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 |
|---|---|---|---|---|---|---|---|---|---|
| Axon Enterprise Inc | Stock | 151 | $18,000 | 80 | 0.01 | 80 | +Inf | 03-31-2023 | |
| Pfizer Inc | Stock | 152 | $17,000 | 435 | 0.01 | 0.00 | 108 | 33.03 | 03-31-2023 |
| Coca-Cola Co | Stock | 153 | $17,000 | 272 | 0.01 | 0.00 | -490 | -64.30 | 03-31-2023 |
| Medtronic PLC | Stock | 154 | $16,000 | 203 | 0.01 | 0.00 | 103 | 103.00 | 03-31-2023 |
