Ticker: AVDS CUSIP: 025072190 Class: AVANTIS INTL SML
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| WorthPointe, LLC | 6,280 | $438 |
| Westwood Wealth Management | 3,477 | $243 |
| GTS SECURITIES LLC | 31,356 | $2,189 |
| Golden State Equity Partners | 4,318 | $301 |
| B&D White Capital Company, LLC | 3,814 | $266 |
| True North Advisors, LLC | 3,025 | $211 |
| MidAtlantic Capital Management, Inc. | 303 | $21 |
| Harbor Asset Planning, Inc. | 225 | $16 |
| LPL Financial LLC | 4,452 | $311 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,344 | $303 |
| Kestra Advisory Services, LLC | 1,404 | $98 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| LAM GROUP, INC. | 5,620 | 14,975 | +9,355 (+166.5%) |
| ENDEAVOR PRIVATE WEALTH, INC. | 7,066 | 14,919 | +7,853 (+111.1%) |
| Atlanta Consulting Group Advisors, LLC | 4,371 | 12,419 | +8,048 (+184.1%) |
| Simplicity Wealth,LLC | 82,149 | 86,663 | +4,514 (+5.5%) |
| Integrity Wealth Solutions LLC | 4,320 | 5,085 | +765 (+17.7%) |
| Breakwater Capital Group | 6,501 | 7,824 | +1,323 (+20.4%) |
| Cloud Capital Management, LLC | 11,811 | 12,613 | +802 (+6.8%) |
| CoreCap Advisors, LLC | 14,230 | 18,145 | +3,915 (+27.5%) |
| AMERICAN CENTURY COMPANIES INC | 118,904 | 196,507 | +77,603 (+65.3%) |
| Tillman Hartley LLC | 2,989 | 3,626 | +637 (+21.3%) |
| MML INVESTORS SERVICES, LLC | 43,883 | 50,238 | +6,355 (+14.5%) |
| ENVESTNET ASSET MANAGEMENT INC | 147,458 | 156,938 | +9,480 (+6.4%) |
| Integrated Wealth Concepts LLC | 35,275 | 36,952 | +1,677 (+4.8%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 3,788 | 9,092 | +5,304 (+140.0%) |
| Summit Financial, LLC | 5,589 | 6,757 | +1,168 (+20.9%) |
| AE Wealth Management LLC | 127 | 859 | +732 (+576.4%) |
| Plancorp, LLC | 14,790 | 14,990 | +200 (+1.4%) |
| PARK AVENUE SECURITIES LLC | 76,437 | 84,804 | +8,367 (+10.9%) |
| CLUNE & ASSOCIATES, LTD. | 3,696 | 3,743 | +47 (+1.3%) |
| CWM, LLC | 140,193 | 155,562 | +15,369 (+11.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Freedom Investment Management, Inc. | 241,468 | 226,992 | -14,476 (-6.0%) |
| Ariadne Wealth Management, LP | 48,738 | 12,244 | -36,494 (-74.9%) |
| Lionshead Wealth Management, LLC | 3,618 | 3,477 | -141 (-3.9%) |
| OneDigital Investment Advisors LLC | 56,410 | 53,959 | -2,451 (-4.3%) |
| Global Retirement Partners, LLC | 298 | 90 | -208 (-69.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Werba Rubin Papier Wealth Management | 11,011 | $744 |
| PFG Private Wealth Management, LLC | 4,320 | $292 |
| CITADEL ADVISORS LLC | 52,385 | $3,539 |
| JANE STREET GROUP, LLC | 26,294 | $1,776 |