HFWA icon

Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
151
Blue Trust Inc
Georgia
$1.62K +$1.92K +90 New
S
152
SignatureFD
Georgia
$1.37K – – –
RIL
153
Rothschild Investment LLC
Illinois
$1.2K +$853 +40 +267%
VCM
154
Versant Capital Management
Arizona
$1.11K – – –
CPA
155
Capital Performance Advisors
California
$1.02K +$1K +47 New
PFBT
156
Parkside Financial Bank & Trust
Missouri
$741 – – –
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$566 – – –
FFA
158
Farther Finance Advisors
California
$566 – – –
CAM
159
ClariVest Asset Management
California
$505 – – –
PS
160
Principal Securities
Iowa
$457 – – –
BGAI
161
Bruce G. Allen Investments
Colorado
$435 – – –
AF
162
Advisornet Financial
Minnesota
$239 – – –
MFG
163
Mendota Financial Group
Wisconsin
$88 +$85 +4 New
LFG
164
Larson Financial Group
Missouri
$87 – – –
MCM
165
Maltese Capital Management
New York
– -$2.88M -160,000 Closed
PCM
166
Penn Capital Management
Pennsylvania
– -$1.46M -80,870 Closed
GCP
167
GSA Capital Partners
United Kingdom
– -$974K -54,007 Closed
Stifel Financial
168
Stifel Financial
Missouri
– -$621K -34,466 Closed
CIC
169
Cornercap Investment Counsel
Georgia
– -$557K -30,907 Closed
N
170
Numerai
California
– -$509K -28,218 Closed
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
– -$425K -23,594 Closed
JF
172
Jump Financial
Illinois
– -$285K -15,800 Closed
Lazard Asset Management
173
Lazard Asset Management
New York
– -$123K -6,880 Closed
QT
174
Quantbot Technologies
New York
– -$79.1K -4,386 Closed
PD
175
Point72 (DIFC)
United Arab Emirates
– -$26.9K -1,490 Closed