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Phreesia

Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$6.04K +$5.45K +587 New
S
202
SignatureFD
Georgia
$4.45K -$4.38K -472 -52%
FFO
203
Fortitude Family Office
Arizona
$4.42K +$3.99K +430 New
Los Angeles Capital Management
204
Los Angeles Capital Management
California
$3.7K – – –
Rockefeller Capital Management
205
Rockefeller Capital Management
New York
$3.59K -$16.3K -1,759 -83%
HI
206
Harbour Investments
Wisconsin
$3.07K – – –
QL
207
Quarry LP
New York
$2.71K +$2.44K +263 New
LFG
208
Larson Financial Group
Missouri
$2.35K +$1.42K +153 +204%
PWMG
209
Private Wealth Management Group
New Jersey
$2.29K +$2.06K +222 New
CAM
210
Costello Asset Management
Pennsylvania
$2.06K – – –
TSMHT
211
Thurston Springer Miller Herd & Titak
Indiana
$2.06K – – –
WETS
212
Wealth Enhancement Trust Services
South Dakota
$1.91K +$1.73K +186 New
SPIA
213
Steward Partners Investment Advisory
New York
$1.34K – – –
SIC
214
SJS Investment Consulting
Ohio
$1.13K -$371 -40 -27%
MPWT
215
MassMutual Private Wealth & Trust
Connecticut
$1.13K +$966 +104 +1,733%
FAM
216
Fulcrum Asset Management
United Kingdom
$1.13K +$1.02K +110 New
Bessemer Group
217
Bessemer Group
New Jersey
$1K -$371 -40 -24%
PFBT
218
Parkside Financial Bank & Trust
Missouri
$721 +$650 +70 New
LI
219
LRI Investments
Florida
$669 +$195 +21 +48%
NSIM
220
North Star Investment Management
Illinois
$638 +$576 +62 New
CA
221
Clearstead Advisors
Ohio
$577 +$520 +56 New
CPG
222
Cornerstone Planning Group
New Jersey
$410 – – –
BW
223
Basepoint Wealth
Iowa
$257 +$232 +25 New
SS
224
SBI Securities
Japan
$113 – – –
SGFG
225
Silver Grove Financial Group
New York
$62 +$56 +6 New