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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$18K +$17.9K +595 New
AG
127
Advisor Group
Arizona
$17K +$1.39K +46 +9%
QT
128
Quantamental Technologies
New York
$17K +$17K +563 New
FHA
129
First Horizon Advisors
Tennessee
$10K +$3.01K +100 +44%
LWM
130
Liberty Wealth Management
California
$9K +$30 +1 +0.3%
BCA
131
Berman Capital Advisors
Georgia
$8K +$6.23K +207 +225%
SWA
132
Sutton Wealth Advisors
Florida
$5.26K
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$5K
GT
134
Glenmede Trust
Pennsylvania
$3K
TWA
135
TCI Wealth Advisors
Arizona
$2K
AssetMark Inc
136
AssetMark Inc
California
$2K +$602 +20 +56%
BCM
137
BHZ Capital Management
California
-$1.26M -41,947 Closed
Brown Advisory
138
Brown Advisory
Maryland
-$1.21M -39,990 Closed
MCM
139
Matarin Capital Management
New York
-$1.17M -38,796 Closed
Russell Investments Group
140
Russell Investments Group
United Kingdom
-$1.07M -35,637 Closed
SCG
141
Sonata Capital Group
Washington
-$493K -16,363 Closed
PIA
142
Piedmont Investment Advisors
North Carolina
-$256K -8,482 Closed
PAM
143
Panagora Asset Management
Massachusetts
-$136K -4,511 Closed
FCA
144
FinTrust Capital Advisors
South Carolina
-$10K -343 Closed
MNBTD
145
Moody National Bank Trust Division
Texas
-$7K -239 Closed
MPWT
146
MassMutual Private Wealth & Trust
Connecticut
-$3.61K -120 Closed
CAM
147
Cresset Asset Management
Illinois
-$3K -100 Closed
WAM
148
Wealthspire Advisors (Maryland)
Maryland
-$2K -71 Closed
PFBT
149
Parkside Financial Bank & Trust
Missouri
+$60 +2 +15%