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HealthEquity
HQY

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
451
JFS Wealth Advisors
Pennsylvania
$6.05K +$254 +3 +5%
APFP
452
Action Point Financial Planning
Michigan
$5.33K +$5.26K +62 New
GWS
453
Greykasell Wealth Strategies
California
$4.97K – – –
BTI
454
Blue Trust Inc
Georgia
$4.88K +$4.58K +54 New
BWL
455
Bogart Wealth LLC
Virginia
$4.79K – – –
S
456
Sachetta
Massachusetts
$4.7K +$85 +1 +2%
CFM
457
Cornerstone Financial Management
Massachusetts
$4.52K -$593 -7 -12%
CTC
458
Central Trust Company
Missouri
$4.43K -$2.46K -29 -37%
BIA
459
Bell Investment Advisors
California
$4.25K -$509 -6 -11%
FFO
460
Fortitude Family Office
Arizona
$4.25K +$1.19K +14 +42%
HNW
461
High Note Wealth
Minnesota
$3.7K +$1.53K +18 +78%
CT
462
Clearstead Trust
Maine
$3.43K -$848 -10 -21%
SGFG
463
Silver Grove Financial Group
New York
$2.89K +$2.71K +32 New
B
464
Bayban
Minnesota
$2.62K – – –
MAM
465
Marquette Asset Management
Minnesota
$2.17K – – –
MCM
466
Manchester Capital Management
Vermont
$2.08K – – –
PWMG
467
Private Wealth Management Group
New Jersey
$1.99K +$1.86K +22 New
TM
468
Torren Management
California
$1.9K – – –
BLC
469
Brown, Lisle/Cummings
Rhode Island
$1.72K -$254 -3 -14%
KFG
470
Kingdom Financial Group
Arizona
$1.63K – – –
CCMI
471
Creative Capital Management Investments
California
$1.53K +$1.44K +17 New
RWM
472
Rialto Wealth Management
New York
$1.45K +$848 +10 +167%
BBHC
473
Brown Brothers Harriman & Co
New York
$1.45K +$1.36K +16 New
DPW
474
DiNuzzo Private Wealth
Pennsylvania
$1.18K +$85 +1 +8%
BHWM
475
Bay Harbor Wealth Management
Maryland
$1.17K – – –
17 18
19
20 21