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.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Wealth Enhancement Advisory Services LLC | 4,109,921 | $261,966 | 03/31/2024 |
AVDE | 4,109,921 | $261,966 | 03/31/2024 |
HighTower Advisors LLC | 2,367,030 | $143,037 | 12/31/2023 |
AVDE | 2,367,030 | $143,037 | 12/31/2023 |
Rockwood Wealth Management LLC | 2,131,007 | $135,830 | 03/31/2024 |
AVDE | 2,131,007 | $135,830 | 03/31/2024 |
Annex Advisory Services LLC | 2,075,377 | $132,285 | 03/31/2024 |
AVDE | 2,075,377 | $132,285 | 03/31/2024 |
WMS Partners LLC | 1,668,656 | $100,837 | 12/31/2023 |
AVDE | 1,668,656 | $100,837 | 12/31/2023 |
American Century Companies Inc. | 1,650,792 | $99,757 | 12/31/2023 |
AVDE | 1,650,792 | $99,757 | 12/31/2023 |
Creative Planning | 1,104,188 | $66,726 | 12/31/2023 |
AVDE | 1,104,188 | $66,726 | 12/31/2023 |
Waypoint Wealth Partners Inc. | 971,107 | $61,898 | 03/31/2024 |
AVDE | 971,107 | $61,898 | 03/31/2024 |
LPL Financial LLC | 998,332 | $60,329 | 12/31/2023 |
AVDE | 998,332 | $60,329 | 12/31/2023 |
Plancorp LLC | 925,641 | $55,937 | 12/31/2023 |
AVDE | 925,641 | $55,937 | 12/31/2023 |
Vista Wealth Management Group LLC | 913,037 | $55,175 | 12/31/2023 |
AVDE | 913,037 | $55,175 | 12/31/2023 |
PrairieView Partners LLC | 811,561 | $49,043 | 12/31/2023 |
AVDE | 811,561 | $49,043 | 12/31/2023 |
Envestnet Asset Management Inc. | 773,993 | $46,772 | 12/31/2023 |
AVDE | 773,993 | $46,772 | 12/31/2023 |
CI Private Wealth LLC | 763,386 | $46,131 | 12/31/2023 |
AVDE | 763,386 | $46,131 | 12/31/2023 |
Werba Rubin Papier Wealth Management | 730,242 | $44,129 | 12/31/2023 |
AVDE | 730,242 | $44,129 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 684,382 | $41,357 | 12/31/2023 |
AVDE | 684,382 | $41,357 | 12/31/2023 |
Pacific Life Fund Advisors LLC | 640,893 | $40,851 | 03/31/2024 |
AVDE | 640,893 | $40,851 | 03/31/2024 |
Versant Capital Management Inc | 613,926 | $39,132 | 03/31/2024 |
AVDE | 613,926 | $39,132 | 03/31/2024 |
Resources Investment Advisors LLC. | 639,641 | $38,654 | 12/31/2023 |
AVDE | 639,641 | $38,654 | 12/31/2023 |
ESL Trust Services LLC | 638,444 | $38,581 | 12/31/2023 |
AVDE | 638,444 | $38,581 | 12/31/2023 |
Atwood & Palmer Inc. | 593,902 | $37,855 | 03/31/2024 |
AVDE | 593,902 | $37,855 | 03/31/2024 |
Waypoint Capital Advisors LLC | 612,907 | $37,038 | 12/31/2023 |
AVDE | 612,907 | $37,038 | 12/31/2023 |
Executive Wealth Management LLC | 594,113 | $35,902 | 12/31/2023 |
AVDE | 594,113 | $35,902 | 12/31/2023 |
JPMorgan Chase & Co. | 564,586 | $34,118 | 12/31/2023 |
AVDE | 564,586 | $34,118 | 12/31/2023 |
Greenup Street Wealth Management LLC | 552,673 | $33,398 | 12/31/2023 |
AVDE | 552,673 | $33,398 | 12/31/2023 |
Morgan Stanley | 508,133 | $30,707 | 12/31/2023 |
AVDE | 508,133 | $30,707 | 12/31/2023 |
Garrett Investment Advisors LLC | 462,883 | $29,504 | 03/31/2024 |
AVDE | 462,883 | $29,504 | 03/31/2024 |
JJJ Advisors Inc. | 457,652 | $29,171 | 03/31/2024 |
AVDE | 457,652 | $29,171 | 03/31/2024 |
Raymond James Financial Services Advisors Inc. | 453,649 | $28,916 | 03/31/2024 |
AVDE | 453,649 | $28,916 | 03/31/2024 |
RVW Wealth LLC | 449,570 | $28,656 | 03/31/2024 |
AVDE | 449,570 | $28,656 | 03/31/2024 |
Bank of America Corp DE | 457,365 | $27,639 | 12/31/2023 |
AVDE | 457,365 | $27,639 | 12/31/2023 |
CWM LLC | 416,074 | $26,521 | 03/31/2024 |
AVDE | 416,074 | $26,521 | 03/31/2024 |
BSW Wealth Partners | 407,608 | $25,981 | 03/31/2024 |
AVDE | 407,608 | $25,981 | 03/31/2024 |
Diversified Portfolios Inc. | 389,574 | $23,542 | 12/31/2023 |
AVDE | 389,574 | $23,542 | 12/31/2023 |
Wells Fargo & Company MN | 354,175 | $21,403 | 12/31/2023 |
