Institutional Owners for ADI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SONORA INVESTMENT MANAGEMENT LLC | COM | 1451 | $416,000 | 2,485 | 0.05 | 2,485 | +Inf | 09-30-2021 | |
| ROPES WEALTH ADVISORS LLC | COM | 1452 | $434,223 | 2,480 | 0.00 | 0.00 | 523 | 26.72 | 09-30-2023 |
| PORTLAND GLOBAL ADVISORS LLC | COM | 1453 | $433,000 | 2,471 | 0.07 | 0.09 | -387 | -13.54 | 09-30-2023 |
| STEWART & PATTEN CO LLC | COM STK | 1454 | $484,586 | 2,450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
