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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$238K
VA
127
Vident Advisory
Georgia
$221K +$205K +7,462 New
Neuberger Berman Group
128
Neuberger Berman Group
New York
$220K +$204K +7,412 New
Squarepoint
129
Squarepoint
New York
$214K +$198K +7,210 New
CCM
130
Coldstream Capital Management
Washington
$208K +$193K +7,030 New
SFS
131
Sowell Financial Services
Arkansas
$202K +$187K +6,805 New
Vanguard Investments Australia
132
Vanguard Investments Australia
Australia
$201K
GI
133
GAMMA Investing
California
$193K +$19.5K +710 +12%
CFS
134
CGC Financial Services
Oregon
$182K
IFWM
135
Institute for Wealth Management
Colorado
$118K +$109K +3,971 New
AIP
136
Ameritas Investment Partners
Nebraska
$112K +$25.4K +924 +32%
Jones Financial Companies
137
Jones Financial Companies
Missouri
$102K +$70.5K +2,564 +286%
DekaBank Deutsche Girozentrale
138
DekaBank Deutsche Girozentrale
Germany
$97K
GRP
139
Global Retirement Partners
California
$95.4K +$88.6K +3,220 New
TRCT
140
Tower Research Capital (TRC)
New York
$83.5K +$12.7K +460 +19%
IWC
141
Integrated Wealth Concepts
Massachusetts
$67.9K +$63.1K +2,293 New
PWPS
142
Pinnacle Wealth Planning Services
Ohio
$58.5K
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$43.9K +$13.8K +500 +51%
AF
144
Allworth Financial
California
$39.9K +$303 +11 +0.8%
AAP
145
Arax Advisory Partners
Colorado
$36.6K +$28.7K +1,044 +547%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$36.4K +$110 +4 +0.3%
New York State Teachers Retirement System (NYSTRS)
147
New York State Teachers Retirement System (NYSTRS)
New York
$35K +$32.9K +1,197 New
HFS
148
Hantz Financial Services
Michigan
$31K +$2.12K +77 +8%
S
149
SignatureFD
Georgia
$29.2K +$25.4K +922 +1,463%
SL
150
Salomon & Ludwin
Virginia
$25.5K