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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
251
Public Employees Retirement Association of Colorado
Colorado
$901K -$56.4K -595 -6%
Capstone Investment Advisors
252
Capstone Investment Advisors
New York
$896K +$811K +8,552 New
SSWM
253
Sheets Smith Wealth Management
North Carolina
$882K +$14.9K +157 +2%
Polen Capital Management
254
Polen Capital Management
Florida
$864K +$781K +8,243 New
AA
255
ALPS Advisors
Colorado
$850K -$67.2K -709 -8%
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$841K -$13.7K -145 -2%
QCM
257
Quantinno Capital Management
New York
$835K +$293K +3,095 +63%
Cetera Investment Advisers
258
Cetera Investment Advisers
Illinois
$826K +$248K +2,621 +50%
CFC
259
Coyle Financial Counsel
Illinois
$818K +$741K +7,813 New
HSBC Holdings
260
HSBC Holdings
United Kingdom
$793K +$424K +4,472 +145%
GCP
261
GSA Capital Partners
United Kingdom
$789K +$714K +7,533 New
OCM
262
One Capital Management
California
$786K +$711K +7,501 New
CIM
263
CIM Investment Management
Pennsylvania
$786K +$372K +3,927 +101%
LCM
264
Legato Capital Management
California
$752K
BPC
265
Bryce Point Capital
New York
$739K +$669K +7,056 New
PWS
266
Peterson Wealth Services
Utah
$727K
EI
267
Ethic Inc
New York
$721K +$173K +1,826 +36%
BAM
268
Belpointe Asset Management
Nevada
$706K -$172K -1,814 -21%
FCA
269
Fortis Capital Advisors
Kansas
$706K -$172K -1,814 -21%
SAM
270
Securian Asset Management
Minnesota
$692K
RCM
271
Radnor Capital Management
Pennsylvania
$688K +$49.8K +525 +9%
P
272
&Partners
Tennessee
$687K +$266K +2,808 +75%
II
273
Inspire Investing
Idaho
$675K -$103K -1,085 -14%
SI
274
Stephens Inc
Arkansas
$673K +$102K +1,079 +20%
IFWM
275
Institute for Wealth Management
Colorado
$668K -$6.45K -68 -1%