Institutional Owners for HE
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CENTER FOR FINANCIAL PLANNING INC | COM | 551 | $3,438 | 305 | 0.00 | 305 | +Inf | 03-31-2024 | |
| AVIOR WEALTH MANAGEMENT LLC | Stock | Liquidated | $0 | 0 | 0.00 | 296 | +Inf | 12-31-2023 | |
| FORTITUDE FAMILY OFFICE LLC | Stock | Liquidated | $0 | 0 | 0.00 | 294 | +Inf | 03-31-2024 | |
| RED TORTOISE LLC | Stock | 554 | $3,122 | 277 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
