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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
251
Mount Yale Investment Advisors
Colorado
$329K -$11.9K -152 -4%
Bank of Nova Scotia
252
Bank of Nova Scotia
Ontario, Canada
$326K -$150K -1,922 -33%
Janney Montgomery Scott
253
Janney Montgomery Scott
Pennsylvania
$324K +$66.8K +855 +27%
CCAL
254
City Center Advisors LLC
Michigan
$317K +$303K +3,887 New
SCM
255
Shelton Capital Management
Colorado
$305K
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$302K +$18.9K +242 +7%
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$289K +$3.36K +43 +1%
Cetera Investment Advisers
258
Cetera Investment Advisers
Illinois
$278K +$266K +3,409 New
SPA
259
Sherbrooke Park Advisers
New York
$276K +$264K +3,375 New
STA
260
Summit Trail Advisors
New York
$275K
NAS
261
Nicolet Advisory Services
Wisconsin
$268K +$266K +3,404 New
PWPS
262
Pinnacle Wealth Planning Services
Ohio
$264K +$253K +3,235 New
Osaic Holdings
263
Osaic Holdings
Arizona
$258K -$224K -2,875 -48%
TRCT
264
Tower Research Capital (TRC)
New York
$252K -$705K -9,023 -74%
DWM
265
Dakota Wealth Management
Florida
$245K -$20.6K -264 -8%
MM
266
MQS Management
New York
$234K +$224K +2,869 New
SAM
267
Shell Asset Management
Netherlands
$232K +$210K +2,686 New
Bessemer Group
268
Bessemer Group
New Jersey
$231K +$35.7K +457 +19%
IC
269
IEQ Capital
California
$230K -$170K -2,178 -44%
FCM
270
Farallon Capital Management
California
$229K +$219K +2,800 New
VA
271
Vident Advisory
Georgia
$225K +$216K +2,761 New
RJT
272
Raymond James Trust
Florida
$222K +$212K +2,721 New
Truist Financial
273
Truist Financial
North Carolina
$218K +$209K +2,676 New
Nisa Investment Advisors
274
Nisa Investment Advisors
Missouri
$217K +$5.31K +68 +3%
PWG
275
Portside Wealth Group
Utah
$215K +$206K +2,634 New