We are live on ! Find out more
HQY icon

HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
CCAL
351
City Center Advisors LLC
Michigan
$304K +$68.6K +717 +28%
CWP
352
Curated Wealth Partners
California
$299K +$61.2K +639 +24%
Cresset Asset Management
353
Cresset Asset Management
Illinois
$295K +$20.1K +210 +7%
JCM
354
Janney Capital Management
Pennsylvania
$294K +$5.46K +57 +2%
AC
355
AXQ Capital
New Jersey
$293K +$306K +3,201 New
XTX Topco
356
XTX Topco
Cayman Islands
$289K +$303K +3,160 New
Avanza Fonder
357
Avanza Fonder
Sweden
$282K -$28.1K -294 -9%
S
358
Steadtrust
Texas
$281K +$294K +3,070 New
MIA
359
MeadowBrook Investment Advisors
Michigan
$281K -$4.31K -45 -1%
Amundi
360
Amundi
France
$278K +$290K +3,030 New
UW
361
Unique Wealth
Florida
$277K +$290K +3,029 New
AWP
362
Abacus Wealth Partners
California
$269K +$281K +2,937 New
Shelton Capital Management
363
Shelton Capital Management
Colorado
$264K -$21K -219 -7%
Global Retirement Partners
364
Global Retirement Partners
California
$264K +$269K +2,806 +3,844%
Merit Financial Group
365
Merit Financial Group
Georgia
$262K +$71.3K +745 +35%
Cullen/Frost Bankers
366
Cullen/Frost Bankers
Texas
$258K +$79.5K +830 +42%
Fifth Third Wealth Advisors
367
Fifth Third Wealth Advisors
Ohio
$252K +$574 +6 +0.2%
1IA
368
1620 Investment Advisors
Massachusetts
$248K +$6.51K +68 +3%
CIBC Asset Management
369
CIBC Asset Management
Ontario, Canada
$247K – – –
Forum Financial Management
370
Forum Financial Management
Illinois
$242K – – –
Clearstead Advisors
371
Clearstead Advisors
Ohio
$239K +$171K +1,783 +216%
BRWA
372
B. Riley Wealth Advisors
Florida
$239K -$6.51K -68 -3%
NewEdge Wealth
373
NewEdge Wealth
Pennsylvania
$235K +$246K +2,570 New
Truist Financial
374
Truist Financial
North Carolina
$232K +$11.4K +119 +5%
VWM
375
Venturi Wealth Management
Texas
$228K – – –