Institutional Owners for ADP
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CONCORD WEALTH PARTNERS COM 1151 $1,959,427 7,846 0.00 0.00 2,639 50.68 03-31-2024
BANK OF HAWAII COMMON STOCK 1152 $1,952,467 7,818 0.00 0.00 -1,130 -12.63 03-31-2024
MORSE ASSET MANAGEMENT INC COM 1153 $1,817,000 7,800 0.53 0.61 -200 -2.50 12-31-2023
ASCENT GROUP LLC COM 1154 $1,765,044 7,792 0.00 0.00 -4,682 -37.53 09-30-2023
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