HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing AVDE Share Count | ||||
| BSW Wealth Partners | 18,168 | 407,608 | +389,440 | +2143.55% |
| Strategic Financial Concepts LLC | 4,913 | 59,821 | +54,908 | +1117.61% |
| Nova R Wealth Inc. | 13,752 | 23,466 | +9,714 | +70.64% |
| Trilogy Capital Inc. | 61,848 | 102,931 | +41,083 | +66.43% |
| Zhang Financial LLC | 109,524 | 163,368 | +53,844 | +49.16% |
| Collective Family Office LLC | 22,143 | 32,105 | +9,962 | +44.99% |
| Stratos Wealth Partners LTD. | 100,678 | 141,136 | +40,458 | +40.19% |
| Raymond James & Associates | 4,455 | 5,981 | +1,526 | +34.25% |
| Evanson Asset Management LLC | 16,311 | 21,145 | +4,834 | +29.64% |
| IAG Wealth Partners LLC | 115,890 | 137,890 | +22,000 | +18.98% |
| Wealthfront Advisers LLC | 8,541 | 10,010 | +1,469 | +17.20% |
| Garrett Investment Advisors LLC | 404,026 | 462,883 | +58,857 | +14.57% |
| Rockwood Wealth Management LLC | 1,864,196 | 2,131,007 | +266,811 | +14.31% |
| Echo Wealth Management LLC | 109,364 | 123,062 | +13,698 | +12.53% |
| First National Bank Sioux Falls | 149,040 | 166,266 | +17,226 | +11.56% |
| Tarbox Family Office Inc. | 254,306 | 283,451 | +29,145 | +11.46% |
| North Ridge Wealth Advisors Inc. | 17,811 | 19,848 | +2,037 | +11.44% |
| McLean Asset Management Corp | 60,495 | 67,198 | +6,703 | +11.08% |
| Park Avenue Securities LLC | 178,665 | 197,556 | +18,891 | +10.57% |
| Atwood & Palmer Inc. | 537,988 | 593,902 | +55,914 | +10.39% |
| Fifth Third Bancorp | 251,586 | 274,677 | +23,091 | +9.18% |
| IAM Advisory LLC | 10,582 | 11,547 | +965 | +9.12% |
| CWM LLC | 382,310 | 416,074 | +33,764 | +8.83% |
| Wealth Enhancement Advisory Services LLC | 3,793,901 | 4,109,921 | +316,020 | +8.33% |
| Annex Advisory Services LLC | 1,950,051 | 2,075,377 | +125,326 | +6.43% |
| JJJ Advisors Inc. | 436,126 | 457,652 | +21,526 | +4.94% |
| CAP Partners LLC | 26,706 | 27,984 | +1,278 | +4.79% |
| Private Capital Management LLC | 30,735 | 32,077 | +1,342 | +4.37% |
| Cambridge Investment Research Advisors Inc. | 32,807 | 34,232 | +1,425 | +4.34% |
| ZRC Wealth Management LLC | 131,816 | 136,686 | +4,870 | +3.69% |
| Ausdal Financial Partners Inc. | 45,517 | 47,168 | +1,651 | +3.63% |
| Waypoint Wealth Partners Inc. | 938,231 | 971,107 | +32,876 | +3.50% |
| Prosperity Planning Inc. | 12,538 | 12,944 | +406 | +3.24% |
| LexAurum Advisors LLC | 22,575 | 23,296 | +721 | +3.19% |
| Anderson Hoagland & Co. | 54,175 | 55,814 | +1,639 | +3.03% |
| Strategic Blueprint LLC | 239,529 | 246,768 | +7,239 | +3.02% |
| Meredith Wealth Planning | 26,439 | 27,209 | +770 | +2.91% |
| Raymond James Financial Services Advisors Inc. | 441,818 | 453,649 | +11,831 | +2.68% |
| Lam Group Inc. | 19,090 | 19,580 | +490 | +2.57% |
| Oceanside Advisors LLC | 4,601 | 4,704 | +103 | +2.24% |
| Moisand Fitzgerald Tamayo LLC | 57,278 | 58,445 | +1,167 | +2.04% |
| Visionary Horizons LLC | 8,255 | 8,403 | +148 | +1.79% |
| ShankerValleau Wealth Advisors Inc. | 91,430 | 92,911 | +1,481 | +1.62% |
| Physician Wealth Solutions Inc. | 95,071 | 96,055 | +984 | +1.04% |
| Clarity Capital Advisors LLC | 99,809 | 100,241 | +432 | +0.43% |
| NBC Securities Inc. | 1,061 | 1,063 | +2 | +0.19% |
| Trellis Wealth Advisors LLC | 260,148 | 260,342 | +194 | +0.07% |
| 13F Filers Reporting New Positions In AVDE | ||||
| Wiley BROS. Aintree Capital LLC | 0 | 3,484 | +3,484 | +100% |
| Salem Investment Counselors Inc. | 0 | 49 | +49 | +100% |
| Family Capital Trust Co | 0 | 30 | +30 | +100% |
| Aspire Private Capital LLC | 0 | 34 | +34 | +100% |
| Accel Wealth Management | 0 | 3,253 | +3,253 | +100% |
