We are live on ! Find out more
HQY icon

HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
S
251
SignatureFD
Georgia
$37K
HIIFS
252
Harel Insurance Investments & Financial Services
Israel
$25K +$33.2K +500 New
BCV
253
Banque Cantonale Vaudoise
Switzerland
$25K +$33.3K +502 New
EP
254
Eudaimonia Partners
Tennessee
$23K
GRP
255
Global Retirement Partners
California
$22K
LWA
256
Lenox Wealth Advisors
New York
$19K
VFA
257
Valeo Financial Advisors
Indiana
$19K +$531 +8 +2%
GWM
258
Geneos Wealth Management
Colorado
$17K
AssetMark Inc
259
AssetMark Inc
California
$15K +$19.6K +295 New
LWA
260
Lowe Wealth Advisors
Maryland
$15K +$19.9K +300 New
TFS
261
TrustCore Financial Services
Tennessee
$14K
RE
262
RBC Europe
United Kingdom
$12.4K
CIA
263
CSat Investment Advisory
Michigan
$12K +$2.92K +44 +24%
CFGS
264
Concourse Financial Group Securities
Alabama
$11K
CFFP
265
Center for Financial Planning
Michigan
$10K
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$10K +$5.91K +89 +80%
PWMG
267
Prestige Wealth Management Group
New Jersey
$9K
PA
268
Parallel Advisors
California
$9K +$12.4K +187 New
SFS
269
Sowell Financial Services
Arkansas
$8K
IA
270
IFP Advisors
Florida
$6K -$3.92K -59 -37%
FCM
271
Firestone Capital Management
Florida
$5K
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$5K
FWM
273
FSA Wealth Management
Massachusetts
$4K
SIS
274
Sound Income Strategies
Florida
$4K
GAM
275
Gemmer Asset Management
California
$4K +$1.39K +21 +40%