We are live on ! Find out more
PECO icon

Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
176
Carmel Capital Partners
California
$821K +$32.4K +927 +4%
SFG
177
StrategIQ Financial Group
Indiana
$816K +$19.1K +547 +3%
ProShare Advisors
178
ProShare Advisors
Maryland
$810K +$149K +4,249 +24%
BB
179
Bell Bank
North Dakota
$806K
IWM
180
IHT Wealth Management
Illinois
$805K +$350 +10 +0%
EE
181
EWG Elevate
California
$766K
BCMLT
182
Beacon Capital Management LLC (Tennessee)
Tennessee
$762K -$106K -3,019 -12%
CCG
183
Catalina Capital Group
California
$755K +$724K +20,706 New
HCM
184
HGI Capital Management
New York
$751K +$720K +20,600 New
AR
185
Apeiron RIA
Texas
$747K -$25.5K -728 -3%
EWM
186
EPG Wealth Management
Georgia
$747K -$96.4K -2,755 -11%
VDI
187
Vaughan David Investments
Illinois
$725K
FC
188
FORA Capital
Florida
$725K +$695K +19,872 New
FA
189
Fiduciary Alliance
South Carolina
$723K
SMDAM
190
Sumitomo Mitsui DS Asset Management
Japan
$720K
SCM
191
Sage Capital Management
New Jersey
$709K +$679K +19,426 New
VCAM
192
Van Cleef Asset Management
Ohio
$688K +$659K +18,849 New
MHS
193
M Holdings Securities
Oregon
$669K -$105 -3 -0%
BRWA
194
B. Riley Wealth Advisors
Florida
$636K -$24.4K -699 -4%
BPCE
195
Bank Pictet & Cie (Europe)
Germany
$630K +$11.4K +326 +2%
TC
196
TownSquare Capital
Utah
$622K +$108K +3,085 +22%
TSS
197
Two Sigma Securities
New York
$609K +$583K +16,683 New
VanEck Associates
198
VanEck Associates
New York
$603K +$95.1K +2,719 +20%
AFAS
199
Acorn Financial Advisory Services
Virginia
$563K
NAM
200
Nissay Asset Management
Japan
$560K +$39.2K +1,122 +8%