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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
STA
301
Summit Trail Advisors
New York
$321K +$52.1K +508 +16%
MML Investors Services
302
MML Investors Services
Massachusetts
$317K +$94.2K +918 +34%
AC
303
Aristeia Capital
Connecticut
$309K +$135K +1,315 +60%
AA
304
AlphaQ Advisors
Florida
$303K +$16.9K +165 +5%
MYIA
305
Mount Yale Investment Advisors
Colorado
$301K -$4.82K -47 -1%
AF
306
Avanza Fonder
Sweden
$299K -$61.5K -600 -15%
LFAS
307
Level Four Advisory Services
Texas
$299K +$66K +644 +24%
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$290K +$42K +410 +14%
BCI
309
Brinker Capital Investments
Pennsylvania
$290K +$90.8K +885 +37%
OPS
310
Orion Portfolio Solutions
Nebraska
$290K +$90.8K +885 +37%
CWM
311
Congress Wealth Management
Massachusetts
$289K +$336K +3,273 New
HWM
312
HB Wealth Management
Georgia
$287K +$54.5K +531 +20%
MIA
313
MeadowBrook Investment Advisors
Michigan
$283K -$31.8K -310 -9%
SCM
314
Shelton Capital Management
Colorado
$281K -$10.4K -101 -3%
HWAM
315
Hennion & Walsh Asset Management
New Jersey
$277K +$92K +897 +40%
HSBC Holdings
316
HSBC Holdings
United Kingdom
$273K +$40.5K +395 +15%
PAG
317
Private Advisor Group
New Jersey
$268K +$95K +926 +44%
CWP
318
Curated Wealth Partners
California
$260K +$43.6K +425 +17%
IC
319
IEQ Capital
California
$260K +$12.6K +123 +4%
IAN
320
Integrated Advisors Network
Texas
$259K +$301K +2,936 New
Jones Financial Companies
321
Jones Financial Companies
Missouri
$255K +$169K +1,649 +128%
CCAL
322
City Center Advisors LLC
Michigan
$251K -$102K -990 -26%
MAM
323
Martingale Asset Management
Massachusetts
$248K +$288K +2,804 New
DWM
324
Dakota Wealth Management
Florida
$247K -$5.03K -49 -2%
FTWA
325
Fifth Third Wealth Advisors
Ohio
$247K -$1.74K -17 -0.6%