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HealthEquity
HQY

Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
451
Blue Trust Inc
Georgia
$4.88K +$4.58K +54 New
BWL
452
Bogart Wealth LLC
Virginia
$4.79K – – –
S
453
Sachetta
Massachusetts
$4.7K +$85 +1 +2%
CFM
454
Cornerstone Financial Management
Massachusetts
$4.52K -$593 -7 -12%
CTC
455
Central Trust Company
Missouri
$4.43K -$2.46K -29 -37%
BIA
456
Bell Investment Advisors
California
$4.25K -$509 -6 -11%
FFO
457
Fortitude Family Office
Arizona
$4.25K +$1.19K +14 +42%
HNW
458
High Note Wealth
Minnesota
$3.7K +$1.53K +18 +78%
CT
459
Clearstead Trust
Maine
$3.43K -$848 -10 -21%
SGFG
460
Silver Grove Financial Group
New York
$2.89K +$2.71K +32 New
B
461
Bayban
Minnesota
$2.62K – – –
MAM
462
Marquette Asset Management
Minnesota
$2.17K – – –
MCM
463
Manchester Capital Management
Vermont
$2.08K – – –
PWMG
464
Private Wealth Management Group
New Jersey
$1.99K +$1.86K +22 New
TM
465
Torren Management
California
$1.9K – – –
KFG
466
Kingdom Financial Group
Arizona
$1.63K – – –
CCMI
467
Creative Capital Management Investments
California
$1.53K +$1.44K +17 New
RWM
468
Rialto Wealth Management
New York
$1.45K +$848 +10 +167%
BBHC
469
Brown Brothers Harriman & Co
New York
$1.45K +$1.36K +16 New
DPW
470
DiNuzzo Private Wealth
Pennsylvania
$1.18K +$85 +1 +8%
BHWM
471
Bay Harbor Wealth Management
Maryland
$1.17K – – –
SWM
472
SHP Wealth Management
Massachusetts
$1.08K – – –
JWM
473
JPL Wealth Management
Colorado
$1.08K +$1.02K +12 New
TFM
474
TFC Financial Management
Massachusetts
$994 – – –
DF
475
Dunhill Financial
United Kingdom
$993 -$85 -1 -8%
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19
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