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Phillips Edison & Co
PECO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
401
Ancora Advisors
Ohio
$23.4K – – –
CW
402
Curio Wealth
Maryland
$22.1K – – –
SWP
403
Strategic Wealth Partners
Ohio
$22.1K – – –
KFAS
404
Keating Financial Advisory Services
Kansas
$16.1K +$3.08K +83 +24%
1IA
405
1620 Investment Advisors
Massachusetts
$15.3K – – –
BFS
406
Bare Financial Services
Pennsylvania
$14.4K +$3.27K +88 +30%
EP
407
Essential Partners
California
$13.8K +$669 +18 +5%
CI
408
CX Institutional
Indiana
$13K – – –
S
409
SignatureFD
Georgia
$12K +$6.99K +188 +142%
FGA
410
Fortis Group Advisors
New Jersey
$11.2K – – –
ACM
411
Aster Capital Management
United Arab Emirates
$9.52K -$29.4K -792 -75%
FHC
412
First Horizon Corporation
Tennessee
$9.28K -$7.92K -213 -46%
RFP
413
Root Financial Partners
California
$8.72K +$8.66K +233 New
CFD
414
Creative Financial Designs
Indiana
$7.09K -$5.5K -148 -44%
AF
415
Alerus Financial
North Dakota
$6.21K – – –
VWA
416
Valued Wealth Advisors
Utah
$5.55K -$2.68K -72 -33%
AF
417
Advisornet Financial
Minnesota
$5.5K -$17K -458 -76%
VCM
418
Versant Capital Management
Arizona
$4.53K +$4.5K +121 New
CMBA
419
C.M. Bidwell & Associates
Hawaii
$4.23K – – –
VWA
420
VSM Wealth Advisory
Maryland
$4.08K +$37 +1 +0.9%
BBHC
421
Brown Brothers Harriman & Co
New York
$3.33K +$372 +10 +13%
AAP
422
Arax Advisory Partners
Colorado
$2.96K -$6.5K -175 -69%
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$2.66K -$13.2K -356 -83%
SN
424
Sittner & Nelson
Oregon
$2.62K – – –
PWA
425
Physician Wealth Advisors
Utah
$2.28K – – –
15 16
17
18 19