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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
151
Optiver Holding
Netherlands
$3.97K -$188 -8 -5%
RTL
152
Red Tortoise LLC
Georgia
$3.52K
Jones Financial Companies
153
Jones Financial Companies
Missouri
$2.46K +$2.35K +100 +2,500%
CMA
154
Cedar Mountain Advisors
Oregon
$2.41K
RIL
155
Rothschild Investment LLC
Illinois
$2.41K +$636 +27 +36%
FFA
156
Farther Finance Advisors
California
$2.32K +$753 +32 +48%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$2.18K
PWA
158
Physician Wealth Advisors
Utah
$1.58K +$494 +21 +46%
S
159
SignatureFD
Georgia
$1.49K
SWM
160
Spire Wealth Management
Virginia
$899
MCM
161
MAI Capital Management
Ohio
$592 +$589 +25 New
FMII
162
Farmers & Merchants Investments Inc
Nebraska
$544 -$71 -3 -12%
EP
163
Essential Partners
California
$520 +$235 +10 +83%
RFP
164
Root Financial Partners
California
$355
AssetMark Inc
165
AssetMark Inc
California
$331
IA
166
IFP Advisors
Florida
$260 -$47 -2 -15%
Simplex Trading
167
Simplex Trading
Illinois
$212 -$8.17K -347 -97%
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$189 +$188 +8 New
GWM
169
Gilpin Wealth Management
Colorado
$142 +$141 +6 New
CA
170
Clearstead Advisors
Ohio
$48 +$47 +2 New
SS
171
SBI Securities
Japan
$24
CIAM
172
Caitong International Asset Management
Hong Kong
$24 +$24 +1 New
TM
173
Torren Management
California
$22 +$24 +1 New
Franklin Resources
174
Franklin Resources
California
-$512K -21,165 Closed
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
-$459K -18,991 Closed