We are live on ! Find out more
HQY icon

HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
451
Manchester Capital Management
Vermont
$2.41K -$2.46K -26 -53%
BGAI
452
Bruce G. Allen Investments
Colorado
$2.1K
CT
453
Clearstead Trust
Maine
$1.99K +$1.52K +16 +533%
FFO
454
Fortitude Family Office
Arizona
$1.99K +$1.8K +19 New
WA
455
Whipplewood Advisors
Colorado
$1.57K -$71.9K -759 -98%
DPW
456
DiNuzzo Private Wealth
Pennsylvania
$1.36K
SS
457
Sunbelt Securities
Texas
$1.25K
SO
458
Sierra Ocean
California
$1.15K +$1.04K +11 New
AWM
459
Abound Wealth Management
Tennessee
$1.05K
BF
460
BOK Financial
Oklahoma
$1.05K
WWM
461
Wolff Wiese Magana
California
$1.05K
TWD
462
True Wealth Design
Ohio
$943 +$569 +6 +200%
SIC
463
SJS Investment Consulting
Ohio
$839 -$284 -3 -27%
SC
464
SouthState Corp
Florida
$734 -$1.04K -11 -61%
SC
465
Swan Capital
Florida
$629 +$569 +6 New
FMP
466
Financial Management Professionals
Texas
$524
PWMG
467
Prestige Wealth Management Group
New Jersey
$524
TFM
468
TFC Financial Management
Massachusetts
$524
RWM
469
Rialto Wealth Management
New York
$420 +$379 +4 New
GSWM
470
Golden State Wealth Management
California
$419
BHWM
471
Bay Harbor Wealth Management
Maryland
$419 +$190 +2 +100%
EP
472
Essential Partners
California
$419 +$379 +4 New
MCM
473
MV Capital Management
Maryland
$315 +$284 +3 New
HIA
474
HFM Investment Advisors
New Jersey
$314 +$190 +2 +200%
PWM
475
Parkworth Wealth Management
California
$210