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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$10.2K -$707 -29 -6%
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$9.66K +$854 +35 +10%
First Horizon Advisors
153
First Horizon Advisors
Tennessee
$9.61K -$8.39K -344 -47%
Bessemer Group
154
Bessemer Group
New Jersey
$8K +$5.34K +219 +183%
Quadrant Capital Group
155
Quadrant Capital Group
Ohio
$5.18K – – –
Steward Partners Investment Advisory
156
Steward Partners Investment Advisory
New York
$3.65K – – –
UMB Bank
157
UMB Bank
Missouri
$3.65K +$1.42K +58 +63%
RTL
158
Red Tortoise LLC
Georgia
$3.63K – – –
CA
159
Continuum Advisory
Idaho
$3.29K +$3.29K +135 New
Hantz Financial Services
160
Hantz Financial Services
Michigan
$3K +$2.61K +107 New
Brooklyn Investment Group
161
Brooklyn Investment Group
New York
$2.6K +$2.61K +107 New
Huntington National Bank
162
Huntington National Bank
Ohio
$2.58K +$1.88K +77 +266%
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$2.09K – – –
Spire Wealth Management
164
Spire Wealth Management
Virginia
$1.73K -$390 -16 -18%
RIL
165
Rothschild Investment LLC
Illinois
$1.7K +$1.22K +50 +250%
SignatureFD
166
SignatureFD
Georgia
$1.53K – – –
PFBT
167
Parkside Financial Bank & Trust
Missouri
$1.27K +$463 +19 +58%
Arax Advisory Partners
168
Arax Advisory Partners
Colorado
$1.24K – – –
VCM
169
Versant Capital Management
Arizona
$1.24K – – –
Farmers & Merchants Investments Inc
170
Farmers & Merchants Investments Inc
Nebraska
$633 – – –
Farther Finance Advisors
171
Farther Finance Advisors
California
$632 – – –
Principal Securities
172
Principal Securities
Iowa
$515 – – –
SW
173
SVB Wealth
Massachusetts
$438 +$439 +18 New
SC
174
Stephens Consulting
Michigan
$365 +$366 +15 New
EverSource Wealth Advisors
175
EverSource Wealth Advisors
Alabama
$170 -$829 -34 -83%