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HealthEquity
HQY

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
426
Park Place Capital
Alabama
$8.52K – – –
ACM
427
Anfield Capital Management
California
$8.36K +$8.21K +100 New
FNWA
428
Financial Network Wealth Advisors
Utah
$8.36K +$8.21K +100 New
CTC
429
Central Trust Company
Missouri
$6.52K +$1.23K +15 +24%
CFO
430
CVA Family Office
Colorado
$6.35K +$6.24K +76 New
CMA
431
Cedar Mountain Advisors
Oregon
$6.27K +$6.15K +75 New
FMII
432
Farmers & Merchants Investments Inc
Nebraska
$6.18K – – –
RCM
433
Richardson Capital Management
Wisconsin
$6.18K +$6.07K +74 New
CAL
434
Capital Advisors Ltd
Ohio
$6K +$5.99K +73 New
CA
435
Clearstead Advisors
Ohio
$5.85K -$208K -2,540 -97%
JWA
436
JFS Wealth Advisors
Pennsylvania
$5.35K +$164 +2 +3%
CFM
437
Cornerstone Financial Management
Massachusetts
$4.76K – – –
GWS
438
Greykasell Wealth Strategies
California
$4.6K – – –
BIA
439
Bell Investment Advisors
California
$4.43K -$3.2K -39 -42%
BWL
440
Bogart Wealth LLC
Virginia
$4.43K +$574 +7 +15%
S
441
Sachetta
Massachusetts
$4.26K +$3.2K +39 +325%
CT
442
Clearstead Trust
Maine
$4.01K +$3.04K +37 +336%
HHCP
443
Hilton Head Capital Partners
South Carolina
$3.76K -$164 -2 -4%
SIC
444
SJS Investment Consulting
Ohio
$3.51K -$4.18K -51 -55%
FFO
445
Fortitude Family Office
Arizona
$2.76K +$903 +11 +50%
B
446
Bayban
Minnesota
$2.42K – – –
QL
447
Quarry LP
New York
$2.01K -$6.07K -74 -76%
MAM
448
Marquette Asset Management
Minnesota
$2.01K +$1.56K +19 +380%
GSWM
449
Golden State Wealth Management
California
$2K – – –
MCM
450
Manchester Capital Management
Vermont
$1.92K – – –
16 17
18
19 20