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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
301
Realta Investment Advisors
Delaware
$208K +$200K +5,709 New
United Capital Financial Advisors
302
United Capital Financial Advisors
Texas
$205K -$220K -6,280 -53%
Shelton Capital Management
303
Shelton Capital Management
Colorado
$203K +$195K +5,569 New
RFS
304
Retirement Financial Solutions
Tennessee
$202K +$194K +5,547 New
IGWM
305
ICA Group Wealth Management
Colorado
$189K +$181K +5,188 New
RDIA
306
RE Dickinson Investment Advisors
Iowa
$185K -$3.5K -100 -2%
PNC Financial Services Group
307
PNC Financial Services Group
Pennsylvania
$183K -$117K -3,348 -40%
Larson Financial Group
308
Larson Financial Group
Missouri
$156K -$1.43K -41 -1%
Kayne Anderson Rudnick Investment Management
309
Kayne Anderson Rudnick Investment Management
California
$152K -$249K -7,131 -63%
Gradient Investments
310
Gradient Investments
Minnesota
$148K -$39.6K -1,133 -22%
HWA
311
HHM Wealth Advisors
Tennessee
$133K – – –
ATC
312
Advantage Trust Company
Kansas
$124K +$118K +3,386 New
NJIM
313
Nabity-Jensen Investment Management
Nebraska
$122K +$117K +3,333 New
DWM
314
Dogwood Wealth Management
Kansas
$115K +$110K +3,148 New
Lazard Asset Management
315
Lazard Asset Management
New York
$114K +$769 +22 +0.7%
SWM
316
Sanctuary Wealth Management
Idaho
$112K – – –
BCMIO
317
Beacon Capital Management Inc (Ohio)
Ohio
$110K – – –
PA
318
Pineridge Advisors
Missouri
$109K +$105K +2,997 New
KBC Group
319
KBC Group
Belgium
$102K – – –
Allworth Financial
320
Allworth Financial
California
$92.4K – – –
SR
321
Syntax Research
Florida
$92.2K – – –
Whittier Trust
322
Whittier Trust
California
$91.2K – – –
Global Retirement Partners
323
Global Retirement Partners
California
$90.4K – – –
CIA
324
Cape Investment Advisory
Georgia
$80.6K +$77.3K +2,210 New
GAMMA Investing
325
GAMMA Investing
California
$73K +$73.6K +2,103 New