Institutional Owners for HLI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ARLINGTON TRUST CO LLC | COM | 651 | $7,179 | 56 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEXT FINANCIAL GROUP INC | CL A | 652 | $5,000 | 55 | 0.00 | 0.00 | -4 | -6.78 | 06-30-2021 |
| WASHINGTON TRUST CO | CL A | 653 | $6,727 | 52 | 0.00 | 0.00 | -1 | -1.89 | 03-31-2024 |
| TURTLE CREEK WEALTH ADVISORS LLC | Stock | 654 | $5,996 | 50 | 0.00 | 50 | +Inf | 12-31-2023 |
