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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
WEG
276
World Equity Group
Illinois
$229K -$22.7K -656 -9%
LNWTC
277
Laird Norton Wetherby Trust Company
Washington
$229K
MML Investors Services
278
MML Investors Services
Massachusetts
$227K -$42K -1,215 -15%
MWA
279
Monograph Wealth Advisors
California
$223K
PA
280
Profund Advisors
Maryland
$223K -$18.6K -539 -8%
FCA
281
FLC Capital Advisors
California
$221K
Brown Advisory
282
Brown Advisory
Maryland
$220K
NFSG
283
Newbridge Financial Services Group
Florida
$217K -$24.2K -699 -10%
BBNA
284
Bremer Bank National Association
Minnesota
$216K
KPWS
285
Kestra Private Wealth Services
Texas
$215K +$222K +6,410 New
TBWA
286
Three Bridge Wealth Advisors
California
$210K
ACG
287
Allen Capital Group
Nebraska
$209K
BOSSRA
288
B.O.S.S. Retirement Advisors
Utah
$208K +$7.36K +213 +4%
JMPWA
289
JP Morgan Private Wealth Advisors
California
$205K
GHA
290
GW Henssler & Associates
Georgia
$202K
Allspring Global Investments
291
Allspring Global Investments
North Carolina
$197K -$8.61K -249 -4%
SIS
292
Sound Income Strategies
Florida
$195K +$34.6K +1,000 +21%
GI
293
Gradient Investments
Minnesota
$174K
RDIA
294
RE Dickinson Investment Advisors
Iowa
$174K
LFG
295
Larson Financial Group
Missouri
$144K +$138 +4 +0.1%
HWA
296
HHM Wealth Advisors
Tennessee
$123K
Lazard Asset Management
297
Lazard Asset Management
New York
$104K +$14.2K +411 +15%
KI
298
Kapitalo Investimentos
Brazil
$103K +$106K +3,073 New
SWM
299
Sanctuary Wealth Management
Idaho
$103K
BCMIO
300
Beacon Capital Management Inc (Ohio)
Ohio
$101K