Institutional Owners for APD
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS LLC | COM | 351 | $9,661,373 | 39,879 | 0.00 | 0.00 | 11,957 | 42.82 | 03-31-2024 |
| RWA WEALTH PARTNERS LLC | COM | 352 | $9,653,732 | 39,847 | 0.00 | 0.00 | 25,685 | 181.37 | 03-31-2024 |
| WELCH & FORBES LLC | COM | 353 | $10,892,304 | 39,782 | 0.00 | 0.00 | -15 | -0.04 | 12-31-2023 |
| SEGMENT WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 898 | 2.33 | 03-31-2024 |