| Veriti Management LLC | 0 | 23,757 | +23,757 | +100% |
| Activest Wealth Management | 0 | 938 | +938 | +100% |
| NorthCrest Asset Manangement LLC | 0 | 4,220 | +4,220 | +100% |
| Midwest Heritage Bank FSB | 0 | 3,286 | +3,286 | +100% |
| Simplicity Wealth LLC | 0 | 3,166 | +3,166 | +100% |
| PFG Investments LLC | 0 | 4,193 | +4,193 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Raymond James Trust N.A. | 12,248 | 12,248 | UNCH | 0.00% |
| Nations Financial Group Inc. IA ADV | 4,286 | 4,286 | UNCH | 0.00% |
| Private Trust Co. NA | 2,089 | 2,089 | UNCH | 0.00% |
| Mather Group LLC. | 3,730 | 3,730 | UNCH | 0.00% |
| Lunt Capital Management Inc. | 3,910 | 3,910 | UNCH | 0.00% |
| Pinnacle Bank | 35 | 35 | UNCH | 0.00% |
| Lion Street Advisors LLC | 11,199 | 11,199 | UNCH | 0.00% |
| Aprio Wealth Management LLC | 5,850 | 5,850 | UNCH | 0.00% |
| Soundmark Wealth Management LLC | 7,358 | 7,358 | UNCH | 0.00% |
| Wedmont Private Capital | 68,673 | 68,673 | UNCH | 0.00% |
| Capasso Planning Partners LLC | 5,307 | 5,307 | UNCH | 0.00% |
| Greenspring Advisors LLC | 3,858 | 3,858 | UNCH | 0.00% |
| Seed Wealth Management Inc. | 20,715 | 20,715 | UNCH | 0.00% |
| Transcendent Capital Group LLC | 39,182 | 39,182 | UNCH | 0.00% |
| 13F Filers Decreasing AVDE Share Count | ||||
| Symphony Financial Ltd. Co. | 272,666 | 144,883 | -127,783 | -46.86% |
| Family Investment Center Inc. | 338,821 | 197,618 | -141,203 | -41.67% |
| Annapolis Financial Services LLC | 413,907 | 277,964 | -135,943 | -32.84% |
| Fragasso Group Inc. | 7,231 | 5,626 | -1,605 | -22.20% |
| Brookstone Capital Management | 82,201 | 68,706 | -13,495 | -16.42% |
| Tanglewood Legacy Advisors LLC | 8,810 | 7,380 | -1,430 | -16.23% |
| Symmetry Partners LLC | 191,116 | 162,281 | -28,835 | -15.09% |
| Abacus Planning Group Inc. | 35,305 | 32,247 | -3,058 | -8.66% |
| SOL Capital Management CO | 44,337 | 40,573 | -3,764 | -8.49% |
| Apella Capital LLC | 210,271 | 200,485 | -9,786 | -4.65% |
| Pacific Life Fund Advisors LLC | 670,654 | 640,893 | -29,761 | -4.44% |
| PCG Wealth Advisors LLC | 54,633 | 52,251 | -2,382 | -4.36% |
| Global Trust Asset Management LLC | 7,488 | 7,188 | -300 | -4.01% |
| Stephens Consulting LLC | 127,849 | 125,315 | -2,534 | -1.98% |
| Evensky & Katz LLC | 62,835 | 61,606 | -1,229 | -1.96% |
| Canvas Wealth Advisors LLC | 136,463 | 133,873 | -2,590 | -1.90% |
| Versant Capital Management Inc | 624,404 | 613,926 | -10,478 | -1.68% |
| Level Financial Advisors Inc. | 15,798 | 15,537 | -261 | -1.65% |
| CENTRAL TRUST Co | 50,602 | 49,821 | -781 | -1.54% |
| Morris Financial Concepts Inc. | 26,717 | 26,325 | -392 | -1.47% |
| Henrickson Nauta Wealth Advisors Inc. | 234,957 | 232,295 | -2,662 | -1.13% |
| CVA Family Office LLC | 151,118 | 149,423 | -1,695 | -1.12% |
| AWM Capital LLC | 202,266 | 200,121 | -2,145 | -1.06% |
| Signature Resources Capital Management LLC | 150,376 | 148,981 | -1,395 | -0.93% |
| RVW Wealth LLC | 453,741 | 449,570 | -4,171 | -0.92% |
| Asset Dedication LLC | 3,818 | 3,806 | -12 | -0.31% |
| Krilogy Financial LLC | 287,183 | 286,528 | -655 | -0.23% |
| Global Retirement Partners LLC | 5,121 | 5,111 | -10 | -0.20% |
| SJS Investment Consulting Inc. | 33,851 | 33,806 | -45 | -0.13% |
| 13F Filers Exiting AVDE | ||||
| McGlone Suttner Wealth Management Inc. | 134 | 0 | -134 | -100.00% |
| Sound Income Strategies LLC | 2,700 | 0 | -2,700 | -100.00% |
| AdvisorNet Financial Inc | 171,160 | 0 | -171,160 | -100.00% |
See Summary: Institutional Holders of AVDE
See Details: Top 10 Hedge Funds Holding AVDE
