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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
126
Outlook Wealth Advisors
Texas
$1.37M
AWM
127
Accel Wealth Management
Iowa
$1.36M +$52.1K +1,593 +4%
BAM
128
Belpointe Asset Management
Nevada
$1.34M +$53.4K +1,631 +4%
ERSOT
129
Employees Retirement System of Texas
Texas
$1.34M
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$1.34M +$39.7K +1,214 +3%
Ensign Peak Advisors
131
Ensign Peak Advisors
Utah
$1.33M +$169K +5,150 +15%
CWM
132
Curi Wealth Management
North Carolina
$1.24M -$116K -3,559 -9%
TC
133
TwinBeech Capital
New York
$1.2M +$1.21M +36,836 New
SWM
134
Spire Wealth Management
Virginia
$1.19M +$29.8K +910 +3%
Daiwa Securities Group
135
Daiwa Securities Group
Japan
$1.17M +$140K +4,276 +14%
LCM
136
LDR Capital Management
New York
$1.13M -$1.52M -46,334 -57%
PAMS
137
Pictet Asset Management (Switzerland)
Switzerland
$1.11M -$481K -14,694 -30%
ASRS
138
Arizona State Retirement System
Arizona
$1.11M +$32.7K +1,000 +3%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$1.08M -$64.8K -1,980 -6%
MYAM
140
Meiji Yasuda Asset Management
Japan
$1.08M
Wells Fargo
141
Wells Fargo
California
$1.07M +$936K +28,609 +666%
VIA
142
Vident Investment Advisory
Georgia
$1.06M -$96.3K -2,942 -8%
ICG
143
InterOcean Capital Group
Tennessee
$1.06M
CAS
144
Coppell Advisory Solutions
Texas
$1.05M +$87.8K +2,683 +9%
CASC
145
Coppell Advisory Solutions Corp
Texas
$1.05M +$87.8K +2,683 +9%
Cerity Partners
146
Cerity Partners
New York
$1.04M +$66.8K +2,042 +7%
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$1M -$16.4K -500 -2%
FPGK
148
Financial Partners Group (Kansas)
Kansas
$997K
Jane Street
149
Jane Street
New York
$990K +$517K +15,812 +109%
VRS
150
Virginia Retirement Systems
Virginia
$982K +$311K +9,500 +46%