AVDE | 354,175 | $21,403 | 12/31/2023 |
Quantum Financial Advisors LLC | 350,385 | $21,174 | 12/31/2023 |
AVDE | 350,385 | $21,174 | 12/31/2023 |
UBS Group AG | 333,032 | $20,125 | 12/31/2023 |
AVDE | 333,032 | $20,125 | 12/31/2023 |
Red Lighthouse Investment Management LLC | 318,086 | $19,222 | 12/31/2023 |
AVDE | 318,086 | $19,222 | 12/31/2023 |
TCG Advisory Services LLC | 315,870 | $19,088 | 12/31/2023 |
AVDE | 315,870 | $19,088 | 12/31/2023 |
Krilogy Financial LLC | 286,528 | $18,263 | 03/31/2024 |
AVDE | 286,528 | $18,263 | 03/31/2024 |
Tarbox Family Office Inc. | 283,451 | $18,067 | 03/31/2024 |
AVDE | 283,451 | $18,067 | 03/31/2024 |
Cardiff Park Advisors LLC | 295,217 | $17,840 | 12/31/2023 |
AVDE | 295,217 | $17,840 | 12/31/2023 |
Annapolis Financial Services LLC | 277,964 | $17,717 | 03/31/2024 |
AVDE | 277,964 | $17,717 | 03/31/2024 |
BCR Wealth Strategies LLC | 293,061 | $17,709 | 12/31/2023 |
AVDE | 293,061 | $17,709 | 12/31/2023 |
Fifth Third Bancorp | 274,677 | $17,508 | 03/31/2024 |
AVDE | 274,677 | $17,508 | 03/31/2024 |
SC&H Financial Advisors Inc. | 278,653 | $16,839 | 12/31/2023 |
AVDE | 278,653 | $16,839 | 12/31/2023 |
Trellis Wealth Advisors LLC | 260,342 | $16,594 | 03/31/2024 |
AVDE | 260,342 | $16,594 | 03/31/2024 |
Bridgewater Advisors Inc. | 272,233 | $16,451 | 12/31/2023 |
AVDE | 272,233 | $16,451 | 12/31/2023 |
Grand Wealth Management LLC | 268,763 | $16,241 | 12/31/2023 |
AVDE | 268,763 | $16,241 | 12/31/2023 |
Strategic Blueprint LLC | 246,768 | $15,729 | 03/31/2024 |
AVDE | 246,768 | $15,729 | 03/31/2024 |
Highland Financial Advisors LLC | 249,522 | $15,079 | 12/31/2023 |
AVDE | 249,522 | $15,079 | 12/31/2023 |
WCG Wealth Advisors LLC | 243,138 | $14,693 | 12/31/2023 |
AVDE | 243,138 | $14,693 | 12/31/2023 |
Henrickson Nauta Wealth Advisors Inc. | 232,295 | $14,637 | 03/31/2024 |
AVDE | 232,295 | $14,637 | 03/31/2024 |
Chilton Capital Management LLC | 235,210 | $14,214 | 12/31/2023 |
AVDE | 235,210 | $14,214 | 12/31/2023 |
Commonwealth Equity Services LLC | 232,483 | $14,049 | 12/31/2023 |
AVDE | 232,483 | $14,049 | 12/31/2023 |
Foundations Investment Advisors LLC | 225,982 | $13,620 | 12/31/2023 |
AVDE | 225,982 | $13,620 | 12/31/2023 |
Apella Capital LLC | 200,485 | $12,793 | 03/31/2024 |
AVDE | 200,485 | $12,793 | 03/31/2024 |
AWM Capital LLC | 200,121 | $12,756 | 03/31/2024 |
AVDE | 200,121 | $12,756 | 03/31/2024 |
Family Investment Center Inc. | 197,618 | $12,596 | 03/31/2024 |
AVDE | 197,618 | $12,596 | 03/31/2024 |
Park Avenue Securities LLC | 197,556 | $12,592 | 03/31/2024 |
AVDE | 197,556 | $12,592 | 03/31/2024 |
Websterrogers Financial Advisors LLC | 198,321 | $11,985 | 12/31/2023 |
AVDE | 198,321 | $11,985 | 12/31/2023 |
OLD Mission Capital LLC | 194,148 | $11,732 | 12/31/2023 |
AVDE | 194,148 | $11,732 | 12/31/2023 |
First National Bank Sioux Falls | 166,266 | $10,598 | 03/31/2024 |
AVDE | 166,266 | $10,598 | 03/31/2024 |
Zhang Financial LLC | 163,368 | $10,413 | 03/31/2024 |
AVDE | 163,368 | $10,413 | 03/31/2024 |
Pensionmark Financial Group LLC | 171,476 | $10,362 | 12/31/2023 |
AVDE | 171,476 | $10,362 | 12/31/2023 |
Symmetry Partners LLC | 162,281 | $10,344 | 03/31/2024 |
AVDE | 162,281 | $10,344 | 03/31/2024 |
Bank of New York Mellon Corp | 159,738 | $10,182 | 03/31/2024 |
AVDE | 159,738 | $10,182 | 03/31/2024 |
Hill Investment Group Partners LLC | 163,299 | $9,868 | 12/31/2023 |
AVDE | 163,299 | $9,868 | 12/31/2023 |
CVA Family Office LLC | 149,423 | $9,524 | 03/31/2024 |
AVDE | 149,423 | $9,524 | 03/31/2024 |
Symphony Financial Ltd. Co. | 144,883 | $9,235 | 03/31/2024 |
AVDE | 144,883 | $9,235 | 03/31/2024 |
Jane Street Group LLC | 152,069 | $9,190 | 12/31/2023 |
