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Hawaiian Electric Industries

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
226
Liberty Wealth Management
California
$255K +$252K +6,049 New
YIH
227
Y-Intercept (HK)
Hong Kong
$252K +$248K +5,955 New
FTDI
228
First Trust Direct Indexing
Massachusetts
$248K +$244K +5,858 New
SCM
229
Shelton Capital Management
Colorado
$245K – – –
GWM
230
GSB Wealth Management
Connecticut
$237K – – –
SC
231
Sepio Capital
Utah
$237K – – –
II
232
Inspire Investing
Idaho
$235K -$16.7K -400 -7%
TCM
233
Teza Capital Management
Illinois
$234K +$230K +5,529 New
URS
234
Utah Retirement Systems
Utah
$233K – – –
GAM
235
Gotham Asset Management
New York
$226K -$43.1K -1,034 -16%
E
236
Ergoteles
New York
$222K +$219K +5,250 New
MFA
237
Mayflower Financial Advisors
Massachusetts
$212K – – –
CAPTRUST Financial Advisors
238
CAPTRUST Financial Advisors
North Carolina
$212K +$32.1K +771 +18%
H6H
239
Hightower 6M Holding
Kansas
$211K +$207K +4,976 New
CCIA
240
Campbell & Co Investment Adviser
Maryland
$210K +$207K +4,972 New
PAG
241
Private Advisor Group
New Jersey
$206K -$375 -9 -0.2%
GW
242
GW & Wade
Massachusetts
$206K +$203K +4,873 New
BFM
243
Boothbay Fund Management
New York
$203K -$104K -2,491 -34%
AP
244
Advisor Partners
California
$202K -$7.54K -181 -4%
AF
245
Advisornet Financial
Minnesota
$198K -$8.46K -203 -4%
WT
246
Whittier Trust
California
$183K – – –
Barclays
247
Barclays
United Kingdom
$181K -$906K -21,745 -83%
Carson Wealth (CWM LLC)
248
Carson Wealth (CWM LLC)
Nebraska
$173K -$10.2K -245 -6%
AF
249
Allworth Financial
California
$168K +$208 +5 +0.1%
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$147K -$30.1K -722 -17%