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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
Canada Pension Plan Investment Board
251
Canada Pension Plan Investment Board
Ontario, Canada
$35K +$33.2K +600 New
AssetMark Inc
252
AssetMark Inc
California
$31K +$13K +235 +80%
BCV
253
Banque Cantonale Vaudoise
Switzerland
$29K
GRP
254
Global Retirement Partners
California
$29K +$3.59K +65 +15%
KPCM
255
Kings Point Capital Management
New York
$29K +$27.6K +500 New
WCG
256
Weaver Consulting Group
California
$29K +$27.6K +500 New
EP
257
Eudaimonia Partners
Tennessee
$26K
VFA
258
Valeo Financial Advisors
Indiana
$25K +$1.82K +33 +8%
LWA
259
Lenox Wealth Advisors
New York
$22K
CAN
260
Cetera Advisor Networks
California
$18K +$16.6K +300 New
TFS
261
TrustCore Financial Services
Tennessee
$16K
CFFP
262
Center for Financial Planning
Michigan
$12K
CIA
263
CSat Investment Advisory
Michigan
$11K -$2.05K -37 -16%
PWMG
264
Prestige Wealth Management Group
New Jersey
$11K
PA
265
Parallel Advisors
California
$10K
SFS
266
Sowell Financial Services
Arkansas
$10K
FHA
267
Flagship Harbor Advisors
Massachusetts
$7K +$7.13K +129 New
CFGS
268
Concourse Financial Group Securities
Alabama
$6K -$5.92K -107 -49%
FCM
269
Firestone Capital Management
Florida
$6K
IA
270
IFP Advisors
Florida
$6K
MPWT
271
MassMutual Private Wealth & Trust
Connecticut
$5K
SIS
272
Sound Income Strategies
Florida
$5K
BCA
273
Berman Capital Advisors
Georgia
$5K +$4.09K +74 +529%
MAM
274
Meeder Asset Management
Ohio
$5K +$4.31K +78 New
OPS
275
Orion Portfolio Solutions
Nebraska
$5K +$4.31K +78 New