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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
Geneos Wealth Management
351
Geneos Wealth Management
Colorado
$6.9K – – –
Hillsdale Investment Management
352
Hillsdale Investment Management
Ontario, Canada
$6.9K – – –
Cullen/Frost Bankers
353
Cullen/Frost Bankers
Texas
$6.29K +$5.9K +73 New
LFA
354
LGT Financial Advisors
Texas
$5.26K – – –
Central Trust Company
355
Central Trust Company
Missouri
$4.91K – – –
Farther Finance Advisors
356
Farther Finance Advisors
California
$4.85K +$1.7K +21 +60%
UMB Bank
357
UMB Bank
Missouri
$4.83K +$2.83K +35 +167%
CA
358
Continuum Advisory
Idaho
$4.66K -$242 -3 -5%
BAM
359
Bellevue Asset Management
Washington
$4.65K – – –
EverSource Wealth Advisors
360
EverSource Wealth Advisors
Alabama
$4.47K +$3.31K +41 +256%
MCM
361
Manchester Capital Management
Vermont
$4.22K – – –
BIA
362
Bell Investment Advisors
California
$4.05K – – –
Bogart Wealth LLC
363
Bogart Wealth LLC
Virginia
$3.96K – – –
JWA
364
JFS Wealth Advisors
Pennsylvania
$3.79K – – –
Principal Securities
365
Principal Securities
Iowa
$3.45K +$485 +6 +18%
Farmers & Merchants Investments Inc
366
Farmers & Merchants Investments Inc
Nebraska
$3.28K – – –
IC
367
Innealta Capital
Texas
$3.19K +$2.99K +37 New
RIL
368
Rothschild Investment LLC
Illinois
$3.02K +$2.02K +25 +250%
PWMG
369
Private Wealth Management Group
New Jersey
$2.93K +$1.62K +20 +143%
S
370
Sachetta
Massachusetts
$2.9K +$2.02K +25 +208%
Jones Financial Companies
371
Jones Financial Companies
Missouri
$2.67K +$2.5K +31 New
FG
372
Fairman Group
Pennsylvania
$2.59K – – –
BCMLT
373
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.15K – – –
IFP Advisors
374
IFP Advisors
Florida
$1.98K – – –
IFAM
375
Institutional & Family Asset Management
Colorado
$1.81K – – –