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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
326
CIBC Asset Management
Ontario, Canada
$239K +$6.15K +60 +2%
PWG
327
Portside Wealth Group
Utah
$236K +$32.6K +318 +14%
SI
328
Scharf Investments
California
$234K -$23.4K -228 -8%
GPWM
329
Grant Private Wealth Management
California
$233K -$13.1K -128 -5%
NAS
330
Nicolet Advisory Services
Wisconsin
$227K -$3.9K -38 -1%
Truist Financial
331
Truist Financial
North Carolina
$224K +$260K +2,538 New
VWM
332
Venturi Wealth Management
Texas
$220K
SAM
333
Shell Asset Management
Netherlands
$215K -$10.8K -105 -4%
ECM
334
Everence Capital Management
Indiana
$215K
GT
335
Greenleaf Trust
Michigan
$213K +$17.9K +175 +8%
BP
336
Ballentine Partners
Massachusetts
$211K +$1.54K +15 +0.6%
MCM
337
Massar Capital Management
Connecticut
$208K +$242K +2,359 New
PGFC
338
Peapack-Gladstone Financial Corp
New Jersey
$207K -$1.33K -13 -0.6%
SPS
339
Susquehanna Portfolio Strategies
Pennsylvania
$206K +$239K +2,330 New
AAM
340
Advisors Asset Management
Colorado
$206K +$239K +2,327 New
FFM
341
Forum Financial Management
Illinois
$202K +$6.05K +59 +3%
GWM
342
Gibbs Wealth Management
Georgia
$202K +$235K +2,290 New
SL
343
Summitry LLC
California
$201K +$233K +2,273 New
AB
344
ANB Bank
Colorado
$200K +$233K +2,268 New
Mitsubishi UFJ Asset Management
345
Mitsubishi UFJ Asset Management
Japan
$191K +$19.7K +192 +10%
Daiwa Securities Group
346
Daiwa Securities Group
Japan
$186K +$15.4K +150 +8%
1IA
347
1620 Investment Advisors
Massachusetts
$185K +$12.7K +124 +6%
RA
348
RiverPark Advisors
New York
$177K +$25.9K +253 +14%
MFS
349
Mattson Financial Services
Michigan
$176K +$27.4K +267 +16%
CCM
350
Coldstream Capital Management
Washington
$167K +$194K +1,889 New