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icono de HFWA

Heritage Financial
HFWA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Physician Wealth Advisors
176
Physician Wealth Advisors
Utah
USD 1.98 k – – –
Spire Wealth Management
177
Spire Wealth Management
Virginia
USD 1.13 k – – –
Keating Financial Advisory Services
178
Keating Financial Advisory Services
Kansas
USD 948 – – –
Bruce G. Allen Investments
179
Bruce G. Allen Investments
Colorado
USD 711 – – –
Farmers & Merchants Investments Inc
180
Farmers & Merchants Investments Inc
Nebraska
USD 681 – – –
Kilter Group
181
Kilter Group
New York
USD 652 – – –
Caitong International Asset Management
182
Caitong International Asset Management
Hong Kong
USD 622 +USD 303 +11 +110%
Essential Partners
183
Essential Partners
California
USD 592 – – –
Stone House Investment Management
184
Stone House Investment Management
Pennsylvania
USD 533 – – –
AssetMark Inc
185
AssetMark Inc
California
USD 415 – – –
Gilpin Wealth Management
186
Gilpin Wealth Management
Colorado
USD 386 – – –
Steward Partners Investment Advisory
187
Steward Partners Investment Advisory
New York
USD 241 +USD 220 +8 Nuevas
Plante Moran Financial Advisors
188
Plante Moran Financial Advisors
Michigan
USD 237 +USD 220 +8 Nuevas
SBI Securities
189
SBI Securities
Japan
USD 59 +USD 28 +1 +100%
Davis Capital Management
190
Davis Capital Management
Florida
USD 59 +USD 55 +2 Nuevas
Lord, Abbett & Co
191
Lord, Abbett & Co
New Jersey
– -USD 7.08 M -272,437 Cerradas
LSV Asset Management
192
LSV Asset Management
Illinois
– -USD 1.94 M -74,500 Cerradas
Raymond James Financial
193
Raymond James Financial
Florida
– -USD 1.27 M -48,827 Cerradas
Lazard Asset Management
194
Lazard Asset Management
New York
– -USD 1.05 M -40,326 Cerradas
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
– -USD 716 k -27,527 Cerradas
Globeflex Capital
196
Globeflex Capital
California
– -USD 710 k -27,300 Cerradas
Fourthstone LLC
197
Fourthstone LLC
Missouri
– -USD 519 k -19,970 Cerradas
GSA Capital Partners
198
GSA Capital Partners
United Kingdom
– -USD 501 k -19,254 Cerradas
STRS Ohio
199
STRS Ohio
Ohio
– -USD 499 k -19,200 Cerradas
Cambria Investment Management
200
Cambria Investment Management
California
– -USD 271 k -10,413 Cerradas
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