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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$346K -$127K -3,888 -27%
MFG
227
Midwest Financial Group
Kansas
$344K +$345K +10,545 New
CFCI
228
Comprehensive Financial Consultants Institutional
Indiana
$343K
CCMG
229
Clark Capital Management Group
Pennsylvania
$341K
MSAM
230
Moloney Securities Asset Management
Missouri
$338K +$340K +10,377 New
IWC
231
Integrated Wealth Concepts
Massachusetts
$334K +$335K +10,246 New
RIA
232
Regal Investment Advisors
Michigan
$331K -$7.82K -239 -2%
M&T Bank
233
M&T Bank
New York
$328K +$360 +11 +0.1%
MLICM
234
Metropolitan Life Insurance Company (MetLife)
New York
$324K -$28.8K -879 -8%
QT
235
Quantbot Technologies
New York
$310K -$516K -15,777 -62%
IAA
236
Independent Advisor Alliance
North Carolina
$309K +$310K +9,478 New
Empower Advisory Group
237
Empower Advisory Group
Colorado
$304K +$306K +9,344 New
CCP
238
Carmel Capital Partners
California
$303K -$47.3K -1,445 -13%
PFPT
239
Pinnacle Financial Partners (Tennessee)
Tennessee
$302K
AWM
240
Axxcess Wealth Management
California
$301K -$15.4K -470 -5%
MA
241
MCF Advisors
Kentucky
$295K -$82.7K -2,527 -22%
Two Sigma Investments
242
Two Sigma Investments
New York
$294K +$294K +9,000 New
EI
243
Ellevest Inc
New York
$290K +$753 +23 +0.3%
TSS
244
Two Sigma Securities
New York
$285K +$286K +8,751 New
BTWM
245
Baker Tilly Wealth Management
Wisconsin
$283K +$51.9K +1,585 +22%
CHP
246
Cable Hill Partners
Oregon
$281K
US Bancorp
247
US Bancorp
Minnesota
$280K +$129K +3,940 +85%
FHC
248
First Heartland Consultants
Missouri
$275K -$32.9K -1,006 -11%
Prudential Financial
249
Prudential Financial
New Jersey
$273K -$1.15K -35 -0.4%
PAI
250
Pittenger & Anderson Inc
Nebraska
$273K