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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
401
Bell Investment Advisors
California
$621 – – –
DF
402
Dunhill Financial
United Kingdom
$294 – – –
DWM
403
Dogwood Wealth Management
Kansas
$35 – – –
CAM
404
Creekmur Asset Management
Illinois
$30 – – –
Verition Fund Management
405
Verition Fund Management
Connecticut
– -$14M -372,560 Closed
TC
406
TwinBeech Capital
New York
– -$772K -20,597 Closed
Exchange Traded Concepts
407
Exchange Traded Concepts
Oklahoma
– -$756K -20,185 Closed
ATIA
408
American Trust Investment Advisors
New Hampshire
– -$754K -20,120 Closed
Westwood Holdings Group
409
Westwood Holdings Group
Texas
– -$730K -19,500 Closed
SMG
410
Smart Money Group
Texas
– -$490K -13,092 Closed
FRM
411
Fox Run Management
Connecticut
– -$482K -12,874 Closed
FW
412
Fairway Wealth
Ohio
– -$456K -12,173 Closed
CFGS
413
Concourse Financial Group Securities
Alabama
– -$379K -10,558 Closed
MFG
414
Midwest Financial Group
Kansas
– -$324K -8,658 Closed
AFP
415
Ausdal Financial Partners
Iowa
– -$309K -8,239 Closed
CIC
416
Cornercap Investment Counsel
Georgia
– -$296K -7,907 Closed
Private Advisor Group
417
Private Advisor Group
New Jersey
– -$290K -7,754 Closed
KB
418
Kimelman & Baird
New York
– -$252K -6,725 Closed
4A
419
4Wealth Advisors
Illinois
– -$243K -6,500 Closed
1C
420
111 Capital
France
– -$241K -6,426 Closed
Belpointe Asset Management
421
Belpointe Asset Management
Nevada
– -$227K -6,145 Closed
GHA
422
GW Henssler & Associates
Georgia
– -$227K -6,008 Closed
Engineers Gate Manager
423
Engineers Gate Manager
New York
– -$211K -5,644 Closed
PWA
424
Providence Wealth Advisors
Illinois
– -$201K -5,440 Closed
CAM
425
Concorde Asset Management
Michigan
– -$203K -5,423 Closed