HoldingsChannel.com
Funds Holding AVDE

On this page, we present all of the funds holding AVDE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVDE, with a link to that fund's top holdings. The next columns indicate the amount of AVDE stock held by each of the funds holding AVDE, followed by the AVDE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 300 funds holding AVDE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding AVDE), click the fund name in the "Holder" column of the funds-holding-AVDE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC4,109,921$261,966 03/31/2024
     AVDE4,109,921$261,966 03/31/2024
HighTower Advisors LLC2,367,030$143,037 12/31/2023
     AVDE2,367,030$143,037 12/31/2023
Rockwood Wealth Management LLC2,131,007$135,830 03/31/2024
     AVDE2,131,007$135,830 03/31/2024
Annex Advisory Services LLC2,075,377$132,285 03/31/2024
     AVDE2,075,377$132,285 03/31/2024
WMS Partners LLC1,668,656$100,837 12/31/2023
     AVDE1,668,656$100,837 12/31/2023
American Century Companies Inc.1,650,792$99,757 12/31/2023
     AVDE1,650,792$99,757 12/31/2023
Creative Planning1,104,188$66,726 12/31/2023
     AVDE1,104,188$66,726 12/31/2023
Waypoint Wealth Partners Inc.971,107$61,898 03/31/2024
     AVDE971,107$61,898 03/31/2024
LPL Financial LLC998,332$60,329 12/31/2023
     AVDE998,332$60,329 12/31/2023
Plancorp LLC925,641$55,937 12/31/2023
     AVDE925,641$55,937 12/31/2023
Vista Wealth Management Group LLC913,037$55,175 12/31/2023
     AVDE913,037$55,175 12/31/2023
PrairieView Partners LLC811,561$49,043 12/31/2023
     AVDE811,561$49,043 12/31/2023
Envestnet Asset Management Inc.773,993$46,772 12/31/2023
     AVDE773,993$46,772 12/31/2023
CI Private Wealth LLC763,386$46,131 12/31/2023
     AVDE763,386$46,131 12/31/2023
Werba Rubin Papier Wealth Management730,242$44,129 12/31/2023
     AVDE730,242$44,129 12/31/2023
Northwestern Mutual Wealth Management Co.684,382$41,357 12/31/2023
     AVDE684,382$41,357 12/31/2023
Pacific Life Fund Advisors LLC640,893$40,851 03/31/2024
     AVDE640,893$40,851 03/31/2024
Versant Capital Management Inc613,926$39,132 03/31/2024
     AVDE613,926$39,132 03/31/2024
Resources Investment Advisors LLC.639,641$38,654 12/31/2023
     AVDE639,641$38,654 12/31/2023
ESL Trust Services LLC638,444$38,581 12/31/2023
     AVDE638,444$38,581 12/31/2023
Atwood & Palmer Inc.593,902$37,855 03/31/2024
     AVDE593,902$37,855 03/31/2024
Waypoint Capital Advisors LLC612,907$37,038 12/31/2023
     AVDE612,907$37,038 12/31/2023
Executive Wealth Management LLC594,113$35,902 12/31/2023
     AVDE594,113$35,902 12/31/2023
JPMorgan Chase & Co.564,586$34,118 12/31/2023
     AVDE564,586$34,118 12/31/2023
Greenup Street Wealth Management LLC552,673$33,398 12/31/2023
     AVDE552,673$33,398 12/31/2023
Morgan Stanley508,133$30,707 12/31/2023
     AVDE508,133$30,707 12/31/2023
Garrett Investment Advisors LLC462,883$29,504 03/31/2024
     AVDE462,883$29,504 03/31/2024
JJJ Advisors Inc.457,652$29,171 03/31/2024
     AVDE457,652$29,171 03/31/2024
Raymond James Financial Services Advisors Inc.453,649$28,916 03/31/2024
     AVDE453,649$28,916 03/31/2024
RVW Wealth LLC449,570$28,656 03/31/2024
