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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
NPP
126
New Potomac Partners
Maryland
$23K
Nisa Investment Advisors
127
Nisa Investment Advisors
Missouri
$17K +$3.13K +100 +22%
AG
128
Advisor Group
Arizona
$16K -$1.25K -40 -7%
FCA
129
FinTrust Capital Advisors
South Carolina
$10K +$908 +29 +9%
LWM
130
Liberty Wealth Management
California
$9K +$9.39K +300 New
FHA
131
First Horizon Advisors
Tennessee
$7K
MNBTD
132
Moody National Bank Trust Division
Texas
$7K +$7.48K +239 New
SWA
133
Sutton Wealth Advisors
Florida
$5.37K +$5.57K +178 New
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$5K +$6.58K +210 New
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$3.62K -$2.04K -65 -35%
CAM
136
Cresset Asset Management
Illinois
$3K
GT
137
Glenmede Trust
Pennsylvania
$3K
BCA
138
Berman Capital Advisors
Georgia
$2K
TWA
139
TCI Wealth Advisors
Arizona
$2K
WAM
140
Wealthspire Advisors (Maryland)
Maryland
$2K
AssetMark Inc
141
AssetMark Inc
California
$1K -$31 -1 -3%
KCM
142
Kennedy Capital Management
Missouri
-$1.49M -49,976 Closed
SAM
143
Shell Asset Management
Netherlands
-$1.1M -37,097 Closed
Balyasny Asset Management
144
Balyasny Asset Management
Illinois
-$945K -31,785 Closed
Allianz Asset Management
145
Allianz Asset Management
Germany
-$398K -13,363 Closed
Holocene Advisors
146
Holocene Advisors
New York
-$346K -11,630 Closed
Susquehanna International Group
147
Susquehanna International Group
Pennsylvania
-$326K -10,958 Closed
USAA
148
United Services Automobile Association
Texas
-$282K -9,481 Closed
PP
149
Paloma Partners
Connecticut
-$206K -6,907 Closed
QT
150
Quantamental Technologies
New York
-$30K -1,011 Closed