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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PMEF
151
Point72 Middle East FZE
United Arab Emirates
$69.4K +$70.9K +2,265 New
Osaic Holdings
152
Osaic Holdings
Arizona
$68K -$407 -13 -0.6%
PNC Financial Services Group
153
PNC Financial Services Group
Pennsylvania
$64.6K
TRCT
154
Tower Research Capital (TRC)
New York
$63K -$138K -4,424 -68%
MLICM
155
Metropolitan Life Insurance Company (MetLife)
New York
$62.7K
SWA
156
Sutton Wealth Advisors
Florida
$51.1K
CAS
157
Coppell Advisory Solutions
Texas
$41.6K +$42.5K +1,357 New
CASC
158
Coppell Advisory Solutions Corp
Texas
$41.6K +$42.5K +1,357 New
FHA
159
First Horizon Advisors
Tennessee
$40.4K -$2.69K -86 -6%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$28.1K -$7.7K -246 -21%
MIM
161
Macroview Investment Management
Maryland
$10K +$10.2K +327 New
VCM
162
Versant Capital Management
Arizona
$9.41K -$156 -5 -2%
QCG
163
Quadrant Capital Group
Ohio
$8.7K +$3K +96 +51%
QL
164
Quarry LP
New York
$5.94K +$6.07K +194 New
AssetMark Inc
165
AssetMark Inc
California
$5.45K -$63 -2 -1%
BTI
166
Blue Trust Inc
Georgia
$5K +$2.82K +90 +100%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$4K -$5.88K -188 -61%
Bessemer Group
168
Bessemer Group
New Jersey
$4K
BAM
169
Belpointe Asset Management
Nevada
$3.68K +$3.75K +120 New
EWA
170
EverSource Wealth Advisors
Alabama
$2.27K
Nisa Investment Advisors
171
Nisa Investment Advisors
Missouri
$2K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$2K
CAM
173
ClariVest Asset Management
California
$2K +$1.63K +52 New
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
$2K +$1.81K +58 New
S
175
SignatureFD
Georgia
$1.93K