     AVDE449,570$28,656 03/31/2024
Bank of America Corp DE457,365$27,639 12/31/2023
     AVDE457,365$27,639 12/31/2023
CWM LLC416,074$26,521 03/31/2024
     AVDE416,074$26,521 03/31/2024
BSW Wealth Partners407,608$25,981 03/31/2024
     AVDE407,608$25,981 03/31/2024
Diversified Portfolios Inc.389,574$23,542 12/31/2023
     AVDE389,574$23,542 12/31/2023
Wells Fargo & Company MN354,175$21,403 12/31/2023
     AVDE354,175$21,403 12/31/2023
Quantum Financial Advisors LLC350,385$21,174 12/31/2023
     AVDE350,385$21,174 12/31/2023
UBS Group AG333,032$20,125 12/31/2023
     AVDE333,032$20,125 12/31/2023
Red Lighthouse Investment Management LLC318,086$19,222 12/31/2023
     AVDE318,086$19,222 12/31/2023
TCG Advisory Services LLC315,870$19,088 12/31/2023
     AVDE315,870$19,088 12/31/2023
Krilogy Financial LLC286,528$18,263 03/31/2024
     AVDE286,528$18,263 03/31/2024
Tarbox Family Office Inc.283,451$18,067 03/31/2024
     AVDE283,451$18,067 03/31/2024
Cardiff Park Advisors LLC295,217$17,840 12/31/2023
     AVDE295,217$17,840 12/31/2023
Annapolis Financial Services LLC277,964$17,717 03/31/2024
     AVDE277,964$17,717 03/31/2024
BCR Wealth Strategies LLC293,061$17,709 12/31/2023
     AVDE293,061$17,709 12/31/2023
Fifth Third Bancorp274,677$17,508 03/31/2024
     AVDE274,677$17,508 03/31/2024
SC&H Financial Advisors Inc.278,653$16,839 12/31/2023
     AVDE278,653$16,839 12/31/2023
Trellis Wealth Advisors LLC260,342$16,594 03/31/2024
     AVDE260,342$16,594 03/31/2024
Bridgewater Advisors Inc.272,233$16,451 12/31/2023
     AVDE272,233$16,451 12/31/2023
Grand Wealth Management LLC268,763$16,241 12/31/2023
     AVDE268,763$16,241 12/31/2023
Strategic Blueprint LLC246,768$15,729 03/31/2024
     AVDE246,768$15,729 03/31/2024
Highland Financial Advisors LLC249,522$15,079 12/31/2023
     AVDE249,522$15,079 12/31/2023
WCG Wealth Advisors LLC243,138$14,693 12/31/2023
     AVDE243,138$14,693 12/31/2023
Henrickson Nauta Wealth Advisors Inc.232,295$14,637 03/31/2024
     AVDE232,295$14,637 03/31/2024
Chilton Capital Management LLC235,210$14,214 12/31/2023
     AVDE235,210$14,214 12/31/2023
Commonwealth Equity Services LLC232,483$14,049 12/31/2023
     AVDE232,483$14,049 12/31/2023
Foundations Investment Advisors LLC225,982$13,620 12/31/2023
     AVDE225,982$13,620 12/31/2023
Apella Capital LLC200,485$12,793 03/31/2024
     AVDE200,485$12,793 03/31/2024
AWM Capital LLC200,121$12,756 03/31/2024
     AVDE200,121$12,756 03/31/2024
Family Investment Center Inc.197,618$12,596 03/31/2024
     AVDE197,618$12,596 03/31/2024
Park Avenue Securities LLC197,556$12,592 03/31/2024
     AVDE197,556$12,592 03/31/2024
Websterrogers Financial Advisors LLC198,321$11,985 12/31/2023
     AVDE198,321$11,985 12/31/2023
OLD Mission Capital LLC194,148$11,732 12/31/2023
     AVDE194,148$11,732 12/31/2023
First National Bank Sioux Falls166,266$10,598 03/31/2024
     AVDE166,266$10,598 03/31/2024
Zhang Financial LLC163,368$10,413 03/31/2024
     AVDE163,368$10,413 03/31/2024
Pensionmark Financial Group LLC171,476$10,362 12/31/2023
     AVDE171,476$10,362 12/31/2023
Symmetry Partners LLC162,281$10,344 03/31/2024
     AVDE162,281$10,344 03/31/2024
