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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
HNW
451
High Note Wealth
Minnesota
$1.92K -$1.8K -22 -49%
BLC
452
Brown, Lisle/Cummings
Rhode Island
$1.84K +$1.8K +22 New
TM
453
Torren Management
California
$1.75K -$34.5K -421 -95%
PSB
454
Piscataqua Savings Bank
New Hampshire
$1.59K
KFG
455
Kingdom Financial Group
Arizona
$1.5K
LAS
456
Lloyd Advisory Services
Georgia
$1.5K +$1.48K +18 New
WA
457
Whipplewood Advisors
Colorado
$1.25K +$1.23K +15 New
SS
458
Sunbelt Securities
Texas
$1.09K
BHWM
459
Bay Harbor Wealth Management
Maryland
$1.09K +$492 +6 +86%
TPWA
460
Twin Peaks Wealth Advisors
California
$1.09K +$1.07K +13 New
DF
461
Dunhill Financial
United Kingdom
$1.07K +$820 +10 +500%
DPW
462
DiNuzzo Private Wealth
Pennsylvania
$1K -$82 -1 -8%
SWM
463
SHP Wealth Management
Massachusetts
$1K +$985 +12 New
TFM
464
TFC Financial Management
Massachusetts
$920 +$903 +11 New
AWM
465
Abound Wealth Management
Tennessee
$836
IWS
466
Intentional Wealth Strategies
Colorado
$669 +$656 +8 New
SC
467
SouthState Corp
Florida
$585
FMP
468
Financial Management Professionals
Texas
$585 +$164 +2 +40%
RWM
469
Rialto Wealth Management
New York
$502 -$1.23K -15 -71%
CA
470
Crewe Advisors
Utah
$502 +$492 +6 New
RS
471
Rakuten Securities
Japan
$501 -$164 -2 -25%
HIA
472
HFM Investment Advisors
New Jersey
$334 +$82 +1 +33%
TPCW
473
TD Private Client Wealth
New York
$334 +$328 +4 New
IPS
474
Investors Portfolio Services
Washington
$327 +$328 +4 New
QWM
475
Quaker Wealth Management
New Jersey
$251 +$82 +1 +50%