Institutional Owners for APD
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COLLECTIVE FAMILY OFFICE LLC | COM | 1751 | $296,538 | 1,224 | 0.00 | 0.00 | 88 | 7.75 | 03-31-2024 |
| CWS FINANCIAL ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -172 | -12.32 | 03-31-2024 |
| CYNDEO WEALTH PARTNERS LLC | COM | 1753 | $333,488 | 1,218 | 0.00 | 0.00 | -13 | -1.06 | 12-31-2023 |
| HEADINVEST LLC | Stock | 1754 | $332,941 | 1,216 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
