Institutional Owners for ADI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| IEQ CAPITAL LLC | COM | 651 | $4,783,120 | 24,089 | 0.00 | 0.00 | 657 | 2.80 | 12-31-2023 |
| AE WEALTH MANAGEMENT LLC | COM | 652 | $4,666,407 | 24,062 | 0.00 | 0.00 | 2,068 | 9.40 | 12-31-2023 |
| PATHSTONE FAMILY OFFICE LLC | COM | 653 | $4,699,870 | 23,927 | 0.00 | 0.00 | 247 | 1.04 | 06-30-2023 |
| INTECH INVESTMENT MANAGEMENT LLC | COM | 654 | $4,660,244 | 23,922 | 0.00 | 23,922 | +Inf | 06-30-2023 |
