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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
OTPPB
251
Ontario Teachers' Pension Plan Board
Ontario, Canada
$745K +$864K +8,428 New
BHCM
252
Brevan Howard Capital Management
Jersey
$743K +$648K +6,316 +302%
Vanguard Personalized Indexing Management
253
Vanguard Personalized Indexing Management
California
$740K +$40.7K +397 +5%
SSWM
254
Sheets Smith Wealth Management
North Carolina
$730K +$30.5K +297 +4%
OSAM
255
O'Shaughnessy Asset Management
Connecticut
$722K +$362K +3,534 +76%
AI
256
Atria Investments
North Carolina
$698K -$48.2K -470 -6%
PI
257
PineBridge Investments
New York
$693K -$2.02M -19,705 -72%
II
258
Inspire Investing
Idaho
$665K +$61.2K +597 +9%
LCM
259
Legato Capital Management
California
$634K -$95.4K -930 -11%
PWS
260
Peterson Wealth Services
Utah
$613K -$366K -3,569 -34%
SAM
261
Securian Asset Management
Minnesota
$583K
IFWM
262
Institute for Wealth Management
Colorado
$569K -$11.3K -110 -2%
NAM
263
NorthCrest Asset Manangement
Minnesota
$567K +$718 +7 +0.1%
SAM
264
Stansberry Asset Management
Texas
$565K -$68.5K -668 -9%
Wealth Enhancement Advisory Services
265
Wealth Enhancement Advisory Services
Minnesota
$564K +$130K +1,265 +25%
CGH
266
Crossmark Global Holdings
Texas
$556K +$26.8K +261 +4%
Janney Montgomery Scott
267
Janney Montgomery Scott
Pennsylvania
$555K +$94.8K +924 +17%
EC
268
EntryPoint Capital
New York
$548K +$4.51K +44 +0.7%
RCM
269
Radnor Capital Management
Pennsylvania
$534K +$35.9K +350 +6%
CB
270
Commerce Bank
Missouri
$533K -$6.36K -62 -1%
SOW
271
State of Wyoming
Wyoming
$523K +$17.3K +169 +3%
SC
272
Shay Capital
New York
$521K +$20.5K +200 +4%
AssetMark Inc
273
AssetMark Inc
California
$520K +$121K +1,184 +25%
SG Americas Securities
274
SG Americas Securities
New York
$516K +$39.8K +388 +7%
NFP
275
Narus Financial Partners
Utah
$512K -$8.1K -79 -1%