On this page, we present all of the funds holding HLN from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HLN, with a link to that fund's top holdings. The next columns indicate the amount of HLN stock held by each of the funds holding HLN, followed by the HLN position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 572 funds holding HLN within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Dodge & Cox. For more details on the positions held by Dodge & Cox (or by any of the other funds holding HLN), click the fund name in the "Holder" column of the funds-holding-HLN table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Dodge & Cox | 110,663,098 | $910,757 | 12/31/2023 |
HLN | 110,663,098 | $910,757 | 12/31/2023 |
FMR LLC | 63,897,244 | $525,874 | 12/31/2023 |
HLN | 63,897,244 | $525,874 | 12/31/2023 |
Clearbridge Investments LLC | 26,581,902 | $218,769 | 12/31/2023 |
HLN | 26,581,902 | $218,769 | 12/31/2023 |
Harding Loevner LP | 22,372,190 | $183,791 | 12/31/2023 |
HLN | 22,372,190 | $183,791 | 12/31/2023 |
Aristotle Capital Management LLC | $132,810 | 12/31/2023 | |
HLN | 8,905,038 | $73,288 | 12/31/2023 |
FOREIGN | 14,535,482 | $59,522 | 12/31/2023 |
Fisher Asset Management LLC | 14,737,776 | $121,292 | 12/31/2023 |
HLN | 14,737,776 | $121,292 | 12/31/2023 |
Wellington Management Group LLP | 13,542,346 | $111,454 | 12/31/2023 |
HLN | 13,542,346 | $111,454 | 12/31/2023 |
Alliancebernstein L.P. | 10,939,898 | $90,035 | 12/31/2023 |
HLN | 10,939,898 | $90,035 | 12/31/2023 |
Douglas Lane & Associates LLC | 8,401,876 | $71,332 | 03/31/2024 |
HLN | 8,401,876 | $71,332 | 03/31/2024 |
Bank of America Corp DE | 8,303,899 | $68,341 | 12/31/2023 |
HLN | 8,303,899 | $68,341 | 12/31/2023 |
Bain Capital Public Equity Management II LLC | 7,679,571 | $63,203 | 12/31/2023 |
HLN | 7,679,571 | $63,203 | 12/31/2023 |
Morgan Stanley | 6,468,707 | $53,237 | 12/31/2023 |
HLN | 6,468,707 | $53,237 | 12/31/2023 |
Envestnet Asset Management Inc. | 5,970,994 | $49,141 | 12/31/2023 |
HLN | 5,970,994 | $49,141 | 12/31/2023 |
Sculptor Capital LP | 5,295,098 | $43,579 | 12/31/2023 |
HLN | 5,295,098 | $43,579 | 12/31/2023 |
Goldman Sachs Group Inc. | 4,813,997 | $39,619 | 12/31/2023 |
HLN | 4,813,997 | $39,619 | 12/31/2023 |
Renaissance Technologies LLC | 3,836,924 | $31,578 | 12/31/2023 |
HLN | 3,836,924 | $31,578 | 12/31/2023 |
Raymond James & Associates | 3,504,327 | $29,752 | 03/31/2024 |
HLN | 3,504,327 | $29,752 | 03/31/2024 |
Northern Trust Corp | 3,458,772 | $28,466 | 12/31/2023 |
HLN | 3,458,772 | $28,466 | 12/31/2023 |
Eminence Capital LP | 3,361,102 | $27,662 | 12/31/2023 |
HLN | 3,361,102 | $27,662 | 12/31/2023 |
Clark Estates Inc. NY | 2,650,000 | $21,810 | 12/31/2023 |
HLN | 2,650,000 | $21,810 | 12/31/2023 |
BlackRock Inc. | 2,542,193 | $20,922 | 12/31/2023 |
HLN | 2,542,193 | $20,922 | 12/31/2023 |
Invesco Ltd. | 2,513,629 | $20,687 | 12/31/2023 |
HLN | 2,513,629 | $20,687 | 12/31/2023 |
Van ECK Associates Corp | 2,272,830 | $18,705 | 12/31/2023 |
HLN | 2,272,830 | $18,705 | 12/31/2023 |
Wells Fargo & Company MN | 1,935,471 | $15,929 | 12/31/2023 |
HLN | 1,935,471 | $15,929 | 12/31/2023 |
Cambiar Investors LLC | 1,849,972 | $15,225 | 12/31/2023 |
HLN | 1,849,972 | $15,225 | 12/31/2023 |
Kayne Anderson Rudnick Investment Management LLC | 1,630,246 | $13,417 | 12/31/2023 |
HLN | 1,630,246 | $13,417 | 12/31/2023 |
LPL Financial LLC | 1,608,262 | $13,236 | 12/31/2023 |
HLN | 1,608,262 | $13,236 | 12/31/2023 |
Qube Research & Technologies Ltd | 1,551,385 | $12,768 | 12/31/2023 |
HLN | 1,551,385 | $12,768 | 12/31/2023 |
UBS Group AG | 1,538,020 | $12,658 | 12/31/2023 |
HLN | 1,538,020 | $12,658 | 12/31/2023 |
Bank of New York Mellon Corp | 1,383,023 | $11,742 | 03/31/2024 |
HLN | 1,383,023 | $11,742 | 03/31/2024 |
Royal Bank of Canada | 1,387,092 | $11,416 | 12/31/2023 |
HLN | 1,387,092 | $11,416 | 12/31/2023 |
Heathbridge Capital Management Ltd. | 1,240,300 | $10,208 | 12/31/2023 |
HLN | 1,240,300 | $10,208 | 12/31/2023 |
Stifel Financial Corp | 1,202,209 | $9,894 | 12/31/2023 |
HLN | 1,202,209 | $9,894 | 12/31/2023 |
Exencial Wealth Advisors LLC | 1,105,631 | $9,099 | 12/31/2023 |
HLN | 1,105,631 | $9,099 | 12/31/2023 |
First Eagle Investment Management LLC | 1,039,093 | $8,552 | 12/31/2023 |
HLN | 1,039,093 | $8,552 | 12/31/2023 |
Optiver Holding B.V. | 1,008,565 | $8,260 | 12/31/2023 |
HLN | 1,008,565 | $8,260 | 12/31/2023 |
Dimensional Fund Advisors LP | 975,374 | $8,027 | 12/31/2023 |
HLN | 975,374 | $8,027 | 12/31/2023 |
Russell Investments Group Ltd. | 966,555 | $7,955 | 12/31/2023 |
HLN | 966,555 | $7,955 | 12/31/2023 |
Citigroup Inc. | 963,662 | $7,931 | 12/31/2023 |
HLN | 963,662 | $7,931 | 12/31/2023 |
GAM Holding AG | 798,479 | $6,571 | 12/31/2023 |
HLN | 798,479 | $6,571 | 12/31/2023 |
US Bancorp DE | 774,972 | $6,378 | 12/31/2023 |
HLN | 774,972 | $6,378 | 12/31/2023 |
QVIDTVM Management LLC | 759,564 | $6,251 | 12/31/2023 |
HLN | 759,564 | $6,251 | 12/31/2023 |
Truist Financial Corp | 753,036 | $6,197 | 12/31/2023 |
HLN | 753,036 | $6,197 | 12/31/2023 |
Bank of Montreal Can | 677,176 | $5,614 | 12/31/2023 |
HLN | 677,176 | $5,614 | 12/31/2023 |
Welch & Forbes LLC | 649,082 | $5,342 | 12/31/2023 |
HLN | 649,082 | $5,342 | 12/31/2023 |
Kahn Brothers Group Inc. DE | 645,675 | $5,314 | 12/31/2023 |
HLN | 645,675 | $5,314 | 12/31/2023 |
American Century Companies Inc. | 635,553 | $5,231 | 12/31/2023 |
HLN | 635,553 | $5,231 | 12/31/2023 |
Oppenheimer Asset Management Inc. | 608,607 | $5,009 | 12/31/2023 |
HLN | 608,607 | $5,009 | 12/31/2023 |
Citadel Advisors LLC | $4,888 | 12/31/2023 | |
HLN | 485,445 | $3,995 | 12/31/2023 |
Call | 210,100 | $1,729 | 12/31/2023 |
Put | 101,600 | $836 | 12/31/2023 |
Orion Portfolio Solutions LLC | 555,261 | $4,809 | 12/31/2023 |
HLN | 555,261 | $4,809 | 12/31/2023 |
Natixis Advisors L.P. | 548,598 | $4,658 | 03/31/2024 |
HLN | 548,598 | $4,658 | 03/31/2024 |
Primecap Management Co. CA | 551,400 | $4,538 | 12/31/2023 |
HLN | 551,400 | $4,538 | 12/31/2023 |
Marathon Partners Equity Management LLC | 475,000 | $3,909 | 12/31/2023 |
HLN | 475,000 | $3,909 | 12/31/2023 |
Bain Capital Public Equity LP | 452,246 | $3,722 | 12/31/2023 |
HLN | 452,246 | $3,722 | 12/31/2023 |
Advisor Group Holdings Inc. | 445,589 | $3,667 | 12/31/2023 |
HLN | 445,589 | $3,667 | 12/31/2023 |
Norden Group LLC | 428,129 | $3,635 | 03/31/2024 |
HLN | 428,129 | $3,635 | 03/31/2024 |
Sei Investments Co. | 436,053 | $3,589 | 12/31/2023 |
HLN | 436,053 | $3,589 | 12/31/2023 |
State Street Corp | 428,581 | $3,527 | 12/31/2023 |
HLN | 428,581 | $3,527 | 12/31/2023 |
Jane Street Group LLC | 418,270 | $3,442 | 12/31/2023 |
