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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
ETC
407
Exchange Traded Concepts
Oklahoma
-$756K -20,185 Closed
ATIA
408
American Trust Investment Advisors
New Hampshire
-$754K -20,120 Closed
WHG
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
PAG
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
BAM
421
Belpointe Asset Management
Nevada
-$227K -6,145 Closed
GHA
422
GW Henssler & Associates
Georgia
-$227K -6,008 Closed
EGM
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