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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
126
EverSource Wealth Advisors
Alabama
$46.2K -$4.36K -185 -9%
PWPS
127
Pinnacle Wealth Planning Services
Ohio
$44.8K +$44.6K +1,896 New
ME
128
McIlrath & Eck
Washington
$40.2K
AF
129
Allworth Financial
California
$30.5K -$283 -12 -0.9%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$28.3K -$1.06K -45 -4%
HFS
131
Hantz Financial Services
Michigan
$25K -$14.3K -609 -37%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$21.3K +$16.4K +696 +343%
SAM
133
Smartleaf Asset Management
Massachusetts
$19.5K +$824 +35 +4%
Los Angeles Capital Management
134
Los Angeles Capital Management
California
$18.3K +$19.1K +813 New
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$18.2K -$942 -40 -5%
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$14.4K -$1.27K -54 -8%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.1K -$24 -1 -0.2%
Osaic Holdings
138
Osaic Holdings
Arizona
$13.3K -$5.06K -215 -28%
QCG
139
Quadrant Capital Group
Ohio
$12.2K +$10.5K +448 +679%
LFG
140
Larson Financial Group
Missouri
$11.1K -$10.1K -429 -48%
BNP Paribas Asset Management
141
BNP Paribas Asset Management
France
$10K +$3.41K +145 +51%
SL
142
Salomon & Ludwin
Virginia
$9.52K +$4.8K +204 +107%
FHC
143
First Horizon Corporation
Tennessee
$9.34K
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$9.27K -$94 -4 -1%
VCM
145
Versant Capital Management
Arizona
$6.79K -$11.5K -487 -63%
Bessemer Group
146
Bessemer Group
New Jersey
$5K +$283 +12 +6%
TCM
147
Triumph Capital Management
Colorado
$4.73K +$4.71K +200 New
SIS
148
Sound Income Strategies
Florida
$4.62K +$4.33K +184 New
UB
149
UMB Bank
Missouri
$4.49K +$1.98K +84 +79%
AAP
150
Arax Advisory Partners
Colorado
$4.26K -$15.6K -662 -79%