Ticker: HAPI CUSIP: 41151J877 Class: Com
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| MORGAN STANLEY | 38,920 | $1,597 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,366 | $56 |
| CITADEL ADVISORS LLC | 5,567 | $228 |
| OSAIC HOLDINGS, INC. | 268 | $11 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Archford Capital Strategies, LLC | 143,090 | 148,208 | +5,118 (+3.6%) |
| Steward Partners Investment Advisory, LLC | 97,609 | 100,065 | +2,456 (+2.5%) |
| Cetera Investment Advisers | 9,325 | 10,539 | +1,214 (+13.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Accurate Wealth Management, LLC | 17,427 | 16,262 | -1,165 (-6.7%) |
| LPL Financial LLC | 87,521 | 80,016 | -7,505 (-8.6%) |
| MML INVESTORS SERVICES, LLC | 6,328 | 6,245 | -83 (-1.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Grey Fox Wealth Advisors, LLC | 208 | $8 |