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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FCH
101
Freestone Capital Holdings
Washington
$127K +$135K +6,912 New
MS
102
Marshall & Sullivan
Washington
$113K +$120K +6,144 New
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$104K
Citigroup
104
Citigroup
New York
$97K -$286K -14,608 -73%
MOACM
105
Mutual of America Capital Management
New York
$80K +$50.8K +2,599 +150%
MA
106
MUFG Americas
New York
$65K
AIP
107
Ameritas Investment Partners
Nebraska
$57K
ME
108
McIlrath & Eck
Washington
$43K
Nisa Investment Advisors
109
Nisa Investment Advisors
Missouri
$39K +$41.1K +2,100 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$36K +$9.12K +466 +32%
BAM
111
Bellevue Asset Management
Washington
$34K
SWA
112
Sutton Wealth Advisors
Florida
$30.5K
US Bancorp
113
US Bancorp
Minnesota
$21K -$1.66K -85 -7%
VCM
114
Versant Capital Management
Arizona
$19K
NPP
115
New Potomac Partners
Maryland
$14K
GT
116
Glenmede Trust
Pennsylvania
$13K -$117 -6 -0.8%
Macquarie Group
117
Macquarie Group
Australia
$12K
QT
118
Quantbot Technologies
New York
$11K +$11.3K +578 +1,445%
FHA
119
First Horizon Advisors
Tennessee
$6K
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$5K
AssetMark Inc
121
AssetMark Inc
California
$2K
TFO
122
Tarbox Family Office
California
$2K
S
123
SignatureFD
Georgia
$1K -$1.14K -58 -48%
PFBT
124
Parkside Financial Bank & Trust
Missouri
$1K +$567 +29 +132%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$1K +$1.27K +65 New