HLN | 418,270 | $3,442 | 12/31/2023 |
JTC Employer Solutions Trusteee Ltd | 376,834 | $3,216 | 03/31/2024 |
HLN | 376,834 | $3,216 | 03/31/2024 |
Fifth Third Bancorp | 345,616 | $2,934 | 03/31/2024 |
HLN | 345,616 | $2,934 | 03/31/2024 |
MML Investors Services LLC | 350,627 | $2,886 | 12/31/2023 |
HLN | 350,627 | $2,886 | 12/31/2023 |
Mariner LLC | 350,713 | $2,886 | 12/31/2023 |
HLN | 350,713 | $2,886 | 12/31/2023 |
Captrust Financial Advisors | 344,513 | $2,835 | 12/31/2023 |
HLN | 344,513 | $2,835 | 12/31/2023 |
Neuberger Berman Group LLC | 332,462 | $2,736 | 12/31/2023 |
HLN | 332,462 | $2,736 | 12/31/2023 |
First Hawaiian Bank | 304,434 | $2,585 | 03/31/2024 |
HLN | 304,434 | $2,585 | 03/31/2024 |
Quantinno Capital Management LP | 296,671 | $2,442 | 12/31/2023 |
HLN | 296,671 | $2,442 | 12/31/2023 |
Voloridge Investment Management LLC | 296,338 | $2,439 | 12/31/2023 |
HLN | 296,338 | $2,439 | 12/31/2023 |
HighTower Advisors LLC | 289,100 | $2,370 | 12/31/2023 |
HLN | 289,100 | $2,370 | 12/31/2023 |
Crossmark Global Holdings Inc. | 282,602 | $2,326 | 12/31/2023 |
HLN | 282,602 | $2,326 | 12/31/2023 |
Kornitzer Capital Management Inc. KS | 273,102 | $2,248 | 12/31/2023 |
HLN | 273,102 | $2,248 | 12/31/2023 |
Commonwealth Equity Services LLC | 261,385 | $2,151 | 12/31/2023 |
HLN | 261,385 | $2,151 | 12/31/2023 |
DAVENPORT & Co LLC | 256,860 | $2,114 | 12/31/2023 |
HLN | 256,860 | $2,114 | 12/31/2023 |
Creative Planning | 240,280 | $1,978 | 12/31/2023 |
HLN | 240,280 | $1,978 | 12/31/2023 |
Keystone Financial Planning Inc. | 231,748 | $1,968 | 03/31/2024 |
HLN | 231,748 | $1,968 | 03/31/2024 |
Coronation Fund Managers Ltd. | 234,964 | $1,934 | 12/31/2023 |
HLN | 234,964 | $1,934 | 12/31/2023 |
JPMorgan Chase & Co. | 234,398 | $1,929 | 12/31/2023 |
HLN | 234,398 | $1,929 | 12/31/2023 |
Townsquare Capital LLC | 234,033 | $1,926 | 12/31/2023 |
HLN | 234,033 | $1,926 | 12/31/2023 |
The PNC Financial Services Group Inc. | 224,820 | $1,850 | 12/31/2023 |
HLN | 224,820 | $1,850 | 12/31/2023 |
Susquehanna International Securities Ltd. | 224,841 | $1,850 | 12/31/2023 |
HLN | 224,841 | $1,850 | 12/31/2023 |
Keybank National Association OH | 221,229 | $1,821 | 12/31/2023 |
HLN | 221,229 | $1,821 | 12/31/2023 |
Sequoia Financial Advisors LLC | 219,548 | $1,804 | 12/31/2023 |
HLN | 219,548 | $1,804 | 12/31/2023 |
Silvercrest Asset Management Group LLC | 216,249 | $1,780 | 12/31/2023 |
HLN | 216,249 | $1,780 | 12/31/2023 |
B. Metzler seel. Sohn & Co. AG | 208,655 | $1,717 | 12/31/2023 |
HLN | 208,655 | $1,717 | 12/31/2023 |
Franklin Resources Inc. | 195,695 | $1,611 | 12/31/2023 |
HLN | 195,695 | $1,611 | 12/31/2023 |
Envestnet Portfolio Solutions Inc. | 192,911 | $1,588 | 12/31/2023 |
HLN | 192,911 | $1,588 | 12/31/2023 |
Banco Santander S.A. | 181,250 | $1,492 | 12/31/2023 |
HLN | 181,250 | $1,492 | 12/31/2023 |
Atria Investments LLC | 171,811 | $1,414 | 12/31/2023 |
HLN | 171,811 | $1,414 | 12/31/2023 |
Squarepoint Ops LLC | 171,633 | $1,413 | 12/31/2023 |
HLN | 171,633 | $1,413 | 12/31/2023 |
Ethic Inc. | 170,429 | $1,403 | 12/31/2023 |
HLN | 170,429 | $1,403 | 12/31/2023 |
Quantbot Technologies LP | 164,677 | $1,355 | 12/31/2023 |
HLN | 164,677 | $1,355 | 12/31/2023 |
Marks Group Wealth Management Inc | 156,894 | $1,291 | 12/31/2023 |
HLN | 156,894 | $1,291 | 12/31/2023 |
Regions Financial Corp | 150,805 | $1,280 | 03/31/2024 |
HLN | 150,805 | $1,280 | 03/31/2024 |
Janney Montgomery Scott LLC | 155,423 | $1,280 | 12/31/2023 |
HLN | 155,423 | $1,280 | 12/31/2023 |
Cerity Partners LLC | 152,235 | $1,253 | 12/31/2023 |
HLN | 152,235 | $1,253 | 12/31/2023 |
Cresset Asset Management LLC | 146,314 | $1,204 | 12/31/2023 |
HLN | 146,314 | $1,204 | 12/31/2023 |
QRG Capital Management Inc. | 137,523 | $1,132 | 12/31/2023 |
HLN | 137,523 | $1,132 | 12/31/2023 |
Procyon Private Wealth Partners LLC | 131,665 | $1,118 | 03/31/2024 |
HLN | 131,665 | $1,118 | 03/31/2024 |
Pathstone Holdings LLC | 134,781 | $1,109 | 12/31/2023 |
HLN | 134,781 | $1,109 | 12/31/2023 |
CI Private Wealth LLC | 133,189 | $1,096 | 12/31/2023 |
HLN | 133,189 | $1,096 | 12/31/2023 |
U.S. Capital Wealth Advisors LLC | 131,534 | $1,083 | 12/31/2023 |
HLN | 131,534 | $1,083 | 12/31/2023 |
Mercer Global Advisors Inc. ADV | 128,162 | $1,055 | 12/31/2023 |
HLN | 128,162 | $1,055 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 123,271 | $1,047 | 03/31/2024 |
HLN | 123,271 | $1,047 | 03/31/2024 |
Cohen Klingenstein LLC | 120,042 | $1,019 | 03/31/2024 |
HLN | 120,042 | $1,019 | 03/31/2024 |
Park Avenue Securities LLC | 116,526 | $989 | 03/31/2024 |
HLN | 116,526 | $989 | 03/31/2024 |
WCM Investment Management LLC | 113,987 | $968 | 03/31/2024 |
HLN | 113,987 | $968 | 03/31/2024 |
Tweedy Browne Co LLC | 115,766 | $953 | 12/31/2023 |
HLN | 115,766 | $953 | 12/31/2023 |
Pitcairn Co. | 114,094 | $939 | 12/31/2023 |
HLN | 114,094 | $939 | 12/31/2023 |
Cetera Investment Advisers | 113,341 | $933 | 12/31/2023 |
HLN | 113,341 | $933 | 12/31/2023 |
HRT Financial LP | 108,775 | $895 | 12/31/2023 |
HLN | 108,775 | $895 | 12/31/2023 |
Charles Schwab Investment Management Inc. | 108,640 | $894 | 12/31/2023 |
HLN | 108,640 | $894 | 12/31/2023 |
Synovus Financial Corp | 107,497 | $885 | 12/31/2023 |
HLN | 107,497 | $885 | 12/31/2023 |
Euro Pacific Asset Management LLC | 105,322 | $870 | 12/31/2023 |
HLN | 105,322 | $870 | 12/31/2023 |
Signaturefd LLC | 105,201 | $866 | 12/31/2023 |
HLN | 105,201 | $866 | 12/31/2023 |
Canal Insurance CO | 100,000 | $849 | 03/31/2024 |
HLN | 100,000 | $849 | 03/31/2024 |
Eqis Capital Management Inc. | 101,204 | $833 | 12/31/2023 |
HLN | 101,204 | $833 | 12/31/2023 |
American Assets Investment Management LLC | 100,000 | $823 | 12/31/2023 |
HLN | 100,000 | $823 | 12/31/2023 |
Cetera Advisor Networks LLC | 96,665 | $796 | 12/31/2023 |
HLN | 96,665 | $796 | 12/31/2023 |
Heritage Wealth Management LLC | 93,274 | $792 | 03/31/2024 |
HLN | 93,274 | $792 | 03/31/2024 |
Ameriprise Financial Inc. | 95,243 | $784 | 12/31/2023 |
HLN | 95,243 | $784 | 12/31/2023 |
AXQ Capital LP | 94,700 | $779 | 12/31/2023 |
HLN | 94,700 | $779 | 12/31/2023 |
JustInvest LLC | 93,739 | $771 | 12/31/2023 |
HLN | 93,739 | $771 | 12/31/2023 |
Prudential Financial Inc. | 93,162 | $767 | 12/31/2023 |
HLN | 93,162 | $767 | 12/31/2023 |
1832 Asset Management L.P. | 92,715 | $763 | 12/31/2023 |
HLN | 92,715 | $763 | 12/31/2023 |
Stephens Inc. AR | 89,431 | $736 | 12/31/2023 |
HLN | 89,431 | $736 | 12/31/2023 |
Wallace Capital Management Inc. | 88,072 | $725 | 12/31/2023 |
HLN | 88,072 | $725 | 12/31/2023 |
AIMZ Investment Advisors LLC | 87,875 | $723 | 12/31/2023 |
HLN | 87,875 | $723 | 12/31/2023 |
