Ticker: AMID CUSIP: 02072L839 Class: ARGENT MID CAP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| UPTICK PARTNERS, LLC | 8,001 | $268 |
| GTS SECURITIES LLC | 6,512 | $218 |
| SageView Advisory Group, LLC | 804 | $27 |
| WELLS FARGO & COMPANY/MN | 163 | $5 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Maia Wealth LLC | 58,912 | 66,881 | +7,969 (+13.5%) |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,759,639 | 1,809,956 | +50,317 (+2.9%) |
| Corient Private Wealth LLC | 32,978 | 63,854 | +30,876 (+93.6%) |
| Global Retirement Partners, LLC | 2,687 | 2,739 | +52 (+1.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| VISTA FINANCE, LLC | 154,198 | 141,917 | -12,281 (-8.0%) |
| Brinker Capital Investments, LLC | 248,484 | 237,981 | -10,503 (-4.2%) |
| OSAIC HOLDINGS, INC. | 1,559 | 1,477 | -82 (-5.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Tandem Wealth Advisors LLC | 172,808 | $5,875 |
| Clayton Financial Group LLC | 12,972 | $441 |
| Crossmark Global Holdings, Inc. | 14,944 | $508 |
| Ameritas Advisory Services, LLC | 277 | $9 |
| UBS Group AG | 3 | $0 |