% |
| Raymond James Financial Services Advisors Inc. |
48,543 |
50,198 |
+1,655 |
+3.41% |
| Tempus Wealth Planning LLC |
10,309 |
10,596 |
+287 |
+2.78% |
| CENTRAL TRUST Co |
11,432 |
11,697 |
+265 |
+2.32% |
| New Capital Management LP |
7,851 |
8,033 |
+182 |
+2.32% |
| Ausdal Financial Partners Inc. |
4,849 |
4,959 |
+110 |
+2.27% |
| Unique Wealth LLC |
84,453 |
86,310 |
+1,857 |
+2.20% |
| Wealth Enhancement Advisory Services LLC |
74,915 |
76,490 |
+1,575 |
+2.10% |
| Atlas Capital Advisors LLC |
8,583 |
8,761 |
+178 |
+2.07% |
| Bay Harbor Wealth Management LLC |
1,040 |
1,057 |
+17 |
+1.63% |
| Burkett Financial Services LLC |
537 |
543 |
+6 |
+1.12% |
| Cambridge Investment Research Advisors Inc. |
172,242 |
174,036 |
+1,794 |
+1.04% |
| Buttonwood Financial Group LLC |
11,964 |
12,088 |
+124 |
+1.04% |
| Cardinal Point Capital Management ULC |
11,761 |
11,871 |
+110 |
+0.94% |
| Affiance Financial LLC |
5,225 |
5,247 |
+22 |
+0.42% |
| Heirloom Wealth Management |
9,065 |
9,076 |
+11 |
+0.12% |
| Global Retirement Partners LLC |
4,679 |
4,683 |
+4 |
+0.09% |
| RDA Financial Network |
6,762 |
6,763 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In AOR |
|---|
| Stonehearth Capital Management LLC |
0 |
3,952 |
+3,952 |
+100% |
| Flagship Harbor Advisors LLC |
0 |
5,065 |
+5,065 |
+100% |
| Lake Street Financial LLC |
0 |
3,663 |
+3,663 |
+100% |
| Coastal Investment Advisors Inc. |
0 |
4,029 |
+4,029 |
+100% |
| Legacy Financial Group LLC |
0 |
31,403 |
+31,403 |
+100% |
| Fermata Advisors LLC |
0 |
3,615 |
+3,615 |
+100% |
| Retireful LLC |
0 |
50,493 |
+50,493 |
+100% |
| Corrigan Financial Inc. |
0 |
10,201 |
+10,201 |
+100% |
| Focus Financial Network Inc. |
0 |
59,710 |
+59,710 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Carret Asset Management LLC |
5,022 |
5,022 |
UNCH |
0.00% |
| NBC Securities Inc. |
433 |
433 |
UNCH |
0.00% |
| Tompkins Financial Corp |
73 |
73 |
UNCH |
0.00% |
| Arvest Investments Inc. |
883 |
883 |
UNCH |
0.00% |
| WBH Advisory Inc. |
17,217 |
17,217 |
UNCH |
0.00% |
| Asset Dedication LLC |
4,100 |
4,100 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
850 |
850 |
UNCH |
0.00% |
| Signet Financial Management LLC |
4,965 |
4,965 |
UNCH |
0.00% |
| MCF Advisors LLC |
271 |
271 |
UNCH |
0.00% |
| Stratos Wealth Partners LTD. |
22,410 |
22,410 |
UNCH |
0.00% |
| Founders Capital Management |
339 |
339 |
UNCH |
0.00% |
| Northwest Capital Management Inc |
55 |
55 |
UNCH |
0.00% |
| Sovereign Financial Group Inc. |
4,658 |
4,658 |
UNCH |
0.00% |
| Spire Wealth Management |
1,691 |
1,691 |
UNCH |
0.00% |
| Stephens Consulting LLC |
110 |
110 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
723 |
723 |
UNCH |
0.00% |
| 13F Filers Decreasing AOR Share Count |
|---|
| Raymond James & Associates |
1,047,880 |
49,939 |
-997,941 |
-95.23% |
| Dynamic Advisor Solutions LLC |
105,982 |
19,921 |
-86,061 |
-81.20% |
| Tsfg LLC |
559 |
265 |
-294 |
-52.59% |
| CWM LLC |
3,450 |
2,000 |
-1,450 |
-42.03% |
| Kowal Investment Group LLC |
8,032 |
5,450 |
-2,582 |
-32.15% |
| AdvisorNet Financial Inc |
