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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
TCI Wealth Advisors
276
TCI Wealth Advisors
Arizona
$18K -$67 -1 -0.3%
OWA
277
One Wealth Advisors
California
$15.2K +$16.6K +247 New
MIM
278
Macroview Investment Management
Maryland
$15.1K – – –
TFS
279
TrustCore Financial Services
Tennessee
$12.3K – – –
MassMutual Private Wealth & Trust
280
MassMutual Private Wealth & Trust
Connecticut
$12K +$2.35K +35 +22%
PWMG
281
Prestige Wealth Management Group
New Jersey
$11.1K – – –
Northwestern Mutual Wealth Management
282
Northwestern Mutual Wealth Management
Wisconsin
$10.5K +$11.5K +171 New
Parallel Advisors
283
Parallel Advisors
California
$10.1K +$538 +8 +5%
C
284
Covestor
United Kingdom
$10K -$605 -9 -5%
IFP Advisors
285
IFP Advisors
Florida
$9K +$4.17K +62 +132%
WTA
286
Washington Trust Advisors
Massachusetts
$8.81K +$1.14K +17 +13%
GA
287
GoalVest Advisory
New York
$8.69K – – –
Baker Avenue Asset Management
288
Baker Avenue Asset Management
California
$8.14K +$8.87K +132 New
DFCM
289
Dark Forest Capital Management
Puerto Rico
$5.67K +$6.18K +92 New
PPC
290
Park Place Capital
Alabama
$5K +$5.04K +75 New
Geneos Wealth Management
291
Geneos Wealth Management
Colorado
$4.93K – – –
Global Retirement Partners
292
Global Retirement Partners
California
$4.93K +$1.41K +21 +36%
FCA
293
FinTrust Capital Advisors
South Carolina
$3.76K -$12.4K -185 -75%
BAM
294
Bellevue Asset Management
Washington
$3.3K +$470 +7 +15%
EI
295
Ellevest Inc
New York
$3.27K +$3.5K +52 +5,200%
Harbour Investments
296
Harbour Investments
Wisconsin
$3.08K – – –
Bessemer Group
297
Bessemer Group
New Jersey
$3K -$3.56K -53 -50%
BIA
298
Bell Investment Advisors
California
$2.83K -$538 -8 -15%
JWA
299
JFS Wealth Advisors
Pennsylvania
$2.83K -$403 -6 -12%
Farmers & Merchants Investments Inc
300
Farmers & Merchants Investments Inc
Nebraska
$2.34K – – –