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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
101
Brookstone Capital Management
Illinois
$1.88M +$133K +4,273 +8%
SWP
102
Stratos Wealth Partners
Ohio
$1.87M -$32.6K -1,043 -2%
Creative Planning
103
Creative Planning
Kansas
$1.79M +$18.1K +581 +1%
CA
104
Calton & Associates
Florida
$1.78M -$48.1K -1,540 -3%
JF
105
Jump Financial
Illinois
$1.74M +$1.6M +51,200 New
Victory Capital Management
106
Victory Capital Management
Texas
$1.74M +$208K +6,664 +15%
MOACM
107
Mutual of America Capital Management
New York
$1.74M +$1.59M +50,952 New
VOYA Investment Management
108
VOYA Investment Management
Georgia
$1.71M +$179K +5,733 +13%
EWM
109
Evercore Wealth Management
New York
$1.71M -$62.4K -2,000 -4%
Teacher Retirement System of Texas
110
Teacher Retirement System of Texas
Texas
$1.7M -$40.8K -1,307 -3%
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$1.67M +$80.5K +2,580 +6%
New York State Common Retirement Fund
112
New York State Common Retirement Fund
New York
$1.66M -$408K -13,075 -21%
AB
113
Amalgamated Bank
New York
$1.64M +$988K +31,637 +190%
MA
114
Mutual Advisors
Nebraska
$1.63M +$38.7K +1,240 +3%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.61M +$19.1K +611 +1%
OIA
116
OneDigital Investment Advisors
Kansas
$1.6M -$78.2K -2,505 -5%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$1.56M +$151K +4,825 +12%
MSRPS
118
Maryland State Retirement & Pension System
Maryland
$1.56M +$1.43M +45,700 New
WDL
119
Well Done LLC
Michigan
$1.54M -$292K -9,350 -17%
State of Tennessee, Department of Treasury
120
State of Tennessee, Department of Treasury
Tennessee
$1.53M +$1.4M +44,805 New
KM
121
Kalos Management
Georgia
$1.51M -$29.2K -936 -2%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$1.49M -$6.15K -197 -0.4%
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$1.49M -$691K -22,147 -34%
OWA
124
Outlook Wealth Advisors
Texas
$1.43M
CFG
125
Cooper Financial Group
California
$1.39M -$156K -4,984 -11%