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Heritage Insurance Holdings

Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$9.48K +$8.11K +380 New
IA
152
IFP Advisors
Florida
$9.03K +$2.54K +119 +49%
National Bank of Canada
153
National Bank of Canada
Quebec, Canada
$7.82K +$6.71K +314 New
GI
154
GAMMA Investing
California
$7.26K +$1.64K +77 +36%
PA
155
Parallel Advisors
California
$5.56K +$598 +28 +14%
PS
156
Principal Securities
Iowa
$4.99K +$4.27K +200 New
BBPWM
157
Blue Bell Private Wealth Management
Pennsylvania
$4.49K +$3.84K +180 New
LFG
158
Larson Financial Group
Missouri
$3.84K +$3.29K +154 New
Jones Financial Companies
159
Jones Financial Companies
Missouri
$3.52K +$3.2K +150 New
TWD
160
True Wealth Design
Ohio
$3.32K +$2.84K +133 New
W
161
WealthCollab
Washington
$2.07K
AF
162
Allworth Financial
California
$2.05K +$1.75K +82 New
PWA
163
Physician Wealth Advisors
Utah
$1.9K +$1.62K +76 New
RA
164
Rise Advisors
New York
$1.75K +$1.5K +70 New
FFA
165
Farther Finance Advisors
California
$1.42K
SS
166
SBI Securities
Japan
$1.27K +$1.07K +50 +5,000%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$1.25K
WA
168
Whipplewood Advisors
Colorado
$698 +$598 +28 New
FFO
169
Fortitude Family Office
Arizona
$499 +$427 +20 New
RIL
170
Rothschild Investment LLC
Illinois
$249 +$214 +10 New
GRP
171
Global Retirement Partners
California
$100 +$85 +4 New
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
-$1.48M -102,652 Closed
LSV Asset Management
173
LSV Asset Management
Illinois
-$574K -39,800 Closed
Squarepoint
174
Squarepoint
New York
-$508K -35,247 Closed
HBCM
175
Heron Bay Capital Management
Michigan
-$277K -19,175 Closed