AVDE | 152,069 | $9,190 | 12/31/2023 |
Financial Advisory Service Inc. | 151,302 | $9,143 | 12/31/2023 |
AVDE | 151,302 | $9,143 | 12/31/2023 |
ARQ Wealth Advisors LLC | 149,431 | $9,030 | 12/31/2023 |
AVDE | 149,431 | $9,030 | 12/31/2023 |
Signature Resources Capital Management LLC | 148,981 | $9,003 | 03/31/2024 |
AVDE | 148,981 | $9,003 | 03/31/2024 |
Stratos Wealth Partners LTD. | 141,136 | $8,996 | 03/31/2024 |
AVDE | 141,136 | $8,996 | 03/31/2024 |
Lutz Financial Services LLC | 145,551 | $8,796 | 12/31/2023 |
AVDE | 145,551 | $8,796 | 12/31/2023 |
IAG Wealth Partners LLC | 137,890 | $8,789 | 03/31/2024 |
AVDE | 137,890 | $8,789 | 03/31/2024 |
ZRC Wealth Management LLC | 136,686 | $8,711 | 03/31/2024 |
AVDE | 136,686 | $8,711 | 03/31/2024 |
Savant Capital LLC | 143,983 | $8,701 | 12/31/2023 |
AVDE | 143,983 | $8,701 | 12/31/2023 |
WMG Financial Advisors LLC | 137,640 | $8,318 | 12/31/2023 |
AVDE | 137,640 | $8,318 | 12/31/2023 |
Advisor Group Holdings Inc. | 137,259 | $8,300 | 12/31/2023 |
AVDE | 137,259 | $8,300 | 12/31/2023 |
Canvas Wealth Advisors LLC | 133,873 | $8,205 | 03/31/2024 |
AVDE | 133,873 | $8,205 | 03/31/2024 |
TCI Wealth Advisors Inc. | 132,694 | $8,019 | 12/31/2023 |
AVDE | 132,694 | $8,019 | 12/31/2023 |
Stephens Consulting LLC | 125,315 | $7,988 | 03/31/2024 |
AVDE | 125,315 | $7,988 | 03/31/2024 |
Sax Wealth Advisors LLC | 130,798 | $7,904 | 12/31/2023 |
AVDE | 130,798 | $7,904 | 12/31/2023 |
Echo Wealth Management LLC | 123,062 | $7,844 | 03/31/2024 |
AVDE | 123,062 | $7,844 | 03/31/2024 |
WorthPointe LLC | 127,625 | $7,712 | 12/31/2023 |
AVDE | 127,625 | $7,712 | 12/31/2023 |
Larson Financial Group LLC | 124,162 | $7,503 | 12/31/2023 |
AVDE | 124,162 | $7,503 | 12/31/2023 |
MML Investors Services LLC | 120,347 | $7,273 | 12/31/2023 |
AVDE | 120,347 | $7,273 | 12/31/2023 |
Northwest Wealth Management LLC | 116,405 | $7,034 | 12/31/2023 |
AVDE | 116,405 | $7,034 | 12/31/2023 |
GWM Advisors LLC | 116,619 | $6,890 | 12/31/2023 |
AVDE | 116,619 | $6,890 | 12/31/2023 |
True Wealth Design LLC | 110,654 | $6,687 | 12/31/2023 |
AVDE | 110,654 | $6,687 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 108,797 | $6,575 | 12/31/2023 |
AVDE | 108,797 | $6,575 | 12/31/2023 |
Trilogy Capital Inc. | 102,931 | $6,561 | 03/31/2024 |
AVDE | 102,931 | $6,561 | 03/31/2024 |
HTG Investment Advisors Inc. | 108,239 | $6,541 | 12/31/2023 |
AVDE | 108,239 | $6,541 | 12/31/2023 |
Clarity Capital Advisors LLC | 100,241 | $6,389 | 03/31/2024 |
AVDE | 100,241 | $6,389 | 03/31/2024 |
Castle Wealth Management LLC | 101,354 | $6,125 | 12/31/2023 |
AVDE | 101,354 | $6,125 | 12/31/2023 |
Physician Wealth Solutions Inc. | 96,055 | $6,123 | 03/31/2024 |
AVDE | 96,055 | $6,123 | 03/31/2024 |
Financial Futures Ltd Liability Co. | 100,559 | $6,077 | 12/31/2023 |
AVDE | 100,559 | $6,077 | 12/31/2023 |
Perigon Wealth Management LLC | 100,481 | $6,072 | 12/31/2023 |
AVDE | 100,481 | $6,072 | 12/31/2023 |
Sage Rhino Capital LLC | 100,217 | $6,056 | 12/31/2023 |
AVDE | 100,217 | $6,056 | 12/31/2023 |
Great Point Wealth Advisors LLC | 98,751 | $5,968 | 12/31/2023 |
AVDE | 98,751 | $5,968 | 12/31/2023 |
ShankerValleau Wealth Advisors Inc. | 92,911 | $5,922 | 03/31/2024 |
AVDE | 92,911 | $5,922 | 03/31/2024 |
Pathstone Holdings LLC | 89,620 | $5,416 | 12/31/2023 |
AVDE | 89,620 | $5,416 | 12/31/2023 |
Magnolia Capital Advisors LLC | 89,764 | $5,395 | 12/31/2023 |
AVDE | 89,764 | $5,395 | 12/31/2023 |
Signature Estate & Investment Advisors LLC | 87,781 | $5,305 | 12/31/2023 |
AVDE | 87,781 | $5,305 | 12/31/2023 |
Financial Symmetry Inc | 84,430 | $4,970 | 12/31/2023 |
