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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
RTL
151
Red Tortoise LLC
Georgia
$3.65K
Bessemer Group
152
Bessemer Group
New Jersey
$3K
UB
153
UMB Bank
Missouri
$2.25K
SWM
154
Spire Wealth Management
Virginia
$2.13K
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$2.11K
S
156
SignatureFD
Georgia
$1.54K
AAP
157
Arax Advisory Partners
Colorado
$1.25K -$1.99K -82 -62%
VCM
158
Versant Capital Management
Arizona
$1.25K
EWA
159
EverSource Wealth Advisors
Alabama
$1K +$995 +41 New
C
160
Covestor
United Kingdom
$1K +$97 +4 +19%
PFBT
161
Parkside Financial Bank & Trust
Missouri
$809 -$24 -1 -3%
CSWM
162
Cassady Schiller Wealth Management
Ohio
$760 +$753 +31 New
HNB
163
Huntington National Bank
Ohio
$711 +$704 +29 New
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$637
FFA
165
Farther Finance Advisors
California
$637
PS
166
Principal Securities
Iowa
$515
RIL
167
Rothschild Investment LLC
Illinois
$490 -$850 -35 -64%
BGAI
168
Bruce G. Allen Investments
Colorado
$490
IA
169
IFP Advisors
Florida
$122 +$121 +5 New
LFG
170
Larson Financial Group
Missouri
$98
Boston Partners
171
Boston Partners
Massachusetts
-$1.2M -54,947 Closed
Balyasny Asset Management
172
Balyasny Asset Management
Illinois
-$867K -39,844 Closed
YIH
173
Y-Intercept (HK)
Hong Kong
-$782K -35,933 Closed
D.E. Shaw & Co
174
D.E. Shaw & Co
New York
-$660K -30,331 Closed
HSBC Holdings
175
HSBC Holdings
United Kingdom
-$443K -20,311 Closed