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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
401
Capital Advisor Network
Indiana
$28.4K – – –
TWD
402
True Wealth Design
Ohio
$26.7K +$200 +5 +0.8%
SWP
403
Strategic Wealth Partners
Ohio
$24.6K – – –
IA
404
IFP Advisors
Florida
$23.1K -$3.04K -76 -12%
BFS
405
Bare Financial Services
Pennsylvania
$22.7K +$6.35K +159 +41%
Mirae Asset Global Investments
406
Mirae Asset Global Investments
South Korea
$21.6K -$82.8K -2,073 -80%
SIC
407
SJS Investment Consulting
Ohio
$19.2K +$18.5K +462 New
KFAS
408
Keating Financial Advisory Services
Kansas
$18K +$120 +3 +0.7%
EP
409
Essential Partners
California
$13.7K -$1.68K -42 -11%
1IA
410
1620 Investment Advisors
Massachusetts
$12.9K -$4K -100 -24%
FGA
411
Fortis Group Advisors
New Jersey
$12.5K – – –
MAM
412
Meeder Asset Management
Ohio
$11.5K +$11.1K +277 New
ACM
413
Accent Capital Management
Ohio
$11.1K +$10.6K +266 New
HNB
414
Huntington National Bank
Ohio
$11K +$10.5K +264 +26,400%
C
415
Covestor
United Kingdom
$7K -$73.7K -1,845 -92%
AF
416
Alerus Financial
North Dakota
$6.91K – – –
VWA
417
Valued Wealth Advisors
Utah
$6.17K – – –
AF
418
Advisornet Financial
Minnesota
$6.12K – – –
CFD
419
Creative Financial Designs
Indiana
$5.87K -$1.92K -48 -25%
VCM
420
Versant Capital Management
Arizona
$5.04K – – –
CAS
421
Coppell Advisory Solutions
Texas
$4.98K +$681K +17,048 New
CMBA
422
C.M. Bidwell & Associates
Hawaii
$4.7K – – –
VWA
423
VSM Wealth Advisory
Maryland
$4.57K +$40 +1 +0.9%
BBHC
424
Brown Brothers Harriman & Co
New York
$3.7K – – –
NWMP
425
Noble Wealth Management PBC
Colorado
$3.66K +$3.52K +88 New