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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
401
CI Investments Inc
Ontario, Canada
$14K -$410 -4 -3%
EWA
402
EverSource Wealth Advisors
Alabama
$13.7K +$1.64K +16 +12%
RIL
403
Rothschild Investment LLC
Illinois
$12.4K +$4.1K +40 +40%
QL
404
Quarry LP
New York
$11.8K +$13.6K +133 New
CFB
405
Cullen/Frost Bankers
Texas
$11.5K +$2.46K +24 +23%
PTC
406
Private Trust Company
Ohio
$11.2K
PFBT
407
Parkside Financial Bank & Trust
Missouri
$10.9K +$11.5K +112 +1,018%
MA
408
MCF Advisors
Kentucky
$9.19K +$2.97K +29 +39%
BTI
409
Blue Trust Inc
Georgia
$9.1K
PPC
410
Park Place Capital
Alabama
$9.01K
FDW
411
Fourth Dimension Wealth
Ohio
$8.84K +$10.3K +100 New
WTA
412
Washington Trust Advisors
Massachusetts
$8.22K
SCM
413
Sterling Capital Management
North Carolina
$7.87K +$205 +2 +2%
HWM
414
Hemington Wealth Management
Virginia
$7K +$1.23K +12 +17%
PS
415
Principal Securities
Iowa
$6.62K
SW
416
SVB Wealth
Massachusetts
$6.45K +$7.49K +73 New
FFA
417
Farther Finance Advisors
California
$6.44K +$308 +3 +4%
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$5.57K +$2.56K +25 +66%
CTC
419
Central Trust Company
Missouri
$5.04K
GWS
420
Greykasell Wealth Strategies
California
$4.86K +$5.64K +55 New
PMFA
421
Plante Moran Financial Advisors
Michigan
$4.42K +$5.13K +50 New
MCM
422
Manchester Capital Management
Vermont
$4.33K
BIA
423
Bell Investment Advisors
California
$4.15K
HNW
424
High Note Wealth
Minnesota
$4.15K
JWA
425
JFS Wealth Advisors
Pennsylvania
$4.07K +$103 +1 +2%