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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CTC
301
Central Trust Company
Missouri
$58K – – –
AF
302
Advisornet Financial
Minnesota
$53K -$60.3K -1,777 -53%
CAM
303
Chandler Asset Management
California
$45K – – –
PWMG
304
Prestige Wealth Management Group
New Jersey
$45K – – –
RDFA
305
Ritter Daniher Financial Advisory
Ohio
$44K – – –
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$41K +$41.2K +1,213 New
M1FG
307
Mach-1 Financial Group
Arkansas
$38K -$4.75K -140 -11%
BAM
308
Bellevue Asset Management
Washington
$37K – – –
TCM
309
Tradewinds Capital Management
Washington
$33K – – –
US Bancorp
310
US Bancorp
Minnesota
$33K – – –
KA
311
Kozak & Associates
Colorado
$31K – – –
RA
312
Rise Advisors
New York
$28K +$204 +6 +0.7%
CIM
313
Centersquare Investment Management
Pennsylvania
$27K -$66M -1,943,385 -100%
CFD
314
Creative Financial Designs
Indiana
$24K – – –
JGIA
315
Jackson Grant Investment Advisers
Connecticut
$24K – – –
FCA
316
FinTrust Capital Advisors
South Carolina
$23K – – –
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$23K +$23.7K +699 New
RG
318
Retirement Group
California
$22K – – –
TF
319
TimeScale Financial
Massachusetts
$22K – – –
SAM
320
Strategic Asset Management
Minnesota
$22K +$170 +5 +0.8%
NMG
321
New Millennium Group
Utah
$22K +$22.2K +653 New
SFA
322
Semmax Financial Advisors
North Carolina
$21K – – –
AFS
323
Annapolis Financial Services
Maryland
$20K – – –
HFS
324
Heritage Financial Services
Massachusetts
$19K +$19.4K +571 New
TCWM
325
Total Clarity Wealth Management
Illinois
$19K +$19.4K +572 New