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Phillips Edison & Co
PECO

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
376
Principal Securities
Iowa
$11.2K -$1.33K -35 -10%
FGA
377
Fortis Group Advisors
New Jersey
$11.2K +$11.4K +300 New
VWA
378
Valued Wealth Advisors
Utah
$11.2K +$38 +1 +0.3%
C
379
Covestor
United Kingdom
$10K – – –
AWM
380
Abound Wealth Management
Tennessee
$7.85K – – –
SAM
381
Smartleaf Asset Management
Massachusetts
$7.14K +$3.24K +85 +79%
AA
382
AlphaMark Advisors
Kentucky
$6K – – –
CIAM
383
Caitong International Asset Management
Hong Kong
$5.73K +$5.83K +153 New
CMBA
384
C.M. Bidwell & Associates
Hawaii
$4.64K – – –
VWA
385
VSM Wealth Advisory
Maryland
$3.91K +$3.96K +104 New
VCM
386
Versant Capital Management
Arizona
$3.63K +$3.69K +97 New
RWPA
387
Richard W. Paul & Associates
Michigan
$2.96K – – –
SN
388
Sittner & Nelson
Oregon
$2.62K – – –
LC
389
Lindbrook Capital
California
$1.76K – – –
S
390
SignatureFD
Georgia
$1.35K +$724 +19 +112%
FFA
391
Farther Finance Advisors
California
$1.31K -$571 -15 -30%
HNB
392
Huntington National Bank
Ohio
$861 – – –
PA
393
Parallel Advisors
California
$712 +$724 +19 New
BIA
394
Bell Investment Advisors
California
$637 – – –
AAP
395
Arax Advisory Partners
Colorado
$338 +$343 +9 New
DF
396
Dunhill Financial
United Kingdom
$301 – – –
QL
397
Quarry LP
New York
$300 +$305 +8 New
NS
398
NBC Securities
Alabama
$290 -$330K -8,660 -100%
PFBT
399
Parkside Financial Bank & Trust
Missouri
$263 -$38 -1 -13%
WCM
400
WealthTrak Capital Management
Virginia
$188 +$190 +5 New
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16
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