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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$108K +$103K +2,656 New
LIA
177
LS Investment Advisors
Michigan
$74K
GXMC
178
Global X Management Company
New York
$66K
RCM
179
Riverhead Capital Management
Delaware
$57K
AIM
180
Arcadia Investment Management
Michigan
$56K
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$50K
JG
182
Jefferies Group
New York
$36K +$34.8K +900 New
TRCT
183
Tower Research Capital (TRC)
New York
$34K +$32.2K +833 New
SWA
184
Sutton Wealth Advisors
Florida
$26.4K
ClearBridge Investments
185
ClearBridge Investments
New York
$26K +$16.4K +425 +202%
GRP
186
Global Retirement Partners
California
$24K +$23.2K +600 New
US Bancorp
187
US Bancorp
Minnesota
$23K +$18.6K +480 +552%
Creative Planning
188
Creative Planning
Kansas
$21K +$18.3K +474 +948%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$20K
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$20K +$19.3K +500 New
PFBT
191
Parkside Financial Bank & Trust
Missouri
$15K +$812 +21 +6%
Acadian Asset Management
192
Acadian Asset Management
Massachusetts
$12K +$10.9K +281 New
TFA
193
Transamerica Financial Advisors
Florida
$12K +$11.3K +292 New
AG
194
Advisor Group
Arizona
$10K +$9.66K +250 New
MFS
195
MSI Financial Services
Massachusetts
$6K +$5.8K +150 New
IA
196
IFP Advisors
Florida
$3K
VCM
197
Versant Capital Management
Arizona
$3K
TWA
198
TCI Wealth Advisors
Arizona
$2K
QCG
199
Quadrant Capital Group
Ohio
$1K
NPGCU
200
Napier Park Global Capital (US)
New York
-$25.6M -676,468 Closed