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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
HI
176
Hendershot Investments
Virginia
$495K
MWM
177
Mission Wealth Management
California
$481K
WWM
178
Wolff Wiese Magana
California
$479K
DCM
179
Dupont Capital Management
Delaware
$475K -$134K -4,091 -19%
Principal Financial Group
180
Principal Financial Group
Iowa
$474K -$27.6K -839 -5%
MW
181
Marcum Wealth
Ohio
$467K
CA
182
Continuum Advisory
Idaho
$462K -$22.6K -689 -4%
Squarepoint
183
Squarepoint
New York
$458K -$367K -11,164 -41%
BPA
184
Beacon Pointe Advisors
California
$451K
CCP
185
Carmel Capital Partners
California
$446K -$137K -4,154 -21%
SFG
186
StrategIQ Financial Group
Indiana
$443K +$37K +1,125 +8%
APP
187
Avantax Planning Partners
Iowa
$441K +$28.8K +877 +6%
AFAS
188
Acorn Financial Advisory Services
Virginia
$433K -$63.7K -1,939 -11%
AQR Capital Management
189
AQR Capital Management
Connecticut
$432K -$574K -17,450 -53%
SMDAM
190
Sumitomo Mitsui DS Asset Management
Japan
$428K +$69.3K +2,109 +16%
AIM
191
Aigen Investment Management
New York
$427K +$500K +15,219 New
CFCI
192
Comprehensive Financial Consultants Institutional
Indiana
$425K -$49.2K -1,498 -9%
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$425K
TC
194
TownSquare Capital
Utah
$423K -$5.65K -172 -1%
AFM
195
Anson Funds Management
Texas
$421K +$493K +15,000 New
Russell Investments Group
196
Russell Investments Group
United Kingdom
$414K +$125K +3,811 +35%
SMG
197
Smart Money Group
Texas
$398K +$3.71K +113 +0.8%
Fifth Third Bancorp
198
Fifth Third Bancorp
Ohio
$376K -$18.6K -565 -4%
CW
199
CreativeOne Wealth
Kansas
$375K -$58.8K -1,789 -12%
CB
200
Cadence Bank
Mississippi
$375K