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Heritage Financial

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
176
Aquatic Capital Management
Illinois
-$291K -9,500 Closed
Franklin Resources
177
Franklin Resources
California
-$278K -9,080 Closed
Handelsbanken Fonder
178
Handelsbanken Fonder
Sweden
-$276K -9,023 Closed
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
-$271K -8,840 Closed
SAG
180
SageView Advisory Group
California
-$238K -7,774 Closed
EWA
181
EP Wealth Advisors
California
-$233K -7,619 Closed
MOACM
182
Mutual of America Capital Management
New York
-$225K -7,358 Closed
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
-$206K -6,639 Closed
HighTower Advisors
184
HighTower Advisors
Illinois
-$205K -6,434 Closed
MS
185
Marshall & Sullivan
Washington
-$188K -6,144 Closed
PI
186
PEAK6 Investments
Illinois
-$119K -3,895 Closed
SWA
187
Sutton Wealth Advisors
Florida
-$51.1K -1,667 Closed
CAS
188
Coppell Advisory Solutions
Texas
-$41.6K -1,357 Closed
CASC
189
Coppell Advisory Solutions Corp
Texas
-$41.6K -1,357 Closed
MIM
190
Macroview Investment Management
Maryland
-$10K -327 Closed
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
-$2K -77 Closed
Point72 Asset Management
192
Point72 Asset Management
Connecticut
-$643 -21 Closed
C
193
Covestor
United Kingdom
+$54 +2 +15%
Toronto Dominion Bank
194
Toronto Dominion Bank
Ontario, Canada
+$594 +22 New