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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
301
Acadian Asset Management
Massachusetts
$285K +$274K +6,864 New
CGH
302
Crossmark Global Holdings
Texas
$284K
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$277K -$122K -3,044 -31%
MWA
304
Monograph Wealth Advisors
California
$277K
GWMIA
305
Global Wealth Management Investment Advisory
Florida
$277K
PA
306
Profund Advisors
Maryland
$276K +$24.8K +621 +10%
PA
307
Procyon Advisors
Connecticut
$273K -$18.5K -462 -7%
SFG
308
Southern Financial Group
Alabama
$271K +$1.96K +49 +0.8%
PAW
309
Plan A Wealth
Nebraska
$268K +$2.16K +54 +0.8%
TBA
310
Tower Bridge Advisors
Pennsylvania
$264K
CH
311
Canton Hathaway
Rhode Island
$261K
TBWA
312
Three Bridge Wealth Advisors
California
$260K +$200 +5 +0.1%
EIP
313
Easterly Investment Partners
Massachusetts
$259K -$69.9K -1,751 -22%
AAP
314
Arax Advisory Partners
Colorado
$252K +$238K +5,966 +7,552%
CIP
315
Cornerstone Investment Partners
Georgia
$251K +$241K +6,041 New
ECM
316
Evergreen Capital Management
Washington
$250K -$5.67K -142 -2%
BCI
317
Brinker Capital Investments
Pennsylvania
$248K -$354K -8,863 -60%
ARG
318
Advisory Resource Group
Oklahoma
$246K
VT
319
Vise Technologies
New York
$244K +$235K +5,872 New
MA
320
MCF Advisors
Kentucky
$244K -$6.63K -166 -3%
G
321
GenTrust
Florida
$243K
BAM
322
Belpointe Asset Management
Nevada
$237K
DnB Asset Management
323
DnB Asset Management
Norway
$236K +$227K +5,682 New
CCMG
324
Clark Capital Management Group
Pennsylvania
$236K
Vanguard Personalized Indexing Management
325
Vanguard Personalized Indexing Management
California
$234K +$9.71K +243 +5%