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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
176
State of Wisconsin Investment Board
Wisconsin
$841K -$41.5K -1,089 -5%
CRC
177
Curi RMB Capital
Illinois
$841K -$15.7K -412 -2%
CCP
178
Carmel Capital Partners
California
$836K -$7.2K -189 -0.8%
LWM
179
Lakeridge Wealth Management
Ohio
$828K +$6.36K +167 +0.8%
VA
180
Vident Advisory
Georgia
$815K -$511K -13,427 -38%
HI
181
Harbour Investments
Wisconsin
$812K -$35.2K -923 -4%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$798K +$229K +6,016 +39%
EE
183
EWG Elevate
California
$787K
TC
184
TwinBeech Capital
New York
$772K -$966K -25,371 -55%
BB
185
Bell Bank
North Dakota
$768K
CDDEC
186
Caisse Des Depots Et Consignations
France
$761K +$774K +20,314 New
AI
187
Atom Investors
Texas
$760K +$46.8K +1,229 +6%
ETC
188
Exchange Traded Concepts
Oklahoma
$756K +$19.4K +510 +3%
ATIA
189
American Trust Investment Advisors
New Hampshire
$754K +$162K +4,260 +27%
VDI
190
Vaughan David Investments
Illinois
$745K
WHG
191
Westwood Holdings Group
Texas
$730K
AG
192
AmeriFlex Group
Nevada
$719K +$754K +19,799 New
IWM
193
IHT Wealth Management
Illinois
$703K -$127K -3,324 -15%
NAM
194
Nissay Asset Management
Japan
$695K +$24.9K +653 +4%
OIA
195
OneDigital Investment Advisors
Kansas
$673K -$54.9K -1,441 -7%
FA
196
Fiduciary Alliance
South Carolina
$673K
SOS
197
Silver Oak Securities
Tennessee
$671K -$20.6K -542 -3%
CAS
198
Coppell Advisory Solutions
Texas
$663K -$7.47K -196 -1%
YIH
199
Y-Intercept (HK)
Hong Kong
$657K +$668K +17,535 New
BWA
200
BlueChip Wealth Advisors
Georgia
$655K -$36.3K -952 -5%