We are live on ! Find out more
HQY icon

HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
251
Sage Private Wealth Group
Illinois
$7K – – –
STCOSD
252
Sageworth Trust Company of South Dakota
South Dakota
$7K +$9.49K +163 New
MCM
253
Manchester Capital Management
Vermont
$6K +$2.21K +38 +39%
WTA
254
Washington Trust Advisors
Massachusetts
$6K +$7.34K +126 New
Quadrant Capital Group
255
Quadrant Capital Group
Ohio
$5K +$291 +5 +4%
Parallel Advisors
256
Parallel Advisors
California
$4K +$990 +17 +25%
RPCONE
257
Retirement Planning Company of New England
Rhode Island
$4K +$5.82K +100 New
Geneos Wealth Management
258
Geneos Wealth Management
Colorado
$3K – – –
BAM
259
Bellevue Asset Management
Washington
$3K +$990 +17 +41%
GAM
260
Gemmer Asset Management
California
$3K +$1.51K +26 +53%
Vestcor Inc
261
Vestcor Inc
New Brunswick, Canada
$3K +$4.25K +73 New
C
262
Covestor
United Kingdom
$3K +$4.54K +78 New
Global Retirement Partners
263
Global Retirement Partners
California
$2K -$28.8K -494 -93%
Sageworth Trust
264
Sageworth Trust
Pennsylvania
$2K -$9.9K -170 -77%
FCA
265
FinTrust Capital Advisors
South Carolina
$2K -$9.61K -165 -79%
Harbour Investments
266
Harbour Investments
Wisconsin
$2K -$408 -7 -12%
CWP
267
Concord Wealth Partners
Virginia
$2K +$2.21K +38 New
WPA
268
West Paces Advisors
Georgia
$1.86K +$2.45K +42 New
BIA
269
Bell Investment Advisors
California
$1K -$815 -14 -44%
IFAM
270
Institutional & Family Asset Management
Colorado
$1K – – –
LC
271
Lindbrook Capital
California
$1K +$233 +4 +14%
JWA
272
JFS Wealth Advisors
Pennsylvania
$1K +$757 +13 New
MassMutual Private Wealth & Trust
273
MassMutual Private Wealth & Trust
Connecticut
$1K +$815 +14 New
Arax Advisory Partners
274
Arax Advisory Partners
Colorado
$1K +$1.17K +20 New
IFP Advisors
275
IFP Advisors
Florida
$1K +$1.17K +20 New