Rockefeller Capital Management L.P. | 84,977 | $699 | 12/31/2023 |
HLN | 84,977 | $699 | 12/31/2023 |
Confluence Investment Management LLC | 82,071 | $697 | 03/31/2024 |
HLN | 82,071 | $697 | 03/31/2024 |
Yousif Capital Management LLC | 77,031 | $634 | 12/31/2023 |
HLN | 77,031 | $634 | 12/31/2023 |
Arkadios Wealth Advisors | 75,841 | $624 | 12/31/2023 |
HLN | 75,841 | $624 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 71,450 | $607 | 03/31/2024 |
HLN | 71,450 | $607 | 03/31/2024 |
Legacy Wealth Asset Management LLC | 70,329 | $597 | 03/31/2024 |
HLN | 70,329 | $597 | 03/31/2024 |
Wealth Enhancement Advisory Services LLC | 66,247 | $562 | 03/31/2024 |
HLN | 66,247 | $562 | 03/31/2024 |
One Wealth Advisors LLC | 65,312 | $561 | 03/31/2024 |
HLN | 65,312 | $561 | 03/31/2024 |
Syon Capital LLC | 67,711 | $557 | 12/31/2023 |
HLN | 67,711 | $557 | 12/31/2023 |
Founders Financial Securities LLC | 64,959 | $552 | 03/31/2024 |
HLN | 64,959 | $552 | 03/31/2024 |
HighPoint Advisor Group LLC | 64,328 | $542 | 12/31/2023 |
HLN | 64,328 | $542 | 12/31/2023 |
Private Advisor Group LLC | 64,149 | $528 | 12/31/2023 |
HLN | 64,149 | $528 | 12/31/2023 |
We Are One Seven LLC | 60,609 | $499 | 12/31/2023 |
HLN | 60,609 | $499 | 12/31/2023 |
Profund Advisors LLC | 59,656 | $491 | 12/31/2023 |
HLN | 59,656 | $491 | 12/31/2023 |
Team Hewins LLC | 58,794 | $484 | 12/31/2023 |
HLN | 58,794 | $484 | 12/31/2023 |
Patrick M Sweeney & Associates Inc. | 56,543 | $480 | 03/31/2024 |
HLN | 56,543 | $480 | 03/31/2024 |
Wintrust Investments LLC | 57,081 | $470 | 12/31/2023 |
HLN | 57,081 | $470 | 12/31/2023 |
Tempus Wealth Planning LLC | 54,813 | $465 | 03/31/2024 |
HLN | 54,813 | $465 | 03/31/2024 |
Glenmede Trust Co. NA | 56,135 | $462 | 12/31/2023 |
HLN | 56,135 | $462 | 12/31/2023 |
WealthTrust Axiom LLC | 55,188 | $454 | 12/31/2023 |
HLN | 55,188 | $454 | 12/31/2023 |
NewEdge Wealth LLC | 53,003 | $436 | 12/31/2023 |
HLN | 53,003 | $436 | 12/31/2023 |
GTS Securities LLC | $423 | 12/31/2023 | |
HLN | 31,641 | $260 | 12/31/2023 |
Call | 19,800 | $163 | 12/31/2023 |
Wetherby Asset Management Inc. | 50,102 | $412 | 12/31/2023 |
HLN | 50,102 | $412 | 12/31/2023 |
Vestmark Advisory Solutions Inc. | 50,003 | $412 | 12/31/2023 |
HLN | 50,003 | $412 | 12/31/2023 |
Raymond James Trust N.A. | 47,716 | $405 | 03/31/2024 |
HLN | 47,716 | $405 | 03/31/2024 |
AE Wealth Management LLC | 48,057 | $393 | 12/31/2023 |
HLN | 48,057 | $393 | 12/31/2023 |
Aspen Grove Capital LLC | 47,654 | $392 | 12/31/2023 |
HLN | 47,654 | $392 | 12/31/2023 |
FDx Advisors Inc. | 47,452 | $391 | 12/31/2023 |
HLN | 47,452 | $391 | 12/31/2023 |
Cardinal Capital Management | 45,091 | $383 | 03/31/2024 |
HLN | 45,091 | $383 | 03/31/2024 |
M&T Bank Corp | 46,395 | $382 | 12/31/2023 |
HLN | 46,395 | $382 | 12/31/2023 |
Schechter Investment Advisors LLC | 46,185 | $380 | 12/31/2023 |
HLN | 46,185 | $380 | 12/31/2023 |
Insigneo Advisory Services LLC | 45,560 | $375 | 12/31/2023 |
HLN | 45,560 | $375 | 12/31/2023 |
Portside Wealth Group LLC | 43,803 | $372 | 03/31/2024 |
HLN | 43,803 | $372 | 03/31/2024 |
Brown Advisory Inc. | 42,823 | $364 | 03/31/2024 |
HLN | 42,823 | $364 | 03/31/2024 |
Kestra Advisory Services LLC | 44,165 | $363 | 12/31/2023 |
HLN | 44,165 | $363 | 12/31/2023 |
Millennium Management LLC | 43,794 | $360 | 12/31/2023 |
HLN | 43,794 | $360 | 12/31/2023 |
GYL Financial Synergies LLC | 43,587 | $359 | 12/31/2023 |
HLN | 43,587 | $359 | 12/31/2023 |
Lester Murray Antman dba SimplyRich | 43,449 | $358 | 12/31/2023 |
HLN | 43,449 | $358 | 12/31/2023 |
Auxier Asset Management | 43,305 | $356 | 12/31/2023 |
HLN | 43,305 | $356 | 12/31/2023 |
Susquehanna International Group LLP | $340 | 12/31/2023 | |
HLN | 26,402 | $217 | 12/31/2023 |
Call | 15,000 | $123 | 12/31/2023 |
Greenwich Wealth Management LLC | 40,302 | $332 | 12/31/2023 |
HLN | 40,302 | $332 | 12/31/2023 |
Haverford Trust Co. | 39,850 | $328 | 12/31/2023 |
HLN | 39,850 | $328 | 12/31/2023 |
Wealth Alliance | 38,823 | $320 | 12/31/2023 |
HLN | 38,823 | $320 | 12/31/2023 |
Huntington National Bank | 38,720 | $319 | 12/31/2023 |
HLN | 38,720 | $319 | 12/31/2023 |
Integrated Wealth Concepts LLC | 37,841 | $311 | 12/31/2023 |
HLN | 37,841 | $311 | 12/31/2023 |
Coldstream Capital Management Inc. | 36,888 | $304 | 12/31/2023 |
HLN | 36,888 | $304 | 12/31/2023 |
Martin Investment Management LLC | 36,830 | $303 | 12/31/2023 |
HLN | 36,830 | $303 | 12/31/2023 |
Ingalls & Snyder LLC | 36,635 | $302 | 12/31/2023 |
HLN | 36,635 | $302 | 12/31/2023 |
IMC Chicago LLC | 35,336 | $300 | 03/31/2024 |
HLN | 35,336 | $300 | 03/31/2024 |
D.A. Davidson & CO. | 35,049 | $288 | 12/31/2023 |
HLN | 35,049 | $288 | 12/31/2023 |
LMR Partners LLP | 35,000 | $288 | 12/31/2023 |
HLN | 35,000 | $288 | 12/31/2023 |
United Capital Financial Advisers LLC | 34,719 | $286 | 12/31/2023 |
HLN | 34,719 | $286 | 12/31/2023 |
Fiduciary Trust Co. | 34,135 | $281 | 12/31/2023 |
HLN | 34,135 | $281 | 12/31/2023 |
Vise Technologies Inc. | 34,122 | $281 | 12/31/2023 |
HLN | 34,122 | $281 | 12/31/2023 |
CAPROCK Group Inc. | 33,959 | $279 | 12/31/2023 |
HLN | 33,959 | $279 | 12/31/2023 |
Stonegate Investment Group LLC | 32,625 | $277 | 03/31/2024 |
HLN | 32,625 | $277 | 03/31/2024 |
Snowden Capital Advisors LLC | 33,452 | $275 | 12/31/2023 |
HLN | 33,452 | $275 | 12/31/2023 |
Baker Tilly Financial LLC | 32,989 | $271 | 12/31/2023 |
HLN | 32,989 | $271 | 12/31/2023 |
Highland Capital Management LLC | 31,515 | $259 | 12/31/2023 |
HLN | 31,515 | $259 | 12/31/2023 |
Evergreen Capital Management LLC | 30,708 | $253 | 12/31/2023 |
HLN | 30,708 | $253 | 12/31/2023 |
Vident Advisory LLC | 30,777 | $253 | 12/31/2023 |
HLN | 30,777 | $253 | 12/31/2023 |
Rhumbline Advisers | 30,193 | $248 | 12/31/2023 |
HLN | 30,193 | $248 | 12/31/2023 |
Defined Wealth Management LLC | 29,009 | $246 | 03/31/2024 |
HLN | 29,009 | $246 | 03/31/2024 |
Oppenheimer & Co. Inc. | 29,868 | $246 | 12/31/2023 |
HLN | 29,868 | $246 | 12/31/2023 |
Thomasville National Bank | 28,443 | $241 | 03/31/2024 |
HLN | 28,443 | $241 | 03/31/2024 |
Lafayette Investments Inc. | 29,104 | $240 | 12/31/2023 |
HLN | 29,104 | $240 | 12/31/2023 |
MN Wealth Advisors LLC | 29,118 | $240 | 12/31/2023 |
HLN | 29,118 | $240 | 12/31/2023 |
Trexquant Investment LP | 29,037 | $239 | 12/31/2023 |
HLN | 29,037 | $239 | 12/31/2023 |
Resources Investment Advisors LLC. | 29,079 | $239 | 12/31/2023 |
HLN | 29,079 | $239 | 12/31/2023 |
Choate Investment Advisors | 28,797 | $237 | 12/31/2023 |
HLN | 28,797 | $237 | 12/31/2023 |
Peapack Gladstone Financial Corp | 28,480 | $234 | 12/31/2023 |
HLN | 28,480 | $234 | 12/31/2023 |
