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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
276
Brinker Capital Investments
Pennsylvania
$286K +$268K +3,319 New
OPS
277
Orion Portfolio Solutions
Nebraska
$286K +$268K +3,319 New
DWM
278
Dakota Wealth Management
Florida
$270K +$10.9K +135 +4%
Wealth Enhancement Advisory Services
279
Wealth Enhancement Advisory Services
Minnesota
$265K +$248K +3,071 New
PWPS
280
Pinnacle Wealth Planning Services
Ohio
$256K -$21.5K -266 -8%
N
281
Natixis
France
$254K +$238K +2,943 New
Truist Financial
282
Truist Financial
North Carolina
$247K +$15.2K +188 +7%
Nisa Investment Advisors
283
Nisa Investment Advisors
Missouri
$246K +$16K +198 +7%
IC
284
IEQ Capital
California
$243K
FCM
285
Farallon Capital Management
California
$241K
CS
286
Candriam SCA
Luxembourg
$240K +$225K +2,784 New
LCM
287
Legato Capital Management
California
$240K -$303K -3,755 -57%
RJT
288
Raymond James Trust
Florida
$239K +$4.2K +52 +2%
FTWA
289
Fifth Third Wealth Advisors
Ohio
$238K +$223K +2,762 New
Nomura Holdings
290
Nomura Holdings
Japan
$232K +$218K +2,695 New
SWP
291
Stratos Wealth Partners
Ohio
$227K +$808 +10 +0.4%
MML Investors Services
292
MML Investors Services
Massachusetts
$223K +$209K +2,592 New
Bessemer Group
293
Bessemer Group
New Jersey
$215K -$28.3K -350 -12%
CIBC Asset Management
294
CIBC Asset Management
Ontario, Canada
$209K +$195K +2,419 New
QCG
295
Quadrant Capital Group
Ohio
$192K +$31.2K +386 +21%
KBC Group
296
KBC Group
Belgium
$183K +$20.1K +249 +13%
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$172K -$16.2K -200 -9%
S
298
SignatureFD
Georgia
$154K +$54.9K +679 +61%
Osaic Holdings
299
Osaic Holdings
Arizona
$151K -$114K -1,414 -45%
OAM
300
Ostrum Asset Management
France
$148K +$23.1K +286 +20%