Institutional Owners for ADX
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CREATIVE PLANNING | COM | 151 | $231,587 | 13,077 | 0.00 | 0.00 | 403 | 3.18 | 12-31-2023 |
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,720 | -27.28 | 03-31-2024 |
| SOWELL FINANCIAL SERVICES LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LAIRD NORTON WETHERBY WEALTH MANAGEMENT LLC | COM | 154 | $238,202 | 12,203 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
