Institutional Owners for LAD
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MILESTONE INVESTMENT ADVISORS LLC | COM | Liquidated | $0 | 0 | 0.00 | 9 | +Inf | 12-31-2023 | |
| GENEOS WEALTH MANAGEMENT INC | COM | 1002 | $2,708 | 9 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ADVISORNET FINANCIAL INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -1 | -11.11 | 03-31-2024 |
| SJS INVESTMENT CONSULTING INC | COM | 1004 | $2,407 | 8 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
