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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
226
TD Asset Management
Ontario, Canada
$606K +$190K +5,100 +46%
GWM
227
Geneos Wealth Management
Colorado
$601K -$11.1K -299 -2%
PDN
228
Pensionfund DSM Netherlands
Netherlands
$599K +$595K +16,000 New
SFA
229
Sequoia Financial Advisors
Ohio
$580K -$58.8K -1,581 -9%
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$571K +$191K +5,152 +51%
SCM
231
Sage Capital Management
New Jersey
$568K +$1.82K +49 +0.3%
RIL
232
Rothschild Investment LLC
Illinois
$566K +$3.12K +84 +0.6%
CAPTRUST Financial Advisors
233
CAPTRUST Financial Advisors
North Carolina
$561K +$558K +15,005 New
BCI
234
Brinker Capital Investments
Pennsylvania
$554K -$698K -18,780 -56%
Jacobs Levy Equity Management
235
Jacobs Levy Equity Management
New Jersey
$542K
DFG
236
Dynamic Financial Group
Iowa
$539K -$291K -7,831 -35%
IAA
237
Independent Advisor Alliance
North Carolina
$536K -$16.4K -441 -3%
AssetMark Inc
238
AssetMark Inc
California
$534K +$136K +3,670 +35%
FA
239
Fiduciary Alliance
South Carolina
$533K -$60.5K -1,629 -11%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$515K
TAM
241
TCP Asset Management
Ohio
$497K +$494K +13,280 New
SWM
242
Spire Wealth Management
Virginia
$483K -$101K -2,727 -17%
AIP
243
Ameritas Investment Partners
Nebraska
$477K
VA
244
Vident Advisory
Georgia
$475K -$1.6K -43 -0.3%
Ensign Peak Advisors
245
Ensign Peak Advisors
Utah
$473K +$183K +4,930 +64%
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$469K +$41.4K +1,115 +10%
M&T Bank
247
M&T Bank
New York
$458K -$7.03K -189 -2%
X
248
Xponance
Pennsylvania
$447K +$71.9K +1,935 +19%
GCP
249
GSA Capital Partners
United Kingdom
$443K +$440K +11,827 New
CCG
250
Catalina Capital Group
California
$440K -$4.91K -132 -1%