Ticker: AVMC CUSIP: 025072125 Class: ETF
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Tiller Private Wealth, Inc. | 101,374 | $7,161 |
| GEN Financial Management, INC. | 10,108 | $714 |
| Lloyd Advisory Services, LLC. | 5,732 | $405 |
| ROCKY MOUNTAIN ADVISERS, LLC | 6,896 | $487 |
| B&D White Capital Company, LLC | 6,169 | $436 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 3,334 | $236 |
| FineMark National Bank & Trust | 7,646 | $540 |
| Kingdom Financial Group LLC. | 872 | $62 |
| HighTower Advisors, LLC | 41,086 | $2,902 |
| Trust Co | 775 | $55 |
| Equitable Holdings, Inc. | 4,385 | $310 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13,002 | $918 |
| BANK OF AMERICA CORP /DE/ | 1,040 | $73 |
| MCF Advisors LLC | 162 | $11 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Wealth Management Partners, LLC | 10,003 | 202,578 | +192,575 (+1925.2%) |
| Mendota Financial Group, LLC | 45,896 | 63,948 | +18,052 (+39.3%) |
| Elwood & Goetz Wealth Advisory Group, LLC | 345,444 | 394,017 | +48,573 (+14.1%) |
| McIlrath & Eck, LLC | 711,152 | 744,556 | +33,404 (+4.7%) |
| Envision Financial Planning, LLC | 132,228 | 137,933 | +5,705 (+4.3%) |
| Quad-Cities Investment Group, LLC | 13,425 | 18,856 | +5,431 (+40.5%) |
| Berger Financial Group, Inc | 220,886 | 230,239 | +9,353 (+4.2%) |
| Gradient Capital Advisors, LLC | 15,423 | 20,107 | +4,684 (+30.4%) |
| HTG Investment Advisors, Inc. | 3,568 | 7,437 | +3,869 (+108.4%) |
| ENDEAVOR PRIVATE WEALTH, INC. | 19,012 | 20,487 | +1,475 (+7.8%) |
| CFS Investment Advisory Services, LLC | 11,173 | 18,835 | +7,662 (+68.6%) |
| AE Wealth Management LLC | 73,785 | 99,881 | +26,096 (+35.4%) |
| Team Financial Group, LLC | 664 | 1,257 | +593 (+89.3%) |
| Eldridge Investment Advisors, Inc. | 6,453 | 6,929 | +476 (+7.4%) |
| Chicago Partners Investment Group LLC | 61,831 | 63,223 | +1,392 (+2.3%) |
| AMERICAN CENTURY COMPANIES INC | 126,554 | 141,125 | +14,571 (+11.5%) |
| Summit Financial, LLC | 21,045 | 23,676 | +2,631 (+12.5%) |
| Plancorp, LLC | 14,171 | 14,671 | +500 (+3.5%) |
| Kestra Advisory Services, LLC | 50,474 | 51,187 | +713 (+1.4%) |
| Farther Finance Advisors, LLC | 8,627 | 9,002 | +375 (+4.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CGN Advisors LLC | 175,244 | 167,793 | -7,451 (-4.3%) |
| WMG Financial Advisors, LLC | 20,050 | 19,300 | -750 (-3.7%) |
| Jacobi Capital Management LLC | 12,989 | 12,649 | -340 (-2.6%) |
| HB Wealth Management, LLC | 35,620 | 34,973 | -647 (-1.8%) |
| MERCER GLOBAL ADVISORS INC /ADV | 12,430 | 11,582 | -848 (-6.8%) |
| OSAIC HOLDINGS, INC. | 3,282 | 3,201 | -81 (-2.5%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| MML INVESTORS SERVICES, LLC | 11,992 | $834 |
| ENVESTNET ASSET MANAGEMENT INC | 12,600 | $877 |
| Tripletail Wealth Management, LLC | 100 | $7 |
| CITADEL ADVISORS LLC | 3,687 | $257 |