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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
401
C.M. Bidwell & Associates
Hawaii
$4.34K
VWA
402
VSM Wealth Advisory
Maryland
$3.72K +$35 +1 +1%
SAM
403
Smartleaf Asset Management
Massachusetts
$3.63K +$991 +28 +37%
QL
404
Quarry LP
New York
$3.43K -$57.3K -1,619 -94%
FFO
405
Fortitude Family Office
Arizona
$3.19K +$3.22K +91 New
Bessemer Group
406
Bessemer Group
New Jersey
$3K -$9.55K -270 -74%
SN
407
Sittner & Nelson
Oregon
$2.45K
S
408
SignatureFD
Georgia
$2.42K -$1.42K -40 -37%
CAWM
409
Capital A Wealth Management
Pennsylvania
$2.23K +$2.16K +61 New
PFBT
410
Parkside Financial Bank & Trust
Missouri
$2.07K -$35 -1 -2%
PWA
411
Physician Wealth Advisors
Utah
$1.44K +$1.45K +41 New
Jones Financial Companies
412
Jones Financial Companies
Missouri
$1.4K +$1.42K +40 New
EP
413
Essential Partners
California
$981 +$991 +28 New
HNB
414
Huntington National Bank
Ohio
$806
CIAM
415
Caitong International Asset Management
Hong Kong
$771 +$778 +22 New
CT
416
Clearstead Trust
Maine
$736 +$743 +21 New
FFA
417
Farther Finance Advisors
California
$631 -$601 -17 -49%
BIA
418
Bell Investment Advisors
California
$596
DWM
419
Dogwood Wealth Management
Kansas
$34
CAM
420
Creekmur Asset Management
Illinois
$30
ECM
421
ExodusPoint Capital Management
New York
-$18.5M -505,799 Closed
SG Americas Securities
422
SG Americas Securities
New York
-$5.07M -139,007 Closed
CF
423
Corebridge Financial
Texas
-$2.34M -64,197 Closed
AWS
424
Atria Wealth Solutions
New York
-$1.51M -41,315 Closed
CCP
425
Carmel Capital Partners
California
-$762K -20,877 Closed