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Phreesia

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
AllSquare Wealth Management
New York
$2.56K – – –
JSAM
202
J. Safra Asset Management
New York
$2.5K +$2.23K +82 +513%
SPIA
203
Steward Partners Investment Advisory
New York
$2.12K +$2.26K +83 New
EWA
204
EverSource Wealth Advisors
Alabama
$2.1K +$1.6K +59 +257%
CA
205
Continuum Advisory
Idaho
$1.66K -$109 -4 -6%
RIL
206
Rothschild Investment LLC
Illinois
$1.66K +$680 +25 +63%
SCM
207
Sterling Capital Management
North Carolina
$1.51K – – –
LC
208
Lindbrook Capital
California
$1.41K – – –
AF
209
Allworth Financial
California
$1.13K – – –
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$1.1K – – –
C
211
Covestor
United Kingdom
$1K -$571 -21 -30%
CAL
212
Capital Advisors Ltd
Ohio
$1K – – –
HNB
213
Huntington National Bank
Ohio
$972 -$54 -2 -5%
FFA
214
Farther Finance Advisors
California
$815 – – –
BTI
215
Blue Trust Inc
Georgia
$716 +$761 +28 New
TWD
216
True Wealth Design
Ohio
$537 +$571 +21 New
PFBT
217
Parkside Financial Bank & Trust
Missouri
$512 +$544 +20 New
BF
218
BOK Financial
Oklahoma
$460 – – –
S
219
SignatureFD
Georgia
$460 – – –
SC
220
Stephens Consulting
Michigan
$384 +$408 +15 New
CA
221
CoreCap Advisors
Michigan
$230 +$245 +9 New
Osaic Holdings
222
Osaic Holdings
Arizona
$102 -$109 -4 -50%
SS
223
SBI Securities
Japan
$26 – – –
IECM
224
Intrinsic Edge Capital Management
Illinois
– -$6.58M -261,543 Closed
ECM
225
ExodusPoint Capital Management
New York
– -$4.4M -174,971 Closed