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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
BB
101
Bell Bank
North Dakota
$1.71M +$122K +3,958 +8%
OIA
102
OneDigital Investment Advisors
Kansas
$1.66M -$198K -6,425 -11%
Creative Planning
103
Creative Planning
Kansas
$1.65M -$89.1K -2,898 -5%
HSBC Holdings
104
HSBC Holdings
United Kingdom
$1.61M -$1.79M -58,063 -53%
UBS Group
105
UBS Group
Switzerland
$1.59M -$475K -15,435 -24%
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$1.58M +$1.52M +49,562 New
PAMS
107
Pictet Asset Management (Switzerland)
Switzerland
$1.55M +$92.6K +3,013 +7%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.48M +$62.7K +2,040 +5%
MA
109
Mutual Advisors
Nebraska
$1.48M -$60.4K -1,965 -4%
CFG
110
Cooper Financial Group
California
$1.47M -$1.23K -40 -0.1%
KM
111
Kalos Management
Georgia
$1.46M -$41.8K -1,361 -3%
Victory Capital Management
112
Victory Capital Management
Texas
$1.43M +$684K +22,262 +98%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.41M
AFP
114
Ausdal Financial Partners
Iowa
$1.39M -$89.4K -2,907 -6%
T. Rowe Price Associates
115
T. Rowe Price Associates
Maryland
$1.39M +$52K +1,690 +4%
AI
116
Atom Investors
Texas
$1.38M -$1.18M -38,277 -47%
OWA
117
Outlook Wealth Advisors
Texas
$1.34M
CWM
118
Curi Wealth Management
North Carolina
$1.32M -$123K -4,003 -9%
ERSOT
119
Employees Retirement System of Texas
Texas
$1.3M +$1.26M +41,000 New
AWM
120
Accel Wealth Management
Iowa
$1.27M +$48.5K +1,578 +4%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$1.27M +$141K +4,578 +13%
BAM
122
Belpointe Asset Management
Nevada
$1.26M +$23.3K +759 +2%
Nisa Investment Advisors
123
Nisa Investment Advisors
Missouri
$1.22M
Ameriprise
124
Ameriprise
Minnesota
$1.22M +$887K +28,841 +308%
GWM
125
Geneos Wealth Management
Colorado
$1.2M +$307 +10 +0%