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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
GA
276
GoalVest Advisory
New York
$8K
WTA
277
Washington Trust Advisors
Massachusetts
$8K
BBHC
278
Brown Brothers Harriman & Co
New York
$8K +$8.01K +125 New
SSG
279
Summit Securities Group
New York
$6K -$81.7K -1,276 -93%
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$4K -$128 -2 -3%
GWM
281
Geneos Wealth Management
Colorado
$4K
GRP
282
Global Retirement Partners
California
$4K
IA
283
IFP Advisors
Florida
$4K
JWA
284
JFS Wealth Advisors
Pennsylvania
$4K +$1.92K +30 +88%
MAM
285
Meeder Asset Management
Ohio
$4K +$1.92K +30 +81%
BAM
286
Bellevue Asset Management
Washington
$3K
BIA
287
Bell Investment Advisors
California
$3K +$2.95K +46 New
HI
288
Harbour Investments
Wisconsin
$3K +$3.2K +50 New
NICM
289
Neo Ivy Capital Management
New York
$3K +$3.27K +51 New
MCM
290
Manchester Capital Management
Vermont
$2K -$3.59K -56 -62%
STCOSD
291
Sageworth Trust Company of South Dakota
South Dakota
$2K
SC
292
Schubert & Co
Texas
$2K +$1.28K +20 +154%
Bessemer Group
293
Bessemer Group
New Jersey
$2K +$2.37K +37 New
SWA
294
Sutton Wealth Advisors
Florida
$1.1K
MF
295
Magnetar Financial
Illinois
$1.04K +$1.09M +17,007 New
AAP
296
Arax Advisory Partners
Colorado
$1K
CAL
297
Capital Advisors Ltd
Ohio
$1K
EI
298
Ellevest Inc
New York
$1K
DI
299
Disciplined Investments
Oklahoma
$1K +$256 +4 +40%
IFAM
300
Institutional & Family Asset Management
Colorado
$1K +$384 +6 +40%