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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
FP
226
Foundry Partners
Minnesota
$346K
GWMIA
227
Global Wealth Management Investment Advisory
Florida
$341K +$88K +2,592 +34%
Mackenzie Financial
228
Mackenzie Financial
Ontario, Canada
$339K +$77.7K +2,289 +29%
Two Sigma Advisers
229
Two Sigma Advisers
New York
$337K -$333K -9,800 -49%
PFA
230
Plotkin Financial Advisors
Maryland
$326K -$579K -17,067 -64%
Wells Fargo
231
Wells Fargo
California
$324K -$925K -27,247 -74%
AWM
232
Axxcess Wealth Management
California
$324K
M&T Bank
233
M&T Bank
New York
$324K +$329K +9,696 New
IAA
234
Independent Advisor Alliance
North Carolina
$323K +$329K +9,678 New
ASN
235
Advisory Services Network
Georgia
$312K +$39.2K +1,154 +14%
PFPT
236
Pinnacle Financial Partners (Tennessee)
Tennessee
$310K +$315K +9,267 New
BTI
237
Blue Trust Inc
Georgia
$307K +$303K +8,913 New
William Blair & Company
238
William Blair & Company
Illinois
$305K -$12.8K -376 -4%
CH
239
Canton Hathaway
Rhode Island
$292K -$20.1K -591 -6%
AAS
240
Avantax Advisory Services
Texas
$292K -$14K -413 -5%
Franklin Resources
241
Franklin Resources
California
$287K +$292K +8,600 New
RCAG
242
Rehmann Capital Advisory Group
Michigan
$284K -$189K -5,578 -40%
MML Investors Services
243
MML Investors Services
Massachusetts
$281K +$1.6K +47 +0.6%
CCM
244
Coldstream Capital Management
Washington
$281K +$16.7K +491 +6%
WEG
245
World Equity Group
Illinois
$278K +$283K +8,335 New
PAM
246
Peak Asset Management
Colorado
$274K
F
247
F3Logic
Minnesota
$273K -$64.6K -1,904 -19%
CHP
248
Cable Hill Partners
Oregon
$272K +$5.02K +148 +2%
RDIA
249
RE Dickinson Investment Advisors
Iowa
$271K
American Century Companies
250
American Century Companies
Missouri
$260K +$264K +7,773 New