Institutional Owners for ADP
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
ALPHA OMEGA WEALTH MANAGEMENT LLC COM 2301 $297,940 1,193 0.00 0.00 -12 -1.00 03-31-2024
PARKSIDE ADVISORS LLC COM 2302 $299,108 1,191 0.00 0.00 -3 -0.25 03-31-2024
TRILLIUM ASSET MANAGEMENT LLC COM 2303 $277,000 1,188 0.00 0.05 -5,833 -83.08 12-31-2023
KORE PRIVATE WEALTH LLC COM 2304 $270,000 1,185 0.03 0.07 -2,018 -63.00 03-31-2022
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