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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
251
Lenox Wealth Advisors
New York
$19K
NFG
252
Next Financial Group
Texas
$16K +$17.4K +316 New
TFS
253
TrustCore Financial Services
Tennessee
$14K
CIA
254
CSat Investment Advisory
Michigan
$12K +$1.87K +34 +18%
CFFP
255
Center for Financial Planning
Michigan
$10K
FCA
256
FinTrust Capital Advisors
South Carolina
$10K +$8.57K +156 +390%
PFS
257
Prospera Financial Services
Texas
$10K +$11K +200 New
PWMG
258
Prestige Wealth Management Group
New Jersey
$9K
FFA
259
Founders Financial Alliance
North Carolina
$8K +$8.19K +149 New
NNP
260
Nachman Norwood & Parrott
South Carolina
$6K +$6.59K +120 New
PA
261
Parallel Advisors
California
$5K -$5.16K -94 -50%
QCG
262
Quadrant Capital Group
Ohio
$5K +$1.37K +25 +33%
GEA
263
Glen Eagle Advisors
New Jersey
$4.37K
SFS
264
Sowell Financial Services
Arkansas
$4K -$4.39K -80 -48%
CFGS
265
Concourse Financial Group Securities
Alabama
$4K -$1.54K -28 -25%
BCA
266
Berman Capital Advisors
Georgia
$4K
MAM
267
Meeder Asset Management
Ohio
$4K
SIS
268
Sound Income Strategies
Florida
$4K
BAM
269
Bellevue Asset Management
Washington
$3K
GWM
270
Geneos Wealth Management
Colorado
$3K
TWA
271
TCI Wealth Advisors
Arizona
$3K
GAM
272
Gemmer Asset Management
California
$2K +$385 +7 +21%
IFAM
273
Institutional & Family Asset Management
Colorado
$1K -$879 -16 -52%
Rockefeller Capital Management
274
Rockefeller Capital Management
New York
$1K -$549 -10 -22%
LC
275
Lindbrook Capital
California
$1K