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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
Global Retirement Partners
251
Global Retirement Partners
California
$39K +$314 +4 +0.7%
KPCM
252
Kings Point Capital Management
New York
$34K – – –
EP
253
Eudaimonia Partners
Tennessee
$31K – – –
APA
254
American Portfolios Advisors
New York
$29K – – –
WP
255
WealthShield Partners
North Carolina
$29K +$34K +433 New
PHK
256
Point72 Hong Kong
Hong Kong
$25K -$27.4K -349 -49%
TFS
257
TrustCore Financial Services
Tennessee
$18K – – –
GA
258
GoalVest Advisory
New York
$14K – – –
HIA
259
Harbor Investment Advisory
Maryland
$14K +$15.7K +200 New
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$14K +$15.7K +200 New
FCA
261
FinTrust Capital Advisors
South Carolina
$12K – – –
PWMG
262
Prestige Wealth Management Group
New Jersey
$12K – – –
SPWG
263
Sage Private Wealth Group
Illinois
$12K – – –
Harbour Investments
264
Harbour Investments
Wisconsin
$11K +$13.2K +168 New
Geneos Wealth Management
265
Geneos Wealth Management
Colorado
$8K – – –
BCA
266
Berman Capital Advisors
Georgia
$8K +$3.38K +43 +49%
TCI Wealth Advisors
267
TCI Wealth Advisors
Arizona
$8K +$5.18K +66 +122%
Quadrant Capital Group
268
Quadrant Capital Group
Ohio
$7K – – –
SIS
269
Sound Income Strategies
Florida
$5.44K – – –
GEA
270
Glen Eagle Advisors
New Jersey
$5.1K -$786 -10 -12%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$5K – – –
Sowell Financial Services
272
Sowell Financial Services
Arkansas
$4K -$2.75K -35 -37%
Gradient Investments
273
Gradient Investments
Minnesota
$3K -$1.19M -15,189 -100%
BAM
274
Bellevue Asset Management
Washington
$3K -$1.41K -18 -29%
GAM
275
Gemmer Asset Management
California
$3K +$236 +3 +8%