AVDE | 84,430 | $4,970 | 12/31/2023 |
Gateway Wealth Partners LLC | 79,429 | $4,800 | 12/31/2023 |
AVDE | 79,429 | $4,800 | 12/31/2023 |
Chicago Partners Investment Group LLC | 76,376 | $4,770 | 03/31/2024 |
AVDE | 76,376 | $4,770 | 03/31/2024 |
Orion Portfolio Solutions LLC | 79,198 | $4,770 | 12/31/2023 |
AVDE | 79,198 | $4,770 | 12/31/2023 |
Disciplina Capital Management LLC | 75,173 | $4,543 | 12/31/2023 |
AVDE | 75,173 | $4,543 | 12/31/2023 |
Wedmont Private Capital | 68,673 | $4,382 | 03/31/2024 |
AVDE | 68,673 | $4,382 | 03/31/2024 |
Brookstone Capital Management | 68,706 | $4,379 | 03/31/2024 |
AVDE | 68,706 | $4,379 | 03/31/2024 |
Visionary Wealth Advisors | 71,327 | $4,310 | 12/31/2023 |
AVDE | 71,327 | $4,310 | 12/31/2023 |
Kelman Lazarov Inc. | 71,017 | $4,292 | 12/31/2023 |
AVDE | 71,017 | $4,292 | 12/31/2023 |
McLean Asset Management Corp | 67,198 | $4,288 | 03/31/2024 |
AVDE | 67,198 | $4,288 | 03/31/2024 |
ORBA Wealth Advisors L.L.C. | 67,843 | $4,100 | 12/31/2023 |
AVDE | 67,843 | $4,100 | 12/31/2023 |
Robertson Stephens Wealth Management LLC | 65,819 | $3,977 | 12/31/2023 |
AVDE | 65,819 | $3,977 | 12/31/2023 |
Evensky & Katz LLC | 61,606 | $3,927 | 03/31/2024 |
AVDE | 61,606 | $3,927 | 03/31/2024 |
REDW Wealth LLC | 63,890 | $3,861 | 12/31/2023 |
AVDE | 63,890 | $3,861 | 12/31/2023 |
Strategic Financial Concepts LLC | 59,821 | $3,813 | 03/31/2024 |
AVDE | 59,821 | $3,813 | 03/31/2024 |
Moisand Fitzgerald Tamayo LLC | 58,445 | $3,725 | 03/31/2024 |
AVDE | 58,445 | $3,725 | 03/31/2024 |
Advisory Resource Group | 60,041 | $3,628 | 12/31/2023 |
AVDE | 60,041 | $3,628 | 12/31/2023 |
Cresset Asset Management LLC | 60,000 | $3,626 | 12/31/2023 |
AVDE | 60,000 | $3,626 | 12/31/2023 |
Anderson Hoagland & Co. | 55,814 | $3,517 | 03/31/2024 |
AVDE | 55,814 | $3,517 | 03/31/2024 |
Schwarz Dygos Wheeler Investment Advisors LLC | 58,016 | $3,506 | 12/31/2023 |
AVDE | 58,016 | $3,506 | 12/31/2023 |
AlphaQ Advisors LLC | 57,960 | $3,503 | 12/31/2023 |
AVDE | 57,960 | $3,503 | 12/31/2023 |
PCG Wealth Advisors LLC | 52,251 | $3,330 | 03/31/2024 |
AVDE | 52,251 | $3,330 | 03/31/2024 |
Flagstone Financial Management | 54,917 | $3,319 | 12/31/2023 |
AVDE | 54,917 | $3,319 | 12/31/2023 |
Bayshore Asset Management LLC | 54,878 | $3,316 | 12/31/2023 |
AVDE | 54,878 | $3,316 | 12/31/2023 |
Austin Asset Management Co Inc | 53,084 | $3,208 | 12/31/2023 |
AVDE | 53,084 | $3,208 | 12/31/2023 |
CENTRAL TRUST Co | 49,821 | $3,176 | 03/31/2024 |
AVDE | 49,821 | $3,176 | 03/31/2024 |
Trademark Financial Management LLC | 52,496 | $3,172 | 12/31/2023 |
AVDE | 52,496 | $3,172 | 12/31/2023 |
Ausdal Financial Partners Inc. | 47,168 | $3,006 | 03/31/2024 |
AVDE | 47,168 | $3,006 | 03/31/2024 |
Concurrent Investment Advisors LLC | 45,055 | $2,723 | 12/31/2023 |
AVDE | 45,055 | $2,723 | 12/31/2023 |
Jackson Thornton Asset Management LLC | 45,016 | $2,720 | 12/31/2023 |
AVDE | 45,016 | $2,720 | 12/31/2023 |
Annandale Capital LLC | 43,917 | $2,654 | 12/31/2023 |
AVDE | 43,917 | $2,654 | 12/31/2023 |
SOL Capital Management CO | 40,573 | $2,586 | 03/31/2024 |
AVDE | 40,573 | $2,586 | 03/31/2024 |
D.A. Davidson & CO. | 42,686 | $2,580 | 12/31/2023 |
AVDE | 42,686 | $2,580 | 12/31/2023 |
Valued Wealth Advisors LLC | 44,993 | $2,504 | 12/31/2023 |
AVDE | 44,993 | $2,504 | 12/31/2023 |
Waterfront Wealth Inc. | 40,983 | $2,477 | 12/31/2023 |
AVDE | 40,983 | $2,477 | 12/31/2023 |
Private Advisor Group LLC | 39,583 | $2,392 | 12/31/2023 |
AVDE | 39,583 | $2,392 | 12/31/2023 |
Transcendent Capital Group LLC | 39,182 | $2,368 | 03/31/2024 |
AVDE | 39,182 | $2,368 | 03/31/2024 |
Cypress Point Wealth Management LLC | 37,967 | $2,294 | 12/31/2023 |
