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HealthEquity
HQY

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
276
Eudaimonia Partners
Tennessee
$33K +$28.1K +450 New
GRP
277
Global Retirement Partners
California
$32K +$312 +5 +1%
CG
278
Cutler Group
California
$29K -$90.9K -1,457 -79%
VFA
279
Valeo Financial Advisors
Indiana
$28K +$2.25K +36 +10%
LWA
280
Lenox Wealth Advisors
New York
$28K +$23.4K +375 New
GWM
281
Geneos Wealth Management
Colorado
$24K -$18.7K -300 -48%
TFS
282
TrustCore Financial Services
Tennessee
$20K – – –
RE
283
RBC Europe
United Kingdom
$18.1K – – –
CFGS
284
Concourse Financial Group Securities
Alabama
$16K +$3.12K +50 +30%
MIFH
285
Migdal Insurance & Financial Holdings
Israel
$15K -$1.34M -21,517 -99%
CFFP
286
Center for Financial Planning
Michigan
$15K +$12.5K +200 New
CIA
287
CSat Investment Advisory
Michigan
$14K -$59.2K -949 -84%
1NWS
288
1 North Wealth Services
Maryland
$14K +$11.5K +185 New
PWMG
289
Prestige Wealth Management Group
New Jersey
$13K – – –
OPS
290
Orion Portfolio Solutions
Nebraska
$13K +$10.9K +175 New
SFS
291
Sowell Financial Services
Arkansas
$12K -$4.3K -69 -29%
IA
292
IFP Advisors
Florida
$11K +$2.43K +39 +33%
VAIA
293
Virtus Alternative Investment Advisers
Connecticut
$11K +$8.98K +144 New
EW
294
Evoke Wealth
California
$10.2K – – –
GEA
295
Glen Eagle Advisors
New Jersey
$9.26K – – –
WAP
296
Wealthcare Advisory Partners
Pennsylvania
$8K -$6.24K -100 -47%
MPWT
297
MassMutual Private Wealth & Trust
Connecticut
$7K – – –
FCM
298
Firestone Capital Management
Florida
$7K +$6.24K +100 New
TF
299
TimeScale Financial
Massachusetts
$7K +$6.3K +101 New
SIS
300
Sound Income Strategies
Florida
$6K -$499 -8 -9%
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