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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
351
Curated Wealth Partners
California
$249K +$23.2K +247 +10%
APW
352
Axim Planning & Wealth
Ohio
$248K +$247K +2,620 New
PWG
353
Portside Wealth Group
Utah
$247K -$8.28K -88 -3%
CCAL
354
City Center Advisors LLC
Michigan
$247K +$245K +2,606 New
VWM
355
Venturi Wealth Management
Texas
$236K
SFS
356
Sowell Financial Services
Arkansas
$233K +$231K +2,455 New
GT
357
Greenleaf Trust
Michigan
$230K -$48.5K -515 -17%
ECM
358
Everence Capital Management
Indiana
$230K
Truist Financial
359
Truist Financial
North Carolina
$229K -$16.2K -172 -7%
AAM
360
Advisors Asset Management
Colorado
$229K -$2.26K -24 -1%
KBC Group
361
KBC Group
Belgium
$228K
MFS
362
Mattson Financial Services
Michigan
$228K +$226K +2,404 New
PGFC
363
Peapack-Gladstone Financial Corp
New Jersey
$224K -$8.85K -94 -4%
GPWM
364
Grant Private Wealth Management
California
$221K +$220K +2,336 New
OPWM
365
Oregon Pacific Wealth Management
Oregon
$221K +$219K +2,330 New
CIA
366
Concurrent Investment Advisors
Florida
$220K +$218K +2,318 New
Focus Partners Wealth
367
Focus Partners Wealth
Massachusetts
$213K +$211K +2,244 New
VA
368
Vident Advisory
Georgia
$211K +$210K +2,227 New
ECM
369
Evergreen Capital Management
Washington
$210K +$208K +2,212 New
BC
370
Bridgefront Capital
Texas
$208K +$206K +2,190 New
AWM
371
AE Wealth Management
Kansas
$207K +$206K +2,185 New
ASN
372
Advisory Services Network
Georgia
$207K +$206K +2,184 New
STA
373
Summit Trail Advisors
New York
$206K +$15.2K +161 +8%
PAS
374
Park Avenue Securities
New York
$205K +$204K +2,168 New
NAS
375
Nicolet Advisory Services
Wisconsin
$204K +$3.86K +41 +2%