Ticker: AVSU CUSIP: 025072281 Class: AVANTIS RESPON U
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Greenspring Advisors, LLC | 42,183 | $3,219 |
| Modern Wealth Management, LLC | 4,433 | $338 |
| Kestra Advisory Services, LLC | 7,758 | $592 |
| CITADEL ADVISORS LLC | 26,680 | $2,036 |
| SRS Capital Advisors, Inc. | 202 | $15 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Northland Capital Management LLC | 70,672 | 75,850 | +5,178 (+7.3%) |
| QUARRY HILL ADVISORS, LLC | 4,044 | 10,016 | +5,972 (+147.7%) |
| Burton Enright Welch | 10,032 | 18,655 | +8,623 (+86.0%) |
| Kelman-Lazarov, Inc. | 11,997 | 19,537 | +7,540 (+62.8%) |
| Henrickson Nauta Wealth Advisors, Inc. | 6,091 | 12,182 | +6,091 (+100.0%) |
| Hill Investment Group Partners, LLC | 15,655 | 23,684 | +8,029 (+51.3%) |
| Signature Resources Capital Management, LLC | 6,594 | 8,420 | +1,826 (+27.7%) |
| BFSG, LLC | 17,209 | 19,613 | +2,404 (+14.0%) |
| Bridgewater Advisors Inc. | 12,935 | 15,502 | +2,567 (+19.8%) |
| Passive Capital Management, LLC. | 13,294 | 13,564 | +270 (+2.0%) |
| ABLE Financial Group, LLC | 10,896 | 11,427 | +531 (+4.9%) |
| MERCER GLOBAL ADVISORS INC /ADV | 126,052 | 153,236 | +27,184 (+21.6%) |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 144,827 | 153,639 | +8,812 (+6.1%) |
| Brinker Capital Investments, LLC | 17,279 | 20,022 | +2,743 (+15.9%) |
| ENVESTNET ASSET MANAGEMENT INC | 26,995 | 32,371 | +5,376 (+19.9%) |
| MORGAN STANLEY | 4,064 | 8,369 | +4,305 (+105.9%) |
| HB Wealth Management, LLC | 23,440 | 25,173 | +1,733 (+7.4%) |
| CURIO WEALTH, LLC | 2,458 | 2,576 | +118 (+4.8%) |
| True Wealth Design, LLC | 2,059 | 2,209 | +150 (+7.3%) |
| LPL Financial LLC | 133,042 | 134,917 | +1,875 (+1.4%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Trademark Financial Management, LLC | 45,882 | 6,979 | -38,903 (-84.8%) |
| LongView Asset Management LLC | 44,245 | 38,669 | -5,576 (-12.6%) |
| Vestment Financial LLC | 24,864 | 24,179 | -685 (-2.8%) |
| Oak Wealth Advisors LLC | 9,058 | 8,635 | -423 (-4.7%) |
| North Ridge Wealth Advisors, Inc. | 8,184 | 7,868 | -316 (-3.9%) |
| Mariner, LLC | 97,464 | 46,459 | -51,005 (-52.3%) |
| JOURNEY STRATEGIC WEALTH LLC | 15,746 | 13,288 | -2,458 (-15.6%) |
| Buckingham Strategic Partners | 14,142 | 10,974 | -3,168 (-22.4%) |
| Focus Partners Wealth | 358,248 | 351,223 | -7,025 (-2.0%) |
| EnRich Financial Partners LLC | 9,362 | 9,212 | -150 (-1.6%) |
| Savant Capital, LLC | 28,217 | 25,670 | -2,547 (-9.0%) |
| HighTower Advisors, LLC | 33,722 | 32,233 | -1,489 (-4.4%) |
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,328 | 2,784 | -544 (-16.3%) |
| GRAND WEALTH MANAGEMENT, LLC | 934 | 868 | -66 (-7.1%) |
| Cetera Investment Advisers | 6,174 | 5,825 | -349 (-5.7%) |
| OSAIC HOLDINGS, INC. | 1,919 | 1,892 | -27 (-1.4%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Werba Rubin Papier Wealth Management | 4,168 | $307 |
| TWO SIGMA INVESTMENTS, LP | 17,700 | $1,302 |
| JANE STREET GROUP, LLC | 3,543 | $261 |