Institutional Owners for HE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CULLEN/FROST BANKERS INC | DOMESTIC COMMON STOCK | 501 | $9,703 | 861 | 0.00 | 0.00 | -224 | -20.65 | 03-31-2024 |
| IFP ADVISORS INC | cs | 502 | $11,509 | 811 | 0.00 | 0.00 | 701 | 637.27 | 12-31-2023 |
| STEWARD PARTNERS INVESTMENT ADVISORY LLC | COM | 503 | $8,734 | 775 | 0.00 | 0.00 | -200 | -20.51 | 03-31-2024 |
| ADVISORNET FINANCIAL INC | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,110 | -73.65 | 03-31-2024 |
