CUSIP 00768Y545
ADVISORSHARES TR
29 institutions · $1.2M total · 41,769 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Regent Peak Wealth Advisors LLC | 21,063 | $489.3K | 50.42% | 2023-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6,000 | $214.5K | 14.36% | 2025-09-30 |
| 3 | LPL Financial LLC | 5,630 | $201.2K | 13.47% | 2025-09-30 |
| 4 | Financial Perspectives, Inc | 2,810 | $89.2K | 6.72% | 2025-12-31 |
| 5 | Geneos Wealth Management Inc. | 1,100 | $28.3K | 2.63% | 2023-12-31 |
| 6 | Key Financial Inc | 815 | $23.5K | 1.95% | 2023-09-30 |
| 7 | Parkside Financial Bank & Trust | 785 | $23.4K | 1.87% | 2024-03-31 |
| 8 | Ashton Thomas Private Wealth, LLC | 706 | $20.3K | 1.69% | 2024-06-30 |
| 9 | American Portfolios Advisors | 413 | $14.9K | 0.98% | 2023-03-31 |
| 10 | Belpointe Asset Management LLC | 400 | $11.2K | 0.95% | 2023-06-30 |
| 11 | OPTIMA CAPITAL LLC | 339 | $10.8K | 0.81% | 2025-12-31 |
| 12 | RAYMOND JAMES FINANCIAL INC | 200 | $6.8K | 0.47% | 2025-06-30 |
| 13 | Royal Bank of Canada | 140 | $4.0K | 0.33% | 2024-12-31 |
| 14 | PRINCIPAL SECURITIES, INC. | 108 | $3.7K | 0.25% | 2025-06-30 |
| 15 | AMERIFLEX GROUP, INC. | 100 | $3.2K | 0.23% | 2025-12-31 |
| 16 | ADVISOR GROUP HOLDINGS, INC. | 100 | $3.2K | 0.23% | 2025-12-31 |
| 17 | MAI Capital Management | 95 | $3.0K | 0.22% | 2025-12-31 |
| 18 | MONEY CONCEPTS CAPITAL CORP | 85 | $2.3K | 0.20% | 2023-03-31 |
| 19 | FINANCIAL CONSULATE, INC | 50 | $1.6K | 0.11% | 2025-12-31 |
| 20 | UBS Group AG | 50 | $1.6K | 0.11% | 2025-12-31 |
| 21 | TCI Wealth Advisors, Inc. | 44 | $1.2K | 0.10% | 2023-06-30 |
| 22 | Smallwood Wealth Investment Management, LLC | 15 | $476 | 0.03% | 2025-12-31 |
| 23 | SIMPLEX TRADING, LLC | 5 | $158 | 0.01% | 2025-12-31 |
| 24 | MORGAN STANLEY | 1 | $42 | 0.00% | 2025-12-31 |
| 25 | FMR LLC | 1 | $32 | 0.00% | 2024-12-31 |
| 26 | Capital Advisors, Ltd. LLC | 677 | $22 | 1.62% | 2024-09-30 |
| 27 | WELLS FARGO & COMPANY/MN | 0 | $15 | 0.00% | 2025-12-31 |
| 28 | IFP Advisors, Inc | 37 | $1 | 0.08% | 2023-03-31 |
| 29 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |