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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
Larson Financial Group
Missouri
$147K -$6.03K -193 -4%
AF
302
Allworth Financial
California
$128K – – –
HWA
303
HHM Wealth Advisors
Tennessee
$125K – – –
PA
304
PSI Advisors
Florida
$122K +$112K +3,588 New
SWM
305
Sanctuary Wealth Management
Idaho
$105K +$95.8K +3,070 New
BCMIO
306
Beacon Capital Management Inc (Ohio)
Ohio
$103K – – –
Lazard Asset Management
307
Lazard Asset Management
New York
$92K – – –
GRP
308
Global Retirement Partners
California
$87.7K – – –
WT
309
Whittier Trust
California
$85.2K – – –
CH
310
Canton Hathaway
Rhode Island
$85K – – –
TRCT
311
Tower Research Capital (TRC)
New York
$77.9K -$31.3K -1,001 -30%
MIFH
312
Migdal Insurance & Financial Holdings
Israel
$71K -$57.8K -1,853 -47%
SIC
313
Salem Investment Counselors
North Carolina
$63.2K +$57.8K +1,850 New
SPIA
314
Steward Partners Investment Advisory
New York
$61.9K – – –
CTC
315
Central Trust Company
Missouri
$59K – – –
AF
316
Advisornet Financial
Minnesota
$53.8K – – –
RWPA
317
Richard W. Paul & Associates
Michigan
$53.2K – – –
HFM
318
Harvest Fund Management
China
$53K -$49.1K -1,572 -50%
VWM
319
Venturi Wealth Management
Texas
$50.2K – – –
EWA
320
EverSource Wealth Advisors
Alabama
$46.3K – – –
BTI
321
Blue Trust Inc
Georgia
$46K +$20.8K +666 +88%
PWMG
322
Prestige Wealth Management Group
New Jersey
$45.6K – – –
RDFA
323
Ritter Daniher Financial Advisory
Ohio
$45.4K – – –
IA
324
IFP Advisors
Florida
$44.9K -$2.72K -87 -6%
ST
325
Smithfield Trust
Pennsylvania
$43K – – –