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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
Hillsdale Investment Management
326
Hillsdale Investment Management
Ontario, Canada
$6.53K – – –
Global Retirement Partners
327
Global Retirement Partners
California
$6.45K – – –
CP
328
Castleview Partners
Texas
$6.37K +$2.5K +32 +70%
Allworth Financial
329
Allworth Financial
California
$5.63K +$1.72K +22 +47%
LFA
330
LGT Financial Advisors
Texas
$4.98K – – –
Central Trust Company
331
Central Trust Company
Missouri
$4.65K – – –
CA
332
Continuum Advisory
Idaho
$4.42K +$4.45K +57 New
BAM
333
Bellevue Asset Management
Washington
$4.41K – – –
MCM
334
Manchester Capital Management
Vermont
$4K – – –
FPB
335
First PREMIER Bank
South Dakota
$4K +$3.44K +44 New
Harbour Investments
336
Harbour Investments
Wisconsin
$4K +$3.83K +49 New
BIA
337
Bell Investment Advisors
California
$3.84K – – –
Bogart Wealth LLC
338
Bogart Wealth LLC
Virginia
$3.76K – – –
JWA
339
JFS Wealth Advisors
Pennsylvania
$3.59K – – –
Farmers & Merchants Investments Inc
340
Farmers & Merchants Investments Inc
Nebraska
$3.1K – – –
Farther Finance Advisors
341
Farther Finance Advisors
California
$2.86K +$234 +3 +9%
Principal Securities
342
Principal Securities
Iowa
$2.78K – – –
FG
343
Fairman Group
Pennsylvania
$2.45K – – –
SWS
344
SYSTM Wealth Solutions
Illinois
$2.29K – – –
BCMLT
345
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.04K +$1.95K +25 New
VNA
346
Valley National Advisers
Pennsylvania
$2K +$781 +10 +40%
IFP Advisors
347
IFP Advisors
Florida
$1.88K -$61.8K -791 -97%
IFAM
348
Institutional & Family Asset Management
Colorado
$1.71K – – –
UMB Bank
349
UMB Bank
Missouri
$1.71K +$1.64K +21 New
Arax Advisory Partners
350
Arax Advisory Partners
Colorado
$1.63K – – –