Institutional Owners for HEI
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| SUNBELT SECURITIES INC | Stock | 651 | $99,893 | 523 | 0.00 | 0.00 | -120 | -18.66 | 03-31-2024 |
| ADVISORNET FINANCIAL INC | Stock | 652 | $96,455 | 505 | 0.00 | 0.00 | -5 | -0.98 | 03-31-2024 |
| SYSTM WEALTH SOLUTIONS LLC | COM | 653 | $91,871 | 481 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HARBOR INVESTMENT ADVISORY LLC | Stock | 654 | $91,680 | 480 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
