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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$15.3K +$676 +26 +5%
LFG
152
Larson Financial Group
Missouri
$15K +$2.83K +109 +23%
QCG
153
Quadrant Capital Group
Ohio
$13.4K
VCM
154
Versant Capital Management
Arizona
$11.5K +$4K +154 +54%
FHC
155
First Horizon Corporation
Tennessee
$10.3K
MPWT
156
MassMutual Private Wealth & Trust
Connecticut
$9.96K -$10.1K -387 -50%
UB
157
UMB Bank
Missouri
$5.54K +$598 +23 +12%
TCM
158
Triumph Capital Management
Colorado
$5.2K
Bessemer Group
159
Bessemer Group
New Jersey
$5K
AAP
160
Arax Advisory Partners
Colorado
$4.97K +$286 +11 +6%
SIS
161
Sound Income Strategies
Florida
$4.83K +$26 +1 +0.5%
Los Angeles Capital Management
162
Los Angeles Capital Management
California
$4.78K -$16.3K -629 -77%
RTL
163
Red Tortoise LLC
Georgia
$3.87K
RIL
164
Rothschild Investment LLC
Illinois
$3.22K +$572 +22 +22%
ZBNA
165
Zions Bancorporation, National Association
Utah
$2.52K -$178K -6,847 -99%
RFP
166
Root Financial Partners
California
$2.5K +$2.1K +81 +540%
FFA
167
Farther Finance Advisors
California
$2.44K -$130 -5 -5%
CMA
168
Cedar Mountain Advisors
Oregon
$2.05K -$598 -23 -23%
SAM
169
Smartleaf Asset Management
Massachusetts
$1.94K -$19.2K -738 -91%
PWA
170
Physician Wealth Advisors
Utah
$1.74K
S
171
SignatureFD
Georgia
$1.64K
SWM
172
Spire Wealth Management
Virginia
$988
KFAS
173
Keating Financial Advisory Services
Kansas
$832 +$832 +32 New
MCM
174
MAI Capital Management
Ohio
$702 +$52 +2 +8%
BGAI
175
Bruce G. Allen Investments
Colorado
$624 +$624 +24 New