Ticker: AVIV CUSIP: 025072364 Class: INTERNATIONAL LR
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Paladin Advisory Group, LLC | 100,240 | $7,140 |
| SHUFRO ROSE & CO LLC | 32,128 | $2,288 |
| Private Wealth Asset Management, LLC | 16,674 | $1,188 |
| WorthPointe, LLC | 6,682 | $476 |
| BlackDiamond Wealth Management Inc. | 2,924 | $230 |
| WCG Wealth Advisors LLC | 24,388 | $1,737 |
| SMITH, MOORE & CO. | 3,217 | $229 |
| Beacon Pointe Advisors, LLC | 12,478 | $889 |
| GTS SECURITIES LLC | 3,585 | $255 |
| Sanctuary Advisors, LLC | 9,309 | $663 |
| Schwab Charitable Fund | 3,507 | $250 |
| ROGCO, LP | 384 | $27 |
| Smartleaf Asset Management LLC | 1,750 | $125 |
| Fisher Asset Management, LLC | 3,818 | $272 |
| BANK OF MONTREAL /CAN/ | 1,900 | $136 |
| Ancora Advisors LLC | 520 | $37 |
| JPMORGAN CHASE & CO | 455 | $32 |
| FIFTH THIRD BANCORP | 93 | $7 |
| MAI Capital Management | 88 | $6 |
| Steward Partners Investment Advisory, LLC | 80 | $6 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| B&D White Capital Company, LLC | 306,543 | 371,757 | +65,214 (+21.3%) |
| Northland Capital Management LLC | 98,744 | 112,387 | +13,643 (+13.8%) |
| Allegiance Financial Group Advisory Services LLC | 273,192 | 290,206 | +17,014 (+6.2%) |
| Foundry Financial Group, Inc. | 238,029 | 242,095 | +4,066 (+1.7%) |
| Golden Bell Financial Planning LLC | 114,617 | 116,867 | +2,250 (+2.0%) |
| Austin Wealth Management, LLC | 200,246 | 219,374 | +19,128 (+9.6%) |
| LAM GROUP, INC. | 20,625 | 31,125 | +10,500 (+50.9%) |
| CLUNE & ASSOCIATES, LTD. | 69,584 | 91,463 | +21,879 (+31.4%) |
| Haven Private, LLC | 62,673 | 67,408 | +4,735 (+7.6%) |
| ENTREWEALTH, LLC | 49,519 | 54,882 | +5,363 (+10.8%) |
| FINANCIAL MANAGEMENT NETWORK INC | 118,688 | 137,841 | +19,153 (+16.1%) |
| Vestment Financial LLC | 48,565 | 51,725 | +3,160 (+6.5%) |
| ATWOOD & PALMER INC | 473,063 | 488,185 | +15,122 (+3.2%) |
| Fonville Wealth Management LLC | 103,642 | 109,456 | +5,814 (+5.6%) |
| McLean Asset Management Corp | 31,453 | 47,734 | +16,281 (+51.8%) |
| Linscomb & Williams, Inc. | 232,249 | 274,167 | +41,918 (+18.0%) |
| Symmetry Partners, LLC | 107,638 | 130,722 | +23,084 (+21.4%) |
| Harbor Group, Inc. | 41,540 | 52,928 | +11,388 (+27.4%) |
| Pacific Asset Management, LLC | 19,901 | 21,965 | +2,064 (+10.4%) |
| Prosperity Planning, Inc. | 53,442 | 56,084 | +2,642 (+4.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| ORBA Wealth Advisors, L.L.C. | 34,686 | 23,647 | -11,039 (-31.8%) |
| Total Wealth Planning, LLC | 55,473 | 6,521 | -48,952 (-88.2%) |
| IAG Wealth Partners, LLC | 550,018 | 541,505 | -8,513 (-1.5%) |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 204,887 | 202,554 | -2,333 (-1.1%) |
| Buckingham Strategic Partners | 726,967 | 184,037 | -542,930 (-74.7%) |
| COLLECTIVE FAMILY OFFICE LLC | 74,767 | 70,153 | -4,614 (-6.2%) |
| REDMONT WEALTH ADVISORS LLC | 17,253 | 16,978 | -275 (-1.6%) |
| Savant Capital, LLC | 1,018,021 | 797,244 | -220,777 (-21.7%) |
| FAS Wealth Partners, Inc. | 273,920 | 270,652 | -3,268 (-1.2%) |
| Wealth Management Nebraska | 76,992 | 74,636 | -2,356 (-3.1%) |
| Burk Holdings LLC | 8,964 | 7,930 | -1,034 (-11.5%) |
| McMill Wealth Management | 36,837 | 36,026 | -811 (-2.2%) |
| Beaird Harris Wealth Management, LLC | 122,676 | 120,046 | -2,630 (-2.1%) |
| Stone Point Wealth LLC | 8,115 | 7,208 | -907 (-11.2%) |
| Evanson Asset Management, LLC | 15,336 | 11,385 | -3,951 (-25.8%) |
| Chicago Partners Investment Group LLC | 84,365 | 80,642 | -3,723 (-4.4%) |
| Emprise Bank | 4,675 | 4,291 | -384 (-8.2%) |
| WMG Financial Advisors, LLC | 4,600 | 4,200 | -400 (-8.7%) |
| Moisand Fitzgerald Tamayo, LLC | 9,924 | 8,819 | -1,105 (-11.1%) |
| Focus Partners Wealth | 94,600 | 90,679 | -3,921 (-4.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Werba Rubin Papier Wealth Management | 41,917 | $2,827 |
| Paragon Capital Management Ltd | 3,021 | $204 |
| TruNorth Capital Management, LLC | 1,202 | $81 |
| BRIGHTON JONES LLC | 4,967 | $335 |
| OPPENHEIMER & CO INC | 8,195 | $553 |
| Kestra Investment Management, LLC | 3,269 | $220 |
| GOLDMAN SACHS GROUP INC | 6,788 | $458 |
| PRINCIPAL SECURITIES, INC. | 1,035 | $70 |
| MASSMUTUAL TRUST CO FSB/ADV | 168 | $11 |