Ticker: AVGE CUSIP: 025072232 Class: AVANTIS ALL EQT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Greenspring Advisors, LLC | 174,276 | $14,972 |
| Henrickson Nauta Wealth Advisors, Inc. | 4,718 | $417 |
| AXXCESS WEALTH MANAGEMENT, LLC | 26,819 | $2,304 |
| Accurate Wealth Management, LLC | 3,210 | $285 |
| HUB Investment Partners, LLC | 10,094 | $867 |
| Aprio Wealth Management, LLC | 4,285 | $368 |
| Magnus Financial Group LLC | 2,431 | $209 |
| Farther Finance Advisors, LLC | 10,710 | $920 |
| Savvy Advisors, Inc. | 3,967 | $341 |
| Equitable Holdings, Inc. | 6,851 | $589 |
| AQR CAPITAL MANAGEMENT LLC | 8,145 | $700 |
| MML INVESTORS SERVICES, LLC | 2,506 | $215 |
| SRS Capital Advisors, Inc. | 662 | $57 |
| Team Financial Group, LLC | 85 | $7 |
| ATWOOD & PALMER INC | 109 | $9 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Meredith Wealth Planning | 160,562 | 232,703 | +72,141 (+44.9%) |
| Pacific Asset Management, LLC | 52,382 | 69,919 | +17,537 (+33.5%) |
| Ridgeline Wealth, LLC | 23,334 | 27,879 | +4,545 (+19.5%) |
| Yardley Wealth Management LLC | 26,765 | 30,115 | +3,350 (+12.5%) |
| CURIO WEALTH, LLC | 11,912 | 20,570 | +8,658 (+72.7%) |
| Integrity Wealth Solutions LLC | 9,917 | 15,275 | +5,358 (+54.0%) |
| Fermata Advisors, LLC | 35,798 | 40,589 | +4,791 (+13.4%) |
| Hutchens & Kramer Investment Management Group, LLC | 26,719 | 28,459 | +1,740 (+6.5%) |
| ARQ WEALTH ADVISORS, LLC | 5,774 | 10,213 | +4,439 (+76.9%) |
| ENTREWEALTH, LLC | 28,660 | 29,151 | +491 (+1.7%) |
| Austin Wealth Management, LLC | 42,648 | 45,820 | +3,172 (+7.4%) |
| Oceanside Advisors LLC | 16,978 | 17,458 | +480 (+2.8%) |
| BIP Wealth, LLC | 93,322 | 103,796 | +10,474 (+11.2%) |
| Index Fund Advisors, Inc. | 70,703 | 76,081 | +5,378 (+7.6%) |
| Meritas Wealth Management, LLC | 2,646 | 3,437 | +791 (+29.9%) |
| Buckingham Strategic Partners | 6,512 | 27,976 | +21,464 (+329.6%) |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 2,361 | 3,213 | +852 (+36.1%) |
| Evanson Asset Management, LLC | 29,211 | 32,261 | +3,050 (+10.4%) |
| SAGE RHINO CAPITAL LLC | 4,858 | 5,813 | +955 (+19.7%) |
| GEM Asset Management, LLC | 5,854 | 6,114 | +260 (+4.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Paragon Advisors, LLC | 81,398 | 62,817 | -18,581 (-22.8%) |
| Nova R Wealth, Inc. | 102,073 | 99,899 | -2,174 (-2.1%) |
| Collaborative Wealth Managment Inc. | 35,775 | 32,937 | -2,838 (-7.9%) |
| Compass Ion Advisors, LLC | 74,620 | 68,266 | -6,354 (-8.5%) |
| WMG Financial Advisors, LLC | 16,653 | 15,898 | -755 (-4.5%) |
| Eaton-Cambridge Inc. | 7,898 | 7,136 | -762 (-9.6%) |
| Prudent Man Investment Management, Inc. | 516 | 169 | -347 (-67.2%) |
| Global Trust Asset Management, LLC | 300 | 38 | -262 (-87.3%) |
| SAX WEALTH ADVISORS, LLC | 5,602 | 4,643 | -959 (-17.1%) |
| WESPAC Advisors SoCal, LLC | 3,036 | 2,914 | -122 (-4.0%) |
| BAYSHORE ASSET MANAGEMENT, LLC | 2,438 | 2,371 | -67 (-2.7%) |
| Advisory Services Network, LLC | 9,777 | 9,377 | -400 (-4.1%) |
| Great Point Wealth Advisors, LLC | 3,427 | 3,369 | -58 (-1.7%) |
| JPMORGAN CHASE & CO | 663 | 488 | -175 (-26.4%) |
| WELLS FARGO & COMPANY/MN | 385 | 341 | -44 (-11.4%) |
| McIlrath & Eck, LLC | 97 | 82 | -15 (-15.5%) |
| Cambridge Investment Research Advisors, Inc. | 11,969 | 11,608 | -361 (-3.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Werba Rubin Papier Wealth Management | 33,395 | $2,786 |
| PFG Private Wealth Management, LLC | 9,917 | $827 |
| PACIFIC FINANCIAL GROUP INC | 5,379 | $449 |
| Oak Wealth Advisors LLC | 3,331 | $278 |
| JANE STREET GROUP, LLC | 6,437 | $537 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,603 | $301 |
| Rialto Wealth Management, LLC | 143 | $12 |