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HTBK
Heritage Commerce
HTBK
HTBK
Delisted
HTBK was delisted on the 17th of April, 2026.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 176 |
BBHC
176
Brown Brothers Harriman & Co
New York
| – | -$10.5K | -806 | Closed |
|
| 177 |
AF
177
Allworth Financial
Folsom,
California
| – | -$2.55K | -196 | Closed |
|
| 178 |
178
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1.74K | -152 | -73% |
|
| 179 |
TWP
179
TFO Wealth Partners
Maumee,
Ohio
| – | -$24.9K | -142 | Closed |
|
| 180 |
C
180
Covestor
London,
United Kingdom
| – | +$34 | +3 | +10% |
|
| 181 |
181
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | +$103 | +9 | New |
|