We are live on ! Find out more
HQY icon

HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
251
Kings Point Capital Management
New York
$34K – – –
EBA
252
Eagle Bay Advisors
New York
$31K -$7.56K -140 -23%
MIM
253
Macroview Investment Management
Maryland
$17K – – –
TCI Wealth Advisors
254
TCI Wealth Advisors
Arizona
$17K +$378 +7 +3%
Quadrant Capital Group
255
Quadrant Capital Group
Ohio
$16K +$6.16K +114 +94%
FCA
256
FinTrust Capital Advisors
South Carolina
$15K +$9.94K +184 +418%
LC
257
Lindbrook Capital
California
$13K +$8.42K +156 +473%
TFS
258
TrustCore Financial Services
Tennessee
$13K +$10.8K +200 New
PWMG
259
Prestige Wealth Management Group
New Jersey
$12K – – –
SPWG
260
Sage Private Wealth Group
Illinois
$12K – – –
Huntington National Bank
261
Huntington National Bank
Ohio
$12K +$108 +2 +1%
AssetMark Inc
262
AssetMark Inc
California
$10K -$33.5K -620 -80%
First Horizon Advisors
263
First Horizon Advisors
Tennessee
$10K -$16.7K -310 -67%
GA
264
GoalVest Advisory
New York
$10K +$7.61K +141 New
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$10K +$8.26K +153 New
T
266
TCWP
Ohio
$10K +$8.26K +153 New
GIA
267
GHP Investment Advisors
Colorado
$9K +$6.91K +128 New
WTA
268
Washington Trust Advisors
Massachusetts
$8K – – –
Parallel Advisors
269
Parallel Advisors
California
$8K +$1.78K +33 +38%
SC
270
Siena Capital
Ohio
$8K +$6.05K +112 New
DFCM
271
Dark Forest Capital Management
Puerto Rico
$6K -$183K -3,381 -97%
MCM
272
Manchester Capital Management
Vermont
$6K -$2.48K -46 -34%
Geneos Wealth Management
273
Geneos Wealth Management
Colorado
$5K – – –
Vestcor Inc
274
Vestcor Inc
New Brunswick, Canada
$5K – – –
GAM
275
Gemmer Asset Management
California
$4K -$702 -13 -17%