We are live on ! Find out more
HQY icon

HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
251
Harbor Investment Advisory
Maryland
$48K +$30.5K +400 +200%
EBA
252
Eagle Bay Advisors
New York
$45K +$39.9K +524 New
GRP
253
Global Retirement Partners
California
$43K -$2.9K -38 -7%
KPCM
254
Kings Point Capital Management
New York
$40K – – –
CAPTRUST Financial Advisors
255
CAPTRUST Financial Advisors
North Carolina
$35K -$70.3K -923 -68%
APA
256
American Portfolios Advisors
New York
$32.2K -$2.06K -27 -6%
AWA
257
Arkadios Wealth Advisors
Georgia
$31K +$30.1K +395 New
CFB
258
Cullen/Frost Bankers
Texas
$29K +$27.2K +357 New
ST
259
Sageworth Trust
Pennsylvania
$18K +$16.8K +220 New
GA
260
GoalVest Advisory
New York
$17K – – –
FCA
261
FinTrust Capital Advisors
South Carolina
$17K +$2.51K +33 +19%
TFS
262
TrustCore Financial Services
Tennessee
$16K -$5.33K -70 -26%
PWMG
263
Prestige Wealth Management Group
New Jersey
$14K – – –
SPWG
264
Sage Private Wealth Group
Illinois
$14K – – –
HI
265
Harbour Investments
Wisconsin
$14K +$152 +2 +1%
TWA
266
TCI Wealth Advisors
Arizona
$11K +$1.52K +20 +17%
QCG
267
Quadrant Capital Group
Ohio
$8K – – –
BCA
268
Berman Capital Advisors
Georgia
$7K -$3.28K -43 -33%
GEA
269
Glen Eagle Advisors
New Jersey
$6.04K – – –
GWM
270
Geneos Wealth Management
Colorado
$6K -$2.36K -31 -28%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$6K – – –
WPA
272
West Paces Advisors
Georgia
$3.06K +$2.9K +38 New
BAM
273
Bellevue Asset Management
Washington
$3K -$305 -4 -9%
GAM
274
Gemmer Asset Management
California
$3K – – –
FMP
275
Financial Management Professionals
Texas
$3K +$2.51K +33 New