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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
151
Cedar Mountain Advisors
Oregon
$2.47K +$2.47K +102 New
PFBT
152
Parkside Financial Bank & Trust
Missouri
$2.23K
FFO
153
Fortitude Family Office
Arizona
$1.94K
RIL
154
Rothschild Investment LLC
Illinois
$1.81K -$485 -20 -21%
ACM
155
Aster Capital Management
United Arab Emirates
$1.79K -$7K -289 -80%
FFA
156
Farther Finance Advisors
California
$1.6K +$969 +40 +154%
QCG
157
Quadrant Capital Group
Ohio
$1.6K +$1.6K +66 New
S
158
SignatureFD
Georgia
$1.52K
PWA
159
Physician Wealth Advisors
Utah
$1.11K
SWM
160
Spire Wealth Management
Virginia
$919 -$485 -20 -34%
FMII
161
Farmers & Merchants Investments Inc
Nebraska
$629
PS
162
Principal Securities
Iowa
$508
VWM
163
Vermillion Wealth Management
Minnesota
$435 +$436 +18 New
RFP
164
Root Financial Partners
California
$363 +$364 +15 New
AssetMark Inc
165
AssetMark Inc
California
$339
IA
166
IFP Advisors
Florida
$314 +$315 +13 New
EP
167
Essential Partners
California
$290 +$291 +12 New
ASN
168
Advisory Services Network
Georgia
$218 +$218 +9 New
Jones Financial Companies
169
Jones Financial Companies
Missouri
$99 -$2.38K -98 -96%
SS
170
SBI Securities
Japan
$24
PAM
171
Panagora Asset Management
Massachusetts
-$2.01M -84,478 Closed
TI
172
Trexquant Investment
Connecticut
-$1.85M -77,546 Closed
VI
173
Versor Investments
New York
-$815K -34,200 Closed
Tudor Investment Corp
174
Tudor Investment Corp
Connecticut
-$810K -33,964 Closed
DTL
175
Dynamic Technology Lab
Singapore
-$750K -31,460 Closed