Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Retireful, LLC | 4,743 | $427 |
| Cape Investment Advisory, Inc. | 6,274 | $562 |
| Strategic Blueprint, LLC | 28,107 | $2,517 |
| KilterHowling LLC | 3,193 | $286 |
| Mosley Wealth Management | 3,203 | $284 |
| COREPATH WEALTH PARTNERS LLC | 2,300 | $211 |
| Riverbend Wealth Management, LLC | 2,345 | $210 |
| Coordinated Financial Services, Inc. | 2,301 | $206 |
| High Net Worth Advisory Group LLC | 5,200 | $466 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | 28,503 | $2,553 |
| Motley Fool Wealth Management, LLC | 9,917 | $888 |
| Kesler, Norman & Wride, LLC | 4,365 | $391 |
| SWMG, LLC | 2,690 | $249 |
| Wealthquest Corp | 8,544 | $765 |
| Lloyd Advisory Services, LLC. | 1,700 | $152 |
| Spinnaker Investment Group, LLC | 2,236 | $200 |
| Savvy Advisors, Inc. | 7,389 | $662 |
| PALISADE CAPITAL MANAGEMENT, LP | 6,135 | $549 |
| Golden State Wealth Management, LLC | 1,728 | $155 |
| SRS Capital Advisors, Inc. | 4,717 | $422 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| JIM SAULNIER & ASSOCIATES, LLC | 152,793 | 191,963 | +39,170 (+25.6%) |
| HANOVER ADVISORS INC | 3,156 | 36,181 | +33,025 (+1046.4%) |
| Ellenbecker Investment Group | 145,705 | 177,854 | +32,149 (+22.1%) |
| Fort Henry Capital, LLC | 46,413 | 48,036 | +1,623 (+3.5%) |
| Consilium Wealth Advisory, LLC | 65,322 | 67,580 | +2,258 (+3.5%) |
| Western Wealth Management, LLC | 4,966 | 77,824 | +72,858 (+1467.1%) |
| Hobbs Group Advisors, LLC | 9,182 | 16,363 | +7,181 (+78.2%) |
| Weaver Consulting Group | 41,787 | 45,455 | +3,668 (+8.8%) |
| Somnio Financial Group, LLC | 24,919 | 25,537 | +618 (+2.5%) |
| Sovereign Financial Group, Inc. | 5,458 | 15,446 | +9,988 (+183.0%) |
| GEN Financial Management, INC. | 8,009 | 9,714 | +1,705 (+21.3%) |
| Wealth Forward, LLC | 25,252 | 26,038 | +786 (+3.1%) |
| Integrity Wealth Solutions LLC | 7,507 | 10,103 | +2,596 (+34.6%) |
| MAGNOLIA CAPITAL ADVISORS LLC | 2,578 | 5,769 | +3,191 (+123.8%) |
| Legacy Financial Group LLC | 73,360 | 75,053 | +1,693 (+2.3%) |
| Prentice Wealth Management LLC | 12,089 | 14,306 | +2,217 (+18.3%) |
| Foundations Investment Advisors, LLC | 151,684 | 179,907 | +28,223 (+18.6%) |
| Fidato Wealth LLC | 7,462 | 8,125 | +663 (+8.9%) |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 16,873 | 21,402 | +4,529 (+26.8%) |
| Rothschild Wealth LLC | 9,917 | 13,355 | +3,438 (+34.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| NORTHWEST WEALTH MANAGEMENT, LLC | 59,615 | 16,320 | -43,295 (-72.6%) |
| UNIQUE WEALTH, LLC | 70,948 | 63,439 | -7,509 (-10.6%) |
| Buttonwood Financial Group, LLC | 23,069 | 21,332 | -1,737 (-7.5%) |
| Legacy Wealth Managment, LLC/ID | 4,585 | 674 | -3,911 (-85.3%) |
| Plan Group Financial, LLC | 12,981 | 8,252 | -4,729 (-36.4%) |
| Centerline Wealth Advisors, LLC | 7,758 | 4,642 | -3,116 (-40.2%) |
| ODonnell Financial Services, LLC | 32,681 | 31,434 | -1,247 (-3.8%) |
| Westmount Partners, LLC | 38,375 | 36,360 | -2,015 (-5.3%) |
| LBMC INVESTMENT ADVISORS, LLC | 131,605 | 124,824 | -6,781 (-5.2%) |
| Worth Asset Management, LLC | 22,028 | 21,413 | -615 (-2.8%) |
| Archvest Wealth Advisors, Inc. | 3,938 | 3,110 | -828 (-21.0%) |
| Syverson Strege & Co | 21,778 | 20,088 | -1,690 (-7.8%) |
| MARINO, STRAM & ASSOCIATES LLC | 32,835 | 30,946 | -1,889 (-5.8%) |
| HFM Investment Advisors, LLC | 26,384 | 25,937 | -447 (-1.7%) |
| GeoWealth Management, LLC | 72,998 | 62,412 | -10,586 (-14.5%) |
| WORLD EQUITY GROUP, INC. | 12,341 | 10,824 | -1,517 (-12.3%) |
| Peregrine Asset Advisers, Inc. | 21,059 | 20,237 | -822 (-3.9%) |
| Cornerstone Planning Group LLC | 14,487 | 12,134 | -2,353 (-16.2%) |
| SECURED RETIREMENT ADVISORS, LLC | 4,283 | 3,557 | -726 (-17.0%) |
| Strategic Advocates LLC | 25,207 | 24,508 | -699 (-2.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Elevation Capital Advisory, LLC | 34,454 | $3,037 |
| Astoria Portfolio Advisors LLC. | 13,414 | $1,189 |
| PFG Private Wealth Management, LLC | 7,507 | $662 |
| Cynosure Group, LLC | 18,228 | $1,607 |
| RFP Financial Group LLC | 5,282 | $405 |
| OMNI 360 Wealth, Inc. | 2,318 | $204 |
| ABOUND FINANCIAL, LLC | 2,435 | $215 |
| Discipline Wealth Solutions, LLC | 2,412 | $213 |
| GWN SECURITIES INC. | 2,438 | $215 |
| BRIGHTON JONES LLC | 8,854 | $780 |
| VestGen Advisors, LLC | 7,099 | $626 |
| Main Street Financial Solutions, LLC | 4,000 | $353 |
| OLD MISSION CAPITAL LLC | 4,527 | $399 |
| North Capital, Inc. | 220 | $19 |
| GPS Wealth Strategies Group, LLC | 658 | $58 |
| HUB Investment Partners, LLC | 2,288 | $202 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,242 | $1,784 |
| Financial Life Planners | 131 | $12 |
| AQR CAPITAL MANAGEMENT LLC | 7,944 | $700 |
| EP Wealth Advisors, LLC | 3,015 | $251 |