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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
201
Sheets Smith Wealth Management
North Carolina
$488K
SWM
202
Sendero Wealth Management
Texas
$480K +$441K +7,600 New
SAM
203
Securian Asset Management
Minnesota
$479K -$5.8K -100 -1%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$478K -$1.91K -33 -0.4%
AAIS
205
ABN AMRO Investment Solutions
$474K +$29K +500 +7%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$463K -$8.35K -144 -2%
AWA
207
Arkadios Wealth Advisors
Georgia
$462K +$2.38K +41 +0.6%
HSBC Holdings
208
HSBC Holdings
United Kingdom
$448K -$176K -3,042 -30%
CC
209
Corton Capital
Ontario, Canada
$438K +$94.5K +1,630 +31%
QT
210
Quantbot Technologies
New York
$434K +$398K +6,871 New
IFWM
211
Institute for Wealth Management
Colorado
$432K +$10.4K +179 +3%
NAM
212
NorthCrest Asset Manangement
Minnesota
$429K
PTC
213
Petrus Trust Company
Texas
$418K +$147K +2,538 +62%
TRCT
214
Tower Research Capital (TRC)
New York
$391K +$81.4K +1,404 +29%
PI
215
PFS Investments
Georgia
$376K +$25.1K +433 +8%
JMPWA
216
JP Morgan Private Wealth Advisors
California
$369K -$271K -4,678 -44%
KIA
217
KLR Investment Advisors
Rhode Island
$368K -$8.18K -141 -2%
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$335K -$87K -1,500 -22%
YIH
219
Y-Intercept (HK)
Hong Kong
$334K +$307K +5,286 New
Creative Planning
220
Creative Planning
Kansas
$333K +$306K +5,275 New
OR
221
Olympiad Research
Connecticut
$328K +$301K +5,190 New
CIM
222
CIM Investment Management
Pennsylvania
$323K -$208K -3,583 -41%
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$319K +$9.28K +160 +3%
NSEDCP
224
NJ State Employees Deferred Compensation Plan
New Jersey
$316K
PCM
225
Prelude Capital Management
New York
$314K -$86K -1,483 -23%