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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
C
276
Covestor
United Kingdom
$11K +$10.8K +168 +1,400%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$10.4K +$10.9K +170 New
BC
278
Bartlett & Co
Ohio
$10K +$10.9K +170 New
GA
279
GoalVest Advisory
New York
$8K – – –
WTA
280
Washington Trust Advisors
Massachusetts
$8K – – –
BBHC
281
Brown Brothers Harriman & Co
New York
$8K +$8.01K +125 New
SSG
282
Summit Securities Group
New York
$6K -$81.7K -1,276 -93%
MPWT
283
MassMutual Private Wealth & Trust
Connecticut
$4K -$128 -2 -3%
GWM
284
Geneos Wealth Management
Colorado
$4K – – –
GRP
285
Global Retirement Partners
California
$4K – – –
IA
286
IFP Advisors
Florida
$4K – – –
JWA
287
JFS Wealth Advisors
Pennsylvania
$4K +$1.92K +30 +88%
MAM
288
Meeder Asset Management
Ohio
$4K +$1.92K +30 +81%
BAM
289
Bellevue Asset Management
Washington
$3K – – –
BIA
290
Bell Investment Advisors
California
$3K +$2.95K +46 New
HI
291
Harbour Investments
Wisconsin
$3K +$3.2K +50 New
NICM
292
Neo Ivy Capital Management
New York
$3K +$3.27K +51 New
MCM
293
Manchester Capital Management
Vermont
$2K -$3.59K -56 -62%
STCOSD
294
Sageworth Trust Company of South Dakota
South Dakota
$2K – – –
SC
295
Schubert & Co
Texas
$2K +$1.28K +20 +154%
Bessemer Group
296
Bessemer Group
New Jersey
$2K +$2.37K +37 New
SWA
297
Sutton Wealth Advisors
Florida
$1.1K – – –
AAP
298
Arax Advisory Partners
Colorado
$1K – – –
CAL
299
Capital Advisors Ltd
Ohio
$1K – – –
EI
300
Ellevest Inc
New York
$1K – – –