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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
Physician Wealth Advisors
Utah
$1.99K – – –
SWM
177
Spire Wealth Management
Virginia
$1.13K – – –
KFAS
178
Keating Financial Advisory Services
Kansas
$948 – – –
BGAI
179
Bruce G. Allen Investments
Colorado
$711 – – –
FMII
180
Farmers & Merchants Investments Inc
Nebraska
$681 – – –
KG
181
Kilter Group
New York
$652 – – –
CIAM
182
Caitong International Asset Management
Hong Kong
$622 +$303 +11 +110%
EP
183
Essential Partners
California
$592 – – –
SHIM
184
Stone House Investment Management
Pennsylvania
$533 – – –
AssetMark Inc
185
AssetMark Inc
California
$415 – – –
GWM
186
Gilpin Wealth Management
Colorado
$386 – – –
SPIA
187
Steward Partners Investment Advisory
New York
$241 +$220 +8 New
PMFA
188
Plante Moran Financial Advisors
Michigan
$237 +$220 +8 New
SS
189
SBI Securities
Japan
$59 +$28 +1 +100%
DCM
190
Davis Capital Management
Florida
$59 +$55 +2 New
Lord, Abbett & Co
191
Lord, Abbett & Co
New Jersey
– -$7.08M -272,437 Closed
LSV Asset Management
192
LSV Asset Management
Illinois
– -$1.94M -74,500 Closed
Raymond James Financial
193
Raymond James Financial
Florida
– -$1.27M -48,827 Closed
Lazard Asset Management
194
Lazard Asset Management
New York
– -$1.05M -40,326 Closed
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
– -$716K -27,527 Closed
GC
196
Globeflex Capital
California
– -$710K -27,300 Closed
FL
197
Fourthstone LLC
Missouri
– -$519K -19,970 Closed
GCP
198
GSA Capital Partners
United Kingdom
– -$501K -19,254 Closed
SO
199
STRS Ohio
Ohio
– -$499K -19,200 Closed
CIM
200
Cambria Investment Management
California
– -$271K -10,413 Closed