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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
IAN
251
Integrated Advisors Network
Texas
$374K +$350K +4,335 New
Susquehanna International Group
252
Susquehanna International Group
Pennsylvania
$373K -$531K -6,570 -60%
SPA
253
Sherbrooke Park Advisers
New York
$373K +$76.6K +948 +28%
Janney Montgomery Scott
254
Janney Montgomery Scott
Pennsylvania
$371K +$26.9K +333 +8%
MIA
255
MeadowBrook Investment Advisors
Michigan
$353K +$404 +5 +0.1%
PA
256
Profund Advisors
Maryland
$352K -$59.2K -733 -15%
MYIA
257
Mount Yale Investment Advisors
Colorado
$346K -$1.62K -20 -0.5%
STA
258
Summit Trail Advisors
New York
$344K +$50.9K +630 +19%
HFM
259
Harvest Fund Management
China
$343K +$220K +2,728 +217%
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$341K +$20.6K +255 +7%
AA
261
AlphaMark Advisors
Kentucky
$332K -$60.1K -744 -16%
BFA
262
Brown Financial Advisors
Ohio
$331K +$310K +3,838 New
BCM
263
Bayesian Capital Management
New York
$328K +$307K +3,800 New
SG Americas Securities
264
SG Americas Securities
New York
$327K +$100K +1,241 +49%
GAM
265
Gotham Asset Management
New York
$320K +$300K +3,710 New
CCAL
266
City Center Advisors LLC
Michigan
$317K
NAS
267
Nicolet Advisory Services
Wisconsin
$315K +$46.9K +581 +17%
TFA
268
Toth Financial Advisory
Virginia
$315K +$295K +3,650 New
TI
269
Tidal Investments
Wisconsin
$314K +$294K +3,642 New
Envestnet Portfolio Solutions
270
Envestnet Portfolio Solutions
Illinois
$314K +$7.92K +98 +3%
CC
271
Corton Capital
Ontario, Canada
$313K -$60.4K -747 -17%
VI
272
Versor Investments
New York
$310K +$291K +3,600 New
CAM
273
Cresset Asset Management
Illinois
$310K +$89K +1,102 +44%
SCM
274
Shelton Capital Management
Colorado
$309K -$12.9K -160 -4%
JDR
275
Jay D. Rosenbaum
$288K +$58.2K +720 +28%