Bank of New York Mellon Corp159,738$10,182 03/31/2024
     AVDE159,738$10,182 03/31/2024
Hill Investment Group Partners LLC163,299$9,868 12/31/2023
     AVDE163,299$9,868 12/31/2023
CVA Family Office LLC149,423$9,524 03/31/2024
     AVDE149,423$9,524 03/31/2024
Symphony Financial Ltd. Co.144,883$9,235 03/31/2024
     AVDE144,883$9,235 03/31/2024
Jane Street Group LLC152,069$9,190 12/31/2023
     AVDE152,069$9,190 12/31/2023
Financial Advisory Service Inc.151,302$9,143 12/31/2023
     AVDE151,302$9,143 12/31/2023
ARQ Wealth Advisors LLC149,431$9,030 12/31/2023
     AVDE149,431$9,030 12/31/2023
Signature Resources Capital Management LLC148,981$9,003 03/31/2024
     AVDE148,981$9,003 03/31/2024
Stratos Wealth Partners LTD.141,136$8,996 03/31/2024
     AVDE141,136$8,996 03/31/2024
Lutz Financial Services LLC145,551$8,796 12/31/2023
     AVDE145,551$8,796 12/31/2023
IAG Wealth Partners LLC137,890$8,789 03/31/2024
     AVDE137,890$8,789 03/31/2024
ZRC Wealth Management LLC136,686$8,711 03/31/2024
     AVDE136,686$8,711 03/31/2024
Savant Capital LLC143,983$8,701 12/31/2023
     AVDE143,983$8,701 12/31/2023
WMG Financial Advisors LLC137,640$8,318 12/31/2023
     AVDE137,640$8,318 12/31/2023
Advisor Group Holdings Inc.137,259$8,300 12/31/2023
     AVDE137,259$8,300 12/31/2023
Canvas Wealth Advisors LLC133,873$8,205 03/31/2024
     AVDE133,873$8,205 03/31/2024
TCI Wealth Advisors Inc.132,694$8,019 12/31/2023
     AVDE132,694$8,019 12/31/2023
Stephens Consulting LLC125,315$7,988 03/31/2024
     AVDE125,315$7,988 03/31/2024
Sax Wealth Advisors LLC130,798$7,904 12/31/2023
     AVDE130,798$7,904 12/31/2023
Echo Wealth Management LLC123,062$7,844 03/31/2024
     AVDE123,062$7,844 03/31/2024
WorthPointe LLC127,625$7,712 12/31/2023
     AVDE127,625$7,712 12/31/2023
Larson Financial Group LLC124,162$7,503 12/31/2023
     AVDE124,162$7,503 12/31/2023
MML Investors Services LLC120,347$7,273 12/31/2023
     AVDE120,347$7,273 12/31/2023
Northwest Wealth Management LLC116,405$7,034 12/31/2023
     AVDE116,405$7,034 12/31/2023
GWM Advisors LLC116,619$6,890 12/31/2023
     AVDE116,619$6,890 12/31/2023
True Wealth Design LLC110,654$6,687 12/31/2023
     AVDE110,654$6,687 12/31/2023
Buckingham Strategic Wealth LLC108,797$6,575 12/31/2023
     AVDE108,797$6,575 12/31/2023
Trilogy Capital Inc.102,931$6,561 03/31/2024
     AVDE102,931$6,561 03/31/2024
HTG Investment Advisors Inc.108,239$6,541 12/31/2023
     AVDE108,239$6,541 12/31/2023
Clarity Capital Advisors LLC100,241$6,389 03/31/2024
     AVDE100,241$6,389 03/31/2024
Castle Wealth Management LLC101,354$6,125 12/31/2023
     AVDE101,354$6,125 12/31/2023
Physician Wealth Solutions Inc.96,055$6,123 03/31/2024
     AVDE96,055$6,123 03/31/2024
Financial Futures Ltd Liability Co.100,559$6,077 12/31/2023
     AVDE100,559$6,077 12/31/2023
Perigon Wealth Management LLC100,481$6,072 12/31/2023
     AVDE100,481$6,072 12/31/2023
Sage Rhino Capital LLC100,217$6,056 12/31/2023
     AVDE100,217$6,056 12/31/2023
Great Point Wealth Advisors LLC98,751$5,968 12/31/2023
     AVDE98,751$5,968 12/31/2023
ShankerValleau Wealth Advisors Inc.92,911$5,922 03/31/2024
     AVDE92,911$5,922 03/31/2024
