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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$640K -$13.4K -174 -2%
GCP
227
GSA Capital Partners
United Kingdom
$638K +$602K +7,797 New
SSWM
228
Sheets Smith Wealth Management
North Carolina
$630K -$5.79K -75 -1%
SWM
229
Sendero Wealth Management
Texas
$622K
Vanguard Personalized Indexing Management
230
Vanguard Personalized Indexing Management
California
$614K -$18K -233 -3%
CIC
231
Cornercap Investment Counsel
Georgia
$606K -$756K -9,799 -57%
TSS
232
Two Sigma Securities
New York
$602K +$567K +7,355 New
BCM
233
BTC Capital Management
Iowa
$593K +$60.8K +788 +12%
TCM
234
Teza Capital Management
Illinois
$573K +$540K +7,003 New
SAM
235
Securian Asset Management
Minnesota
$554K -$13.3K -173 -2%
IFWM
236
Institute for Wealth Management
Colorado
$537K -$9.49K -123 -2%
NFP
237
Narus Financial Partners
Utah
$535K +$540 +7 +0.1%
SI
238
Stephens Inc
Arkansas
$530K +$26.5K +344 +6%
NAM
239
NorthCrest Asset Manangement
Minnesota
$524K +$231 +3 +0%
Allianz Asset Management
240
Allianz Asset Management
Germany
$517K +$487K +6,317 New
Bank of Nova Scotia
241
Bank of Nova Scotia
Ontario, Canada
$513K +$140K +1,812 +41%
Credit Agricole
242
Credit Agricole
France
$499K +$470K +6,096 New
CGH
243
Crossmark Global Holdings
Texas
$489K -$409K -5,303 -47%
CIC
244
Chase Investment Counsel
Virginia
$484K -$2.71M -35,063 -86%
NICM
245
Neo Ivy Capital Management
New York
$472K +$445K +5,770 New
MFS
246
Mattson Financial Services
Michigan
$471K -$5.55K -72 -1%
SOW
247
State of Wyoming
Wyoming
$469K +$46.9K +608 +12%
RCM
248
Radnor Capital Management
Pennsylvania
$430K -$2.7K -35 -0.7%
PTC
249
Petrus Trust Company
Texas
$424K -$324K -4,202 -45%
BWP
250
Baldwin Wealth Partners
Massachusetts
$420K +$396K +5,130 New