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HealthEquity
HQY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAW
301
Cornerstone Advisors (Washington)
Washington
$4K -$2.67K -38 -44%
SF
302
Synovus Financial
Georgia
$4K – – –
OWA
303
One Wealth Advisors
California
$4K +$3.8K +54 New
BWA
304
BDO Wealth Advisors
Florida
$4K +$4.22K +60 New
SCM
305
Shelton Capital Management
Colorado
$3.85K -$250K -3,561 -93%
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$3.77K – – –
GEA
307
Glen Eagle Advisors
New Jersey
$3.7K – – –
CHP
308
Cable Hill Partners
Oregon
$3K – – –
GAM
309
Gemmer Asset Management
California
$3K – – –
IFAM
310
Institutional & Family Asset Management
Colorado
$3K – – –
QCG
311
Quadrant Capital Group
Ohio
$3K – – –
PFO
312
Pathstone Family Office
New Jersey
$3K +$2.67K +38 New
WAM
313
Wakefield Asset Management
Colorado
$2K -$416K -5,916 -100%
FCA
314
FinTrust Capital Advisors
South Carolina
$2K -$281 -4 -14%
HAM
315
Highstreet Asset Management
Ontario, Canada
$2K – – –
BCA
316
Berman Capital Advisors
Georgia
$2K +$1.2K +17 +121%
WEC
317
Winslow Evans & Crocker
Massachusetts
$2K +$1.26K +18 New
AIA
318
Alera Investment Advisors
Illinois
$2K +$1.69K +24 New
HS
319
Horan Securities
United States
$2K +$2.11K +30 New
WCM
320
Whitener Capital Management
North Carolina
$2K +$2.32K +33 New
PCG
321
Private Capital Group
Connecticut
$1K – – –
SWM
322
SeaCrest Wealth Management
New York
$1K – – –
PHK
323
Point72 Hong Kong
Hong Kong
$1K +$633 +9 New
LPWM
324
Lake Point Wealth Management
Texas
$1K +$1.41K +20 New
ED
325
Exane Derivatives
France
$74 -$15.3K -217 -100%
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