Institutional Owners for ADI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| NEEDHAM INVESTMENT MANAGEMENT LLC | COM | 901 | $1,461,000 | 10,000 | 0.27 | 10,000 | +Inf | 06-30-2022 | |
| STRATOS WEALTH ADVISORS LLC | COM | 902 | $1,977,498 | 9,997 | 0.00 | 0.00 | 88 | 0.89 | 03-31-2024 |
| HERITAGE WEALTH MANAGEMENT LLC | COM | 903 | $1,974,592 | 9,983 | 0.00 | 0.00 | -286 | -2.79 | 03-31-2024 |
| LANTZ FINANCIAL LLC | COM | 904 | $1,972,955 | 9,975 | 0.00 | 0.00 | -127 | -1.26 | 03-31-2024 |
