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HealthEquity

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