AVDE | 37,967 | $2,294 | 12/31/2023 |
Quarry Hill Advisors LLC | 36,839 | $2,226 | 12/31/2023 |
AVDE | 36,839 | $2,226 | 12/31/2023 |
Sterneck Capital Management LLC | 36,253 | $2,191 | 12/31/2023 |
AVDE | 36,253 | $2,191 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 34,232 | $2,182 | 03/31/2024 |
AVDE | 34,232 | $2,182 | 03/31/2024 |
SJS Investment Consulting Inc. | 33,806 | $2,155 | 03/31/2024 |
AVDE | 33,806 | $2,155 | 03/31/2024 |
Abacus Planning Group Inc. | 32,247 | $2,055 | 03/31/2024 |
AVDE | 32,247 | $2,055 | 03/31/2024 |
Collective Family Office LLC | 32,105 | $2,046 | 03/31/2024 |
AVDE | 32,105 | $2,046 | 03/31/2024 |
Private Capital Management LLC | 32,077 | $2,045 | 03/31/2024 |
AVDE | 32,077 | $2,045 | 03/31/2024 |
Orion Capital Management LLC | 33,822 | $2,044 | 12/31/2023 |
AVDE | 33,822 | $2,044 | 12/31/2023 |
Mariner LLC | 32,616 | $1,971 | 12/31/2023 |
AVDE | 32,616 | $1,971 | 12/31/2023 |
Citizens & Northern Corp | 32,037 | $1,936 | 12/31/2023 |
AVDE | 32,037 | $1,936 | 12/31/2023 |
Forum Financial Management LP | 30,637 | $1,851 | 12/31/2023 |
AVDE | 30,637 | $1,851 | 12/31/2023 |
Brown Financial Advisory | 28,078 | $1,790 | 03/31/2024 |
AVDE | 28,078 | $1,790 | 03/31/2024 |
CAP Partners LLC | 27,984 | $1,784 | 03/31/2024 |
AVDE | 27,984 | $1,784 | 03/31/2024 |
Cetera Trust Company N.A | 29,437 | $1,779 | 12/31/2023 |
AVDE | 29,437 | $1,779 | 12/31/2023 |
Meredith Wealth Planning | 27,209 | $1,734 | 03/31/2024 |
AVDE | 27,209 | $1,734 | 03/31/2024 |
EverSource Wealth Advisors LLC | 28,138 | $1,700 | 12/31/2023 |
AVDE | 28,138 | $1,700 | 12/31/2023 |
Morris Financial Concepts Inc. | 26,325 | $1,678 | 03/31/2024 |
AVDE | 26,325 | $1,678 | 03/31/2024 |
Tortoise Investment Management LLC | 27,711 | $1,675 | 12/31/2023 |
AVDE | 27,711 | $1,675 | 12/31/2023 |
Nwam LLC | 27,094 | $1,637 | 12/31/2023 |
AVDE | 27,094 | $1,637 | 12/31/2023 |
Comerica Bank | 26,190 | $1,583 | 12/31/2023 |
AVDE | 26,190 | $1,583 | 12/31/2023 |
Warren Averett Asset Management LLC | 25,853 | $1,562 | 12/31/2023 |
AVDE | 25,853 | $1,562 | 12/31/2023 |
Veriti Management LLC | 23,757 | $1,514 | 03/31/2024 |
AVDE | 23,757 | $1,514 | 03/31/2024 |
Jacobi Capital Management LLC | 25,027 | $1,512 | 12/31/2023 |
AVDE | 25,027 | $1,512 | 12/31/2023 |
Wetherby Asset Management Inc. | 25,000 | $1,511 | 12/31/2023 |
AVDE | 25,000 | $1,511 | 12/31/2023 |
Nova R Wealth Inc. | 23,466 | $1,496 | 03/31/2024 |
AVDE | 23,466 | $1,496 | 03/31/2024 |
Fonville Wealth Management LLC | 24,682 | $1,492 | 12/31/2023 |
AVDE | 24,682 | $1,492 | 12/31/2023 |
LexAurum Advisors LLC | 23,296 | $1,485 | 03/31/2024 |
AVDE | 23,296 | $1,485 | 03/31/2024 |
UMB Bank N A MO | 23,580 | $1,425 | 12/31/2023 |
AVDE | 23,580 | $1,425 | 12/31/2023 |
Aire Advisors LLC | 23,022 | $1,391 | 12/31/2023 |
AVDE | 23,022 | $1,391 | 12/31/2023 |
Magnus Financial Group LLC | 22,706 | $1,372 | 12/31/2023 |
AVDE | 22,706 | $1,372 | 12/31/2023 |
Slagle Financial LLC | 22,542 | $1,362 | 12/31/2023 |
AVDE | 22,542 | $1,362 | 12/31/2023 |
Evanson Asset Management LLC | 21,145 | $1,348 | 03/31/2024 |
AVDE | 21,145 | $1,348 | 03/31/2024 |
Seed Wealth Management Inc. | 20,715 | $1,315 | 03/31/2024 |
AVDE | 20,715 | $1,315 | 03/31/2024 |
Lakeridge Wealth Management LLC | 21,649 | $1,308 | 12/31/2023 |
AVDE | 21,649 | $1,308 | 12/31/2023 |
North Ridge Wealth Advisors Inc. | 19,848 | $1,265 | 03/31/2024 |
AVDE | 19,848 | $1,265 | 03/31/2024 |
Herold Advisors Inc. | 20,864 | $1,261 | 12/31/2023 |
AVDE | 20,864 | $1,261 | 12/31/2023 |
Lam Group Inc. | 19,580 | $1,248 | 03/31/2024 |
AVDE | 19,580 | $1,248 | 03/31/2024 |
Merriman Wealth Management LLC | 20,558 | $1,242 | 12/31/2023 |
