Ticker: AVMA CUSIP: 025072182 Class: AVANTIS MODERAT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Cogent Private Wealth, Inc. | 96,482 | $6,398 |
| Great Point Wealth Advisors, LLC | 90,867 | $6,025 |
| LPL Financial LLC | 38,145 | $2,529 |
| CROSSPOINT FINANCIAL, LLC | 18,910 | $1,254 |
| Versant Capital Management, Inc | 15,247 | $1,011 |
| Vawter Financial, Ltd. | 14,757 | $979 |
| OSAIC HOLDINGS, INC. | 11,347 | $753 |
| Integrity Wealth Solutions LLC | 9,577 | $635 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6,560 | $445 |
| Plancorp, LLC | 3,750 | $249 |
| Cambridge Investment Research Advisors, Inc. | 3,428 | $0 |
| Arlington Financial Advisors, LLC | 3,362 | $223 |
| ENVESTNET ASSET MANAGEMENT INC | 3,261 | $216 |
| Keystone Financial Group, Inc. | 2,047 | $136 |
| Sunbelt Securities, Inc. | 1,403 | $93 |
| Farther Finance Advisors, LLC | 600 | $40 |
| EverSource Wealth Advisors, LLC | 244 | $16 |
| UBS Group AG | 86 | $6 |
| CURIO WEALTH, LLC | 46 | $3 |
| Total (19 institutions) | 320,119 | $21,010 |