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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
451
Bell Investment Advisors
California
$4.46K – – –
HNW
452
High Note Wealth
Minnesota
$4.36K -$94 -1 -2%
Bogart Wealth LLC
453
Bogart Wealth LLC
Virginia
$4.36K – – –
JWA
454
JFS Wealth Advisors
Pennsylvania
$4.26K – – –
VWWMG
455
Vermillion & White Wealth Management Group
Pennsylvania
$3.89K – – –
BAM
456
Bellevue Asset Management
Washington
$3.41K – – –
MAM
457
Meeder Asset Management
Ohio
$3.22K +$282 +3 +10%
HWP
458
Highline Wealth Partners
California
$2.27K – – –
GSWM
459
Golden State Wealth Management
California
$2.27K +$1.88K +20 +500%
MCM
460
Manchester Capital Management
Vermont
$2.18K – – –
Simplex Trading
461
Simplex Trading
Illinois
$2K -$324K -3,441 -99%
RS
462
Rakuten Securities
Japan
$1.9K -$3.01K -32 -62%
BGAI
463
Bruce G. Allen Investments
Colorado
$1.9K – – –
FFO
464
Fortitude Family Office
Arizona
$1.8K – – –
CIAM
465
Caitong International Asset Management
Hong Kong
$1.61K -$27.9K -296 -95%
GFWA
466
Grey Fox Wealth Advisors
Delaware
$1.61K +$1.6K +17 New
PG
467
Proffitt & Goodson
Tennessee
$1.33K +$1.32K +14 New
SS
468
Sunbelt Securities
Texas
$1.23K – – –
DPW
469
DiNuzzo Private Wealth
Pennsylvania
$1.16K – – –
S
470
Sachetta
Massachusetts
$1.14K -$1.79K -19 -61%
CT
471
Clearstead Trust
Maine
$1.04K -$753 -8 -42%
JTBR
472
James T. Borello RIA
Illinois
$1.04K +$1.03K +11 New
CCM
473
Cloud Capital Management
Washington
$1K +$1.13K +12 New
AWM
474
Abound Wealth Management
Tennessee
$948 – – –
Montag & Associates
475
Montag & Associates
Georgia
$948 +$941 +10 New