Pathstone Holdings LLC89,620$5,416 12/31/2023
     AVDE89,620$5,416 12/31/2023
Magnolia Capital Advisors LLC89,764$5,395 12/31/2023
     AVDE89,764$5,395 12/31/2023
Signature Estate & Investment Advisors LLC87,781$5,305 12/31/2023
     AVDE87,781$5,305 12/31/2023
Financial Symmetry Inc84,430$4,970 12/31/2023
     AVDE84,430$4,970 12/31/2023
Gateway Wealth Partners LLC79,429$4,800 12/31/2023
     AVDE79,429$4,800 12/31/2023
Chicago Partners Investment Group LLC76,376$4,770 03/31/2024
     AVDE76,376$4,770 03/31/2024
Orion Portfolio Solutions LLC79,198$4,770 12/31/2023
     AVDE79,198$4,770 12/31/2023
Disciplina Capital Management LLC75,173$4,543 12/31/2023
     AVDE75,173$4,543 12/31/2023
Wedmont Private Capital68,673$4,382 03/31/2024
     AVDE68,673$4,382 03/31/2024
Brookstone Capital Management68,706$4,379 03/31/2024
     AVDE68,706$4,379 03/31/2024
Visionary Wealth Advisors71,327$4,310 12/31/2023
     AVDE71,327$4,310 12/31/2023
Kelman Lazarov Inc.71,017$4,292 12/31/2023
     AVDE71,017$4,292 12/31/2023
McLean Asset Management Corp67,198$4,288 03/31/2024
     AVDE67,198$4,288 03/31/2024
ORBA Wealth Advisors L.L.C.67,843$4,100 12/31/2023
     AVDE67,843$4,100 12/31/2023
Robertson Stephens Wealth Management LLC65,819$3,977 12/31/2023
     AVDE65,819$3,977 12/31/2023
Evensky & Katz LLC61,606$3,927 03/31/2024
     AVDE61,606$3,927 03/31/2024
REDW Wealth LLC63,890$3,861 12/31/2023
     AVDE63,890$3,861 12/31/2023
Strategic Financial Concepts LLC59,821$3,813 03/31/2024
     AVDE59,821$3,813 03/31/2024
Moisand Fitzgerald Tamayo LLC58,445$3,725 03/31/2024
     AVDE58,445$3,725 03/31/2024
Advisory Resource Group60,041$3,628 12/31/2023
     AVDE60,041$3,628 12/31/2023
Cresset Asset Management LLC60,000$3,626 12/31/2023
     AVDE60,000$3,626 12/31/2023
Anderson Hoagland & Co.55,814$3,517 03/31/2024
     AVDE55,814$3,517 03/31/2024
Schwarz Dygos Wheeler Investment Advisors LLC58,016$3,506 12/31/2023
     AVDE58,016$3,506 12/31/2023
AlphaQ Advisors LLC57,960$3,503 12/31/2023
     AVDE57,960$3,503 12/31/2023
PCG Wealth Advisors LLC52,251$3,330 03/31/2024
     AVDE52,251$3,330 03/31/2024
Flagstone Financial Management54,917$3,319 12/31/2023
     AVDE54,917$3,319 12/31/2023
Bayshore Asset Management LLC54,878$3,316 12/31/2023
     AVDE54,878$3,316 12/31/2023
Austin Asset Management Co Inc53,084$3,208 12/31/2023
     AVDE53,084$3,208 12/31/2023
CENTRAL TRUST Co49,821$3,176 03/31/2024
     AVDE49,821$3,176 03/31/2024
Trademark Financial Management LLC52,496$3,172 12/31/2023
     AVDE52,496$3,172 12/31/2023
Ausdal Financial Partners Inc.47,168$3,006 03/31/2024
     AVDE47,168$3,006 03/31/2024
Concurrent Investment Advisors LLC45,055$2,723 12/31/2023
     AVDE45,055$2,723 12/31/2023
Jackson Thornton Asset Management LLC45,016$2,720 12/31/2023
     AVDE45,016$2,720 12/31/2023
Annandale Capital LLC43,917$2,654 12/31/2023
     AVDE43,917$2,654 12/31/2023
SOL Capital Management CO40,573$2,586 03/31/2024
     AVDE40,573$2,586 03/31/2024
D.A. Davidson & CO.42,686$2,580 12/31/2023
     AVDE42,686$2,580 12/31/2023
Valued Wealth Advisors LLC44,993$2,504 12/31/2023
     AVDE44,993$2,504 12/31/2023
Waterfront Wealth Inc.40,983$2,477 12/31/2023
