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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
SCP
326
Sivia Capital Partners
California
$306K +$277K +2,919 New
AC
327
Aristeia Capital
Connecticut
$305K -$55.5K -585 -17%
GCM
328
Graham Capital Management
Connecticut
$303K +$274K +2,892 New
SL
329
Summitry LLC
California
$302K +$57.9K +611 +27%
HWM
330
HB Wealth Management
Georgia
$298K -$38.3K -404 -12%
DWM
331
Dakota Wealth Management
Florida
$297K +$3.7K +39 +1%
IC
332
IEQ Capital
California
$296K -$11.1K -117 -4%
FTWA
333
Fifth Third Wealth Advisors
Ohio
$293K +$664 +7 +0.3%
CIBC Asset Management
334
CIBC Asset Management
Ontario, Canada
$283K
PWG
335
Portside Wealth Group
Utah
$283K +$3.03K +32 +1%
SI
336
Scharf Investments
California
$278K
BRWA
337
B. Riley Wealth Advisors
Florida
$273K +$247K +2,608 New
Truist Financial
338
Truist Financial
North Carolina
$271K +$4.93K +52 +2%
CAM
339
Cresset Asset Management
Illinois
$269K -$263K -2,776 -52%
BAM
340
Blueshift Asset Management
New Jersey
$268K -$958K -10,108 -80%
FC
341
Farringdon Capital
United Kingdom
$263K +$238K +2,509 New
VWM
342
Venturi Wealth Management
Texas
$260K
GWM
343
Gibbs Wealth Management
Georgia
$259K +$17.2K +181 +8%
PGFC
344
Peapack-Gladstone Financial Corp
New Jersey
$257K +$10.6K +112 +5%
AAM
345
Advisors Asset Management
Colorado
$255K +$10.4K +110 +5%
ECM
346
Everence Capital Management
Indiana
$255K
KBC Group
347
KBC Group
Belgium
$253K -$127K -1,341 -36%
CWP
348
Curated Wealth Partners
California
$249K -$53.6K -565 -19%
IFA
349
Index Fund Advisors
California
$246K +$222K +2,344 New
FFM
350
Forum Financial Management
Illinois
$241K +$474 +5 +0.2%