DRW Securities LLC | 28,338 | $233 | 12/31/2023 |
HLN | 28,338 | $233 | 12/31/2023 |
Avantax Advisory Services Inc. | 28,231 | $232 | 12/31/2023 |
HLN | 28,231 | $232 | 12/31/2023 |
Equitable Holdings Inc. | 28,161 | $232 | 12/31/2023 |
HLN | 28,161 | $232 | 12/31/2023 |
Pacer Advisors Inc. | 28,107 | $231 | 12/31/2023 |
HLN | 28,107 | $231 | 12/31/2023 |
GQG Partners LLC | 27,732 | $228 | 12/31/2023 |
HLN | 27,732 | $228 | 12/31/2023 |
Seed Wealth Management Inc. | 27,130 | $226 | 03/31/2024 |
HLN | 27,130 | $226 | 03/31/2024 |
Benjamin F. Edwards & Company Inc. | 27,382 | $225 | 12/31/2023 |
HLN | 27,382 | $225 | 12/31/2023 |
Whittier Trust Co. | 27,265 | $224 | 12/31/2023 |
HLN | 27,265 | $224 | 12/31/2023 |
Baron Wealth Management LLC | 26,753 | $220 | 12/31/2023 |
HLN | 26,753 | $220 | 12/31/2023 |
Veriti Management LLC | 25,791 | $219 | 03/31/2024 |
HLN | 25,791 | $219 | 03/31/2024 |
GWM Advisors LLC | 26,500 | $219 | 12/31/2023 |
HLN | 26,500 | $219 | 12/31/2023 |
Equity Investment Corp | 24,570 | $202 | 12/31/2023 |
HLN | 24,570 | $202 | 12/31/2023 |
Morningstar Investment Services LLC | 24,001 | $199 | 12/31/2023 |
HLN | 24,001 | $199 | 12/31/2023 |
Thrivent Financial for Lutherans | 24,103 | $198 | 12/31/2023 |
HLN | 24,103 | $198 | 12/31/2023 |
MAI Capital Management | 24,053 | $198 | 12/31/2023 |
HLN | 24,053 | $198 | 12/31/2023 |
Atria Wealth Solutions Inc. | 24,051 | $198 | 12/31/2023 |
HLN | 24,051 | $198 | 12/31/2023 |
National Asset Management Inc. | 23,805 | $196 | 12/31/2023 |
HLN | 23,805 | $196 | 12/31/2023 |
Liontrust Investment Partners LLP | 23,659 | $195 | 12/31/2023 |
HLN | 23,659 | $195 | 12/31/2023 |
Icon Wealth Advisors LLC | 23,163 | $191 | 12/31/2023 |
HLN | 23,163 | $191 | 12/31/2023 |
Global Retirement Partners LLC | 22,380 | $190 | 03/31/2024 |
HLN | 22,380 | $190 | 03/31/2024 |
Balentine LLC | 22,903 | $188 | 12/31/2023 |
HLN | 22,903 | $188 | 12/31/2023 |
Sawtooth Solutions LLC | 22,733 | $187 | 12/31/2023 |
HLN | 22,733 | $187 | 12/31/2023 |
Arden Trust Co | 21,870 | $186 | 03/31/2024 |
HLN | 21,870 | $186 | 03/31/2024 |
O Shaughnessy Asset Management LLC | 22,564 | $186 | 12/31/2023 |
HLN | 22,564 | $186 | 12/31/2023 |
Quadrant Capital Group LLC | 22,411 | $184 | 12/31/2023 |
HLN | 22,411 | $184 | 12/31/2023 |
Dorsey & Whitney Trust CO LLC | 22,054 | $182 | 12/31/2023 |
HLN | 22,054 | $182 | 12/31/2023 |
Laird Norton Trust Company LLC | 21,828 | $180 | 12/31/2023 |
HLN | 21,828 | $180 | 12/31/2023 |
Keystone Financial Group | 21,665 | $178 | 12/31/2023 |
HLN | 21,665 | $178 | 12/31/2023 |
Ariston Services Group | 20,897 | $177 | 03/31/2024 |
HLN | 20,897 | $177 | 03/31/2024 |
Commerce Bank | 21,484 | $177 | 12/31/2023 |
HLN | 21,484 | $177 | 12/31/2023 |
UBS Oconnor LLC | 21,500 | $177 | 12/31/2023 |
HLN | 21,500 | $177 | 12/31/2023 |
Principal Securities Inc. | 21,406 | $176 | 12/31/2023 |
HLN | 21,406 | $176 | 12/31/2023 |
JJJ Advisors Inc. | 20,645 | $175 | 03/31/2024 |
HLN | 20,645 | $175 | 03/31/2024 |
Valeo Financial Advisors LLC | 20,815 | $174 | 03/31/2024 |
HLN | 20,815 | $174 | 03/31/2024 |
Park Place Capital Corp | 20,487 | $174 | 03/31/2024 |
HLN | 20,487 | $174 | 03/31/2024 |
Fractal Investments LLC | 21,106 | $174 | 12/31/2023 |
HLN | 21,106 | $174 | 12/31/2023 |
Aaron Wealth Advisors | 20,405 | $173 | 03/31/2024 |
HLN | 20,405 | $173 | 03/31/2024 |
Bessemer Group Inc. | 20,861 | $172 | 12/31/2023 |
HLN | 20,861 | $172 | 12/31/2023 |
Great Lakes Retirement Inc. | 20,929 | $172 | 12/31/2023 |
HLN | 20,929 | $172 | 12/31/2023 |
Blue Barn Wealth LLC | 20,858 | $172 | 12/31/2023 |
HLN | 20,858 | $172 | 12/31/2023 |
Advisors Asset Management Inc. | 20,798 | $171 | 12/31/2023 |
HLN | 20,798 | $171 | 12/31/2023 |
FirstPurpose Wealth LLC | 20,764 | $170 | 03/31/2024 |
HLN | 20,764 | $170 | 03/31/2024 |
Moors & Cabot Inc. | 20,600 | $170 | 12/31/2023 |
HLN | 20,600 | $170 | 12/31/2023 |
Personal CFO Solutions LLC | 20,600 | $170 | 12/31/2023 |
HLN | 20,600 | $170 | 12/31/2023 |
IHT Wealth Management LLC | 20,654 | $170 | 12/31/2023 |
HLN | 20,654 | $170 | 12/31/2023 |
PFG Investments LLC | 19,841 | $168 | 03/31/2024 |
HLN | 19,841 | $168 | 03/31/2024 |
Baird Financial Group Inc. | 20,451 | $168 | 12/31/2023 |
HLN | 20,451 | $168 | 12/31/2023 |
AlphaCore Capital LLC | 20,417 | $168 | 12/31/2023 |
HLN | 20,417 | $168 | 12/31/2023 |
CWM LLC | 19,622 | $167 | 03/31/2024 |
HLN | 19,622 | $167 | 03/31/2024 |
Forum Financial Management LP | 20,075 | $165 | 12/31/2023 |
HLN | 20,075 | $165 | 12/31/2023 |
Ellevest Inc. | 18,896 | $156 | 12/31/2023 |
HLN | 18,896 | $156 | 12/31/2023 |
Axxcess Wealth Management LLC | 18,836 | $155 | 12/31/2023 |
HLN | 18,836 | $155 | 12/31/2023 |
Seven Mile Advisory | 18,869 | $155 | 12/31/2023 |
HLN | 18,869 | $155 | 12/31/2023 |
Aurum Wealth Management Group LLC | 17,924 | $152 | 03/31/2024 |
HLN | 17,924 | $152 | 03/31/2024 |
Resonant Capital Advisors LLC | 18,461 | $152 | 12/31/2023 |
HLN | 18,461 | $152 | 12/31/2023 |
Hsbc Holdings PLC | 18,255 | $150 | 12/31/2023 |
HLN | 18,255 | $150 | 12/31/2023 |
Riverbridge Partners LLC | 18,127 | $149 | 12/31/2023 |
HLN | 18,127 | $149 | 12/31/2023 |
Dfpg Investments LLC | 17,807 | $149 | 12/31/2023 |
HLN | 17,807 | $149 | 12/31/2023 |
Argent Trust Co | 18,029 | $148 | 12/31/2023 |
HLN | 18,029 | $148 | 12/31/2023 |
Lincoln National Corp | 17,913 | $147 | 12/31/2023 |
HLN | 17,913 | $147 | 12/31/2023 |
EP Wealth Advisors LLC | 17,894 | $147 | 12/31/2023 |
HLN | 17,894 | $147 | 12/31/2023 |
Marotta Asset Management | 17,026 | $145 | 03/31/2024 |
HLN | 17,026 | $145 | 03/31/2024 |
Financial Advocates Investment Management | 17,592 | $145 | 12/31/2023 |
HLN | 17,592 | $145 | 12/31/2023 |
Mesirow Financial Investment Management Inc. | 16,980 | $144 | 03/31/2024 |
HLN | 16,980 | $144 | 03/31/2024 |
Apollon Wealth Management LLC | 17,345 | $143 | 12/31/2023 |
HLN | 17,345 | $143 | 12/31/2023 |
Sanders Morris Harris LLC | 16,700 | $142 | 03/31/2024 |
HLN | 16,700 | $142 | 03/31/2024 |
Stratos Wealth Partners LTD. | 16,586 | $141 | 03/31/2024 |
HLN | 16,586 | $141 | 03/31/2024 |
Kestra Private Wealth Services LLC | 17,115 | $141 | 12/31/2023 |
HLN | 17,115 | $141 | 12/31/2023 |
Legacy Financial Advisors Inc. | 17,099 | $141 | 12/31/2023 |
HLN | 17,099 | $141 | 12/31/2023 |
Ballentine Partners LLC | 16,444 | $140 | 03/31/2024 |
HLN | 16,444 | $140 | 03/31/2024 |
Wilbanks Smith & Thomas Asset Management LLC | 16,956 | $140 | 12/31/2023 |
HLN | 16,956 | $140 | 12/31/2023 |
Gabelli Funds LLC | 17,000 | $140 | 12/31/2023 |
HLN | 17,000 | $140 | 12/31/2023 |
Level Four Advisory Services LLC | 16,765 | $138 | 12/31/2023 |