     AVDE40,983$2,477 12/31/2023
Private Advisor Group LLC39,583$2,392 12/31/2023
     AVDE39,583$2,392 12/31/2023
Transcendent Capital Group LLC39,182$2,368 03/31/2024
     AVDE39,182$2,368 03/31/2024
Cypress Point Wealth Management LLC37,967$2,294 12/31/2023
     AVDE37,967$2,294 12/31/2023
Quarry Hill Advisors LLC36,839$2,226 12/31/2023
     AVDE36,839$2,226 12/31/2023
Sterneck Capital Management LLC36,253$2,191 12/31/2023
     AVDE36,253$2,191 12/31/2023
Cambridge Investment Research Advisors Inc.34,232$2,182 03/31/2024
     AVDE34,232$2,182 03/31/2024
SJS Investment Consulting Inc.33,806$2,155 03/31/2024
     AVDE33,806$2,155 03/31/2024
Abacus Planning Group Inc.32,247$2,055 03/31/2024
     AVDE32,247$2,055 03/31/2024
Collective Family Office LLC32,105$2,046 03/31/2024
     AVDE32,105$2,046 03/31/2024
Private Capital Management LLC32,077$2,045 03/31/2024
     AVDE32,077$2,045 03/31/2024
Orion Capital Management LLC33,822$2,044 12/31/2023
     AVDE33,822$2,044 12/31/2023
Mariner LLC32,616$1,971 12/31/2023
     AVDE32,616$1,971 12/31/2023
Citizens & Northern Corp32,037$1,936 12/31/2023
     AVDE32,037$1,936 12/31/2023
Forum Financial Management LP30,637$1,851 12/31/2023
     AVDE30,637$1,851 12/31/2023
Brown Financial Advisory28,078$1,790 03/31/2024
     AVDE28,078$1,790 03/31/2024
CAP Partners LLC27,984$1,784 03/31/2024
     AVDE27,984$1,784 03/31/2024
Cetera Trust Company N.A29,437$1,779 12/31/2023
     AVDE29,437$1,779 12/31/2023
Meredith Wealth Planning27,209$1,734 03/31/2024
     AVDE27,209$1,734 03/31/2024
EverSource Wealth Advisors LLC28,138$1,700 12/31/2023
     AVDE28,138$1,700 12/31/2023
Morris Financial Concepts Inc.26,325$1,678 03/31/2024
     AVDE26,325$1,678 03/31/2024
Tortoise Investment Management LLC27,711$1,675 12/31/2023
     AVDE27,711$1,675 12/31/2023
Nwam LLC27,094$1,637 12/31/2023
     AVDE27,094$1,637 12/31/2023
Comerica Bank26,190$1,583 12/31/2023
     AVDE26,190$1,583 12/31/2023
Warren Averett Asset Management LLC25,853$1,562 12/31/2023
     AVDE25,853$1,562 12/31/2023
Veriti Management LLC23,757$1,514 03/31/2024
     AVDE23,757$1,514 03/31/2024
Jacobi Capital Management LLC25,027$1,512 12/31/2023
     AVDE25,027$1,512 12/31/2023
Wetherby Asset Management Inc.25,000$1,511 12/31/2023
     AVDE25,000$1,511 12/31/2023
Nova R Wealth Inc.23,466$1,496 03/31/2024
     AVDE23,466$1,496 03/31/2024
Fonville Wealth Management LLC24,682$1,492 12/31/2023
     AVDE24,682$1,492 12/31/2023
LexAurum Advisors LLC23,296$1,485 03/31/2024
     AVDE23,296$1,485 03/31/2024
UMB Bank N A MO23,580$1,425 12/31/2023
     AVDE23,580$1,425 12/31/2023
Aire Advisors LLC23,022$1,391 12/31/2023
     AVDE23,022$1,391 12/31/2023
Magnus Financial Group LLC22,706$1,372 12/31/2023
     AVDE22,706$1,372 12/31/2023
Slagle Financial LLC22,542$1,362 12/31/2023
     AVDE22,542$1,362 12/31/2023
Evanson Asset Management LLC21,145$1,348 03/31/2024
     AVDE21,145$1,348 03/31/2024
Seed Wealth Management Inc.20,715$1,315 03/31/2024
     AVDE20,715$1,315 03/31/2024
Lakeridge Wealth Management LLC21,649$1,308 12/31/2023
     AVDE21,649$1,308 12/31/2023
North Ridge Wealth Advisors Inc.19,848$1,265 03/31/2024
