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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
251
Coldstream Capital Management
Washington
$241K +$233K +7,570 New
WEG
252
World Equity Group
Illinois
$241K -$23.7K -771 -9%
Mackenzie Financial
253
Mackenzie Financial
Ontario, Canada
$241K -$47.9K -1,559 -17%
RCAG
254
Rehmann Capital Advisory Group
Michigan
$240K -$35.1K -1,143 -13%
SC
255
Savant Capital
Illinois
$232K +$27.3K +887 +12%
X
256
Xponance
Pennsylvania
$231K +$223K +7,260 New
WIM
257
WealthPlan Investment Management
Nebraska
$230K -$28.2K -916 -12%
WP
258
WealthPLAN Partners
Nebraska
$230K +$206K +6,716 New
William Blair & Company
259
William Blair & Company
Illinois
$229K -$4.3K -140 -2%
MML Investors Services
260
MML Investors Services
Massachusetts
$229K +$215 +7 +0.1%
Fisher Asset Management
261
Fisher Asset Management
Washington
$228K
BTWM
262
Baker Tilly Wealth Management
Wisconsin
$226K +$218K +7,103 New
SG
263
StoneX Group
New York
$225K +$217K +7,046 New
BOSSRA
264
B.O.S.S. Retirement Advisors
Utah
$218K +$211K +6,858 New
LNWTC
265
Laird Norton Wetherby Trust Company
Washington
$217K +$209K +6,800 New
F
266
F3Logic
Minnesota
$217K +$209K +6,800 New
GBS
267
Gallagher Benefit Services
Illinois
$217K +$209K +6,800 New
GIA
268
Gladstone Institutional Advisory
Florida
$215K +$208K +6,756 New
MWA
269
Monograph Wealth Advisors
California
$212K +$204K +6,638 New
QT
270
Quantamental Technologies
New York
$210K +$203K +6,608 New
MOS
271
MGO One Seven
Ohio
$210K +$203K +6,605 New
CPO
272
Cerity Partners OCIO
New York
$210K +$203K +6,590 New
OLVIG
273
Oliver Lagore Vanvalin Investment Group
Michigan
$210K -$116K -3,773 -36%
PIA
274
Pinion Investment Advisors
Kansas
$206K +$199K +6,457 New
GA
275
GoalVest Advisory
New York
$206K +$199K +6,457 New