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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
SI
201
Shaker Investments
Ohio
$519K
William Blair & Company
202
William Blair & Company
Illinois
$512K +$192K +3,477 +66%
Truist Financial
203
Truist Financial
North Carolina
$500K -$325K -5,883 -41%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$457K +$99.8K +1,804 +30%
IFWM
205
Institute for Wealth Management
Colorado
$445K +$2.49K +45 +0.6%
SAM
206
Securian Asset Management
Minnesota
$424K
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$396K -$495K -8,943 -57%
SCM
208
Silvant Capital Management
Georgia
$390K
D.E. Shaw & Co
209
D.E. Shaw & Co
New York
$370K -$1.54M -27,881 -82%
CGH
210
Crossmark Global Holdings
Texas
$367K +$19.4K +350 +6%
PAG
211
Private Advisor Group
New Jersey
$363K -$2.77K -50 -0.8%
WP
212
Woodline Partners
California
$358K +$337K +6,100 New
CB
213
Commerce Bank
Missouri
$347K +$327K +5,910 New
PA
214
Profund Advisors
Maryland
$321K +$60.6K +1,095 +25%
TCWM
215
Total Clarity Wealth Management
Illinois
$312K -$16.6K -300 -5%
BC
216
Brinker Capital
Pennsylvania
$296K +$279K +5,040 New
NSEDCP
217
NJ State Employees Deferred Compensation Plan
New Jersey
$293K
SSWM
218
Sheets Smith Wealth Management
North Carolina
$292K
PP
219
Paloma Partners
Connecticut
$280K +$264K +4,770 New
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$279K +$82.9K +1,500 +46%
HSBC Holdings
221
HSBC Holdings
United Kingdom
$279K +$263K +4,757 New
BFEC
222
Benjamin F. Edwards & Company
Missouri
$273K +$135K +2,443 +110%
SCM
223
Shelton Capital Management
Colorado
$242K -$20.7K -374 -8%
Creative Planning
224
Creative Planning
Kansas
$241K -$5.03K -91 -2%
Qube Research & Technologies (QRT)
225
Qube Research & Technologies (QRT)
United Kingdom
$237K +$223K +4,035 New