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Phreesia

Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
201
Comerica Bank
Texas
$5.21K -$6.25K -303 -50%
VR
202
Vision Retirement
New Jersey
$5.08K +$6.19K +300 New
HI
203
Harbour Investments
Wisconsin
$5.04K +$1.96K +95 +47%
EWA
204
EverSource Wealth Advisors
Alabama
$4.54K -$4.91K -238 -47%
SPIA
205
Steward Partners Investment Advisory
New York
$4.08K -$763 -37 -13%
CAM
206
Costello Asset Management
Pennsylvania
$3.38K
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$3.38K +$4.13K +200 New
IA
208
IFP Advisors
Florida
$3.03K +$2.68K +130 +265%
BAM
209
Bellevue Asset Management
Washington
$2.82K +$475 +23 +16%
RIL
210
Rothschild Investment LLC
Illinois
$1.74K -$1.3K -63 -38%
CFG
211
Clayton Financial Group
Missouri
$1.69K
AF
212
Allworth Financial
California
$1.68K -$1.32K -64 -39%
IAIM
213
International Assets Investment Management
Florida
$1.2K +$1.47K +71 New
MCM
214
MAI Capital Management
Ohio
$897 +$1.09K +53 New
TWD
215
True Wealth Design
Ohio
$728 -$949 -46 -52%
GI
216
GAMMA Investing
California
$660 -$5.9K -286 -88%
VCM
217
Versant Capital Management
Arizona
$541 -$3.59K -174 -84%
SS
218
Sunbelt Securities
Texas
$541 +$516 +25 +357%
BTI
219
Blue Trust Inc
Georgia
$474
AAP
220
Arax Advisory Partners
Colorado
$390 -$40.2K -1,947 -99%
GSWM
221
Golden State Wealth Management
California
$338 +$413 +20 New
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$321 -$1.18K -57 -75%
S
223
SignatureFD
Georgia
$305 -$1.51K -73 -80%
AA
224
Ancora Advisors
Ohio
$288 -$227 -11 -39%
SIC
225
SJS Investment Consulting
Ohio
$187 +$227 +11 New