Filing Research | AVD - AMERICAN VANGUARD CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	Williams & Novak, LLC	Shares	43.3KSH	$121.4K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	11.0KSH	$29.5K
3	BFSG, LLC	Shares	6.5KSH	$18.1K
4	EverSource Wealth Advisors, LLC	Shares	533SH	$1.5K
5	True Wealth Design, LLC	Shares	216SH	$605
6	Farther Finance Advisors, LLC	Shares	108SH	$298
7	IFP Advisors, Inc	Shares	102SH	$286
8	Fortitude Family Office, LLC	Shares	69SH	$193
9	SBI Securities Co., Ltd.	Shares	23SH	$64
10	SJS Investment Consulting Inc.	Shares	20SH	$56

Manager changes2026-06-30 vs 2026-03-31

13 / 13 loaded

#		Instrument
1	Williams & Novak, LLC added	Shares	+17.2K	+$57.8K	$121.4K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new	Shares	+11.0K	+$29.5K	$29.5K
3	BFSG, LLC unchanged	Shares	0	+$2.0K	$18.1K
4	True Wealth Design, LLC added	Shares	+152	+$445	$605
5	Fortitude Family Office, LLC new	Shares	+69	+$193	$193
6	IFP Advisors, Inc added	Shares	+51	+$159	$286
7	Farther Finance Advisors, LLC added	Shares	+33	+$116	$298
8	SJS Investment Consulting Inc. added	Shares	+15	+$43	$56
9	SBI Securities Co., Ltd. added	Shares	+1	+$9	$64
10	EverSource Wealth Advisors, LLC trimmed	Shares	-91	-$61	$1.5K
11	Versant Capital Management, Inc exited	Shares	-478	-$1.2K	$0
12	Police & Firemen's Retirement System of New Jersey exited	Shares	-5.7K	-$14.1K	$0
13	Assenagon Asset Management S.A. exited	Shares	-35.1K	-$87.5K	$0

Filing Research | AVD - AMERICAN VANGUARD CORP Institutional Holdings