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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
Parallel Advisors
301
Parallel Advisors
California
$14K +$4.53K +67 +54%
PWMG
302
Prestige Wealth Management Group
New Jersey
$13.5K +$338 +5 +3%
MassMutual Private Wealth & Trust
303
MassMutual Private Wealth & Trust
Connecticut
$11.9K +$1.28K +19 +13%
WWP
304
WR Wealth Planners
Missouri
$11K – – –
WTA
305
Washington Trust Advisors
Massachusetts
$10.4K – – –
RCM
306
Raleigh Capital Management
North Carolina
$9.79K +$9.05K +134 New
Baker Avenue Asset Management
307
Baker Avenue Asset Management
California
$9.64K – – –
CI Investments Inc
308
CI Investments Inc
Ontario, Canada
$9K +$676 +10 +9%
Harvest Fund Management
309
Harvest Fund Management
China
$8K +$7.77K +115 New
PPC
310
Park Place Capital
Alabama
$7.45K – – –
Walleye Capital
311
Walleye Capital
New York
$7.38K +$6.82K +101 New
NCM
312
Northwest Capital Management
Oregon
$7.3K – – –
Avior Wealth Management
313
Avior Wealth Management
Nebraska
$6.94K +$5.07K +75 +375%
Hillsdale Investment Management
314
Hillsdale Investment Management
Ontario, Canada
$6.58K +$2.03K +30 +50%
Global Retirement Partners
315
Global Retirement Partners
California
$6.49K -$338 -5 -5%
Geneos Wealth Management
316
Geneos Wealth Management
Colorado
$5.84K – – –
LFA
317
LGT Financial Advisors
Texas
$4.89K +$4.53K +67 New
Central Trust Company
318
Central Trust Company
Missouri
$4.16K +$3.85K +57 New
BAM
319
Bellevue Asset Management
Washington
$3.94K – – –
WTG
320
West Tower Group
Virginia
$3.65K -$1.01K -15 -23%
BIA
321
Bell Investment Advisors
California
$3.65K -$946 -14 -22%
MCM
322
Manchester Capital Management
Vermont
$3.58K – – –
Bogart Wealth LLC
323
Bogart Wealth LLC
Virginia
$3.36K – – –
JWA
324
JFS Wealth Advisors
Pennsylvania
$3.29K +$203 +3 +7%
Farmers & Merchants Investments Inc
325
Farmers & Merchants Investments Inc
Nebraska
$2.78K – – –