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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
351
State Board of Administration of Florida Retirement System
Florida
– -$238K -7,120 Closed
BTWM
352
Baker Tilly Wealth Management
Wisconsin
– -$236K -7,060 Closed
CPO
353
Cerity Partners OCIO
New York
– -$235K -7,032 Closed
LNWTC
354
Laird Norton Wetherby Trust Company
Washington
– -$227K -6,800 Closed
NL
355
NWAM LLC
Washington
– -$232K -6,795 Closed
RWG
356
Ratio Wealth Group
Colorado
– -$224K -6,714 Closed
FMWA
357
Forvis Mazars Wealth Advisors
Missouri
– -$223K -6,666 Closed
SCA
358
Snowden Capital Advisors
New York
– -$222K -6,666 Closed
MWA
359
Monograph Wealth Advisors
California
– -$222K -6,638 Closed
CB
360
Commerce Bank
Missouri
– -$219K -6,550 Closed
X
361
Xponance
Pennsylvania
– -$207K -6,189 Closed
VCA
362
Verdence Capital Advisors
Maryland
– -$204K -6,112 Closed
GHA
363
GW Henssler & Associates
Georgia
– -$201K -6,008 Closed
MIFH
364
Migdal Insurance & Financial Holdings
Israel
– -$86K -2,568 Closed
SWM
365
SeaCrest Wealth Management
New York
– -$81K -2,432 Closed
VVP
366
Venture Visionary Partners
Ohio
– -$75K -2,244 Closed
CA
367
CoreCap Advisors
Michigan
– -$68K -2,025 Closed
S
368
SignatureFD
Georgia
– -$60K -1,800 Closed
GA
369
GoalVest Advisory
New York
– -$61K -1,774 Closed
HWMA
370
Heritage Wealth Management (Arizona)
Arizona
– -$58.6K -1,754 Closed
SOW
371
State of Wyoming
Wyoming
– -$59K -1,752 Closed
PFGIA
372
Patriot Financial Group Insurance Agency
Massachusetts
– -$41K -1,213 Closed
BAM
373
Bellevue Asset Management
Washington
– -$37K -1,093 Closed
CIM
374
Centersquare Investment Management
Pennsylvania
– -$27K -799 Closed
TCWM
375
Total Clarity Wealth Management
Illinois
– -$19K -572 Closed