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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
376
WhitTier Trust Company
Nevada
$21.3K
MG
377
Mather Group
Illinois
$20.7K +$9.78K +105 +95%
GWM
378
Geneos Wealth Management
Colorado
$20.1K -$1.58K -17 -8%
ADL
379
Asset Dedication LLC
California
$18.2K
RTL
380
Red Tortoise LLC
Georgia
$18.2K
AF
381
Allworth Financial
California
$17.1K +$5.31K +57 +54%
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$15.4K +$1.49K +16 +11%
CI Investments Inc
383
CI Investments Inc
Ontario, Canada
$15K -$5.03K -54 -25%
NWWA
384
New Wave Wealth Advisors
Arkansas
$14.4K +$14K +150 New
EWA
385
EverSource Wealth Advisors
Alabama
$13.3K +$7.46K +80 +136%
PTC
386
Private Trust Company
Ohio
$12.2K -$2.24K -24 -16%
CFB
387
Cullen/Frost Bankers
Texas
$10.2K +$1.49K +16 +18%
BTI
388
Blue Trust Inc
Georgia
$9.88K -$15.7K -169 -62%
PPC
389
Park Place Capital
Alabama
$9.79K
RIL
390
Rothschild Investment LLC
Illinois
$9.6K +$2.8K +30 +43%
WTA
391
Washington Trust Advisors
Massachusetts
$8.92K -$4.66K -50 -35%
SCM
392
Sterling Capital Management
North Carolina
$8.35K
EBA
393
Eagle Bay Advisors
New York
$7.48K +$1.21K +13 +20%
MA
394
MCF Advisors
Kentucky
$7.2K -$3.91K -42 -36%
LFA
395
LGT Financial Advisors
Texas
$7.2K +$1.3K +14 +23%
JFGIW
396
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.18K -$4.19K -45 -41%
FFA
397
Farther Finance Advisors
California
$6.81K -$20.7K -222 -76%
PS
398
Principal Securities
Iowa
$6.62K +$1.4K +15 +28%
GRP
399
Global Retirement Partners
California
$6.24K -$2.98K -32 -33%
BIG
400
Brooklyn Investment Group
New York
$6.24K +$6.06K +65 New