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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
226
Integrated Wealth Concepts
Massachusetts
$1.2M +$1.18M +14,395 New
Vanguard Personalized Indexing Management
227
Vanguard Personalized Indexing Management
California
$1.19M +$218K +2,658 +23%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$1.19M +$186K +2,263 +19%
BEI
229
Benjamin Edwards Inc
Missouri
$1.18M +$160K +1,948 +16%
HW
230
Hancock Whitney
Mississippi
$1.15M +$6.24K +76 +0.5%
Pacer Advisors
231
Pacer Advisors
Pennsylvania
$1.13M +$8.29K +101 +0.8%
MMEA
232
Main Management ETF Advisors
California
$1.12M +$1.1M +13,451 New
Pictet Asset Management
233
Pictet Asset Management
Switzerland
$1.12M +$90.3K +1,100 +9%
Teacher Retirement System of Texas
234
Teacher Retirement System of Texas
Texas
$1.11M -$298K -3,638 -21%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$1.1M -$160K -1,950 -13%
NA
236
NewEdge Advisors
Louisiana
$1.09M +$65.3K +796 +7%
SC
237
Shay Capital
New York
$1.09M +$1.07M +13,000 New
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$1.09M +$458K +5,583 +75%
OMC
239
Overbrook Management Corp
New York
$1.06M -$2.28M -27,795 -69%
JF
240
Jump Financial
Illinois
$1.04M +$1.03M +12,500 New
X
241
Xponance
Pennsylvania
$1.02M +$130K +1,580 +15%
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$799K +9,734 +108%
TSW
243
Three Seasons Wealth
Utah
$1,000K +$529K +6,445 +117%
AMI
244
Amica Mutual Insurance
Rhode Island
$987K
FCM
245
FJ Capital Management
Virginia
$937K -$192K -2,346 -17%
ZBNA
246
Zions Bancorporation, National Association
Utah
$917K -$527K -6,426 -37%
ATPW
247
Ashton Thomas Private Wealth
Arizona
$915K +$60K +731 +7%
SLI
248
Sumitomo Life Insurance
Japan
$908K -$56.3K -686 -6%
CFC
249
Coyle Financial Counsel
Illinois
$896K -$170K -2,069 -16%
EMPI
250
Elo Mutual Pension Insurance
Finland
$892K -$335K -4,087 -28%