Ticker: AVLC CUSIP: 025072158 Class: AVANTIS US LARG
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Well Done, LLC | 297,469 | $23,387 |
| UPTICK PARTNERS, LLC | 63,148 | $4,965 |
| ENDEAVOR PRIVATE WEALTH, INC. | 32,694 | $2,570 |
| Strategic Blueprint, LLC | 140,922 | $11,079 |
| Private Wealth Asset Management, LLC | 28,235 | $2,220 |
| Lloyd Advisory Services, LLC. | 7,703 | $606 |
| Hills Bank & Trust Co | 14,479 | $1,138 |
| Bison Wealth, LLC | 8,953 | $689 |
| Kingdom Financial Group LLC. | 1,074 | $84 |
| MONTAG A & ASSOCIATES INC | 3,260 | $256 |
| GREAT VALLEY ADVISOR GROUP, INC. | 3,968 | $312 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 3,458 | $272 |
| Kestra Advisory Services, LLC | 5,266 | $414 |
| SRS Capital Advisors, Inc. | 736 | $58 |
| Activest Wealth Management | 76 | $6 |
| REAP Financial Group, LLC | 36 | $3 |
| Cambridge Investment Research Advisors, Inc. | 5,613 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Mendota Financial Group, LLC | 35,880 | 73,882 | +38,002 (+105.9%) |
| Cypress Point Wealth Management, LLC | 418,718 | 457,783 | +39,065 (+9.3%) |
| Ridgeline Wealth, LLC | 427,761 | 444,183 | +16,422 (+3.8%) |
| Beaird Harris Wealth Management, LLC | 600,224 | 661,326 | +61,102 (+10.2%) |
| ARCADIA INVESTMENT ADVISORS LLC | 133,214 | 141,111 | +7,897 (+5.9%) |
| Haven Private, LLC | 89,465 | 94,069 | +4,604 (+5.1%) |
| Prosperity Planning, Inc. | 123,606 | 130,763 | +7,157 (+5.8%) |
| Herold Advisors, Inc. | 64,655 | 77,343 | +12,688 (+19.6%) |
| Simplicity Wealth,LLC | 356,208 | 374,075 | +17,867 (+5.0%) |
| Global Strategic Investment Solutions, LLC | 223,410 | 230,892 | +7,482 (+3.3%) |
| GRIMES & COMPANY, INC. | 327,058 | 390,848 | +63,790 (+19.5%) |
| FAS Wealth Partners, Inc. | 214,091 | 218,686 | +4,595 (+2.1%) |
| CoreCap Advisors, LLC | 61,062 | 78,293 | +17,231 (+28.2%) |
| Allworth Financial LP | 39,143 | 173,696 | +134,553 (+343.7%) |
| AE Wealth Management LLC | 90,074 | 140,086 | +50,012 (+55.5%) |
| LEGACY FINANCIAL GROUP, INC. | 9,261 | 10,646 | +1,385 (+15.0%) |
| Visionary Wealth Advisors | 124,258 | 126,991 | +2,733 (+2.2%) |
| PARK AVENUE SECURITIES LLC | 348,548 | 381,331 | +32,783 (+9.4%) |
| World Investment Advisors | 5,105 | 11,409 | +6,304 (+123.5%) |
| Vestmark Advisory Solutions, Inc. | 5,105 | 11,409 | +6,304 (+123.5%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Buttonwood Financial Group, LLC | 435,058 | 346,612 | -88,446 (-20.3%) |
| Oak Root LLC | 2,672,975 | 2,437,157 | -235,818 (-8.8%) |
| Pacific Life Fund Advisors LLC | 872,821 | 833,244 | -39,577 (-4.5%) |
| Dogwood Wealth Management LLC | 121,162 | 113,282 | -7,880 (-6.5%) |
| SEEDS INVESTOR LLC | 25,638 | 18,663 | -6,975 (-27.2%) |
| OneDigital Investment Advisors LLC | 236,500 | 225,745 | -10,755 (-4.5%) |
| WCG Wealth Advisors LLC | 35,926 | 34,085 | -1,841 (-5.1%) |
| MERCER GLOBAL ADVISORS INC /ADV | 105,748 | 84,665 | -21,083 (-19.9%) |
| BLVD Private Wealth, LLC | 2,687 | 2,596 | -91 (-3.4%) |
| Rockefeller Capital Management L.P. | 27,728 | 24,851 | -2,877 (-10.4%) |
| Corient Private Wealth LLC | 7,262 | 6,912 | -350 (-4.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Buckingham Strategic Partners | 10,158 | $793 |
| FLOW TRADERS U.S. LLC | 2,622 | $0 |