Ticker: AAUS CUSIP: 02072Q853 Class: ALPHA ARCHITECT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| One Degree Advisors Inc | 149,724 | $8 |
| Sageworth Trust Co | 177,900 | $9,803 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 111,775 | $6,157 |
| UBS Group AG | 607 | $33 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Soundwatch Capital LLC | 97,431 | 100,695 | +3,264 (+3.4%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 45,250 | 172,768 | +127,518 (+281.8%) |
| AQR CAPITAL MANAGEMENT LLC | 45,250 | 172,768 | +127,518 (+281.8%) |
| ROYAL BANK OF CANADA | 3,093 | 18,187 | +15,094 (+488.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Almanack Investment Partners, LLC. | 491,798 | 24,443 | -467,355 (-95.0%) |
| Seed Wealth Management, Inc. | 698,460 | 683,953 | -14,507 (-2.1%) |
| Ledyard National Bank | 22,687 | 21,187 | -1,500 (-6.6%) |
| Revolve Wealth Partners, LLC | 38,673 | 38,206 | -467 (-1.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Meredith Wealth Planning | 9,476 | $512 |