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Phreesia

Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
226
Zions Bancorporation, National Association
Utah
$1.24K +$1.96K +148 New
SPIA
227
Steward Partners Investment Advisory
New York
$1.09K -$1.47K -111 -46%
Bessemer Group
228
Bessemer Group
New Jersey
$1K -$634K -47,936 -100%
SS
229
Sunbelt Securities
Texas
$997 +$1.15K +87 +272%
CFG
230
Clayton Financial Group
Missouri
$838
RFP
231
Root Financial Partners
California
$654 +$1.03K +78 New
LFG
232
Larson Financial Group
Missouri
$629 +$992 +75 New
CPG
233
Cornerstone Planning Group
New Jersey
$396 +$542 +41 New
LI
234
LRI Investments
Florida
$369 +$582 +44 New
BFS
235
Bare Financial Services
Pennsylvania
$344 +$542 +41 New
JWM
236
JPL Wealth Management
Colorado
$311 +$489 +37 New
CFB
237
Cullen/Frost Bankers
Texas
$277 -$6.73K -509 -94%
RCM
238
Richardson Capital Management
Wisconsin
$268 +$423 +32 New
GSWM
239
Golden State Wealth Management
California
$168
SS
240
SBI Securities
Japan
$92
TPWA
241
Twin Peaks Wealth Advisors
California
$92 +$145 +11 New
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$50 +$79 +6 New
HFS
243
Hughes Financial Services
Virginia
$25 +$40 +3 New
TFM
244
TFC Financial Management
Massachusetts
$9 +$13 +1 New
HNB
245
Huntington National Bank
Ohio
$8
ASN
246
Advisory Services Network
Georgia
$8 +$13 +1 New
Capital International Investors
247
Capital International Investors
California
-$48.2M -2,851,536 Closed
GF
248
Greenhouse Funds
Maryland
-$41.8M -2,471,960 Closed
DM
249
Deerfield Management
New York
-$33.8M -1,999,045 Closed
CIP
250
Champlain Investment Partners
Vermont
-$27.2M -1,609,941 Closed