     AVDE19,848$1,265 03/31/2024
Herold Advisors Inc.20,864$1,261 12/31/2023
     AVDE20,864$1,261 12/31/2023
Lam Group Inc.19,580$1,248 03/31/2024
     AVDE19,580$1,248 03/31/2024
Merriman Wealth Management LLC20,558$1,242 12/31/2023
     AVDE20,558$1,242 12/31/2023
Grove Bank & Trust20,278$1,225 12/31/2023
     AVDE20,278$1,225 12/31/2023
SageView Advisory Group LLC19,980$1,201 12/31/2023
     AVDE19,980$1,201 12/31/2023
Buckingham Strategic Partners19,432$1,174 12/31/2023
     AVDE19,432$1,174 12/31/2023
Eaton Cambridge Inc.18,964$1,146 12/31/2023
     AVDE18,964$1,146 12/31/2023
Royal Bank of Canada18,717$1,131 12/31/2023
     AVDE18,717$1,131 12/31/2023
Farther Finance Advisors LLC17,126$1,035 12/31/2023
     AVDE17,126$1,035 12/31/2023
Altus Wealth Group LLC16,954$1,025 12/31/2023
     AVDE16,954$1,025 12/31/2023
Kestra Advisory Services LLC16,848$1,018 12/31/2023
     AVDE16,848$1,018 12/31/2023
Apollon Wealth Management LLC16,787$1,014 12/31/2023
     AVDE16,787$1,014 12/31/2023
USAdvisors Wealth Management LLC16,622$1,004 12/31/2023
     AVDE16,622$1,004 12/31/2023
Greenwich Wealth Management LLC16,439$993 12/31/2023
     AVDE16,439$993 12/31/2023
Level Financial Advisors Inc.15,537$990 03/31/2024
     AVDE15,537$990 03/31/2024
IHT Wealth Management LLC15,278$923 12/31/2023
     AVDE15,278$923 12/31/2023
Rockefeller Capital Management L.P.14,564$880 12/31/2023
     AVDE14,564$880 12/31/2023
Evoke Wealth LLC14,014$847 12/31/2023
     AVDE14,014$847 12/31/2023
Wealthstream Advisors Inc.13,944$843 12/31/2023
     AVDE13,944$843 12/31/2023
Prosperity Planning Inc.12,944$825 03/31/2024
     AVDE12,944$825 03/31/2024
Truepoint Inc.13,651$825 12/31/2023
     AVDE13,651$825 12/31/2023
Hutchens & Kramer Investment Management Group LLC13,488$815 12/31/2023
     AVDE13,488$815 12/31/2023
Raymond James Trust N.A.12,248$781 03/31/2024
     AVDE12,248$781 03/31/2024
IAM Advisory LLC11,547$736 03/31/2024
     AVDE11,547$736 03/31/2024
ML & R Wealth Management LLC12,154$734 12/31/2023
     AVDE12,154$734 12/31/2023
Mercer Global Advisors Inc. ADV11,933$721 12/31/2023
     AVDE11,933$721 12/31/2023
ARK & TLK Investments LLC11,925$721 12/31/2023
     AVDE11,925$721 12/31/2023
AE Wealth Management LLC11,972$717 12/31/2023
     AVDE11,972$717 12/31/2023
Lion Street Advisors LLC11,199$677 03/31/2024
     AVDE11,199$677 03/31/2024
SILVER OAK SECURITIES Inc11,042$667 12/31/2023
     AVDE11,042$667 12/31/2023
Wealthfront Advisers LLC10,010$638 03/31/2024
     AVDE10,010$638 03/31/2024
GEM Asset Management LLC10,123$612 12/31/2023
     AVDE10,123$612 12/31/2023
Tillman Hartley LLC9,885$597 12/31/2023
     AVDE9,885$597 12/31/2023
Private Wealth Management Group LLC9,420$569 12/31/2023
     AVDE9,420$569 12/31/2023
Life Planning Partners Inc9,335$564 12/31/2023
     AVDE9,335$564 12/31/2023
Prudential Financial Inc.9,142$552 12/31/2023
     AVDE9,142$552 12/31/2023
Alpha Financial Advisors LLC9,119$551 12/31/2023
     AVDE9,119$551 12/31/2023
MN Wealth Advisors LLC8,918$539 12/31/2023
     AVDE8,918$539 12/31/2023
Glenview Trust Co8,911$538 12/31/2023
     AVDE8,911$538 12/31/2023
Capital Performance Advisors LLP8,910$538 12/31/2023