AVDE | 20,558 | $1,242 | 12/31/2023 |
Grove Bank & Trust | 20,278 | $1,225 | 12/31/2023 |
AVDE | 20,278 | $1,225 | 12/31/2023 |
SageView Advisory Group LLC | 19,980 | $1,201 | 12/31/2023 |
AVDE | 19,980 | $1,201 | 12/31/2023 |
Buckingham Strategic Partners | 19,432 | $1,174 | 12/31/2023 |
AVDE | 19,432 | $1,174 | 12/31/2023 |
Eaton Cambridge Inc. | 18,964 | $1,146 | 12/31/2023 |
AVDE | 18,964 | $1,146 | 12/31/2023 |
Royal Bank of Canada | 18,717 | $1,131 | 12/31/2023 |
AVDE | 18,717 | $1,131 | 12/31/2023 |
Farther Finance Advisors LLC | 17,126 | $1,035 | 12/31/2023 |
AVDE | 17,126 | $1,035 | 12/31/2023 |
Altus Wealth Group LLC | 16,954 | $1,025 | 12/31/2023 |
AVDE | 16,954 | $1,025 | 12/31/2023 |
Kestra Advisory Services LLC | 16,848 | $1,018 | 12/31/2023 |
AVDE | 16,848 | $1,018 | 12/31/2023 |
Apollon Wealth Management LLC | 16,787 | $1,014 | 12/31/2023 |
AVDE | 16,787 | $1,014 | 12/31/2023 |
USAdvisors Wealth Management LLC | 16,622 | $1,004 | 12/31/2023 |
AVDE | 16,622 | $1,004 | 12/31/2023 |
Greenwich Wealth Management LLC | 16,439 | $993 | 12/31/2023 |
AVDE | 16,439 | $993 | 12/31/2023 |
Level Financial Advisors Inc. | 15,537 | $990 | 03/31/2024 |
AVDE | 15,537 | $990 | 03/31/2024 |
IHT Wealth Management LLC | 15,278 | $923 | 12/31/2023 |
AVDE | 15,278 | $923 | 12/31/2023 |
Rockefeller Capital Management L.P. | 14,564 | $880 | 12/31/2023 |
AVDE | 14,564 | $880 | 12/31/2023 |
Evoke Wealth LLC | 14,014 | $847 | 12/31/2023 |
AVDE | 14,014 | $847 | 12/31/2023 |
Wealthstream Advisors Inc. | 13,944 | $843 | 12/31/2023 |
AVDE | 13,944 | $843 | 12/31/2023 |
Prosperity Planning Inc. | 12,944 | $825 | 03/31/2024 |
AVDE | 12,944 | $825 | 03/31/2024 |
Truepoint Inc. | 13,651 | $825 | 12/31/2023 |
AVDE | 13,651 | $825 | 12/31/2023 |
Hutchens & Kramer Investment Management Group LLC | 13,488 | $815 | 12/31/2023 |
AVDE | 13,488 | $815 | 12/31/2023 |
Raymond James Trust N.A. | 12,248 | $781 | 03/31/2024 |
AVDE | 12,248 | $781 | 03/31/2024 |
IAM Advisory LLC | 11,547 | $736 | 03/31/2024 |
AVDE | 11,547 | $736 | 03/31/2024 |
ML & R Wealth Management LLC | 12,154 | $734 | 12/31/2023 |
AVDE | 12,154 | $734 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 11,933 | $721 | 12/31/2023 |
AVDE | 11,933 | $721 | 12/31/2023 |
ARK & TLK Investments LLC | 11,925 | $721 | 12/31/2023 |
AVDE | 11,925 | $721 | 12/31/2023 |
AE Wealth Management LLC | 11,972 | $717 | 12/31/2023 |
AVDE | 11,972 | $717 | 12/31/2023 |
Lion Street Advisors LLC | 11,199 | $677 | 03/31/2024 |
AVDE | 11,199 | $677 | 03/31/2024 |
SILVER OAK SECURITIES Inc | 11,042 | $667 | 12/31/2023 |
AVDE | 11,042 | $667 | 12/31/2023 |
Wealthfront Advisers LLC | 10,010 | $638 | 03/31/2024 |
AVDE | 10,010 | $638 | 03/31/2024 |
GEM Asset Management LLC | 10,123 | $612 | 12/31/2023 |
AVDE | 10,123 | $612 | 12/31/2023 |
Tillman Hartley LLC | 9,885 | $597 | 12/31/2023 |
AVDE | 9,885 | $597 | 12/31/2023 |
Private Wealth Management Group LLC | 9,420 | $569 | 12/31/2023 |
AVDE | 9,420 | $569 | 12/31/2023 |
Life Planning Partners Inc | 9,335 | $564 | 12/31/2023 |
AVDE | 9,335 | $564 | 12/31/2023 |
Prudential Financial Inc. | 9,142 | $552 | 12/31/2023 |
AVDE | 9,142 | $552 | 12/31/2023 |
Alpha Financial Advisors LLC | 9,119 | $551 | 12/31/2023 |
AVDE | 9,119 | $551 | 12/31/2023 |
MN Wealth Advisors LLC | 8,918 | $539 | 12/31/2023 |
AVDE | 8,918 | $539 | 12/31/2023 |
Glenview Trust Co | 8,911 | $538 | 12/31/2023 |
AVDE | 8,911 | $538 | 12/31/2023 |
Capital Performance Advisors LLP | 8,910 | $538 | 12/31/2023 |
AVDE | 8,910 | $538 | 12/31/2023 |
Visionary Horizons LLC | 8,403 | $522 | 03/31/2024 |
AVDE | 8,403 | $522 | 03/31/2024 |
