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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
EC
276
EntryPoint Capital
New York
$269K +$262K +7,549 New
RCAG
277
Rehmann Capital Advisory Group
Michigan
$268K
CRC
278
Curi RMB Capital
Illinois
$268K -$53.7K -1,547 -17%
PA
279
Procyon Advisors
Connecticut
$267K +$260K +7,499 New
IW
280
Integrated Wealthcare
North Carolina
$265K +$259K +7,457 New
MWA
281
Medallion Wealth Advisors
Connecticut
$262K
PFA
282
Plotkin Financial Advisors
Maryland
$255K
MFG
283
Merit Financial Group
Georgia
$253K -$116K -3,350 -32%
LNWTC
284
Laird Norton Wetherby Trust Company
Washington
$252K +$245K +7,065 New
Neuberger Berman Group
285
Neuberger Berman Group
New York
$250K +$244K +7,042 New
KA
286
Kure Advisory
Minnesota
$250K +$278 +8 +0.1%
PCM
287
Polymer Capital Management
New York
$244K +$238K +6,847 New
CGH
288
Crossmark Global Holdings
Texas
$243K
IWM
289
IHT Wealth Management
Illinois
$242K +$625 +18 +0.3%
MWA
290
Monograph Wealth Advisors
California
$237K
GWMIA
291
Global Wealth Management Investment Advisory
Florida
$237K -$51.8K -1,492 -18%
FIA
292
Foundations Investment Advisors
Arizona
$233K -$1.94K -56 -0.8%
SFG
293
Southern Financial Group
Alabama
$227K +$222K +6,389 New
PAW
294
Plan A Wealth
Nebraska
$225K +$2.08K +60 +1%
NFSG
295
Newbridge Financial Services Group
Florida
$224K -$17.2K -496 -7%
CH
296
Canton Hathaway
Rhode Island
$223K
BPA
297
Beacon Pointe Advisors
California
$223K +$5.76K +166 +3%
TBWA
298
Three Bridge Wealth Advisors
California
$222K
AA
299
Advisory Alpha
Michigan
$222K -$5.8K -167 -3%
ECM
300
Evergreen Capital Management
Washington
$222K -$28.9K -833 -12%