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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
151
MAI Capital Management
Ohio
$3.5K +$3.38K +147 New
CFB
152
Cullen/Frost Bankers
Texas
$3.13K -$7.64K -332 -72%
AAP
153
Arax Advisory Partners
Colorado
$2.65K +$1.38K +60 +118%
Jones Financial Companies
154
Jones Financial Companies
Missouri
$2.43K +$2.35K +102 New
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$2.34K +$276 +12 +14%
RIL
156
Rothschild Investment LLC
Illinois
$2.27K +$575 +25 +36%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$2.19K +$921 +40 +77%
UB
158
UMB Bank
Missouri
$2.19K -$1.33K -58 -39%
FFO
159
Fortitude Family Office
Arizona
$1.91K +$1.84K +80 New
S
160
SignatureFD
Georgia
$1.5K – – –
SWM
161
Spire Wealth Management
Virginia
$1.38K -$299 -13 -18%
VCM
162
Versant Capital Management
Arizona
$1.12K -$92 -4 -8%
PWA
163
Physician Wealth Advisors
Utah
$1.1K +$1.06K +46 New
GWM
164
Geneos Wealth Management
Colorado
$1.02K +$990 +43 New
SC
165
Stephens Consulting
Michigan
$716 +$345 +15 +100%
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$620 – – –
FFA
167
Farther Finance Advisors
California
$620 – – –
PS
168
Principal Securities
Iowa
$501 – – –
AssetMark Inc
169
AssetMark Inc
California
$334 +$322 +14 New
CIAM
170
Caitong International Asset Management
Hong Kong
$24 – – –
SS
171
SBI Securities
Japan
$24 – – –
ZIM
172
Zacks Investment Management
Illinois
– -$2.99M -122,706 Closed
HF
173
HRT Financial
New York
– -$2.02M -83,175 Closed
ECM
174
ExodusPoint Capital Management
New York
– -$1.76M -72,322 Closed
JCIA
175
Jackson Creek Investment Advisors
Colorado
– -$1.5M -61,861 Closed