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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
301
Focus Partners Wealth
Massachusetts
$460K +$172K +2,100 +62%
IGGA
302
Iron Gate Global Advisors
Utah
$452K -$126K -1,536 -22%
KWM
303
Keebeck Wealth Management
Illinois
$449K +$51.4K +627 +13%
Acadian Asset Management
304
Acadian Asset Management
Massachusetts
$449K -$279K -3,400 -39%
Neuberger Berman Group
305
Neuberger Berman Group
New York
$447K +$116K +1,409 +36%
EWA
306
EP Wealth Advisors
California
$435K +$4.02K +49 +1%
FCM
307
Fieldview Capital Management
Michigan
$426K -$114K -1,392 -21%
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$423K -$128K -1,564 -24%
MA
309
Mutual Advisors
Nebraska
$422K -$4.1K -50 -1%
HCM
310
Hodges Capital Management
Texas
$418K -$410K -5,000 -50%
VHAM
311
Van Hulzen Asset Management
California
$418K
NFP
312
Narus Financial Partners
Utah
$418K +$4.68K +57 +1%
BBVA
313
Banco Bilbao Vizcaya Argentaria
Spain
$400K -$93K -1,134 -19%
CB
314
Commerce Bank
Missouri
$380K -$26.7K -325 -7%
CFG
315
Citizens Financial Group
Rhode Island
$374K +$367K +4,471 New
BIG
316
Brooklyn Investment Group
New York
$371K +$52.9K +645 +17%
SL
317
Summitry LLC
California
$365K +$33.5K +408 +10%
MFS
318
Mattson Financial Services
Michigan
$355K +$46.4K +566 +15%
CWP
319
Curated Wealth Partners
California
$344K +$69.4K +846 +26%
KFAS
320
Keating Financial Advisory Services
Kansas
$324K -$1.36M -16,540 -81%
CIM
321
CIM Investment Management
Pennsylvania
$319K
ECM
322
Evergreen Capital Management
Washington
$317K +$311K +3,795 New
DnB Asset Management
323
DnB Asset Management
Norway
$311K +$305K +3,720 New
Nisa Investment Advisors
324
Nisa Investment Advisors
Missouri
$308K +$2.95K +36 +1%
FT
325
Fiduciary Trust
Massachusetts
$308K +$2.05K +25 +0.7%