Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HBC FINANCIAL SERVICES PLLC | 05-12-2023 | 03-31-2023 | 196 | 133,371,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Clearway Energy Inc Class C | Stock | 101 | $37,000 | 1,150 | 0.03 | 1,150 | +Inf | 03-31-2023 | |
| Chevron Corp | Stock | 102 | $37,000 | 220 | 0.03 | 0.00 | 20 | 10.00 | 03-31-2023 |
| Caterpillar Inc | Stock | 103 | $37,000 | 166 | 0.03 | 0.00 | 2 | 1.22 | 03-31-2023 |
| United Rentals Inc | Stock | 104 | $36,000 | 95 | 0.03 | 0.00 | -60 | -38.71 | 03-31-2023 |
