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Health Catalyst

Name Holding Trade Value Shares
Change
Change in
Stake
Allworth Financial
151
Allworth Financial
California
$697 – – –
Spire Wealth Management
152
Spire Wealth Management
Virginia
$680 – – –
Parallel Advisors
153
Parallel Advisors
California
$612 -$508 -96 -42%
VWA
154
Valued Wealth Advisors
Utah
$580 – – –
RIL
155
Rothschild Investment LLC
Illinois
$453 -$106 -20 -17%
Coldstream Capital Management
156
Coldstream Capital Management
Washington
$453 +$529 +100 New
EverSource Wealth Advisors
157
EverSource Wealth Advisors
Alabama
$412 +$402 +76 +507%
SignatureFD
158
SignatureFD
Georgia
$326 – – –
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$217 -$11.1K -2,099 -98%
ME
160
McIlrath & Eck
Washington
$172 – – –
Leonteq Securities AG
161
Leonteq Securities AG
Switzerland
$104 – – –
IFP Advisors
162
IFP Advisors
Florida
$82 – – –
TWD
163
True Wealth Design
Ohio
$78 +$90 +17 New
Farther Finance Advisors
164
Farther Finance Advisors
California
$43 -$26 -5 -33%
CoreCap Advisors
165
CoreCap Advisors
Michigan
$7 +$11 +2 New
DG
166
Daventry Group
New York
– -$17.7M -2,509,480 Closed
PCM
167
Penn Capital Management
Pennsylvania
– -$3.51M -495,945 Closed
Granahan Investment Management
168
Granahan Investment Management
Massachusetts
– -$3.49M -493,364 Closed
EIM
169
Essex Investment Management
Massachusetts
– -$2.09M -295,112 Closed
Point72 Asset Management
170
Point72 Asset Management
Connecticut
– -$1.52M -215,160 Closed
SAM
171
Sectoral Asset Management
Quebec, Canada
– -$1.13M -160,000 Closed
LCM
172
Legato Capital Management
California
– -$622K -87,992 Closed
Two Sigma Investments
173
Two Sigma Investments
New York
– -$496K -70,208 Closed
Ameriprise
174
Ameriprise
Minnesota
– -$478K -67,607 Closed
Exchange Traded Concepts
175
Exchange Traded Concepts
Oklahoma
– -$426K -60,296 Closed