Institutional Owners for HD
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| BEACON BRIDGE WEALTH PARTNERS LLC | COM | 3501 | $611,156 | 1,593 | 0.00 | 0.00 | 38 | 2.44 | 03-31-2024 |
| IMA WEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ALPHA FINANCIAL PARTNERS LLC | COM | 3503 | $551,586 | 1,592 | 0.00 | 0.00 | 83 | 5.50 | 12-31-2023 |
| LIVE OAK INVESTMENT PARTNERS | COM | 3504 | $480,739 | 1,591 | 0.00 | 0.00 | -247 | -13.44 | 09-30-2023 |