     AVDE8,910$538 12/31/2023
Visionary Horizons LLC8,403$522 03/31/2024
     AVDE8,403$522 03/31/2024
Certified Advisory Corp8,536$516 12/31/2023
     AVDE8,536$516 12/31/2023
Good Life Advisors LLC7,883$476 12/31/2023
     AVDE7,883$476 12/31/2023
Tanglewood Legacy Advisors LLC7,380$470 03/31/2024
     AVDE7,380$470 03/31/2024
Soundmark Wealth Management LLC7,358$469 03/31/2024
     AVDE7,358$469 03/31/2024
Hilltop Holdings Inc.7,753$469 12/31/2023
     AVDE7,753$469 12/31/2023
Vista Capital Partners Inc.7,656$463 12/31/2023
     AVDE7,656$463 12/31/2023
Global Trust Asset Management LLC7,188$458 03/31/2024
     AVDE7,188$458 03/31/2024
AQR Capital Management LLC7,263$439 12/31/2023
     AVDE7,263$439 12/31/2023
HB Wealth Management LLC7,210$436 12/31/2023
     AVDE7,210$436 12/31/2023
Advisory Services Network LLC7,072$427 12/31/2023
     AVDE7,072$427 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC6,894$417 12/31/2023
     AVDE6,894$417 12/31/2023
Encompass More Asset Management6,870$415 12/31/2023
     AVDE6,870$415 12/31/2023
CWA Asset Management Group LLC6,783$410 12/31/2023
     AVDE6,783$410 12/31/2023
Raymond James & Associates5,981$381 03/31/2024
     AVDE5,981$381 03/31/2024
Aprio Wealth Management LLC5,850$373 03/31/2024
     AVDE5,850$373 03/31/2024
Prime Capital Investment Advisors LLC6,178$373 12/31/2023
     AVDE6,178$373 12/31/2023
Envestnet Portfolio Solutions Inc.5,963$360 12/31/2023
     AVDE5,963$360 12/31/2023
Fragasso Group Inc.5,626$359 03/31/2024
     AVDE5,626$359 03/31/2024
Intelligent Financial Strategies5,740$347 12/31/2023
     AVDE5,740$347 12/31/2023
Capasso Planning Partners LLC5,307$338 03/31/2024
     AVDE5,307$338 03/31/2024
TFB Advisors LLC5,552$336 12/31/2023
     AVDE5,552$336 12/31/2023
L & S Advisors Inc5,494$332 12/31/2023
     AVDE5,494$332 12/31/2023
Global Retirement Partners LLC5,111$326 03/31/2024
     AVDE5,111$326 03/31/2024
Equitable Holdings Inc.5,323$322 12/31/2023
     AVDE5,323$322 12/31/2023
Retirement Income Solutions Inc5,069$306 12/31/2023
     AVDE5,069$306 12/31/2023
Oceanside Advisors LLC4,704$300 03/31/2024
     AVDE4,704$300 03/31/2024
United Capital Financial Advisers LLC4,897$296 12/31/2023
     AVDE4,897$296 12/31/2023
Trustmark National Bank Trust Department4,839$292 12/31/2023
     AVDE4,839$292 12/31/2023
Wealthsource Partners LLC4,714$285 12/31/2023
     AVDE4,714$285 12/31/2023
EP Wealth Advisors LLC4,650$281 12/31/2023
     AVDE4,650$281 12/31/2023
Sprinkle Financial Consultants LLC4,307$275 03/31/2024
     AVDE4,307$275 03/31/2024
Steward Partners Investment Advisory LLC4,554$275 12/31/2023
     AVDE4,554$275 12/31/2023
Nations Financial Group Inc. IA ADV4,286$273 03/31/2024
     AVDE4,286$273 03/31/2024
NorthCrest Asset Manangement LLC4,220$269 03/31/2024
     AVDE4,220$269 03/31/2024
PFG Investments LLC4,193$267 03/31/2024
     AVDE4,193$267 03/31/2024
GPS Wealth Strategies Group LLC4,426$267 12/31/2023
     AVDE4,426$267 12/31/2023
Ronald Blue Trust Inc.4,774$266 12/31/2023
     AVDE4,774$266 12/31/2023
Asset Dedication LLC3,806$249 03/31/2024
     AVDE3,806$249 03/31/2024
Lunt Capital Management Inc.3,910$249 03/31/2024
