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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$13.7K +$1.21K +63 +10%
GI
127
GAMMA Investing
California
$11.4K +$1.42K +74 +14%
SPIA
128
Steward Partners Investment Advisory
New York
$7.76K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$6.75K
QCG
130
Quadrant Capital Group
Ohio
$3.06K
RTL
131
Red Tortoise LLC
Georgia
$2.89K
SWM
132
Spire Wealth Management
Virginia
$1.75K +$847 +44 +96%
S
133
SignatureFD
Georgia
$1.22K
C
134
Covestor
United Kingdom
$1K -$423 -22 -37%
VCM
135
Versant Capital Management
Arizona
$989
FFA
136
Farther Finance Advisors
California
$683 +$115 +6 +20%
PFBT
137
Parkside Financial Bank & Trust
Missouri
$660
CAM
138
ClariVest Asset Management
California
$543
EWA
139
EverSource Wealth Advisors
Alabama
$514 +$558 +29 New
FMII
140
Farmers & Merchants Investments Inc
Nebraska
$504
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$485
BGAI
142
Bruce G. Allen Investments
Colorado
$233 +$231 +12 New
AF
143
Advisornet Financial
Minnesota
$213
PS
144
Principal Securities
Iowa
$155
AWM
145
Avior Wealth Management
Nebraska
$135 +$135 +7 New
RIL
146
Rothschild Investment LLC
Illinois
$97 +$96 +5 New
Schroder Investment Management Group
147
Schroder Investment Management Group
United Kingdom
-$4.69M -219,264 Closed
FHC
148
Forest Hill Capital
Arkansas
-$4.53M -211,590 Closed
OAM
149
Oberweis Asset Management
Illinois
-$3M -140,400 Closed
Millennium Management
150
Millennium Management
New York
-$2.66M -124,289 Closed