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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
276
Plotkin Financial Advisors
Maryland
$275K
AA
277
Advisory Alpha
Michigan
$274K -$6.28K -176 -2%
RA
278
RFG Advisory
Alabama
$266K
BWP
279
Barlow Wealth Partners
Kentucky
$265K +$2.1K +59 +0.8%
CANY
280
Caxton Associates (New York)
New York
$265K -$447K -12,530 -64%
ASN
281
Advisory Services Network
Georgia
$260K
CM
282
Capula Management
Cayman Islands
$254K +$240K +6,730 New
KB
283
Kimelman & Baird
New York
$254K
BAM
284
Belpointe Asset Management
Nevada
$252K
WAP
285
Wealthcare Advisory Partners
Pennsylvania
$252K
US Bancorp
286
US Bancorp
Minnesota
$251K -$3.35K -94 -1%
MWA
287
Monograph Wealth Advisors
California
$251K
EC
288
EntryPoint Capital
New York
$250K +$113K +3,158 +91%
CCM
289
Coldstream Capital Management
Washington
$243K
BBNA
290
Bremer Bank National Association
Minnesota
$243K
PD
291
Point72 (DIFC)
United Arab Emirates
$243K -$80.6K -2,260 -26%
PAS
292
Point72 Asia (Singapore)
Singapore
$241K +$228K +6,403 New
William Blair & Company
293
William Blair & Company
Illinois
$241K -$29.5K -826 -11%
PA
294
Profund Advisors
Maryland
$240K +$6.21K +174 +3%
ACG
295
Allen Capital Group
Nebraska
$239K
CH
296
Canton Hathaway
Rhode Island
$237K
LA
297
LexAurum Advisors
Kansas
$236K -$62.2K -1,742 -22%
TBWA
298
Three Bridge Wealth Advisors
California
$236K
TC
299
TownSquare Capital
Utah
$227K -$200K -5,605 -48%
GHA
300
GW Henssler & Associates
Georgia
$227K +$214K +6,008 New