We are live on ! Find out more
HFWA icon

Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ME
101
McIlrath & Eck
Washington
$47K
BAM
102
Bellevue Asset Management
Washington
$38K
SWA
103
Sutton Wealth Advisors
Florida
$34.5K +$42.6K +1,725 New
PI
104
PineBridge Investments
New York
$33K -$440K -17,812 -92%
MOACM
105
Mutual of America Capital Management
New York
$32K -$2.57M -104,163 -99%
US Bancorp
106
US Bancorp
Minnesota
$23K -$4.17K -169 -13%
VCM
107
Versant Capital Management
Arizona
$22K +$27.6K +1,116 New
LIA
108
LS Investment Advisors
Michigan
$20K
NPP
109
New Potomac Partners
Maryland
$16K
GT
110
Glenmede Trust
Pennsylvania
$9K
FHA
111
First Horizon Advisors
Tennessee
$7K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$6K +$25 +1 +0.4%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$5K
PFBT
114
Parkside Financial Bank & Trust
Missouri
$3K +$3.33K +135 New
PHK
115
Point72 Hong Kong
Hong Kong
$3K +$4.3K +174 New
QCG
116
Quadrant Capital Group
Ohio
$2K -$420 -17 -17%
TFO
117
Tarbox Family Office
California
$2K +$2.15K +87 +414%
ABC
118
Associated Banc-Corp
Wisconsin
$2K +$2.4K +97 New
AssetMark Inc
119
AssetMark Inc
California
$1K -$247 -10 -18%
BCA
120
Berman Capital Advisors
Georgia
$1K -$25 -1 -1%
S
121
SignatureFD
Georgia
$1K +$1.83K +74 New
SCA
122
Stieven Capital Advisors
Missouri
-$8.54M -301,668 Closed
EMFAT
123
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$1.49M -52,558 Closed
Marshall Wace
124
Marshall Wace
United Kingdom
-$1.36M -48,191 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
125
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.02M -36,000 Closed