We are live on ! Find out more
PHR icon

Phreesia

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$11.9K -$2.77K -102 -17%
WTA
202
Washington Trust Advisors
Massachusetts
$8.96K +$1.6K +59 +18%
GI
203
GAMMA Investing
California
$7.64K +$2.96K +109 +50%
EP
204
Essential Partners
California
$7.6K +$3.67K +135 +72%
CIAM
205
Caitong International Asset Management
Hong Kong
$6.56K +$7.59K +279 New
SPIA
206
Steward Partners Investment Advisory
New York
$6.54K +$5.3K +195 +235%
Optiver Holding
207
Optiver Holding
Netherlands
$6.3K +$7.29K +268 New
VCM
208
Versant Capital Management
Arizona
$4.84K
HI
209
Harbour Investments
Wisconsin
$4.78K +$5.52K +203 New
CAM
210
Costello Asset Management
Pennsylvania
$4.7K +$5.44K +200 New
MG
211
Mather Group
Illinois
$4.12K +$4.76K +175 New
RIL
212
Rothschild Investment LLC
Illinois
$3.9K +$1.39K +51 +44%
AF
213
Allworth Financial
California
$3.83K +$789 +29 +22%
BAM
214
Bellevue Asset Management
Washington
$3.39K +$598 +22 +18%
SCM
215
Sterling Capital Management
North Carolina
$3.27K +$54 +2 +1%
Jones Financial Companies
216
Jones Financial Companies
Missouri
$3.05K +$3.51K +129 New
AWM
217
AllSquare Wealth Management
New York
$2.35K
AF
218
Advisornet Financial
Minnesota
$2.35K +$2.72K +100 New
CFG
219
Clayton Financial Group
Missouri
$2.35K +$2.72K +100 New
JSAM
220
J. Safra Asset Management
New York
$2.28K
S
221
SignatureFD
Georgia
$2.14K
TWD
222
True Wealth Design
Ohio
$2.09K
PFBT
223
Parkside Financial Bank & Trust
Missouri
$2.06K +$571 +21 +33%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$1.79K +$2.07K +76 New
National Bank of Canada
225
National Bank of Canada
Quebec, Canada
$1.18K +$1.36K +50 New