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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
126
ClearBridge Investments
New York
$37K -$4.54K -139 -10%
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$36K +$34.4K +1,053 +602%
LIA
128
LS Investment Advisors
Michigan
$30K +$4.19K +128 +15%
QT
129
Quantamental Technologies
New York
$30K +$33.1K +1,011 New
FHB
130
First Hawaiian Bank
Hawaii
$28K
NPP
131
New Potomac Partners
Maryland
$23K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$21K +$327 +10 +1%
AG
133
Advisor Group
Arizona
$17K +$850 +26 +5%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$13K
PO
135
Private Ocean
California
$11K
FCA
136
FinTrust Capital Advisors
South Carolina
$9K +$10.3K +314 New
FHA
137
First Horizon Advisors
Tennessee
$7K
MPWT
138
MassMutual Private Wealth & Trust
Connecticut
$5.5K
CAM
139
Cresset Asset Management
Illinois
$3K +$3.27K +100 New
GT
140
Glenmede Trust
Pennsylvania
$3K +$3.53K +108 New
TWA
141
TCI Wealth Advisors
Arizona
$2K +$1.67K +51 New
WAM
142
Wealthspire Advisors (Maryland)
Maryland
$2K +$2.32K +71 New
BCA
143
Berman Capital Advisors
Georgia
$2K +$3.01K +92 New
AssetMark Inc
144
AssetMark Inc
California
$1K
JA
145
JOYN Advisors
Georgia
$1K +$589 +18 New
PFBT
146
Parkside Financial Bank & Trust
Missouri
$1K +$752 +23 New
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$327 -$37.3K -1,141 -99%
ICOM
148
Investment Counselors of Maryland
Maryland
-$13.4M -380,008 Closed
BFC
149
Banc Funds Company
Illinois
-$2.18M -61,928 Closed
Nuveen
150
Nuveen
North Carolina
-$1.43M -40,629 Closed