Certified Advisory Corp | 8,536 | $516 | 12/31/2023 |
AVDE | 8,536 | $516 | 12/31/2023 |
Good Life Advisors LLC | 7,883 | $476 | 12/31/2023 |
AVDE | 7,883 | $476 | 12/31/2023 |
Tanglewood Legacy Advisors LLC | 7,380 | $470 | 03/31/2024 |
AVDE | 7,380 | $470 | 03/31/2024 |
Soundmark Wealth Management LLC | 7,358 | $469 | 03/31/2024 |
AVDE | 7,358 | $469 | 03/31/2024 |
Hilltop Holdings Inc. | 7,753 | $469 | 12/31/2023 |
AVDE | 7,753 | $469 | 12/31/2023 |
Vista Capital Partners Inc. | 7,656 | $463 | 12/31/2023 |
AVDE | 7,656 | $463 | 12/31/2023 |
Global Trust Asset Management LLC | 7,188 | $458 | 03/31/2024 |
AVDE | 7,188 | $458 | 03/31/2024 |
AQR Capital Management LLC | 7,263 | $439 | 12/31/2023 |
AVDE | 7,263 | $439 | 12/31/2023 |
HB Wealth Management LLC | 7,210 | $436 | 12/31/2023 |
AVDE | 7,210 | $436 | 12/31/2023 |
Advisory Services Network LLC | 7,072 | $427 | 12/31/2023 |
AVDE | 7,072 | $427 | 12/31/2023 |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 6,894 | $417 | 12/31/2023 |
AVDE | 6,894 | $417 | 12/31/2023 |
Encompass More Asset Management | 6,870 | $415 | 12/31/2023 |
AVDE | 6,870 | $415 | 12/31/2023 |
CWA Asset Management Group LLC | 6,783 | $410 | 12/31/2023 |
AVDE | 6,783 | $410 | 12/31/2023 |
Raymond James & Associates | 5,981 | $381 | 03/31/2024 |
AVDE | 5,981 | $381 | 03/31/2024 |
Aprio Wealth Management LLC | 5,850 | $373 | 03/31/2024 |
AVDE | 5,850 | $373 | 03/31/2024 |
Prime Capital Investment Advisors LLC | 6,178 | $373 | 12/31/2023 |
AVDE | 6,178 | $373 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 5,963 | $360 | 12/31/2023 |
AVDE | 5,963 | $360 | 12/31/2023 |
Fragasso Group Inc. | 5,626 | $359 | 03/31/2024 |
AVDE | 5,626 | $359 | 03/31/2024 |
Intelligent Financial Strategies | 5,740 | $347 | 12/31/2023 |
AVDE | 5,740 | $347 | 12/31/2023 |
Capasso Planning Partners LLC | 5,307 | $338 | 03/31/2024 |
AVDE | 5,307 | $338 | 03/31/2024 |
TFB Advisors LLC | 5,552 | $336 | 12/31/2023 |
AVDE | 5,552 | $336 | 12/31/2023 |
L & S Advisors Inc | 5,494 | $332 | 12/31/2023 |
AVDE | 5,494 | $332 | 12/31/2023 |
Global Retirement Partners LLC | 5,111 | $326 | 03/31/2024 |
AVDE | 5,111 | $326 | 03/31/2024 |
Equitable Holdings Inc. | 5,323 | $322 | 12/31/2023 |
AVDE | 5,323 | $322 | 12/31/2023 |
Retirement Income Solutions Inc | 5,069 | $306 | 12/31/2023 |
AVDE | 5,069 | $306 | 12/31/2023 |
Oceanside Advisors LLC | 4,704 | $300 | 03/31/2024 |
AVDE | 4,704 | $300 | 03/31/2024 |
United Capital Financial Advisers LLC | 4,897 | $296 | 12/31/2023 |
AVDE | 4,897 | $296 | 12/31/2023 |
Trustmark National Bank Trust Department | 4,839 | $292 | 12/31/2023 |
AVDE | 4,839 | $292 | 12/31/2023 |
Wealthsource Partners LLC | 4,714 | $285 | 12/31/2023 |
AVDE | 4,714 | $285 | 12/31/2023 |
EP Wealth Advisors LLC | 4,650 | $281 | 12/31/2023 |
AVDE | 4,650 | $281 | 12/31/2023 |
Sprinkle Financial Consultants LLC | 4,307 | $275 | 03/31/2024 |
AVDE | 4,307 | $275 | 03/31/2024 |
Steward Partners Investment Advisory LLC | 4,554 | $275 | 12/31/2023 |
AVDE | 4,554 | $275 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 4,286 | $273 | 03/31/2024 |
AVDE | 4,286 | $273 | 03/31/2024 |
NorthCrest Asset Manangement LLC | 4,220 | $269 | 03/31/2024 |
AVDE | 4,220 | $269 | 03/31/2024 |
PFG Investments LLC | 4,193 | $267 | 03/31/2024 |
AVDE | 4,193 | $267 | 03/31/2024 |
GPS Wealth Strategies Group LLC | 4,426 | $267 | 12/31/2023 |
AVDE | 4,426 | $267 | 12/31/2023 |
Ronald Blue Trust Inc. | 4,774 | $266 | 12/31/2023 |
AVDE | 4,774 | $266 | 12/31/2023 |
Asset Dedication LLC | 3,806 | $249 | 03/31/2024 |
AVDE | 3,806 | $249 | 03/31/2024 |
Lunt Capital Management Inc. | 3,910 | $249 | 03/31/2024 |
AVDE | 3,910 | $249 | 03/31/2024 |
