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This page summarizes the AVIG 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 AVIG 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 AVIG Share Count |
|---|
| Strategic Financial Concepts LLC |
7,266 |
83,770 |
+76,504 |
+1052.90% |
| LexAurum Advisors LLC |
136,364 |
180,749 |
+44,385 |
+32.55% |
| Good Life Advisors LLC |
65,141 |
85,000 |
+19,859 |
+30.49% |
| Centennial Wealth Advisory LLC |
29,771 |
38,020 |
+8,249 |
+27.71% |
| Cambridge Investment Research Advisors Inc. |
28,346 |
35,287 |
+6,941 |
+24.49% |
| Allegiance Financial Group Advisory Services LLC |
210,060 |
253,193 |
+43,133 |
+20.53% |
| Regatta Capital Group LLC |
306,098 |
345,340 |
+39,242 |
+12.82% |
| Financial Advocates Investment Management |
11,910 |
13,331 |
+1,421 |
+11.93% |
| Park Avenue Securities LLC |
204,507 |
228,080 |
+23,573 |
+11.53% |
| Raymond James Trust N.A. |
12,035 |
13,335 |
+1,300 |
+10.80% |
| Commonwealth Equity Services LLC |
69,555 |
73,842 |
+4,287 |
+6.16% |
| Raymond James & Associates |
205,233 |
214,535 |
+9,302 |
+4.53% |
| Signet Financial Management LLC |
51,522 |
52,950 |
+1,428 |
+2.77% |
| Pacific Life Fund Advisors LLC |
1,223,548 |
1,247,637 |
+24,089 |
+1.97% |
| Allworth Financial LP |
14,386 |
14,572 |
+186 |
+1.29% |
| SC&H Financial Advisors Inc. |
54,248 |
54,716 |
+468 |
+0.86% |
| Strategic Blueprint LLC |
84,984 |
85,620 |
+636 |
+0.75% |
| Bridge Advisory LLC |
10,484 |
10,562 |
+78 |
+0.74% |
| BCR Wealth Strategies LLC |
499,671 |
502,663 |
+2,992 |
+0.60% |
| Quarry Hill Advisors LLC |
9,557 |
9,611 |
+54 |
+0.57% |
| Wealthcare Advisory Partners LLC |
16,791 |
16,856 |
+65 |
+0.39% |
| 13F Filers Reporting New Positions In AVIG |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Huntington National Bank |
0 |
57 |
+57 |
+100% |
| Lloyd Advisory Services LLC. |
0 |
10,521 |
+10,521 |
+100% |
| Ronald Blue Trust Inc. |
0 |
873 |
+873 |
+100% |
| Simplicity Wealth LLC |
0 |
9,578 |
+9,578 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Mutual Advisors LLC |
8,400 |
8,400 |
UNCH |
0.00% |
| Larson Financial Group LLC |
46 |
46 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
20,076 |
20,076 |
UNCH |
0.00% |
| CVA Family Office LLC |
2,470 |
2,470 |
UNCH |
0.00% |
| 13F Filers Decreasing AVIG Share Count |
|---|
| Ehrlich Financial Group |
21,679 |
13,328 |
-8,351 |
-38.52% |
| Apella Capital LLC |
83,585 |
59,705 |
-23,880 |
-28.57% |
| CWM LLC |
19,679 |
14,128 |
-5,551 |
-28.21% |
| Wealth Enhancement Advisory Services LLC |
14,048 |
10,852 |
-3,196 |
-22.75% |
| Morris Financial Concepts Inc. |
4,641 |
4,148 |
-493 |
-10.62% |
| Keel Point LLC |
7,240 |
6,670 |
-570 |
-7.87% |
| Quantum Financial Advisors LLC |
145,765 |
144,603 |
-1,162 |
-0.80% |
| Meredith Wealth Planning |
6,231 |
6,196 |
-35 |
-0.56% |
| 13F Filers Exiting AVIG |
|---|
| Werba Rubin Papier Wealth Management |
6,785 |
0 |
-6,785 |
-100.00% |
| Magnolia Capital Advisors LLC |
45,609 |
0 |
-45,609 |
-100.00% |
| Sound Income Strategies LLC |
3,816 |
0 |
-3,816 |
-100.00% |
| Arlington Financial Advisors LLC |
6,902 |
0 |
-6,902 |
-100.00% |
| Private Advisor Group LLC |
34,890 |
0 |
-34,890 |
-100.00% |
See Summary: Institutional Holders of AVIG
See Details: Top 10 Hedge Funds Holding AVIG
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