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Holder | Amount | Position Size
($ in 1000's) | As of |
IAG Wealth Partners LLC | 285,556 | $14,543 | 03/31/2024 | HAP | 285,556 | $14,543 | 03/31/2024 | Beaumont Financial Advisors LLC | 254,408 | $12,418 | 12/31/2023 | HAP | 254,408 | $12,418 | 12/31/2023 | Morton Capital Management LLC CA | 181,862 | $9,262 | 03/31/2024 | HAP | 181,862 | $9,262 | 03/31/2024 | Cultivar Capital Inc. | 135,255 | $6,889 | 03/31/2024 | HAP | 135,255 | $6,889 | 03/31/2024 | Aveo Capital Partners LLC | 111,393 | $5,437 | 12/31/2023 | HAP | 111,393 | $5,437 | 12/31/2023 | LPL Financial LLC | 58,407 | $2,851 | 12/31/2023 | HAP | 58,407 | $2,851 | 12/31/2023 | Morgan Stanley | 54,697 | $2,670 | 12/31/2023 | HAP | 54,697 | $2,670 | 12/31/2023 | Wells Fargo & Company MN | 32,300 | $1,577 | 12/31/2023 | HAP | 32,300 | $1,577 | 12/31/2023 | Mercer Global Advisors Inc. ADV | 29,916 | $1,460 | 12/31/2023 | HAP | 29,916 | $1,460 | 12/31/2023 | Baird Financial Group Inc. | 25,154 | $1,228 | 12/31/2023 | HAP | 25,154 | $1,228 | 12/31/2023 | UBS Group AG | 23,781 | $1,161 | 12/31/2023 | HAP | 23,781 | $1,161 | 12/31/2023 | Macroview Investment Management LLC | 16,203 | $825 | 03/31/2024 | HAP | 16,203 | $825 | 03/31/2024 | Adviser Investments LLC | 12,403 | $632 | 03/31/2024 | HAP | 12,403 | $632 | 03/31/2024 | Advisor Group Holdings Inc. | 12,629 | $616 | 12/31/2023 | HAP | 12,629 | $616 | 12/31/2023 | Focus Financial Network Inc. ADV | 12,198 | $595 | 12/31/2023 | HAP | 12,198 | $595 | 12/31/2023 | ORG Partners LLC | 11,676 | $570 | 12/31/2023 | HAP | 11,676 | $570 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 11,145 | $568 | 03/31/2024 | HAP | 11,145 | $568 | 03/31/2024 | Focus Financial Network Inc. | 11,056 | $560 | 03/31/2024 | HAP | 11,056 | $560 | 03/31/2024 | David R. Rahn & Associates Inc. | 10,041 | $511 | 03/31/2024 | HAP | 10,041 | $511 | 03/31/2024 | HighTower Advisors LLC | 9,322 | $455 | 12/31/2023 | HAP | 9,322 | $455 | 12/31/2023 | Royal Bank of Canada | 8,913 | $435 | 12/31/2023 | HAP | 8,913 | $435 | 12/31/2023 | Bank of America Corp DE | 8,608 | $420 | 12/31/2023 | HAP | 8,608 | $420 | 12/31/2023 | Allworth Financial LP | 8,027 | $409 | 03/31/2024 | HAP | 8,027 | $409 | 03/31/2024 | Pure Financial Advisors Inc. | 7,806 | $398 | 03/31/2024 | HAP | 7,806 | $398 | 03/31/2024 | Envestnet Asset Management Inc. | 7,619 | $372 | 12/31/2023 | HAP | 7,619 | $372 | 12/31/2023 | Susquehanna International Group LLP | 7,450 | $364 | 12/31/2023 | HAP | 7,450 | $364 | 12/31/2023 | Creative Planning | 6,683 | $326 | 12/31/2023 | HAP | 6,683 | $326 | 12/31/2023 | Commonwealth Equity Services LLC | 6,274 | $320 | 03/31/2024 | HAP | 6,274 | $320 | 03/31/2024 | Ancora Advisors LLC | 5,141 | $251 | 12/31/2023 | HAP | 5,141 | $251 | 12/31/2023 | Horizon Advisory Services Inc. | 4,826 | $246 | 03/31/2024 | HAP | 4,826 | $246 | 03/31/2024 | Raymond James & Associates | 4,601 | $234 | 03/31/2024 | HAP | 4,601 | $234 | 03/31/2024 | Goldman Sachs Group Inc. | 4,466 | $218 | 12/31/2023 | HAP | 4,466 | $218 | 12/31/2023 | Cetera Advisors LLC | 4,402 | $215 | 12/31/2023 | HAP | 4,402 | $215 | 12/31/2023 | Financial Advisory Service Inc. | 2,985 | $152 | 03/31/2024 | HAP | 2,985 | $152 | 03/31/2024 | Citigroup Inc. | 2,892 | $141 | 12/31/2023 | HAP | 2,892 | $141 | 12/31/2023 | Harbour Investments Inc. | 2,711 | $132 | 12/31/2023 | HAP | 2,711 | $132 | 12/31/2023 | Spire Wealth Management | 1,769 | $90 | 03/31/2024 | HAP | 1,769 | $90 | 03/31/2024 | Sachetta LLC | 1,085 | $53 | 03/31/2024 | HAP | 1,085 | $53 | 03/31/2024 | Jackson Hole Capital Partners LLC | 1,000 | $49 | 12/31/2023 | HAP | 1,000 | $49 | 12/31/2023 | FMR LLC | 864 | $42 | 12/31/2023 | HAP | 864 | $42 | 12/31/2023 | Castleview Partners LLC | 570 | $28 | 12/31/2023 | HAP | 570 | $28 | 12/31/2023 | Principal Securities Inc. | 342 | $17 | 12/31/2023 | HAP | 342 | $17 | 12/31/2023 | GWM Advisors LLC | 290 | $14 | 12/31/2023 | HAP | 290 | $14 | 12/31/2023 | Steward Partners Investment Advisory LLC | 225 | $11 | 12/31/2023 | HAP | 225 | $11 | 12/31/2023 | NBC Securities Inc. | 183 | $9 | 03/31/2024 | HAP | 183 | $9 | 03/31/2024 | Van ECK Associates Corp | 108 | $6 | 03/31/2024 | HAP | 108 | $6 | 03/31/2024 | Independence Bank of Kentucky | 85 | $4 | 03/31/2024 | HAP | 85 | $4 | 03/31/2024 | Opal Wealth Advisors LLC | 50 | $3 | 03/31/2024 | HAP | 50 | $3 | 03/31/2024 |
See All: Funds Holding HAP
See Details: Top 10 Hedge Funds Holding HAP
Also See: HAP Holdings Changes
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