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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
AF
301
Allworth Financial
California
$1.33K -$986 -17 -45%
AWM
302
Avior Wealth Management
Nebraska
$1.26K – – –
ADL
303
Asset Dedication LLC
California
$1K +$522 +9 New
Toronto Dominion Bank
304
Toronto Dominion Bank
Ontario, Canada
$1K +$696 +12 New
IFAM
305
Institutional & Family Asset Management
Colorado
$947 – – –
AF
306
Advisornet Financial
Minnesota
$947 +$406 +7 +88%
SS
307
Sunbelt Securities
Texas
$821 – – –
DI
308
Disciplined Investments
Oklahoma
$695 -$58 -1 -8%
AWM
309
Abound Wealth Management
Tennessee
$632 – – –
EWA
310
EverSource Wealth Advisors
Alabama
$631 -$5.97K -103 -91%
FFA
311
Farther Finance Advisors
California
$631 +$580 +10 New
SIC
312
SJS Investment Consulting
Ohio
$506 – – –
TAM
313
Tucker Asset Management
Colorado
$505 – – –
QC
314
Quent Capital
New York
$253 – – –
SSB
315
Sandy Spring Bank
Maryland
$127 – – –
TWP
316
TFO Wealth Partners
Ohio
$63 – – –
Assenagon Asset Management
317
Assenagon Asset Management
Luxembourg
– -$18.5M -314,427 Closed
PCM
318
Portolan Capital Management
Massachusetts
– -$7.28M -124,051 Closed
CCM
319
Cinctive Capital Management
New York
– -$4.94M -84,144 Closed
WMSA
320
Weiss Multi-Strategy Advisers
New York
– -$3.06M -52,102 Closed
ECM
321
ExodusPoint Capital Management
New York
– -$1.63M -27,729 Closed
PP
322
PDT Partners
New York
– -$1.1M -18,683 Closed
PAM
323
Panagora Asset Management
Massachusetts
– -$697K -11,872 Closed
DTL
324
Dynamic Technology Lab
Singapore
– -$687K -11,705 Closed
JFG
325
Jefferies Financial Group
New York
– -$607K -10,335 Closed