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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
SHP Wealth Management
Massachusetts
$1.08K – – –
JWM
477
JPL Wealth Management
Colorado
$1.08K +$1.02K +12 New
TFM
478
TFC Financial Management
Massachusetts
$994 – – –
DF
479
Dunhill Financial
United Kingdom
$993 -$85 -1 -8%
AWM
480
Abound Wealth Management
Tennessee
$904 – – –
QL
481
Quarry LP
New York
$813 -$1.27K -15 -63%
HIA
482
HFM Investment Advisors
New Jersey
$813 +$424 +5 +125%
SC
483
SouthState Corp
Florida
$633 – – –
FMP
484
Financial Management Professionals
Texas
$632 – – –
GSWM
485
Golden State Wealth Management
California
$361 -$1.7K -20 -83%
IPS
486
Investors Portfolio Services
Washington
$361 – – –
TPCW
487
TD Private Client Wealth
New York
$361 – – –
AWM
488
Activest Wealth Management
Florida
$361 +$339 +4 New
LI
489
LRI Investments
Florida
$361 +$339 +4 New
QWM
490
Quaker Wealth Management
New Jersey
$271 – – –
DF
491
DecisionPoint Financial
Arizona
$185 +$170 +2 New
HFS
492
Hughes Financial Services
Virginia
$181 -$85 -1 -33%
PWA
493
Principia Wealth Advisory
Texas
$181 -$85 -1 -33%
AUB
494
Atlantic Union Bankshares
Virginia
$181 – – –
CCWM
495
Cassaday & Co Wealth Management
Virginia
$181 – – –
GIA
496
GHP Investment Advisors
Colorado
$91 – – –
MCA
497
Maryland Capital Advisors
Maryland
$91 +$85 +1 New
EWM
498
Evolution Wealth Management
Florida
$90 – – –
RWM
499
Raffa Wealth Management
District of Columbia
$90 +$85 +1 New
Mackenzie Financial
500
Mackenzie Financial
Ontario, Canada
– -$107M -1,281,657 Closed