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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
CGH
226
Crossmark Global Holdings
Texas
$439K +$22.5K +360 +6%
ED
227
Exane Derivatives
France
$430K +$378K +6,056 New
VF
228
Virtu Financial
New York
$424K +$46K +738 +15%
TCWM
229
Total Clarity Wealth Management
Illinois
$408K +$344K +5,510 New
HSBC Holdings
230
HSBC Holdings
United Kingdom
$397K +$335K +5,371 New
Zurich Cantonal Bank
231
Zurich Cantonal Bank
Switzerland
$373K +$45.5K +729 +17%
NSEDCP
232
NJ State Employees Deferred Compensation Plan
New Jersey
$370K
OI
233
Oakbrook Investments
Illinois
$370K +$312K +5,000 New
EIM
234
Essex Investment Management
Massachusetts
$364K
SSWM
235
Sheets Smith Wealth Management
North Carolina
$347K -$12.5K -200 -4%
BCM
236
Bayesian Capital Management
New York
$332K +$280K +4,482 New
AWM
237
AE Wealth Management
Kansas
$327K -$57.6K -923 -17%
VRS
238
Virginia Retirement Systems
Virginia
$326K -$1.29M -20,600 -82%
TRCT
239
Tower Research Capital (TRC)
New York
$300K +$157K +2,513 +164%
SCM
240
Shelton Capital Management
Colorado
$285K
LIA
241
LS Investment Advisors
Michigan
$283K +$17.2K +275 +8%
CAGAS
242
Capital Advisory Group Advisory Services
Minnesota
$262K +$209K +3,358 +1,815%
TSS
243
Two Sigma Securities
New York
$262K +$221K +3,541 New
RIA
244
Regal Investment Advisors
Michigan
$260K +$219K +3,507 New
Creative Planning
245
Creative Planning
Kansas
$245K +$206K +3,307 New
NFP
246
Narus Financial Partners
Utah
$241K -$43.6K -699 -18%
CIM
247
CIM Investment Management
Pennsylvania
$232K -$154K -2,464 -44%
ZB
248
Zions Bancorporation
Utah
$226K -$47.2K -757 -20%
MFG
249
Magnus Financial Group
New York
$220K +$185K +2,971 New
Allianz Asset Management
250
Allianz Asset Management
Germany
$218K -$840K -13,471 -82%