Almanack Investment Partners LLC. | 4,125 | $249 | 12/31/2023 |
AVDE | 4,125 | $249 | 12/31/2023 |
Cetera Advisors LLC | 4,079 | $247 | 12/31/2023 |
AVDE | 4,079 | $247 | 12/31/2023 |
Greenspring Advisors LLC | 3,858 | $246 | 03/31/2024 |
AVDE | 3,858 | $246 | 03/31/2024 |
Cooper Haims Advisors LLC | 4,043 | $244 | 12/31/2023 |
AVDE | 4,043 | $244 | 12/31/2023 |
Janney Montgomery Scott LLC | 3,775 | $228 | 12/31/2023 |
AVDE | 3,775 | $228 | 12/31/2023 |
Mather Group LLC. | 3,730 | $225 | 03/31/2024 |
AVDE | 3,730 | $225 | 03/31/2024 |
Allworth Financial LP | 3,517 | $224 | 03/31/2024 |
AVDE | 3,517 | $224 | 03/31/2024 |
Wiley BROS. Aintree Capital LLC | 3,484 | $222 | 03/31/2024 |
AVDE | 3,484 | $222 | 03/31/2024 |
Midwest Heritage Bank FSB | 3,286 | $209 | 03/31/2024 |
AVDE | 3,286 | $209 | 03/31/2024 |
Accel Wealth Management | 3,253 | $207 | 03/31/2024 |
AVDE | 3,253 | $207 | 03/31/2024 |
Axxcess Wealth Management LLC | 3,369 | $204 | 12/31/2023 |
AVDE | 3,369 | $204 | 12/31/2023 |
Simplicity Wealth LLC | 3,166 | $202 | 03/31/2024 |
AVDE | 3,166 | $202 | 03/31/2024 |
Clarity Asset Management Inc. | 2,603 | $157 | 12/31/2023 |
AVDE | 2,603 | $157 | 12/31/2023 |
WealthShield Partners LLC | 2,400 | $145 | 12/31/2023 |
AVDE | 2,400 | $145 | 12/31/2023 |
Private Trust Co. NA | 2,089 | $133 | 03/31/2024 |
AVDE | 2,089 | $133 | 03/31/2024 |
NBC Securities Inc. | 1,063 | $67 | 03/31/2024 |
AVDE | 1,063 | $67 | 03/31/2024 |
Activest Wealth Management | 938 | $60 | 03/31/2024 |
AVDE | 938 | $60 | 03/31/2024 |
Coppell Advisory Solutions LLC | 876 | $53 | 12/31/2023 |
AVDE | 876 | $53 | 12/31/2023 |
ICA Group Wealth Management LLC | 700 | $42 | 12/31/2023 |
AVDE | 700 | $42 | 12/31/2023 |
Bank of Montreal Can | 612 | $37 | 12/31/2023 |
AVDE | 612 | $37 | 12/31/2023 |
Elevate Wealth Advisory Inc. | 555 | $34 | 12/31/2023 |
AVDE | 555 | $34 | 12/31/2023 |
Marquette Asset Management LLC | 497 | $30 | 12/31/2023 |
AVDE | 497 | $30 | 12/31/2023 |
Parkside Financial Bank & Trust | 367 | $22 | 12/31/2023 |
AVDE | 367 | $22 | 12/31/2023 |
Able Wealth Management LLC | 275 | $17 | 12/31/2023 |
AVDE | 275 | $17 | 12/31/2023 |
Jones Financial Companies Lllp | 250 | $15 | 12/31/2023 |
AVDE | 250 | $15 | 12/31/2023 |
Aptus Capital Advisors LLC | 160 | $10 | 12/31/2023 |
AVDE | 160 | $10 | 12/31/2023 |
Guardian Wealth Advisors LLC NC | 160 | $10 | 12/31/2023 |
AVDE | 160 | $10 | 12/31/2023 |
Main Street Group LTD | $9 | 12/31/2023 | |
NTF EQUITY FUNDS | 496 | $9 | 12/31/2023 |
Tidemark LLC | 134 | $8 | 12/31/2023 |
AVDE | 134 | $8 | 12/31/2023 |
ORG Partners LLC | 100 | $6 | 12/31/2023 |
AVDE | 100 | $6 | 12/31/2023 |
Salem Investment Counselors Inc. | 49 | $3 | 03/31/2024 |
AVDE | 49 | $3 | 03/31/2024 |
Ruedi Wealth Management Inc. | 56 | $3 | 12/31/2023 |
AVDE | 56 | $3 | 12/31/2023 |
Family Capital Trust Co | 30 | $2 | 03/31/2024 |
AVDE | 30 | $2 | 03/31/2024 |
Pinnacle Bank | 35 | $2 | 03/31/2024 |
AVDE | 35 | $2 | 03/31/2024 |
Aspire Private Capital LLC | 34 | $2 | 03/31/2024 |
AVDE | 34 | $2 | 03/31/2024 |
First Manhattan Co. | 32 | $2 | 12/31/2023 |
AVDE | 32 | $2 | 12/31/2023 |
Assetmark Inc. | 13 | $1 | 12/31/2023 |
AVDE | 13 | $1 | 12/31/2023 |
Key Financial Inc | 17 | $1 | 12/31/2023 |
AVDE | 17 | $1 | 12/31/2023 |
Addison Advisors LLC | 9 | $1 | 12/31/2023 |
AVDE | 9 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
AVDE | 0 | $0 | 12/31/2023 |
Citigroup Inc. | 1 | $0 | 12/31/2023 |
AVDE | 1 | $0 | 12/31/2023 |
Nomura Asset Management Co. Ltd. | 0 | $0 | 12/31/2023 |
AVDE | 0 | $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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