CUSIP 00768Y438Q DYNAMIC GROWTHQPXQ4 2025
1 filings · latest Nov 1, 2023
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 1, 2023 | Professional Financial Advisors, LLC | 13G | 10.0% | 67.1K | SEC |
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Encompass More Asset Management | 239.9K | $10.68M |
| 2 | Professional Financial Advisors, LLC | 63.7K | $2.84M |
| 3 | Cetera Investment Advisers | 54.8K | $2.44M |
| 4 | Osaic Holdings, Inc. | 54.4K | $2.42M |
| 5 | Rothschild Wealth LLC | 30.6K | $1.36M |
| 6 | Foundations Investment Advisors, LLC | 28.2K | $1.25M |
| 7 | Legacy Wealth Managment, LLC/Id | 18.3K | $816.2K |
| 8 | Susquehanna International Group, LLP | 11.5K | $510.1K |
| 9 |
| Envestnet Asset Management Inc |
| 10.6K |
| $471.3K |
| 10 | Ameriflex Group, Inc. | 1.1K | $47.2K |