HLN | 16,765 | $138 | 12/31/2023 |
Simplicity Wealth LLC | 16,174 | $137 | 03/31/2024 |
HLN | 16,174 | $137 | 03/31/2024 |
National Bank of Canada FI | 16,702 | $137 | 12/31/2023 |
HLN | 16,702 | $137 | 12/31/2023 |
Flagship Harbor Advisors LLC | 16,009 | $136 | 03/31/2024 |
HLN | 16,009 | $136 | 03/31/2024 |
First City Capital Management Inc. | 16,210 | $135 | 12/31/2023 |
HLN | 16,210 | $135 | 12/31/2023 |
Cornerstone Wealth Management LLC | 15,673 | $133 | 03/31/2024 |
HLN | 15,673 | $133 | 03/31/2024 |
CWA Asset Management Group LLC | 16,000 | $132 | 12/31/2023 |
HLN | 16,000 | $132 | 12/31/2023 |
Checchi Capital Advisers LLC | 15,319 | $130 | 03/31/2024 |
HLN | 15,319 | $130 | 03/31/2024 |
Pinnacle Financial Partners Inc. | 15,624 | $129 | 12/31/2023 |
HLN | 15,624 | $129 | 12/31/2023 |
Independent Advisor Alliance | 15,653 | $129 | 12/31/2023 |
HLN | 15,653 | $129 | 12/31/2023 |
Chapin Davis Inc. | 15,087 | $128 | 03/31/2024 |
HLN | 15,087 | $128 | 03/31/2024 |
Blair William & Co. IL | 15,552 | $128 | 12/31/2023 |
HLN | 15,552 | $128 | 12/31/2023 |
Boston Private Wealth LLC | 15,590 | $128 | 12/31/2023 |
HLN | 15,590 | $128 | 12/31/2023 |
Investors Research Corp | 15,548 | $128 | 12/31/2023 |
HLN | 15,548 | $128 | 12/31/2023 |
Scotia Capital Inc. | 15,253 | $126 | 12/31/2023 |
HLN | 15,253 | $126 | 12/31/2023 |
Hoxton Planning & Management LLC | 14,450 | $123 | 03/31/2024 |
HLN | 14,450 | $123 | 03/31/2024 |
Cardiff Park Advisors LLC | 14,961 | $123 | 12/31/2023 |
HLN | 14,961 | $123 | 12/31/2023 |
Concurrent Investment Advisors LLC | 14,869 | $122 | 12/31/2023 |
HLN | 14,869 | $122 | 12/31/2023 |
Essex Financial Services Inc. | 14,288 | $121 | 03/31/2024 |
HLN | 14,288 | $121 | 03/31/2024 |
Beacon Pointe Advisors LLC | 14,600 | $120 | 12/31/2023 |
HLN | 14,600 | $120 | 12/31/2023 |
Assetmark Inc. | 14,405 | $119 | 12/31/2023 |
HLN | 14,405 | $119 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 14,323 | $118 | 12/31/2023 |
HLN | 14,323 | $118 | 12/31/2023 |
EverSource Wealth Advisors LLC | 14,242 | $117 | 12/31/2023 |
HLN | 14,242 | $117 | 12/31/2023 |
Lake Street Advisors Group LLC | 14,169 | $117 | 12/31/2023 |
HLN | 14,169 | $117 | 12/31/2023 |
Horizon Kinetics Asset Management LLC | 14,082 | $116 | 12/31/2023 |
HLN | 14,082 | $116 | 12/31/2023 |
Sage Mountain Advisors LLC | 13,411 | $114 | 03/31/2024 |
HLN | 13,411 | $114 | 03/31/2024 |
Wallace Advisory Group LLC | 13,898 | $114 | 03/31/2024 |
HLN | 13,898 | $114 | 03/31/2024 |
Logan Capital Management Inc. | 13,900 | $114 | 12/31/2023 |
HLN | 13,900 | $114 | 12/31/2023 |
Wiley BROS. Aintree Capital LLC | 12,503 | $113 | 03/31/2024 |
HLN | 12,503 | $113 | 03/31/2024 |
Clear Street Markets LLC | 13,746 | $113 | 12/31/2023 |
HLN | 13,746 | $113 | 12/31/2023 |
First Horizon Advisors Inc. | 13,769 | $113 | 12/31/2023 |
HLN | 13,769 | $113 | 12/31/2023 |
Aull & Monroe Investment Management Corp | 13,484 | $111 | 12/31/2023 |
HLN | 13,484 | $111 | 12/31/2023 |
Ronald Blue Trust Inc. | 13,211 | $109 | 12/31/2023 |
HLN | 13,211 | $109 | 12/31/2023 |
Cetera Advisors LLC | 13,134 | $108 | 12/31/2023 |
HLN | 13,134 | $108 | 12/31/2023 |
Alan B. Lancz & Associates Inc. | 13,125 | $108 | 12/31/2023 |
HLN | 13,125 | $108 | 12/31/2023 |
PDS Planning Inc | 13,016 | $107 | 12/31/2023 |
HLN | 13,016 | $107 | 12/31/2023 |
Thoroughbred Financial Services LLC | 13,102 | $107 | 12/31/2023 |
HLN | 13,102 | $107 | 12/31/2023 |
Sage Rhino Capital LLC | 12,960 | $107 | 12/31/2023 |
HLN | 12,960 | $107 | 12/31/2023 |
Y Intercept Hong Kong Ltd | 12,926 | $106 | 12/31/2023 |
HLN | 12,926 | $106 | 12/31/2023 |
Aureus Asset Management LLC | 12,583 | $104 | 12/31/2023 |
HLN | 12,583 | $104 | 12/31/2023 |
Ballew Advisors Inc | 12,597 | $103 | 03/31/2024 |
HLN | 12,597 | $103 | 03/31/2024 |
Quadrant Private Wealth Management LLC | 12,467 | $103 | 12/31/2023 |
HLN | 12,467 | $103 | 12/31/2023 |
Buckingham Strategic Wealth LLC | 12,418 | $102 | 12/31/2023 |
HLN | 12,418 | $102 | 12/31/2023 |
Keel Point LLC | 11,937 | $101 | 03/31/2024 |
HLN | 11,937 | $101 | 03/31/2024 |
Wright Investors Service Inc. | 12,284 | $101 | 12/31/2023 |
HLN | 12,284 | $101 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 12,238 | $101 | 12/31/2023 |
HLN | 12,238 | $101 | 12/31/2023 |
Bleakley Financial Group LLC | 12,218 | $101 | 12/31/2023 |
HLN | 12,218 | $101 | 12/31/2023 |
SageView Advisory Group LLC | 12,175 | $100 | 12/31/2023 |
HLN | 12,175 | $100 | 12/31/2023 |
Ironwood Financial llc | 11,505 | $98 | 03/31/2024 |
HLN | 11,505 | $98 | 03/31/2024 |
Lazard Asset Management LLC | 12,000 | $98 | 12/31/2023 |
HLN | 12,000 | $98 | 12/31/2023 |
Sivia Capital Partners LLC | 11,375 | $97 | 03/31/2024 |
HLN | 11,375 | $97 | 03/31/2024 |
Private Trust Co. NA | 11,305 | $96 | 03/31/2024 |
HLN | 11,305 | $96 | 03/31/2024 |
Endowment Wealth Management Inc. | 11,706 | $96 | 12/31/2023 |
HLN | 11,706 | $96 | 12/31/2023 |
Saturna Capital CORP | 11,500 | $95 | 12/31/2023 |
HLN | 11,500 | $95 | 12/31/2023 |
Excalibur Management Corp | 11,448 | $94 | 12/31/2023 |
HLN | 11,448 | $94 | 12/31/2023 |
Essex Savings Bank | 11,259 | $93 | 03/31/2024 |
HLN | 11,259 | $93 | 03/31/2024 |
Hancock Whitney Corp | 11,343 | $93 | 12/31/2023 |
HLN | 11,343 | $93 | 12/31/2023 |
Busey Wealth Management | 10,787 | $92 | 03/31/2024 |
HLN | 10,787 | $92 | 03/31/2024 |
Lakeview Capital Partners LLC | 11,136 | $92 | 12/31/2023 |
HLN | 11,136 | $92 | 12/31/2023 |
Advisory Services Network LLC | 11,116 | $91 | 12/31/2023 |
HLN | 11,116 | $91 | 12/31/2023 |
Rehmann Capital Advisory Group | 11,111 | $91 | 12/31/2023 |
HLN | 11,111 | $91 | 12/31/2023 |
Golden State Equity Partners | 10,917 | $90 | 12/31/2023 |
HLN | 10,917 | $90 | 12/31/2023 |
Delta Financial Group Inc. | 10,949 | $90 | 12/31/2023 |
HLN | 10,949 | $90 | 12/31/2023 |
Moody National Bank Trust Division | 10,427 | $89 | 03/31/2024 |
HLN | 10,427 | $89 | 03/31/2024 |
Proequities Inc. | 10,761 | $89 | 12/31/2023 |
HLN | 10,761 | $89 | 12/31/2023 |
Qtron Investments LLC | 10,797 | $89 | 12/31/2023 |
HLN | 10,797 | $89 | 12/31/2023 |
Ameritas Advisory Services LLC | 10,847 | $89 | 12/31/2023 |
HLN | 10,847 | $89 | 12/31/2023 |
Kingsview Wealth Management LLC | 10,696 | $88 | 12/31/2023 |
HLN | 10,696 | $88 | 12/31/2023 |
Simplex Trading LLC | $87 | 03/31/2024 | |
HLN | 15,784 | $134 | 03/31/2024 |
Put | 11,500 | $97 | 03/31/2024 |
Call | 6,000 | $50 | 03/31/2024 |
GFS Advisors LLC | 10,025 | $85 | 03/31/2024 |
HLN | 10,025 | $85 | 03/31/2024 |
IFP Advisors Inc | 10,267 | $84 | 12/31/2023 |
HLN | 10,267 | $84 | 12/31/2023 |
InterOcean Capital Group LLC | 10,247 | $84 | 12/31/2023 |
HLN | 10,247 | $84 | 12/31/2023 |
