Ticker: AVMA CUSIP: 025072182 Class: AVANTIS MODERAT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Arlington Financial Advisors, LLC | 3,362 | $223 |
| ENVESTNET ASSET MANAGEMENT INC | 3,261 | $216 |
| Farther Finance Advisors, LLC | 600 | $40 |
| CURIO WEALTH, LLC | 46 | $3 |
| UBS Group AG | 86 | $6 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| CROSSPOINT FINANCIAL, LLC | 10,600 | 18,910 | +8,310 (+78.4%) |
| Integrity Wealth Solutions LLC | 8,157 | 9,577 | +1,420 (+17.4%) |
| Versant Capital Management, Inc | 10,664 | 15,247 | +4,583 (+43.0%) |
| OSAIC HOLDINGS, INC. | 8,576 | 11,347 | +2,771 (+32.3%) |
| EverSource Wealth Advisors, LLC | 219 | 244 | +25 (+11.4%) |
| Sunbelt Securities, Inc. | 1,387 | 1,403 | +16 (+1.2%) |
| Cambridge Investment Research Advisors, Inc. | 3,223 | 3,428 | +205 (+6.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Vawter Financial, Ltd. | 15,047 | 14,757 | -290 (-1.9%) |
| Keystone Financial Group, Inc. | 2,517 | 2,047 | -470 (-18.7%) |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 6,711 | 6,560 | -151 (-2.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| PFG Private Wealth Management, LLC | 8,157 | $531 |
| Werba Rubin Papier Wealth Management | 3,392 | $221 |
| Advisory Services Network, LLC | 2,132 | $139 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,366 | $414 |