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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CP
176
Castleview Partners
Texas
$665K -$54.6K -1,669 -8%
VDI
177
Vaughan David Investments
Illinois
$649K
FA
178
Fiduciary Alliance
South Carolina
$646K
SPC
179
Sigma Planning Corp
Michigan
$643K -$142K -4,348 -18%
SFG
180
StrategIQ Financial Group
Indiana
$625K +$14.8K +453 +2%
PL
181
Perpetual Ltd
Australia
$623K +$625K +19,090 New
IGWM
182
ICA Group Wealth Management
Colorado
$619K -$167K -5,102 -21%
FIA
183
Foundations Investment Advisors
Arizona
$610K
SMDAM
184
Sumitomo Mitsui DS Asset Management
Japan
$566K
Ameriprise
185
Ameriprise
Minnesota
$562K -$686K -20,957 -55%
MWM
186
Mission Wealth Management
California
$560K
AB
187
Amalgamated Bank
New York
$542K -$87.1K -2,662 -14%
CA
188
Continuum Advisory
Idaho
$539K +$2.06K +63 +0.4%
MW
189
Marcum Wealth
Ohio
$529K -$14.4K -440 -3%
DCM
190
Dupont Capital Management
Delaware
$515K +$5.66K +173 +1%
HI
191
Hendershot Investments
Virginia
$510K -$65.7K -2,008 -11%
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$509K +$167K +5,100 +49%
Squarepoint
193
Squarepoint
New York
$509K +$510K +15,596 New
AFAS
194
Acorn Financial Advisory Services
Virginia
$504K
PI
195
PFG Investments
New York
$498K +$499K +15,263 New
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$494K
AQR Capital Management
197
AQR Capital Management
Connecticut
$483K -$123K -3,753 -20%
State of Wisconsin Investment Board
198
State of Wisconsin Investment Board
Wisconsin
$481K +$6.77K +207 +1%
OLVIG
199
Oliver Lagore Vanvalin Investment Group
Michigan
$462K +$248K +7,586 +115%
ProShare Advisors
200
ProShare Advisors
Maryland
$450K -$42.1K -1,287 -9%