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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
226
Institute for Wealth Management
Colorado
$496K -$3.85K -57 -0.8%
PCM
227
Penserra Capital Management
California
$485K +$449K +6,640 New
Bank of Nova Scotia
228
Bank of Nova Scotia
Ontario, Canada
$473K -$189K -2,802 -30%
AWA
229
Arkadios Wealth Advisors
Georgia
$459K -$69K -1,022 -14%
OSAM
230
O'Shaughnessy Asset Management
Connecticut
$453K +$77.1K +1,141 +23%
VRS
231
Virginia Retirement Systems
Virginia
$416K +$385K +5,700 New
Truist Financial
232
Truist Financial
North Carolina
$408K +$378K +5,588 New
TRCT
233
Tower Research Capital (TRC)
New York
$402K -$46.5K -689 -11%
JMPWA
234
JP Morgan Private Wealth Advisors
California
$389K -$35.7K -529 -9%
CIM
235
CIM Investment Management
Pennsylvania
$374K
CC
236
Corton Capital
Ontario, Canada
$374K -$123K -1,821 -26%
IC
237
IEQ Capital
California
$367K +$339K +5,021 New
NSEDCP
238
NJ State Employees Deferred Compensation Plan
New Jersey
$365K
BCM
239
BTC Capital Management
Iowa
$360K +$45K +666 +16%
AG
240
Appleton Group
Wisconsin
$356K
EFS
241
Econ Financial Services
Pennsylvania
$356K +$329K +4,867 New
SOW
242
State of Wyoming
Wyoming
$354K +$99.8K +1,477 +44%
MLICM
243
Metropolitan Life Insurance Company (MetLife)
New York
$354K +$19.6K +290 +6%
RCM
244
Radnor Capital Management
Pennsylvania
$351K +$6.76K +100 +2%
BPA
245
Beacon Pointe Advisors
California
$337K +$312K +4,617 New
BCI
246
Brinker Capital Investments
Pennsylvania
$335K +$86.7K +1,284 +39%
OPS
247
Orion Portfolio Solutions
Nebraska
$335K +$86.7K +1,284 +39%
KIA
248
KLR Investment Advisors
Rhode Island
$333K -$10.4K -154 -3%
NFP
249
Narus Financial Partners
Utah
$325K
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$323K -$22.3K -330 -7%