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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
FRM
226
Fox Run Management
Connecticut
$482K +$490K +12,874 New
CCG
227
Catalina Capital Group
California
$477K +$6.59K +173 +1%
M&T Bank
228
M&T Bank
New York
$473K +$66.1K +1,736 +16%
BPA
229
Beacon Pointe Advisors
California
$470K
FW
230
Fairway Wealth
Ohio
$456K
WEG
231
World Equity Group
Illinois
$445K +$226K +5,936 +100%
SIS
232
Sound Income Strategies
Florida
$436K -$27.3K -716 -6%
CWM
233
CIBC World Markets
New York
$430K +$438K +11,491 New
HR
234
Hardy Reed
Mississippi
$430K
CB
235
Cadence Bank
Mississippi
$430K
KA
236
Kovack Advisors
Florida
$429K -$6.48K -170 -1%
AIFS
237
A&I Financial Services
Colorado
$412K +$418K +10,986 New
WAP
238
Wealthcare Advisory Partners
Pennsylvania
$408K +$161K +4,228 +63%
SAG
239
SageView Advisory Group
California
$407K +$414K +10,876 New
CCMG
240
Clark Capital Management Group
Pennsylvania
$406K
VCM
241
Vivaldi Capital Management
Illinois
$402K
SFGP
242
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$402K +$409K +10,731 New
HT
243
Headlands Technologies
Illinois
$396K +$403K +10,573 New
IAA
244
Independent Advisor Alliance
North Carolina
$388K +$2.44K +64 +0.6%
AQR Capital Management
245
AQR Capital Management
Connecticut
$384K +$100K +2,632 +35%
HC
246
Henshaw Capital
Massachusetts
$384K
CFGS
247
Concourse Financial Group Securities
Alabama
$379K -$12K -316 -3%
BTWM
248
Brass Tax Wealth Management
Ohio
$375K
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
$365K
AOG
250
Alpha Omega Group
Virginia
$363K