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Phillips Edison & Co
PECO

Name Holding Trade Value Shares
Change 		Change in
Stake
XT
301
XTX Topco
Cayman Islands
$275K +$273K +7,337 New
SLAM
302
Swiss Life Asset Management
$268K +$49.8K +1,341 +23%
LNWTC
303
Laird Norton Wetherby Trust Company
Washington
$266K +$1.23K +33 +0.5%
KA
304
Kure Advisory
Minnesota
$263K +$335 +9 +0.1%
PA
305
Procyon Advisors
Connecticut
$262K -$18K -484 -6%
IWM
306
IHT Wealth Management
Illinois
$257K +$2.01K +54 +0.8%
CGH
307
Crossmark Global Holdings
Texas
$255K – – –
MWA
308
Monograph Wealth Advisors
California
$249K – – –
GWMIA
309
Global Wealth Management Investment Advisory
Florida
$249K – – –
JF
310
JMN Financial
Ohio
$249K -$125K -3,376 -34%
SC
311
Savant Capital
Illinois
$248K +$30K +806 +14%
SFG
312
Southern Financial Group
Alabama
$241K +$2.27K +61 +1%
CRC
313
Curi RMB Capital
Illinois
$241K -$39.9K -1,073 -14%
EF
314
Empowered Funds
Pennsylvania
$241K +$240K +6,446 New
PAW
315
Plan A Wealth
Nebraska
$239K +$2.08K +56 +0.9%
TBA
316
Tower Bridge Advisors
Pennsylvania
$238K +$236K +6,350 New
RA
317
RFG Advisory
Alabama
$236K +$2.27K +61 +1%
NFSG
318
Newbridge Financial Services Group
Florida
$236K +$149 +4 +0.1%
CH
319
Canton Hathaway
Rhode Island
$235K – – –
MWA
320
Medallion Wealth Advisors
Connecticut
$235K -$41.2K -1,109 -15%
TBWA
321
Three Bridge Wealth Advisors
California
$234K +$223 +6 +0.1%
ECM
322
Evergreen Capital Management
Washington
$230K -$3.87K -104 -2%
MCM
323
MAI Capital Management
Ohio
$228K +$114K +3,072 +102%
MA
324
MCF Advisors
Kentucky
$226K +$94.1K +2,531 +73%
PA
325
Profund Advisors
Maryland
$225K -$138K -3,723 -38%
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13
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