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Heritage Insurance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
151
Caitong International Asset Management
Hong Kong
$27.3K -$13.2K -531 -34%
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$27K +$13.2K +528 +103%
TC
153
Truvestments Capital
Florida
$23.2K +$6.23K +250 +39%
GRP
154
Global Retirement Partners
California
$22.1K +$21.1K +846 New
AF
155
Allworth Financial
California
$17.8K +$2.62K +105 +18%
C
156
Covestor
United Kingdom
$16K -$7.23K -290 -33%
SGFG
157
Silver Grove Financial Group
New York
$15.2K +$14.6K +584 New
EWA
158
EverSource Wealth Advisors
Alabama
$13.1K -$8.58K -344 -41%
SCM
159
Sterling Capital Management
North Carolina
$13K -$401K -16,090 -97%
BNP Paribas Asset Management
160
BNP Paribas Asset Management
France
$10.8K -$1.35M -54,089 -99%
EP
161
Essential Partners
California
$10.2K -$48.5K -1,944 -83%
NA
162
NewEdge Advisors
Louisiana
$9.83K – – –
HCA
163
Harbor Capital Advisors
Illinois
$8K – – –
SAM
164
Smartleaf Asset Management
Massachusetts
$6.68K – – –
FFA
165
Farther Finance Advisors
California
$6.26K +$1.82K +73 +44%
GI
166
GAMMA Investing
California
$6K -$1.35K -54 -19%
PA
167
Parallel Advisors
California
$5.97K +$848 +34 +17%
QL
168
Quarry LP
New York
$5.22K +$4.99K +200 New
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$4.88K -$5.26K -211 -53%
MCA
170
McGuire Capital Advisors
Oklahoma
$4.41K -$22K -881 -84%
W
171
WealthCollab
Washington
$3.63K +$1.4K +56 +67%
TWD
172
True Wealth Design
Ohio
$3.55K -$75 -3 -2%
FFO
173
Fortitude Family Office
Arizona
$2.29K +$2.19K +88 New
VCM
174
Versant Capital Management
Arizona
$2.24K +$1.79K +72 +514%
Federated Hermes
175
Federated Hermes
Pennsylvania
$2.06K -$12.6K -507 -87%