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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
376
Valued Wealth Advisors
Utah
$7.57K -$69 -2 -0.9%
NC
377
North Capital
Utah
$7.45K
Federated Hermes
378
Federated Hermes
Pennsylvania
$7.11K +$7.17K +207 New
EP
379
Essential Partners
California
$5.94K +$5.02K +145 +518%
AF
380
Alerus Financial
North Dakota
$5.7K
S
381
SignatureFD
Georgia
$5.7K +$3.36K +97 +141%
CA
382
Clearstead Advisors
Ohio
$5.42K
MAM
383
Meeder Asset Management
Ohio
$5.32K +$5.37K +155 New
CI Investments Inc
384
CI Investments Inc
Ontario, Canada
$5K -$6.31K -182 -54%
CMBA
385
C.M. Bidwell & Associates
Hawaii
$3.88K -$381 -11 -9%
VWA
386
VSM Wealth Advisory
Maryland
$3.67K +$35 +1 +0.9%
FFA
387
Farther Finance Advisors
California
$2.51K +$1.91K +55 +306%
SN
388
Sittner & Nelson
Oregon
$2.4K
WANY
389
Wealthspire Advisors (New York)
New York
$2.16K +$2.18K +63 New
T. Rowe Price Investment Management
390
T. Rowe Price Investment Management
Maryland
$2K +$1.7K +49 New
BFS
391
Bare Financial Services
Pennsylvania
$1.51K -$6.06K -175 -80%
PFBT
392
Parkside Financial Bank & Trust
Missouri
$996 -$1.04K -30 -51%
HNB
393
Huntington National Bank
Ohio
$789
CT
394
Clearstead Trust
Maine
$721
BIA
395
Bell Investment Advisors
California
$584
RWM
396
Rialto Wealth Management
New York
$515 +$520 +15 New
FFO
397
Fortitude Family Office
Arizona
$481 -$2.67K -77 -85%
AWM
398
Abound Wealth Management
Tennessee
$309 -$6.96K -201 -96%
DWM
399
Dogwood Wealth Management
Kansas
$34
TIM
400
Tortoise Investment Management
New York
$34 +$35 +1 New