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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
276
Prestige Wealth Management Group
New Jersey
$12K – – –
SPWG
277
Sage Private Wealth Group
Illinois
$12K – – –
MassMutual Private Wealth & Trust
278
MassMutual Private Wealth & Trust
Connecticut
$11K +$6.14K +97 +154%
Parallel Advisors
279
Parallel Advisors
California
$10K -$1.77K -28 -15%
GA
280
GoalVest Advisory
New York
$9K – – –
WTA
281
Washington Trust Advisors
Massachusetts
$8K – – –
Bessemer Group
282
Bessemer Group
New Jersey
$7K +$4.43K +70 +189%
Global Retirement Partners
283
Global Retirement Partners
California
$5K -$316 -5 -8%
Geneos Wealth Management
284
Geneos Wealth Management
Colorado
$5K – – –
MAM
285
Meeder Asset Management
Ohio
$4K -$380 -6 -9%
IFP Advisors
286
IFP Advisors
Florida
$4K – – –
BIA
287
Bell Investment Advisors
California
$4K +$506 +8 +17%
SC
288
Schubert & Co
Texas
$4K +$1.27K +20 +61%
JWA
289
JFS Wealth Advisors
Pennsylvania
$3K -$759 -12 -19%
BAM
290
Bellevue Asset Management
Washington
$3K – – –
Harbour Investments
291
Harbour Investments
Wisconsin
$3K – – –
MCM
292
Manchester Capital Management
Vermont
$3K +$443 +7 +21%
Farmers & Merchants Investments Inc
293
Farmers & Merchants Investments Inc
Nebraska
$3K +$2.4K +38 New
Allworth Financial
294
Allworth Financial
California
$2K +$1.77K +28 +700%
SWA
295
Sutton Wealth Advisors
Florida
$1.07K -$127 -2 -11%
Arax Advisory Partners
296
Arax Advisory Partners
Colorado
$1K – – –
DI
297
Disciplined Investments
Oklahoma
$1K – – –
IFAM
298
Institutional & Family Asset Management
Colorado
$1K – – –
CAL
299
Capital Advisors Ltd
Ohio
$1K +$190 +3 +27%
EverSource Wealth Advisors
300
EverSource Wealth Advisors
Alabama
$1K +$759 +12 New