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Phillips Edison & Co
PECO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
376
Ancora Advisors
Ohio
$22.2K – – –
AF
377
Advisornet Financial
Minnesota
$21.5K – – –
CW
378
Curio Wealth
Maryland
$21.1K – – –
SWP
379
Strategic Wealth Partners
Ohio
$21K – – –
FHC
380
First Horizon Corporation
Tennessee
$16.4K +$1.87K +54 +13%
FMII
381
Farmers & Merchants Investments Inc
Nebraska
$15.2K – – –
1IA
382
1620 Investment Advisors
Massachusetts
$14.6K – – –
EP
383
Essential Partners
California
$12.5K +$6.21K +179 +103%
KFAS
384
Keating Financial Advisory Services
Kansas
$12.3K +$12K +347 New
CI
385
CX Institutional
Indiana
$12K -$17.2K -497 -60%
CFD
386
Creative Financial Designs
Indiana
$12K +$104 +3 +0.9%
KAS
387
Kemnay Advisory Services
New York
$11.9K +$11.6K +335 New
HWA
388
HHM Wealth Advisors
Tennessee
$10.7K -$15.6K -450 -60%
FGAM
389
Financial Gravity Asset Management
Texas
$10.7K – – –
FGA
390
Fortis Group Advisors
New Jersey
$10.7K – – –
BFS
391
Bare Financial Services
Pennsylvania
$10.6K +$8.81K +254 +577%
AAP
392
Arax Advisory Partners
Colorado
$9.05K -$3.26K -94 -27%
VWA
393
Valued Wealth Advisors
Utah
$7.85K – – –
AF
394
Alerus Financial
North Dakota
$5.91K – – –
CA
395
Clearstead Advisors
Ohio
$5.83K +$208 +6 +4%
GAFA
396
Garton & Associates Financial Advisors
Kentucky
$5.12K +$5K +144 New
S
397
SignatureFD
Georgia
$4.7K -$1.18K -34 -20%
CMBA
398
C.M. Bidwell & Associates
Hawaii
$4.02K – – –
VWA
399
VSM Wealth Advisory
Maryland
$3.84K +$35 +1 +0.9%
BBHC
400
Brown Brothers Harriman & Co
New York
$2.81K +$2.74K +79 New
14 15
16
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