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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$276K -$70.6K -758 -21%
Verition Fund Management
302
Verition Fund Management
Connecticut
$274K +$266K +2,858 New
DWM
303
Dakota Wealth Management
Florida
$273K +$4.01K +43 +2%
IC
304
IEQ Capital
California
$271K
FTWA
305
Fifth Third Wealth Advisors
Ohio
$270K -$10.2K -109 -4%
FCM
306
Farallon Capital Management
California
$269K
OF
307
Optimize Financial
California
$266K +$258K +2,772 New
GPWM
308
Grant Private Wealth Management
California
$265K +$257K +2,759 New
LFAS
309
Level Four Advisory Services
Texas
$263K +$12.9K +138 +5%
HWM
310
HB Wealth Management
Georgia
$261K +$253K +2,717 New
HSBC Holdings
311
HSBC Holdings
United Kingdom
$259K -$6.64M -71,248 -96%
MML Investors Services
312
MML Investors Services
Massachusetts
$256K +$9.04K +97 +4%
CIBC Asset Management
313
CIBC Asset Management
Ontario, Canada
$253K +$13K +139 +6%
NAAA
314
New Age Alpha Advisors
New York
$249K +$241K +2,591 New
SWP
315
Stratos Wealth Partners
Ohio
$246K -$745 -8 -0.3%
SAM
316
Shell Asset Management
Netherlands
$244K
CWP
317
Curated Wealth Partners
California
$242K +$235K +2,521 New
GS
318
GTS Securities
Florida
$239K +$232K +2,493 New
VWM
319
Venturi Wealth Management
Texas
$238K +$232K +2,485 New
ECM
320
Everence Capital Management
Indiana
$233K +$226K +2,430 New
BCI
321
Brinker Capital Investments
Pennsylvania
$230K -$80.6K -865 -27%
OPS
322
Orion Portfolio Solutions
Nebraska
$230K -$80.6K -865 -27%
ARMT
323
Amica Retiree Medical Trust
Rhode Island
$229K
BP
324
Ballentine Partners
Massachusetts
$228K +$222K +2,377 New
PGFC
325
Peapack-Gladstone Financial Corp
New Jersey
$226K +$220K +2,357 New