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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$2.48M -$276K -8,991 -10%
HI
77
Harbour Investments
Wisconsin
$2.46M -$57.1K -1,856 -2%
IAN
78
Integrated Advisors Network
Texas
$2.43M -$118K -3,825 -5%
TRSOTSOK
79
Teachers Retirement System of the State of Kentucky
Kentucky
$2.42M +$643K +20,908 +38%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$2.4M -$7.05M -229,399 -75%
State of New Jersey Common Pension Fund D
81
State of New Jersey Common Pension Fund D
New Jersey
$2.22M
AWS
82
Atria Wealth Solutions
New York
$2.16M -$38.1K -1,239 -2%
Bank of America
83
Bank of America
North Carolina
$2.15M +$617K +20,076 +42%
BFG
84
Barber Financial Group
Kansas
$2.12M -$40.3K -1,311 -2%
ARG
85
Advisory Resource Group
Oklahoma
$2.11M -$29.7K -965 -1%
MIM
86
MetLife Investment Management
New Jersey
$1.99M
BCM
87
Brookstone Capital Management
Illinois
$1.94M -$103K -3,340 -5%
IA
88
IFP Advisors
Florida
$1.91M -$214K -6,951 -9%
Mitsubishi UFJ Asset Management
89
Mitsubishi UFJ Asset Management
Japan
$1.9M +$75.8K +2,464 +4%
CA
90
Calton & Associates
Florida
$1.88M +$838K +27,244 +86%
SOADOR
91
State of Alaska Department of Revenue
Alaska
$1.88M +$16.3K +530 +0.9%
EWM
92
Evercore Wealth Management
New York
$1.82M -$151K -4,900 -8%
Barclays
93
Barclays
United Kingdom
$1.79M -$108K -3,500 -6%
SWP
94
Stratos Wealth Partners
Ohio
$1.78M +$33K +1,073 +2%
AIG
95
American International Group
New York
$1.76M -$6.21K -202 -0.4%
OPS
96
Orion Portfolio Solutions
Nebraska
$1.73M +$122K +3,983 +8%
WDL
97
Well Done LLC
Michigan
$1.73M -$492K -16,010 -23%
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$1.73M +$94.8K +3,082 +6%
Citigroup
99
Citigroup
New York
$1.72M +$15.1K +491 +0.9%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$1.71M -$218K -7,102 -12%