16,567 |
11,813 |
-4,754 |
-28.70% |
| Landmark Wealth Management LLC |
5,543 |
4,322 |
-1,221 |
-22.03% |
| Aspire Private Capital LLC |
794 |
644 |
-150 |
-18.89% |
| DHJJ Financial Advisors Ltd. |
740 |
605 |
-135 |
-18.24% |
| Zimmermann Investment Management & Planning LLC |
9,491 |
7,787 |
-1,704 |
-17.95% |
| Trilogy Capital Inc. |
17,779 |
14,896 |
-2,883 |
-16.22% |
| Capital Insight Partners LLC |
28,862 |
24,657 |
-4,205 |
-14.57% |
| Private Capital Management LLC |
18,124 |
15,622 |
-2,502 |
-13.80% |
| BSW Wealth Partners |
151,563 |
134,712 |
-16,851 |
-11.12% |
| Northstar Group Inc. |
23,486 |
20,936 |
-2,550 |
-10.86% |
| Aspiriant LLC |
463,952 |
414,900 |
-49,052 |
-10.57% |
| Mountain Capital Investment Advisors Inc |
11,317 |
10,284 |
-1,033 |
-9.13% |
| Divergent Planning LLC |
5,655 |
5,244 |
-411 |
-7.27% |
| Cahaba Wealth Management Inc. |
14,890 |
13,914 |
-976 |
-6.55% |
| Venturi Wealth Management LLC |
6,994 |
6,597 |
-397 |
-5.68% |
| Harbor Group Inc. |
28,974 |
27,661 |
-1,313 |
-4.53% |
| SimpliFi Inc. |
21,733 |
21,012 |
-721 |
-3.32% |
| Patton Albertson Miller Group LLC |
79,179 |
76,877 |
-2,302 |
-2.91% |
| Strategic Advocates LLC |
6,965 |
6,774 |
-191 |
-2.74% |
| Brookstone Capital Management |
63,947 |
62,238 |
-1,709 |
-2.67% |
| Kingswood Wealth Advisors LLC |
11,800 |
11,500 |
-300 |
-2.54% |
| Morton Brown Family Wealth LLC |
12,925 |
12,621 |
-304 |
-2.35% |
| Fort Henry Capital LLC |
60,744 |
59,346 |
-1,398 |
-2.30% |
| Archford Capital Strategies LLC |
11,473 |
11,262 |
-211 |
-1.84% |
| Dakota Wealth Management |
92,172 |
90,669 |
-1,503 |
-1.63% |
| Marino Stram & Associates LLC |
72,696 |
71,671 |
-1,025 |
-1.41% |
| Hubbell Strickland Wealth Management LLC |
8,758 |
8,648 |
-110 |
-1.26% |
| Burt Wealth Advisors |
67,377 |
66,576 |
-801 |
-1.19% |
| SOA Wealth Advisors LLC. |
1,124 |
1,113 |
-11 |
-0.98% |
| John W. Brooker & Co. CPAs |
35,273 |
34,929 |
-344 |
-0.98% |
| Harbor Investment Advisory LLC |
6,566 |
6,505 |
-61 |
-0.93% |
| Lbmc Investment Advisors LLC |
80,396 |
79,982 |
-414 |
-0.51% |
| Wolff Wiese Magana LLC |
2,473 |
2,464 |
-9 |
-0.36% |
| Weaver Consulting Group |
75,684 |
75,453 |
-231 |
-0.31% |
| Canal Capital Management LLC |
6,494 |
6,483 |
-11 |
-0.17% |
| Integrity Wealth Solutions LLC |
9,606 |
9,603 |
-3 |
-0.03% |
| 13F Filers Exiting AOR |
|---|
| Cora Capital Advisors LLC |
4,385 |
0 |
-4,385 |
-100.00% |
| Level Financial Advisors Inc. |
25 |
0 |
-25 |
-100.00% |
| Koss Olinger Consulting LLC |
5,971 |
0 |
-5,971 |
-100.00% |
| Capital Advisors Wealth Management LLC |
4,694 |
0 |
-4,694 |
-100.00% |
| Financial Strategies Group Inc. |
4,392 |
0 |
-4,392 |
-100.00% |
| Sugarloaf Wealth Management LLC |
700 |
0 |
-700 |
-100.00% |
| EFG Asset Management Americas Corp. |
9,131 |
0 |
-9,131 |
-100.00% |
| Park Avenue Securities LLC |
4,785 |
0 |
-4,785 |
-100.00% |
| Fifth Third Bancorp |
1,405 |
0 |
-1,405 |
-100.00% |
See Summary: Institutional Holders of AOR
See Details: Top 10 Hedge Funds Holding AOR
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