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Phreesia

Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
151
Osaic Holdings
Arizona
$55K +$30.4K +512 +63%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$54K -$23.8K -400 -19%
PA
153
Parallel Advisors
California
$53K -$2.32K -39 -3%
HIIFS
154
Harel Insurance Investments & Financial Services
Israel
$51K -$102K -1,717 -59%
AssetMark Inc
155
AssetMark Inc
California
$50K +$5.05K +85 +8%
FHA
156
First Horizon Advisors
Tennessee
$38K +$4.57K +77 +9%
STCOSD
157
Sageworth Trust Company of South Dakota
South Dakota
$33K +$47.3K +797 New
ED
158
Exane Derivatives
France
$27.2K +$38.2K +643 +5,845%
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$22K +$4.39K +74 +16%
Walleye Trading
160
Walleye Trading
New York
$16K +$23.2K +391 New
DFCM
161
Dark Forest Capital Management
Puerto Rico
$15K +$21.9K +368 New
LSA
162
Leonteq Securities AG
Switzerland
$14.4K
AWA
163
Amplius Wealth Advisors
Pennsylvania
$14K +$20.3K +341 New
CAPTRUST Financial Advisors
164
CAPTRUST Financial Advisors
North Carolina
$13K -$5.11K -86 -22%
CSWM
165
Cassady Schiller Wealth Management
Ohio
$12K +$17.2K +289 New
ACM
166
Aquatic Capital Management
Illinois
$12K +$17.8K +300 New
ST
167
Sageworth Trust
Pennsylvania
$10K -$47.6K -801 -77%
MCM
168
Manchester Capital Management
Vermont
$7K +$1.07K +18 +12%
WTA
169
Washington Trust Advisors
Massachusetts
$7K +$9.56K +161 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$5K +$6.83K +115 New
AWM
171
AllSquare Wealth Management
New York
$4K
TC
172
TAP Consulting
Missouri
$4K +$5.35K +90 New
FFG
173
Ford Financial Group
California
$4K +$5.94K +100 New
BAM
174
Bellevue Asset Management
Washington
$3K -$416 -7 -9%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$1K +$772 +13 New