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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
201
CAPTRUST Financial Advisors
North Carolina
$856K -$98.5K -1,261 -11%
PI
202
PEAK6 Investments
Illinois
$852K +$800K +10,247 +5,255%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$844K +$84.6K +1,084 +12%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$832K -$11.6K -149 -1%
EP
205
Edgestream Partners
New Jersey
$818K +$180K +2,299 +30%
CCIA
206
Campbell & Co Investment Adviser
Maryland
$807K +$132K +1,691 +21%
SOADOR
207
State of Alaska Department of Revenue
Alaska
$759K +$4.29K +55 +0.6%
PFM
208
Premier Fund Managers
United Kingdom
$720K -$116K -1,480 -14%
GC
209
Guggenheim Capital
Illinois
$693K +$215K +2,755 +48%
PRC
210
Pearl River Capital
Michigan
$690K +$336K +4,301 +103%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$683K -$40.7K -521 -6%
LI
212
LMCG Investments
Massachusetts
$677K -$277K -3,550 -30%
PWS
213
Peterson Wealth Services
Utah
$671K +$642K +8,224 New
CB
214
Commerce Bank
Missouri
$667K -$20.7K -265 -3%
Pathstone Holdings
215
Pathstone Holdings
New Jersey
$644K +$68.2K +873 +12%
ETC
216
Exchange Traded Concepts
Oklahoma
$634K -$92.1K -1,180 -13%
SSWM
217
Sheets Smith Wealth Management
North Carolina
$634K +$1.17K +15 +0.2%
SWM
218
Sendero Wealth Management
Texas
$620K
Vanguard Personalized Indexing Management
219
Vanguard Personalized Indexing Management
California
$580K -$140K -1,794 -20%
SAM
220
Securian Asset Management
Minnesota
$575K -$7.81K -100 -1%
PTC
221
Petrus Trust Company
Texas
$573K -$225K -2,883 -29%
IFWM
222
Institute for Wealth Management
Colorado
$553K
BCM
223
BTC Capital Management
Iowa
$551K +$527K +6,753 New
William Blair & Company
224
William Blair & Company
Illinois
$536K -$257K -3,292 -33%
LCM
225
Legato Capital Management
California
$533K +$510K +6,535 New