Institutional Owners for HLI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| RIVERWATER PARTNERS LLC | CL A | 451 | $283,654 | 2,648 | 0.00 | 0.00 | -335 | -11.23 | 09-30-2023 |
| VALUES FIRST ADVISORS INC | CL A | 452 | $337,253 | 2,631 | 0.00 | 2,631 | +Inf | 03-31-2024 | |
| SIGNIFICANT WEALTH PARTNERS LLC | CL A | 453 | $334,717 | 2,611 | 0.00 | 2,611 | +Inf | 03-31-2024 | |
| ADVISORY SERVICES NETWORK LLC | Stock | 454 | $326,500 | 2,547 | 0.00 | 0.00 | -65 | -2.49 | 03-31-2024 |