     AVDE3,910$249 03/31/2024
Almanack Investment Partners LLC.4,125$249 12/31/2023
     AVDE4,125$249 12/31/2023
Cetera Advisors LLC4,079$247 12/31/2023
     AVDE4,079$247 12/31/2023
Greenspring Advisors LLC3,858$246 03/31/2024
     AVDE3,858$246 03/31/2024
Cooper Haims Advisors LLC4,043$244 12/31/2023
     AVDE4,043$244 12/31/2023
Janney Montgomery Scott LLC3,775$228 12/31/2023
     AVDE3,775$228 12/31/2023
Mather Group LLC.3,730$225 03/31/2024
     AVDE3,730$225 03/31/2024
Allworth Financial LP3,517$224 03/31/2024
     AVDE3,517$224 03/31/2024
Wiley BROS. Aintree Capital LLC3,484$222 03/31/2024
     AVDE3,484$222 03/31/2024
Midwest Heritage Bank FSB3,286$209 03/31/2024
     AVDE3,286$209 03/31/2024
Accel Wealth Management3,253$207 03/31/2024
     AVDE3,253$207 03/31/2024
Axxcess Wealth Management LLC3,369$204 12/31/2023
     AVDE3,369$204 12/31/2023
Simplicity Wealth LLC3,166$202 03/31/2024
     AVDE3,166$202 03/31/2024
Clarity Asset Management Inc.2,603$157 12/31/2023
     AVDE2,603$157 12/31/2023
WealthShield Partners LLC2,400$145 12/31/2023
     AVDE2,400$145 12/31/2023
Private Trust Co. NA2,089$133 03/31/2024
     AVDE2,089$133 03/31/2024
NBC Securities Inc.1,063$67 03/31/2024
     AVDE1,063$67 03/31/2024
Activest Wealth Management938$60 03/31/2024
     AVDE938$60 03/31/2024
Coppell Advisory Solutions LLC876$53 12/31/2023
     AVDE876$53 12/31/2023
ICA Group Wealth Management LLC700$42 12/31/2023
     AVDE700$42 12/31/2023
Bank of Montreal Can612$37 12/31/2023
     AVDE612$37 12/31/2023
Elevate Wealth Advisory Inc.555$34 12/31/2023
     AVDE555$34 12/31/2023
Marquette Asset Management LLC497$30 12/31/2023
     AVDE497$30 12/31/2023
Parkside Financial Bank & Trust367$22 12/31/2023
     AVDE367$22 12/31/2023
Able Wealth Management LLC275$17 12/31/2023
     AVDE275$17 12/31/2023
Jones Financial Companies Lllp250$15 12/31/2023
     AVDE250$15 12/31/2023
Aptus Capital Advisors LLC160$10 12/31/2023
     AVDE160$10 12/31/2023
Guardian Wealth Advisors LLC NC160$10 12/31/2023
     AVDE160$10 12/31/2023
Main Street Group LTD $9 12/31/2023
     NTF EQUITY FUNDS496$9 12/31/2023
Tidemark LLC134$8 12/31/2023
     AVDE134$8 12/31/2023
ORG Partners LLC100$6 12/31/2023
     AVDE100$6 12/31/2023
Salem Investment Counselors Inc.49$3 03/31/2024
     AVDE49$3 03/31/2024
Ruedi Wealth Management Inc.56$3 12/31/2023
     AVDE56$3 12/31/2023
Family Capital Trust Co30$2 03/31/2024
     AVDE30$2 03/31/2024
Pinnacle Bank35$2 03/31/2024
     AVDE35$2 03/31/2024
Aspire Private Capital LLC34$2 03/31/2024
     AVDE34$2 03/31/2024
First Manhattan Co.32$2 12/31/2023
     AVDE32$2 12/31/2023
Assetmark Inc.13$1 12/31/2023
     AVDE13$1 12/31/2023
Key Financial Inc17$1 12/31/2023
     AVDE17$1 12/31/2023
Addison Advisors LLC9$1 12/31/2023
     AVDE9$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     AVDE0$0 12/31/2023
Citigroup Inc.1$0 12/31/2023
     AVDE1$0 12/31/2023
Nomura Asset Management Co. Ltd.0$0 12/31/2023
     AVDE0$0 12/31/2023

See Summary: Institutional Holders of AVDE
See Details: Top 10 Hedge Funds Holding AVDE
Also See: AVDE Holdings Changes

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