CKW Financial Group | 10,000 | $83 | 03/31/2024 |
HLN | 10,000 | $83 | 03/31/2024 |
Renasant Bank | 10,109 | $83 | 12/31/2023 |
HLN | 10,109 | $83 | 12/31/2023 |
Integrated Advisors Network LLC | 10,033 | $83 | 12/31/2023 |
HLN | 10,033 | $83 | 12/31/2023 |
EntryPoint Capital LLC | 10,057 | $83 | 12/31/2023 |
HLN | 10,057 | $83 | 12/31/2023 |
Bollard Group LLC | 10,000 | $82 | 12/31/2023 |
HLN | 10,000 | $82 | 12/31/2023 |
Group One Trading L.P. | $75 | 12/31/2023 | |
Call | 8,800 | $72 | 12/31/2023 |
HLN | 833 | $7 | 12/31/2023 |
Put | 500 | $4 | 12/31/2023 |
UMB Bank N A MO | 9,078 | $75 | 12/31/2023 |
HLN | 9,078 | $75 | 12/31/2023 |
Hollencrest Capital Management | 8,691 | $72 | 12/31/2023 |
HLN | 8,691 | $72 | 12/31/2023 |
First Manhattan Co. | 8,595 | $71 | 12/31/2023 |
HLN | 8,595 | $71 | 12/31/2023 |
Barclays PLC | 8,499 | $70 | 12/31/2023 |
HLN | 8,499 | $70 | 12/31/2023 |
Parallel Advisors LLC | 8,449 | $70 | 12/31/2023 |
HLN | 8,449 | $70 | 12/31/2023 |
SYSTM Wealth Solutions LLC | 8,544 | $70 | 12/31/2023 |
HLN | 8,544 | $70 | 12/31/2023 |
TD Waterhouse Canada Inc. | 7,714 | $69 | 12/31/2023 |
HLN | 7,714 | $69 | 12/31/2023 |
CENTRAL TRUST Co | 7,939 | $67 | 03/31/2024 |
HLN | 7,939 | $67 | 03/31/2024 |
Harbour Investments Inc. | 7,848 | $65 | 12/31/2023 |
HLN | 7,848 | $65 | 12/31/2023 |
Clean Yield Group | 7,380 | $61 | 12/31/2023 |
HLN | 7,380 | $61 | 12/31/2023 |
Allworth Financial LP | 6,963 | $58 | 03/31/2024 |
HLN | 6,963 | $58 | 03/31/2024 |
Lindbrook Capital LLC | 6,617 | $56 | 03/31/2024 |
HLN | 6,617 | $56 | 03/31/2024 |
LM Advisors LLC | 6,814 | $56 | 12/31/2023 |
HLN | 6,814 | $56 | 12/31/2023 |
Pinnacle Bank | 6,188 | $53 | 03/31/2024 |
HLN | 6,188 | $53 | 03/31/2024 |
Brown Brothers Harriman & Co. | 6,446 | $53 | 12/31/2023 |
HLN | 6,446 | $53 | 12/31/2023 |
GAMMA Investing LLC | 6,106 | $52 | 03/31/2024 |
HLN | 6,106 | $52 | 03/31/2024 |
Delta Asset Management LLC TN | 6,253 | $51 | 12/31/2023 |
HLN | 6,253 | $51 | 12/31/2023 |
Farther Finance Advisors LLC | 6,073 | $50 | 12/31/2023 |
HLN | 6,073 | $50 | 12/31/2023 |
BOKF NA | 5,434 | $45 | 12/31/2023 |
HLN | 5,434 | $45 | 12/31/2023 |
SRS Capital Advisors Inc. | 5,458 | $45 | 12/31/2023 |
HLN | 5,458 | $45 | 12/31/2023 |
Tower Research Capital LLC TRC | 5,398 | $44 | 12/31/2023 |
HLN | 5,398 | $44 | 12/31/2023 |
Allspring Global Investments Holdings LLC | 5,067 | $43 | 03/31/2024 |
HLN | 5,067 | $43 | 03/31/2024 |
Clearstead Advisors LLC | 5,280 | $43 | 12/31/2023 |
HLN | 5,280 | $43 | 12/31/2023 |
Whittier Trust Co. of Nevada Inc. | 4,818 | $40 | 12/31/2023 |
HLN | 4,818 | $40 | 12/31/2023 |
Glassman Wealth Services | 4,823 | $40 | 12/31/2023 |
HLN | 4,823 | $40 | 12/31/2023 |
GeoWealth Management LLC | 4,493 | $37 | 12/31/2023 |
HLN | 4,493 | $37 | 12/31/2023 |
Smithfield Trust Co. | 4,364 | $35 | 12/31/2023 |
HLN | 4,364 | $35 | 12/31/2023 |
FinTrust Capital Advisors LLC | 4,192 | $35 | 12/31/2023 |
HLN | 4,192 | $35 | 12/31/2023 |
Hexagon Capital Partners LLC | 4,018 | $34 | 03/31/2024 |
HLN | 4,018 | $34 | 03/31/2024 |
City State Bank | 3,933 | $33 | 03/31/2024 |
HLN | 3,933 | $33 | 03/31/2024 |
Thompson Siegel & Walmsley LLC | 4,000 | $33 | 12/31/2023 |
HLN | 4,000 | $33 | 12/31/2023 |
BOK Financial Private Wealth Inc. | 4,000 | $33 | 12/31/2023 |
HLN | 4,000 | $33 | 12/31/2023 |
Montag A & Associates Inc. | 3,755 | $31 | 12/31/2023 |
HLN | 3,755 | $31 | 12/31/2023 |
GW&K Investment Management LLC | 3,801 | $31 | 12/31/2023 |
HLN | 3,801 | $31 | 12/31/2023 |
Addison Advisors LLC | 3,676 | $30 | 12/31/2023 |
HLN | 3,676 | $30 | 12/31/2023 |
Barrett & Company Inc. | 3,472 | $29 | 03/31/2024 |
HLN | 3,472 | $29 | 03/31/2024 |
North Star Investment Management Corp. | 3,575 | $29 | 12/31/2023 |
HLN | 3,575 | $29 | 12/31/2023 |
Farmers & Merchants Trust Co of Chambersburg PA | 3,366 | $28 | 12/31/2023 |
HLN | 3,366 | $28 | 12/31/2023 |
Salem Investment Counselors Inc. | 2,961 | $25 | 03/31/2024 |
HLN | 2,961 | $25 | 03/31/2024 |
AdvisorNet Financial Inc | 2,948 | $25 | 03/31/2024 |
HLN | 2,948 | $25 | 03/31/2024 |
Sunbelt Securities Inc. | 2,943 | $25 | 03/31/2024 |
HLN | 2,943 | $25 | 03/31/2024 |
Grove Bank & Trust | 3,010 | $25 | 12/31/2023 |
HLN | 3,010 | $25 | 12/31/2023 |
Atlas Capital Advisors LLC | 2,885 | $24 | 03/31/2024 |
HLN | 2,885 | $24 | 03/31/2024 |
Grantham Mayo Van Otterloo & Co. LLC | 2,915 | $24 | 12/31/2023 |
HLN | 2,915 | $24 | 12/31/2023 |
Washington Trust Advisors Inc. | 2,960 | $24 | 12/31/2023 |
HLN | 2,960 | $24 | 12/31/2023 |
Caldwell Sutter Capital Inc. | 2,716 | $23 | 03/31/2024 |
HLN | 2,716 | $23 | 03/31/2024 |
JFS Wealth Advisors LLC | 2,675 | $22 | 12/31/2023 |
HLN | 2,675 | $22 | 12/31/2023 |
City Holding Co. | 2,365 | $20 | 03/31/2024 |
HLN | 2,365 | $20 | 03/31/2024 |
Pin Oak Investment Advisors Inc. | 2,480 | $20 | 12/31/2023 |
HLN | 2,480 | $20 | 12/31/2023 |
Key Financial Inc | 2,284 | $19 | 12/31/2023 |
HLN | 2,284 | $19 | 12/31/2023 |
Princeton Global Asset Management LLC | 2,194 | $18 | 12/31/2023 |
HLN | 2,194 | $18 | 12/31/2023 |
SOA Wealth Advisors LLC. | 2,029 | $17 | 03/31/2024 |
HLN | 2,029 | $17 | 03/31/2024 |
Nemes Rush Group LLC | 2,058 | $17 | 12/31/2023 |
HLN | 2,058 | $17 | 12/31/2023 |
Institutional & Family Asset Management LLC | 1,925 | $16 | 12/31/2023 |
HLN | 1,925 | $16 | 12/31/2023 |
Farmers & Merchants Investments Inc. | 1,780 | $15 | 03/31/2024 |
HLN | 1,780 | $15 | 03/31/2024 |
HM Payson & Co. | 1,810 | $15 | 12/31/2023 |
HLN | 1,810 | $15 | 12/31/2023 |
Ancora Advisors LLC | 1,854 | $15 | 12/31/2023 |
HLN | 1,854 | $15 | 12/31/2023 |
West Branch Capital LLC | 1,650 | $14 | 03/31/2024 |
HLN | 1,650 | $14 | 03/31/2024 |
Hazlett Burt & Watson Inc. | 1,734 | $14 | 12/31/2023 |
HLN | 1,734 | $14 | 12/31/2023 |
Jones Financial Companies Lllp | 1,607 | $13 | 12/31/2023 |
HLN | 1,607 | $13 | 12/31/2023 |
Colonial Trust Advisors | 1,519 | $13 | 12/31/2023 |
HLN | 1,519 | $13 | 12/31/2023 |
Headlands Technologies LLC | 1,537 | $13 | 12/31/2023 |
HLN | 1,537 | $13 | 12/31/2023 |
Planning Capital Management Corp | 1,630 | $13 | 12/31/2023 |
HLN | 1,630 | $13 | 12/31/2023 |
Coston McIsaac & Partners | 1,487 | $12 | 03/31/2024 |
HLN | 1,487 | $12 | 03/31/2024 |
Johnson Financial Group Inc. | 1,451 | $12 | 12/31/2023 |
HLN | 1,451 | $12 | 12/31/2023 |
GPS Wealth Strategies Group LLC | 1,515 | $12 | 12/31/2023 |
HLN | 1,515 | $12 | 12/31/2023 |
Foster Dykema Cabot & Partners LLC | 1,451 | $12 | 12/31/2023 |
HLN | 1,451 | $12 | 12/31/2023 |
NBC Securities Inc. | 1,198 | $11 | 03/31/2024 |
HLN | 1,198 | $11 | 03/31/2024 |
Tompkins Financial Corp | 1,300 | $11 | 03/31/2024 |
