CUSIP 024071102
AMERICAN FUNDS AMERICAN BALANCED A
25 institutions · $3.6M total · 154,343 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Ethos Financial Group, LLC | 26,380 | $989.0K | 17.09% | 2025-12-31 |
| 2 | Tradewinds, LLC. | 29,569 | $352.2K | 19.15% | 2023-03-31 |
| 3 | TOWER BRIDGE ADVISORS | 8,997 | $337.3K | 5.82% | 2025-12-31 |
| 4 | ARVEST TRUST CO N A | 9,421 | $325.6K | 6.10% | 2024-06-30 |
| 5 | RiverFront Investment Group, LLC | 7,403 | $271.6K | 4.79% | 2025-06-30 |
| 6 | Fulton Bank, N.A. | 5,407 | $208.8K | 3.50% | 2025-09-30 |
| 7 | Strategic Investment Solutions, Inc. /IL | 6,973 | $207.7K | 4.51% | 2023-09-30 |
| 8 | Financial Gravity Asset Management, Inc. | 5,000 | $187.5K | 3.23% | 2025-12-31 |
| 9 | Financial Gravity Companies, Inc. | 4,729 | $173.5K | 3.06% | 2025-06-30 |
| 10 | Livelsberger Financial Advisory | 5,244 | $167.8K | 3.39% | 2024-03-31 |
| 11 | TUCKER ASSET MANAGEMENT LLC | 4,275 | $155.2K | 2.76% | 2024-12-31 |
| 12 | Brooklyn Investment Group | 2,135 | $78.3K | 1.38% | 2025-06-30 |
| 13 | Luminist Capital LLC | 2,054 | $51.2K | 1.33% | 2025-09-30 |
| 14 | Eagle Bay Advisors LLC | 723 | $26.2K | 0.46% | 2024-09-30 |
| 15 | ORG Wealth Partners, LLC | 407 | $14.0K | 0.26% | 2025-03-31 |
| 16 | ORG Partners LLC | 381 | $13.2K | 0.24% | 2024-06-30 |
| 17 | Laffer Tengler Investments | 364 | $12.6K | 0.23% | 2024-06-30 |
| 18 | Quest 10 Wealth Builders, Inc. | 299 | $10.3K | 0.19% | 2024-12-31 |
| 19 | ROTHSCHILD INVESTMENT CORP /IL | 14,217 | $419 | 9.21% | 2023-06-30 |
| 20 | NEVILLE RODIE & SHAW INC | 5,987 | $224 | 3.87% | 2025-12-31 |
| 21 | WINSLOW ASSET MANAGEMENT INC | 6,439 | $223 | 4.17% | 2024-06-30 |
| 22 | RE Dickinson Investment Advisors, LLC | 3,245 | $99 | 2.10% | 2023-09-30 |
| 23 | DIVIDEND ASSETS CAPITAL, LLC | 3,137 | $93 | 2.03% | 2023-12-31 |
| 24 | Coston, McIsaac & Partners | 1,162 | $43 | 0.75% | 2025-12-31 |
| 25 | Motiv8 Investments LLC | 395 | $15 | 0.25% | 2025-12-31 |