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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ME
126
McIlrath & Eck
Washington
$63K – – –
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$51K -$1.63K -66 -3%
SWA
128
Sutton Wealth Advisors
Florida
$40.7K +$197 +8 +0.5%
First Horizon Advisors
129
First Horizon Advisors
Tennessee
$39K – – –
Simplex Trading
130
Simplex Trading
Illinois
$37K +$37.6K +1,525 New
CAPTRUST Financial Advisors
131
CAPTRUST Financial Advisors
North Carolina
$34K -$8.56K -347 -20%
Lazard Asset Management
132
Lazard Asset Management
New York
$29K +$30.3K +1,227 New
VCM
133
Versant Capital Management
Arizona
$14K -$25 -1 -0.2%
Macquarie Group
134
Macquarie Group
Australia
$11K – – –
Tower Research Capital (TRC)
135
Tower Research Capital (TRC)
New York
$10K -$76.7K -3,107 -88%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$5K +$5.18K +210 New
CoreCap Advisors
137
CoreCap Advisors
Michigan
$5K +$5.18K +210 New
PFBT
138
Parkside Financial Bank & Trust
Missouri
$4K – – –
C
139
Covestor
United Kingdom
$4K +$3.85K +156 New
CWP
140
Concord Wealth Partners
Virginia
$3K +$3.04K +123 New
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$2K -$4.22K -171 -72%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$2K -$296 -12 -11%
AssetMark Inc
143
AssetMark Inc
California
$2K -$49 -2 -2%
SignatureFD
144
SignatureFD
Georgia
$2K -$25 -1 -2%
EverSource Wealth Advisors
145
EverSource Wealth Advisors
Alabama
$2K +$1.83K +74 New
TFO
146
Tarbox Family Office
California
$2K +$2.49K +101 New
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$1K – – –
JCIA
148
Jackson Creek Investment Advisors
Colorado
– -$979K -38,391 Closed
PEAK6 Investments
149
PEAK6 Investments
Illinois
– -$320K -12,962 Closed
CCIA
150
Campbell & Co Investment Adviser
Maryland
– -$258K -10,100 Closed