HLN | 1,300 | $11 | 03/31/2024 |
FIL Ltd | 1,313 | $11 | 12/31/2023 |
HLN | 1,313 | $11 | 12/31/2023 |
Citizens National Bank Trust Department | 1,352 | $11 | 12/31/2023 |
HLN | 1,352 | $11 | 12/31/2023 |
Tradition Wealth Management LLC | 1,346 | $11 | 12/31/2023 |
HLN | 1,346 | $11 | 12/31/2023 |
Optimum Investment Advisors | 1,200 | $10 | 03/31/2024 |
HLN | 1,200 | $10 | 03/31/2024 |
Roble Belko & Company Inc | 1,177 | $10 | 03/31/2024 |
HLN | 1,177 | $10 | 03/31/2024 |
Fairfield Bush & CO. | 1,268 | $10 | 12/31/2023 |
HLN | 1,268 | $10 | 12/31/2023 |
Macquarie Group Ltd. | 1,181 | $10 | 12/31/2023 |
HLN | 1,181 | $10 | 12/31/2023 |
DT Investment Partners LLC | 1,250 | $10 | 12/31/2023 |
HLN | 1,250 | $10 | 12/31/2023 |
Tortoise Investment Management LLC | 1,200 | $10 | 12/31/2023 |
HLN | 1,200 | $10 | 12/31/2023 |
Zions Bancorporation N.A. | 1,201 | $10 | 12/31/2023 |
HLN | 1,201 | $10 | 12/31/2023 |
Rosenberg Matthew Hamilton | 1,095 | $9 | 03/31/2024 |
HLN | 1,095 | $9 | 03/31/2024 |
Peoples Bank KS | 1,100 | $9 | 03/31/2024 |
HLN | 1,100 | $9 | 03/31/2024 |
Creative Financial Designs Inc. ADV | 1,088 | $9 | 12/31/2023 |
HLN | 1,088 | $9 | 12/31/2023 |
Bartlett & Co. LLC | 1,080 | $9 | 12/31/2023 |
HLN | 1,080 | $9 | 12/31/2023 |
Anchor Investment Management LLC | 1,064 | $9 | 12/31/2023 |
HLN | 1,064 | $9 | 12/31/2023 |
Bartlett & CO. Wealth Management LLC | 1,080 | $9 | 12/31/2023 |
HLN | 1,080 | $9 | 12/31/2023 |
Accent Capital Management LLC | 1,150 | $9 | 12/31/2023 |
HLN | 1,150 | $9 | 12/31/2023 |
Valley National Advisers Inc. | 1,028 | $8 | 03/31/2024 |
HLN | 1,028 | $8 | 03/31/2024 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA | 950 | $8 | 03/31/2024 |
HLN | 950 | $8 | 03/31/2024 |
Mather Group LLC. | 953 | $8 | 03/31/2024 |
HLN | 953 | $8 | 03/31/2024 |
Armstrong Advisory Group Inc. | 984 | $8 | 03/31/2024 |
HLN | 984 | $8 | 03/31/2024 |
Register Financial Advisors LLC | 885 | $8 | 03/31/2024 |
HLN | 885 | $8 | 03/31/2024 |
Sandy Spring Bank | 957 | $8 | 12/31/2023 |
HLN | 957 | $8 | 12/31/2023 |
TCTC Holdings LLC | 1,017 | $8 | 12/31/2023 |
HLN | 1,017 | $8 | 12/31/2023 |
Highlander Capital Management LLC | 966 | $8 | 12/31/2023 |
HLN | 966 | $8 | 12/31/2023 |
PARK CIRCLE Co | 1,000 | $8 | 12/31/2023 |
HLN | 1,000 | $8 | 12/31/2023 |
Winch Advisory Services LLC | 955 | $8 | 12/31/2023 |
HLN | 955 | $8 | 12/31/2023 |
MV Capital Management Inc. | 804 | $7 | 03/31/2024 |
HLN | 804 | $7 | 03/31/2024 |
S.A. Mason LLC | 800 | $7 | 03/31/2024 |
HLN | 800 | $7 | 03/31/2024 |
Wetzel Investment Advisors Inc. | 876 | $7 | 03/31/2024 |
HLN | 876 | $7 | 03/31/2024 |
Deutsche Bank AG | 850 | $7 | 12/31/2023 |
HLN | 850 | $7 | 12/31/2023 |
Plante Moran Financial Advisors LLC | 883 | $7 | 12/31/2023 |
HLN | 883 | $7 | 12/31/2023 |
Jackson Grant Investment Advisers Inc. | 798 | $7 | 12/31/2023 |
HLN | 798 | $7 | 12/31/2023 |
Sanctuary Wealth Management L.L.C. | 820 | $7 | 12/31/2023 |
HLN | 820 | $7 | 12/31/2023 |
Mine & Arao Wealth Creation & Management LLC. | 800 | $7 | 12/31/2023 |
HLN | 800 | $7 | 12/31/2023 |
Toth Financial Advisory Corp | 705 | $6 | 03/31/2024 |
HLN | 705 | $6 | 03/31/2024 |
Independence Bank of Kentucky | 680 | $6 | 03/31/2024 |
HLN | 680 | $6 | 03/31/2024 |
Sound Income Strategies LLC | 692 | $6 | 03/31/2024 |
HLN | 692 | $6 | 03/31/2024 |
Piscataqua Savings Bank | 682 | $6 | 03/31/2024 |
HLN | 682 | $6 | 03/31/2024 |
Transcendent Capital Group LLC | 743 | $6 | 03/31/2024 |
HLN | 743 | $6 | 03/31/2024 |
Archer Investment Corp | 753 | $6 | 12/31/2023 |
HLN | 753 | $6 | 12/31/2023 |
Sittner & Nelson LLC | 681 | $6 | 12/31/2023 |
HLN | 681 | $6 | 12/31/2023 |
Householder Group Estate & Retirement Specialist LLC | 675 | $6 | 12/31/2023 |
HLN | 675 | $6 | 12/31/2023 |
Financial Connections Group Inc. | 741 | $6 | 12/31/2023 |
HLN | 741 | $6 | 12/31/2023 |
Missouri Trust & Investment Co | 709 | $6 | 12/31/2023 |
HLN | 709 | $6 | 12/31/2023 |
Cherry Tree Wealth Management LLC | 676 | $6 | 12/31/2023 |
HLN | 676 | $6 | 12/31/2023 |
ST Germain D J Co. Inc. | 537 | $5 | 03/31/2024 |
HLN | 537 | $5 | 03/31/2024 |
Cranbrook Wealth Management LLC | 636 | $5 | 03/31/2024 |
HLN | 636 | $5 | 03/31/2024 |
Financial Perspectives Inc | 623 | $5 | 03/31/2024 |
HLN | 623 | $5 | 03/31/2024 |
South State CORP. | 615 | $5 | 12/31/2023 |
HLN | 615 | $5 | 12/31/2023 |
First Command Advisory Services Inc. | 573 | $5 | 12/31/2023 |
HLN | 573 | $5 | 12/31/2023 |
Larson Financial Group LLC | 598 | $5 | 12/31/2023 |
HLN | 598 | $5 | 12/31/2023 |
Cape Investment Advisory Inc. | 602 | $5 | 12/31/2023 |
HLN | 602 | $5 | 12/31/2023 |
RFP Financial Group LLC | 598 | $5 | 12/31/2023 |
HLN | 598 | $5 | 12/31/2023 |
Main Street Group LTD | 580 | $5 | 12/31/2023 |
HLN | 580 | $5 | 12/31/2023 |
First Financialcorp IN | 525 | $4 | 03/31/2024 |
HLN | 525 | $4 | 03/31/2024 |
America First Investment Advisors LLC | 500 | $4 | 03/31/2024 |
HLN | 500 | $4 | 03/31/2024 |
Northwest Investment Counselors LLC | 500 | $4 | 03/31/2024 |
HLN | 500 | $4 | 03/31/2024 |
Harbor Investment Advisory LLC | 461 | $4 | 03/31/2024 |
HLN | 461 | $4 | 03/31/2024 |
MCF Advisors LLC | 480 | $4 | 03/31/2024 |
HLN | 480 | $4 | 03/31/2024 |
Bogart Wealth LLC | 423 | $4 | 03/31/2024 |
HLN | 423 | $4 | 03/31/2024 |
Compass Wealth Management LLC | 455 | $4 | 03/31/2024 |
HLN | 455 | $4 | 03/31/2024 |
OLD Point Trust & Financial Services N A | 500 | $4 | 12/31/2023 |
HLN | 500 | $4 | 12/31/2023 |
Lee Financial Co | 528 | $4 | 12/31/2023 |
HLN | 528 | $4 | 12/31/2023 |
Parkside Financial Bank & Trust | 450 | $4 | 12/31/2023 |
HLN | 450 | $4 | 12/31/2023 |
Laurel Wealth Advisors LLC | 455 | $4 | 12/31/2023 |
HLN | 455 | $4 | 12/31/2023 |
Scarborough Advisors LLC | 486 | $4 | 12/31/2023 |
HLN | 486 | $4 | 12/31/2023 |
Planned Solutions Inc. | 440 | $4 | 12/31/2023 |
HLN | 440 | $4 | 12/31/2023 |
Oliver Lagore Vanvalin Investment Group | 523 | $4 | 12/31/2023 |
HLN | 523 | $4 | 12/31/2023 |
Webster Bank N. A. | 348 | $3 | 03/31/2024 |
HLN | 348 | $3 | 03/31/2024 |
Thompson Investment Management Inc. | 300 | $3 | 03/31/2024 |
HLN | 300 | $3 | 03/31/2024 |
Asset Dedication LLC | 356 | $3 | 03/31/2024 |
HLN | 356 | $3 | 03/31/2024 |
Northwest Capital Management Inc | 400 | $3 | 03/31/2024 |
HLN | 400 | $3 | 03/31/2024 |
Tsfg LLC | 318 | $3 | 03/31/2024 |
HLN | 318 | $3 | 03/31/2024 |
Arlington Trust Co LLC | 400 | $3 | 03/31/2024 |
HLN | 400 | $3 | 03/31/2024 |
Voisard Asset Management Group Inc. | 400 | $3 | 03/31/2024 |
HLN | 400 | $3 | 03/31/2024 |
Boyd Watterson Asset Management LLC OH | 316 | $3 | 12/31/2023 |
HLN | 316 | $3 | 12/31/2023 |
Garner Asset Management Corp | 415 | $3 | 12/31/2023 |
