Institutional Owners for ADI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| MA PRIVATE WEALTH | COM | 1551 | $397,756 | 2,011 | 0.00 | 0.00 | -300 | -12.98 | 03-31-2024 |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | COM | 1552 | $397,756 | 2,011 | 0.00 | 0.00 | 450 | 28.83 | 03-31-2024 |
| CATALYST FINANCIAL PARTNERS LLC | COM | 1553 | $398,708 | 2,008 | 0.00 | 0.00 | 91 | 4.75 | 12-31-2023 |
| PRINCIPLE WEALTH PARTNERS LLC | COM | 1554 | $395,918 | 2,002 | 0.00 | 0.00 | -88 | -4.21 | 03-31-2024 |
