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HealthEquity

Name Holding Trade Value Shares
Change
Change in
Stake
HA
201
HC Advisors
Georgia
$1.01M -$14.2K -176 -1%
X
202
Xponance
Pennsylvania
$1M -$57.3K -709 -6%
Bank of Montreal
203
Bank of Montreal
Ontario, Canada
$976K +$87K +1,077 +11%
CAPTRUST Financial Advisors
204
CAPTRUST Financial Advisors
North Carolina
$974K +$66.5K +823 +8%
CGH
205
Crossmark Global Holdings
Texas
$972K -$36.9K -457 -4%
Pictet Asset Management
206
Pictet Asset Management
Switzerland
$971K -$14.4K -178 -2%
NA
207
NewEdge Advisors
Louisiana
$970K -$249K -3,076 -21%
AI
208
Atria Investments
North Carolina
$967K +$907K +11,221 New
Schroder Investment Management Group
209
Schroder Investment Management Group
United Kingdom
$952K +$912K +11,290 New
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$942K +$207K +2,563 +31%
Federated Hermes
211
Federated Hermes
Pennsylvania
$936K -$30.8K -381 -3%
Marshall Wace
212
Marshall Wace
United Kingdom
$845K -$2.65M -32,832 -77%
SOADOR
213
State of Alaska Department of Revenue
Alaska
$815K +$12.5K +155 +2%
PTC
214
Petrus Trust Company
Texas
$809K +$191K +2,361 +34%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$802K -$72.2K -893 -9%
PWS
216
Peterson Wealth Services
Utah
$781K +$67.2K +832 +10%
BBL
217
Beck Bode LLC
Massachusetts
$780K -$2.02M -25,059 -73%
PFM
218
Premier Fund Managers
United Kingdom
$761K
AG
219
Algert Global
California
$748K +$701K +8,679 New
LI
220
LMCG Investments
Massachusetts
$708K -$5.82K -72 -0.9%
CB
221
Commerce Bank
Missouri
$705K
GC
222
Guggenheim Capital
Illinois
$704K -$26.3K -326 -4%
ETC
223
Exchange Traded Concepts
Oklahoma
$703K +$31.3K +387 +5%
AAS
224
Avantax Advisory Services
Texas
$689K +$646K +7,992 New
SSWM
225
Sheets Smith Wealth Management
North Carolina
$670K +$81 +1 +0%