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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
276
D.E. Shaw & Co
New York
$291K -$1.71M -48,246 -85%
PAM
277
Peak Asset Management
Colorado
$288K
GWMIA
278
Global Wealth Management Investment Advisory
Florida
$285K +$42.5K +1,200 +17%
IP
279
Ignite Planners
California
$285K -$15.7K -444 -5%
IWC
280
Integrated Wealth Concepts
Massachusetts
$283K -$36.5K -1,031 -11%
BJL
281
Brighton Jones LLC
Washington
$279K +$282K +7,958 New
CP
282
Castleview Partners
Texas
$278K
Neuberger Berman Group
283
Neuberger Berman Group
New York
$277K +$67.5K +1,907 +32%
FIA
284
Foundations Investment Advisors
Arizona
$272K +$275K +7,772 New
NS
285
NBC Securities
Alabama
$272K
LSIA
286
LaSalle St. Investment Advisors
Illinois
$269K -$31K -877 -10%
CW
287
CreativeOne Wealth
Kansas
$269K +$271K +7,667 New
RCAG
288
Rehmann Capital Advisory Group
Michigan
$264K -$1.98K -56 -0.7%
MWA
289
Medallion Wealth Advisors
Connecticut
$259K
SA
290
Sanctuary Advisors
Indiana
$254K +$601 +17 +0.2%
PFA
291
Plotkin Financial Advisors
Maryland
$251K -$4.63K -131 -2%
DTL
292
Dynamic Technology Lab
Singapore
$250K +$253K +7,150 New
MFG
293
Merit Financial Group
Georgia
$249K +$44.4K +1,255 +21%
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$249K +$251K +7,104 New
ASN
295
Advisory Services Network
Georgia
$249K
AA
296
Advisory Alpha
Michigan
$242K +$1.13K +32 +0.5%
RA
297
RFG Advisory
Alabama
$241K -$9.09K -257 -4%
CGH
298
Crossmark Global Holdings
Texas
$239K +$6.44K +182 +3%
SG
299
StoneX Group
New York
$238K +$240K +6,786 New
IWM
300
IHT Wealth Management
Illinois
$237K -$70.5K -1,994 -23%