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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
S
151
SignatureFD
Georgia
$1.14K
C
152
Covestor
United Kingdom
$1K +$54 +3 +8%
VCM
153
Versant Capital Management
Arizona
$920
UB
154
UMB Bank
Missouri
$631 +$628 +35 New
PFBT
155
Parkside Financial Bank & Trust
Missouri
$614
CAM
156
ClariVest Asset Management
California
$505
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$469
FFA
158
Farther Finance Advisors
California
$465 -$179 -10 -28%
PS
159
Principal Securities
Iowa
$379 +$233 +13 +163%
BGAI
160
Bruce G. Allen Investments
Colorado
$361 +$144 +8 +67%
RIL
161
Rothschild Investment LLC
Illinois
$270 +$179 +10 +200%
AF
162
Advisornet Financial
Minnesota
$198
LFG
163
Larson Financial Group
Missouri
$72 +$72 +4 New
TFM
164
TFC Financial Management
Massachusetts
$19 +$18 +1 New
Allspring Global Investments
165
Allspring Global Investments
North Carolina
-$2.49M -128,587 Closed
HSBC Holdings
166
HSBC Holdings
United Kingdom
-$1.64M -84,618 Closed
NL
167
NWAM LLC
Washington
-$1.03M -54,853 Closed
TPSF
168
Texas Permanent School Fund
Texas
-$592K -30,549 Closed
Tudor Investment Corp
169
Tudor Investment Corp
Connecticut
-$493K -25,409 Closed
Connor, Clark & Lunn Investment Management (CC&L)
170
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$470K -24,249 Closed
NYLIM
171
New York Life Investment Management
New York
-$378K -19,517 Closed
AIG
172
American International Group
New York
-$363K -18,725 Closed
State Board of Administration of Florida Retirement System
173
State Board of Administration of Florida Retirement System
Florida
-$341K -15,919 Closed
SC
174
Savant Capital
Illinois
-$223K -11,477 Closed
MLICM
175
Metropolitan Life Insurance Company (MetLife)
New York
-$39.7K -2,045 Closed