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Health Catalyst

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
176
HighMark Wealth Management
Minnesota
$32K +$2.94K +54 +9%
First Horizon Advisors
177
First Horizon Advisors
Tennessee
$28K – – –
SignatureFD
178
SignatureFD
Georgia
$27K +$654 +12 +2%
Global Retirement Partners
179
Global Retirement Partners
California
$25K -$709 -13 -3%
KA
180
Kozak & Associates
Colorado
$20K +$22.1K +405 New
PHK
181
Point72 Hong Kong
Hong Kong
$13K +$5.29K +97 +61%
Bessemer Group
182
Bessemer Group
New Jersey
$13K +$8.23K +151 +142%
Steward Partners Investment Advisory
183
Steward Partners Investment Advisory
New York
$10K – – –
MCM
184
Manchester Capital Management
Vermont
$7K +$7.8K +143 New
PCG
185
Private Capital Group
Connecticut
$6K – – –
EWA
186
Evolution Wealth Advisors
Florida
$5K -$7.91K -145 -60%
TCI Wealth Advisors
187
TCI Wealth Advisors
Arizona
$5K +$2.84K +52 +127%
TCWM
188
Total Clarity Wealth Management
Illinois
$5K +$5.62K +103 New
Parallel Advisors
189
Parallel Advisors
California
$5K +$5.78K +106 New
APA
190
American Portfolios Advisors
New York
$3.15K – – –
IFP Advisors
191
IFP Advisors
Florida
$3K -$6.49K -119 -77%
PAI
192
Pittenger & Anderson Inc
Nebraska
$3K – – –
ED
193
Exane Derivatives
France
$2.25K – – –
NFSG
194
Newbridge Financial Services Group
Florida
$2K – – –
Rockefeller Capital Management
195
Rockefeller Capital Management
New York
$2K – – –
ME
196
McIlrath & Eck
Washington
$2K +$2.07K +38 New
BCA
197
Berman Capital Advisors
Georgia
$2K +$2.51K +46 New
LWM
198
Liberty Wealth Management
California
$1K +$600 +11 New
RP
199
Regal Partners
Australia
– -$9.12M -164,347 Closed
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
– -$666K -11,991 Closed