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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
351
SOA Wealth Advisors
New York
$10.9K
FGAM
352
Financial Gravity Asset Management
Texas
$10.1K +$10K +308 New
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$9.71K +$4.14K +127 +75%
VWA
354
Valued Wealth Advisors
Utah
$9.67K -$1.6K -49 -14%
DWM
355
Dogwood Wealth Management
Kansas
$9.66K -$93K -2,853 -91%
IGWM
356
ICA Group Wealth Management
Colorado
$9.62K -$122K -3,732 -93%
C
357
Covestor
United Kingdom
$9K +$33 +1 +0.4%
AWM
358
Abound Wealth Management
Tennessee
$7.09K
AA
359
AlphaMark Advisors
Kentucky
$5K -$272K -8,347 -98%
QL
360
Quarry LP
New York
$4.19K +$4.17K +128 New
CMBA
361
C.M. Bidwell & Associates
Hawaii
$4.06K +$4.04K +124 New
UB
362
UMB Bank
Missouri
$2.88K +$1.21K +37 +73%
RWPA
363
Richard W. Paul & Associates
Michigan
$2.58K
SN
364
Sittner & Nelson
Oregon
$2.29K
SAM
365
Smartleaf Asset Management
Massachusetts
$1.85K -$5.35K -164 -74%
FFA
366
Farther Finance Advisors
California
$1.79K -$297K -9,112 -99%
SC
367
Stephens Consulting
Michigan
$1.31K +$1.3K +40 New
RIL
368
Rothschild Investment LLC
Illinois
$818 +$489 +15 +150%
HNB
369
Huntington National Bank
Ohio
$753 +$717 +22 +2,200%
BIA
370
Bell Investment Advisors
California
$557
S
371
SignatureFD
Georgia
$556 +$554 +17 New
PFBT
372
Parkside Financial Bank & Trust
Missouri
$229 -$130 -4 -36%
CAM
373
Creekmur Asset Management
Illinois
$56 -$33 -1 -33%
GA
374
GRS Advisors
Illinois
-$37.5M -1,045,540 Closed
TPSF
375
Texas Permanent School Fund
Texas
-$3.83M -106,794 Closed