HLN | 415 | $3 | 12/31/2023 |
ICA Group Wealth Management LLC | 400 | $3 | 12/31/2023 |
HLN | 400 | $3 | 12/31/2023 |
Sugarloaf Wealth Management LLC | 188 | $2 | 03/31/2024 |
HLN | 188 | $2 | 03/31/2024 |
CVA Family Office LLC | 253 | $2 | 03/31/2024 |
HLN | 253 | $2 | 03/31/2024 |
Center for Financial Planning Inc. | 195 | $2 | 03/31/2024 |
HLN | 195 | $2 | 03/31/2024 |
Stephens Consulting LLC | 215 | $2 | 03/31/2024 |
HLN | 215 | $2 | 03/31/2024 |
CGC Financial Services LLC | 293 | $2 | 03/31/2024 |
HLN | 293 | $2 | 03/31/2024 |
Financial Synergies Wealth Advisors Inc. | 180 | $2 | 03/31/2024 |
HLN | 180 | $2 | 03/31/2024 |
Cambridge Trust Co. | 285 | $2 | 12/31/2023 |
HLN | 285 | $2 | 12/31/2023 |
Monetary Management Group Inc. | 200 | $2 | 12/31/2023 |
HLN | 200 | $2 | 12/31/2023 |
Capital Analysts LLC | 241 | $2 | 12/31/2023 |
HLN | 241 | $2 | 12/31/2023 |
AllSquare Wealth Management LLC | 200 | $2 | 12/31/2023 |
HLN | 200 | $2 | 12/31/2023 |
First Personal Financial Services | 250 | $2 | 12/31/2023 |
HLN | 250 | $2 | 12/31/2023 |
Truvestments Capital LLC | 291 | $2 | 12/31/2023 |
HLN | 291 | $2 | 12/31/2023 |
Salomon & Ludwin LLC | 225 | $2 | 12/31/2023 |
HLN | 225 | $2 | 12/31/2023 |
Prestige Wealth Management Group LLC | 200 | $2 | 12/31/2023 |
HLN | 200 | $2 | 12/31/2023 |
FSA Wealth Management LLC | 228 | $2 | 12/31/2023 |
HLN | 228 | $2 | 12/31/2023 |
Cornerstone Planning Group LLC | 251 | $2 | 12/31/2023 |
HLN | 251 | $2 | 12/31/2023 |
Twin Lakes Capital Management LLC | 300 | $2 | 12/31/2023 |
HLN | 300 | $2 | 12/31/2023 |
Tucker Asset Management LLC | 194 | $2 | 12/31/2023 |
HLN | 194 | $2 | 12/31/2023 |
Bell Investment Advisors Inc | 271 | $2 | 12/31/2023 |
HLN | 271 | $2 | 12/31/2023 |
Guardian Wealth Management Inc. | 189 | $2 | 12/31/2023 |
HLN | 189 | $2 | 12/31/2023 |
Beacon Capital Management LLC | 292 | $2 | 12/31/2023 |
HLN | 292 | $2 | 12/31/2023 |
Colonial Trust Co SC | 227 | $2 | 12/31/2023 |
HLN | 227 | $2 | 12/31/2023 |
Jamison Private Wealth Management Inc. | 285 | $2 | 12/31/2023 |
HLN | 285 | $2 | 12/31/2023 |
Hobbs Group Advisors LLC | 200 | $2 | 12/31/2023 |
HLN | 200 | $2 | 12/31/2023 |
WealthCollab LLC | 300 | $2 | 12/31/2023 |
HLN | 300 | $2 | 12/31/2023 |
Peoples Financial Services CORP. | 100 | $1 | 03/31/2024 |
HLN | 100 | $1 | 03/31/2024 |
WASHINGTON TRUST Co | 150 | $1 | 03/31/2024 |
HLN | 150 | $1 | 03/31/2024 |
Oakworth Capital Inc. | 100 | $1 | 03/31/2024 |
HLN | 100 | $1 | 03/31/2024 |
Pflug Koory LLC | 100 | $1 | 03/31/2024 |
HLN | 100 | $1 | 03/31/2024 |
PSI Advisors LLC | 144 | $1 | 03/31/2024 |
HLN | 144 | $1 | 03/31/2024 |
Hallmark Capital Management Inc. | 175 | $1 | 12/31/2023 |
HLN | 175 | $1 | 12/31/2023 |
Toronto Dominion Bank | 100 | $1 | 12/31/2023 |
HLN | 100 | $1 | 12/31/2023 |
Manchester Capital Management LLC | 100 | $1 | 12/31/2023 |
HLN | 100 | $1 | 12/31/2023 |
Benjamin Edwards Inc. | 150 | $1 | 12/31/2023 |
HLN | 150 | $1 | 12/31/2023 |
NewSquare Capital LLC | 134 | $1 | 12/31/2023 |
HLN | 134 | $1 | 12/31/2023 |
JNBA Financial Advisors | 122 | $1 | 12/31/2023 |
HLN | 122 | $1 | 12/31/2023 |
Pacific Center for Financial Services | 144 | $1 | 12/31/2023 |
HLN | 144 | $1 | 12/31/2023 |
CNB Bank | 175 | $1 | 12/31/2023 |
HLN | 175 | $1 | 12/31/2023 |
Nalls Sherbakoff Group LLC | 113 | $1 | 12/31/2023 |
HLN | 113 | $1 | 12/31/2023 |
Avion Wealth | 100 | $1 | 12/31/2023 |
HLN | 100 | $1 | 12/31/2023 |
Pacific Capital Wealth Advisors Inc. | 100 | $1 | 12/31/2023 |
HLN | 100 | $1 | 12/31/2023 |
Live Oak Investment Partners | 108 | $1 | 12/31/2023 |
HLN | 108 | $1 | 12/31/2023 |
McClarren Financial Advisors Inc. | 121 | $1 | 12/31/2023 |
HLN | 121 | $1 | 12/31/2023 |
Coppell Advisory Solutions LLC | 64 | $1 | 12/31/2023 |
HLN | 64 | $1 | 12/31/2023 |
Emfo LLC | 100 | $1 | 12/31/2023 |
HLN | 100 | $1 | 12/31/2023 |
Western Pacific Wealth Management LP | 96 | $1 | 12/31/2023 |
HLN | 96 | $1 | 12/31/2023 |
Raleigh Capital Management Inc. | 169 | $1 | 12/31/2023 |
HLN | 169 | $1 | 12/31/2023 |
Provence Wealth Management Group | 147 | $1 | 12/31/2023 |
HLN | 147 | $1 | 12/31/2023 |
Aspect Partners LLC | 100 | $1 | 12/31/2023 |
HLN | 100 | $1 | 12/31/2023 |
Able Wealth Management LLC | 114 | $1 | 12/31/2023 |
HLN | 114 | $1 | 12/31/2023 |
Creekmur Asset Management LLC | 123 | $1 | 12/31/2023 |
HLN | 123 | $1 | 12/31/2023 |
Godsey & Gibb Associates | 50 | $0 | 03/31/2024 |
HLN | 50 | $0 | 03/31/2024 |
Bangor Savings Bank | 12 | $0 | 03/31/2024 |
HLN | 12 | $0 | 03/31/2024 |
Zurcher Kantonalbank Zurich Cantonalbank | 30 | $0 | 03/31/2024 |
HLN | 30 | $0 | 03/31/2024 |
GHP Investment Advisors Inc. | 50 | $0 | 03/31/2024 |
HLN | 50 | $0 | 03/31/2024 |
Westside Investment Management Inc. | 35 | $0 | 03/31/2024 |
HLN | 35 | $0 | 03/31/2024 |
Cedar Mountain Advisors LLC | 22 | $0 | 03/31/2024 |
HLN | 22 | $0 | 03/31/2024 |
Wolff Wiese Magana LLC | 6 | $0 | 03/31/2024 |
HLN | 6 | $0 | 03/31/2024 |
Bruce G. Allen Investments LLC | 31 | $0 | 03/31/2024 |
HLN | 31 | $0 | 03/31/2024 |
Nomura Asset Management Co. Ltd. | 0 | $0 | 12/31/2023 |
HLN | 0 | $0 | 12/31/2023 |
Natixis | 1 | $0 | 12/31/2023 |
HLN | 1 | $0 | 12/31/2023 |
Motco | 42 | $0 | 12/31/2023 |
HLN | 42 | $0 | 12/31/2023 |
ClariVest Asset Management LLC | 44 | $0 | 12/31/2023 |
HLN | 44 | $0 | 12/31/2023 |
Transamerica Financial Advisors Inc. | 1 | $0 | 12/31/2023 |
HLN | 1 | $0 | 12/31/2023 |
Baystate Wealth Management LLC | 22 | $0 | 12/31/2023 |
HLN | 22 | $0 | 12/31/2023 |
Focused Wealth Management Inc | 10 | $0 | 12/31/2023 |
HLN | 10 | $0 | 12/31/2023 |
Retirement Group LLC | 50 | $0 | 12/31/2023 |
HLN | 50 | $0 | 12/31/2023 |
HHM Wealth Advisors LLC | 59 | $0 | 12/31/2023 |
HLN | 59 | $0 | 12/31/2023 |
Global Wealth Management Investment Advisory Inc. | 48 | $0 | 12/31/2023 |
HLN | 48 | $0 | 12/31/2023 |
Hoey Investments Inc. | 24 | $0 | 12/31/2023 |
HLN | 24 | $0 | 12/31/2023 |
Rockbridge Investment Management LCC | 20 | $0 | 12/31/2023 |
HLN | 20 | $0 | 12/31/2023 |
Delos Wealth Advisors LLC | 22 | $0 | 12/31/2023 |
HLN | 22 | $0 | 12/31/2023 |
Glass Jacobson Investment Advisors llc | 41 | $0 | 12/31/2023 |
HLN | 41 | $0 | 12/31/2023 |
True Wealth Design LLC | 43 | $0 | 12/31/2023 |
HLN | 43 | $0 | 12/31/2023 |
Keener Financial Planning LLC | 58 | $0 | 12/31/2023 |
HLN | 58 | $0 | 12/31/2023 |
Caitlin John LLC | 3 | $0 | 12/31/2023 |
HLN | 3 | $0 | 12/31/2023 |
Fairman Group LLC | 25 | $0 | 12/31/2023 |
HLN | 25 | $0 | 12/31/2023 |
See Summary: Institutional Holders of HLN
See Details: Top 10 Hedge Funds Holding HLN
Also See: HLN Holdings Changes
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