Ticker: AVIG CUSIP: 025072562 Class: AVANTIS CORE FI
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| SRS Capital Advisors, Inc. | 774,265 | $32,460 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 33,650 | $1,411 |
| Mach-1 Financial Group, LLC | 22,867 | $959 |
| JDM Financial Group LLC | 9,914 | $416 |
| Lloyd Advisory Services, LLC. | 4,690 | $197 |
| Certified Advisory Corp | 11,359 | $476 |
| NORTHWEST WEALTH MANAGEMENT, LLC | 4,952 | $208 |
| Visionary Wealth Advisors | 12,035 | $505 |
| Accredited Investors Inc. | 9,944 | $417 |
| Jacobi Capital Management LLC | 7,113 | $298 |
| FIRST AMERICAN TRUST, FSB | 5,491 | $230 |
| U.S. Capital Wealth Advisors, LLC | 9,338 | $391 |
| NWAM LLC | 4,763 | $200 |
| Lodestone Wealth Management LLC | 603 | $25 |
| Focus Partners Wealth | 22,310 | $935 |
| JANE STREET GROUP, LLC | 29,460 | $1,235 |
| Beacon Pointe Advisors, LLC | 6,095 | $256 |
| Quantinno Capital Management LP | 5,664 | $237 |
| POM Investment Strategies, LLC | 163 | $7 |
| Farther Finance Advisors, LLC | 647 | $27 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Pacific Asset Management, LLC | 73,863 | 148,489 | +74,626 (+101.0%) |
| REGATTA CAPITAL GROUP, LLC | 529,857 | 771,101 | +241,244 (+45.5%) |
| Echo Wealth Management, LLC | 567,448 | 622,214 | +54,766 (+9.7%) |
| Allodium Investment Consultants, LLC | 220,382 | 278,373 | +57,991 (+26.3%) |
| PLANWISER FINANCIAL, LLC | 82,663 | 109,118 | +26,455 (+32.0%) |
| Hill Investment Group Partners, LLC | 1,283,098 | 1,385,146 | +102,048 (+8.0%) |
| Centennial Wealth Advisory LLC | 495,642 | 532,233 | +36,591 (+7.4%) |
| Allegiance Financial Group Advisory Services LLC | 504,080 | 540,374 | +36,294 (+7.2%) |
| Verus Financial Partners, Inc. | 1,400,955 | 1,474,290 | +73,335 (+5.2%) |
| Simplicity Wealth,LLC | 1,093,877 | 1,160,373 | +66,496 (+6.1%) |
| BCR Wealth Strategies, LLC | 677,003 | 703,931 | +26,928 (+4.0%) |
| Arcadia Wealth Management, Inc. | 68,171 | 82,048 | +13,877 (+20.4%) |
| Highland Financial Advisors, LLC | 522,466 | 529,715 | +7,249 (+1.4%) |
| GREAT VALLEY ADVISOR GROUP, INC. | 122,125 | 906,426 | +784,301 (+642.2%) |
| AE Wealth Management LLC | 5,110,173 | 6,089,059 | +978,886 (+19.2%) |
| ENDEAVOR PRIVATE WEALTH, INC. | 122,331 | 137,706 | +15,375 (+12.6%) |
| Orion Capital Management LLC | 3,952 | 21,428 | +17,476 (+442.2%) |
| Herold Advisors, Inc. | 159,964 | 163,371 | +3,407 (+2.1%) |
| AXXCESS WEALTH MANAGEMENT, LLC | 226,151 | 389,351 | +163,200 (+72.2%) |
| Mattern Wealth Management LLC | 109,084 | 114,774 | +5,690 (+5.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Pacific Life Fund Advisors LLC | 1,136,082 | 1,122,939 | -13,143 (-1.2%) |
| Kingdom Financial Group LLC. | 34,093 | 479 | -33,614 (-98.6%) |
| Dogwood Wealth Management LLC | 127,663 | 125,536 | -2,127 (-1.7%) |
| Buck Wealth Strategies, LLC | 160,586 | 137,487 | -23,099 (-14.4%) |
| GRAND WEALTH MANAGEMENT, LLC | 33,699 | 26,026 | -7,673 (-22.8%) |
| Eaton-Cambridge Inc. | 31,922 | 23,267 | -8,655 (-27.1%) |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | 54,320 | 53,683 | -637 (-1.2%) |
| WealthPlan Investment Management, LLC | 34,130 | 8,488 | -25,642 (-75.1%) |
| Balance Wealth, LLC | 14,681 | 10,368 | -4,313 (-29.4%) |
| TOUNJIAN ADVISORY PARTNERS, LLC | 65,346 | 64,406 | -940 (-1.4%) |
| Quantum Financial Advisors, LLC | 105,326 | 104,122 | -1,204 (-1.1%) |
| Oceanside Advisors LLC | 7,962 | 7,382 | -580 (-7.3%) |
| Goldstone Financial Group, LLC | 19,023 | 16,788 | -2,235 (-11.7%) |
| Trajan Wealth LLC | 174,109 | 171,930 | -2,179 (-1.3%) |
| SILVER OAK SECURITIES, INCORPORATED | 67,510 | 66,509 | -1,001 (-1.5%) |
| Corient Private Wealth LLC | 248,794 | 227,970 | -20,824 (-8.4%) |
| Geneos Wealth Management Inc. | 4,140 | 2,436 | -1,704 (-41.2%) |
| Foundations Investment Advisors, LLC | 6,429 | 5,565 | -864 (-13.4%) |
| Quest 10 Wealth Builders, Inc. | 581 | 538 | -43 (-7.4%) |
| OneDigital Investment Advisors LLC | 7,958 | 7,867 | -91 (-1.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Buckingham Strategic Partners | 975,121 | $40,946 |
| Werba Rubin Papier Wealth Management | 30,652 | $1,290 |
| KWB Wealth | 5,410 | $225 |
| CITADEL ADVISORS LLC | 32,269 | $1,358 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23,576 | $992 |
| HighTower Advisors, LLC | 5,576 | $235 |
| US BANCORP \DE\ | 1,954 | $82 |
| UBS Group AG | 1,501 | $63 |
| Steward Partners Investment Advisory, LLC | 181 | $8 |