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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
AF
276
Allworth Financial
California
$259K -$1.19M -34,269 -82%
RCAG
277
Rehmann Capital Advisory Group
Michigan
$259K
MWA
278
Medallion Wealth Advisors
Connecticut
$253K
SA
279
Sanctuary Advisors
Indiana
$253K +$3.64K +105 +1%
SCM
280
Sterling Capital Management
North Carolina
$248K +$151K +4,367 +153%
PFA
281
Plotkin Financial Advisors
Maryland
$246K
ECM
282
Evergreen Capital Management
Washington
$243K +$245K +7,059 New
LSIA
283
LaSalle St. Investment Advisors
Illinois
$241K -$22.9K -660 -9%
KA
284
Kure Advisory
Minnesota
$241K -$54.5K -1,572 -18%
RA
285
RFG Advisory
Alabama
$236K -$797 -23 -0.3%
CGH
286
Crossmark Global Holdings
Texas
$234K
NFSG
287
Newbridge Financial Services Group
Florida
$233K +$15.9K +460 +7%
IWM
288
IHT Wealth Management
Illinois
$233K +$381 +11 +0.2%
MWA
289
Monograph Wealth Advisors
California
$229K
FIA
290
Foundations Investment Advisors
Arizona
$227K -$40.2K -1,159 -15%
Corient Private Wealth
291
Corient Private Wealth
Florida
$217K +$3.95K +114 +2%
AA
292
Advisory Alpha
Michigan
$216K -$17.3K -499 -7%
PAW
293
Plan A Wealth
Nebraska
$215K +$624 +18 +0.3%
PAG
294
Private Advisor Group
New Jersey
$215K +$7.69K +222 +4%
CH
295
Canton Hathaway
Rhode Island
$215K
TBWA
296
Three Bridge Wealth Advisors
California
$215K
BPA
297
Beacon Pointe Advisors
California
$209K -$119K -3,443 -36%
CM
298
Columbus Macro
Pennsylvania
$205K +$207K +5,975 New
NB
299
Norinchukin Bank
Japan
$204K -$1.42K -41 -0.7%
WEG
300
World Equity Group
Illinois
$204K -$12.4K -357 -6%