Institutional Owners for ADI
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
CLEAR PERSPECTIVE ADVISORS LLC COM 1751 $254,000 1,445 0.08 0.08 -10 -0.69 12-31-2021
BOSS RETIREMENT ADVISORS LLC COM 1752 $252,660 1,443 0.00 0.00 -231 -13.80 12-31-2023
NEW ENGLAND PROFESSIONAL PLANNING GROUP INC COM 1753 $283,828 1,435 0.00 0.00 3 0.21 03-31-2024
BRIGHTON JONES LLC COM 1754 $284,779 1,434 0.00 0.00 -951 -39.87 12-31-2023
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