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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
Global Retirement Partners
251
Global Retirement Partners
California
$34K – – –
KPCM
252
Kings Point Capital Management
New York
$32K – – –
APA
253
American Portfolios Advisors
New York
$25.9K – – –
Cullen/Frost Bankers
254
Cullen/Frost Bankers
Texas
$23K – – –
Clearstead Advisors
255
Clearstead Advisors
Ohio
$18K +$18.9K +272 New
FCA
256
FinTrust Capital Advisors
South Carolina
$14K – – –
Sageworth Trust
257
Sageworth Trust
Pennsylvania
$14K – – –
TFS
258
TrustCore Financial Services
Tennessee
$13K – – –
TCI Wealth Advisors
259
TCI Wealth Advisors
Arizona
$13K +$4.65K +67 +48%
PWMG
260
Prestige Wealth Management Group
New Jersey
$12K – – –
Fifth Third Bancorp
261
Fifth Third Bancorp
Ohio
$12K +$6.81K +98 +123%
SPWG
262
Sage Private Wealth Group
Illinois
$11K – – –
BCA
263
Berman Capital Advisors
Georgia
$9K +$4.58K +66 +75%
Quadrant Capital Group
264
Quadrant Capital Group
Ohio
$8K +$833 +12 +12%
HI
265
Hudock Inc
Pennsylvania
$6K +$6.74K +97 New
MCM
266
Manchester Capital Management
Vermont
$6K +$6.81K +98 New
Geneos Wealth Management
267
Geneos Wealth Management
Colorado
$5K – – –
KIG
268
Kowal Investment Group
Wisconsin
$5K +$5.07K +73 New
Harbour Investments
269
Harbour Investments
Wisconsin
$4K -$7.85K -113 -66%
Bessemer Group
270
Bessemer Group
New Jersey
$4K +$4.31K +62 New
Parallel Advisors
271
Parallel Advisors
California
$4K +$4.31K +62 +886%
MIM
272
Macroview Investment Management
Maryland
$4K +$4.51K +65 New
BAM
273
Bellevue Asset Management
Washington
$3K – – –
GAM
274
Gemmer Asset Management
California
$3K +$417 +6 +14%
FMP
275
Financial Management Professionals
Texas
$2K -$347 -5 -15%