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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$1.35K
PWMG
152
Private Wealth Management Group
New Jersey
$1.11K +$943 +52 New
VCM
153
Versant Capital Management
Arizona
$1.09K -$744 -41 -45%
C
154
Covestor
United Kingdom
$1K -$218 -12 -17%
SWM
155
Spire Wealth Management
Virginia
$943 -$91 -5 -10%
PFBT
156
Parkside Financial Bank & Trust
Missouri
$728 -$1.23K -68 -67%
FFA
157
Farther Finance Advisors
California
$642 +$544 +30 New
CAM
158
ClariVest Asset Management
California
$599
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$556
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$535 +$453 +25 New
AF
161
Advisornet Financial
Minnesota
$235 +$200 +11 New
PS
162
Principal Securities
Iowa
$171 +$145 +8 New
FL
163
Fourthstone LLC
Missouri
-$4.41M -270,184 Closed
Squarepoint
164
Squarepoint
New York
-$627K -38,412 Closed
Franklin Resources
165
Franklin Resources
California
-$583K -35,735 Closed
COPPSERS
166
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$382K -23,431 Closed
SAG
167
SageView Advisory Group
California
-$222K -13,606 Closed
ACA
168
Aspire Capital Advisors
Washington
-$200K -12,270 Closed
SFA
169
Sequoia Financial Advisors
Ohio
-$184K -11,256 Closed
CC
170
Centiva Capital
New York
-$166K -10,180 Closed
SG Americas Securities
171
SG Americas Securities
New York
-$145K -8,909 Closed
PMEF
172
Point72 Middle East FZE
United Arab Emirates
-$86.4K -5,298 Closed
QT
173
Quantbot Technologies
New York
-$81.5K -5,000 Closed
CAS
174
Coppell Advisory Solutions
Texas
-$41.6K -1,357 Closed
CCP
175
Carmel Capital Partners
California
-$3.02K -185 Closed