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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
226
Acorn Financial Advisory Services
Virginia
$386K
AWM
227
Axxcess Wealth Management
California
$383K
CAAS
228
Capital Asset Advisory Services
Michigan
$383K
KA
229
Kovack Advisors
Florida
$383K
HI
230
Hendershot Investments
Virginia
$378K
VCM
231
Vivaldi Capital Management
Illinois
$370K
BCMLT
232
Beacon Capital Management LLC (Tennessee)
Tennessee
$369K -$38.6K -1,114 -9%
MML Investors Services
233
MML Investors Services
Massachusetts
$369K -$7.24K -209 -2%
William Blair & Company
234
William Blair & Company
Illinois
$369K -$109K -3,144 -23%
SFGP
235
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$368K
SPC
236
Sigma Planning Corp
Michigan
$367K +$3.67K +106 +1%
Voloridge Investment Management
237
Voloridge Investment Management
Florida
$367K +$371K +10,695 New
MFG
238
Merit Financial Group
Georgia
$360K +$116K +3,354 +47%
SAG
239
SageView Advisory Group
California
$357K +$3.64K +105 +1%
JSW
240
Journey Strategic Wealth
New Jersey
$348K -$51.5K -1,486 -13%
BTWM
241
Brass Tax Wealth Management
Ohio
$344K
CIBC Private Wealth Group
242
CIBC Private Wealth Group
Georgia
$343K
DTL
243
Dynamic Technology Lab
Singapore
$341K +$96.9K +2,796 +39%
X
244
Xponance
Pennsylvania
$341K +$3.67K +106 +1%
WAP
245
Wealthcare Advisory Partners
Pennsylvania
$331K -$41.6K -1,200 -11%
AssetMark Inc
246
AssetMark Inc
California
$329K +$305K +8,803 +1,109%
FPGK
247
Financial Partners Group (Kansas)
Kansas
$328K +$6.89K +199 +2%
EI
248
Ellevest Inc
New York
$322K +$2.32K +67 +0.7%
OIA
249
OneDigital Investment Advisors
Kansas
$322K -$21.3K -614 -6%
AGC
250
Aspen Grove Capital
Colorado
$320K +$1.87K +54 +0.6%