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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$372K +$25.7K +781 +6%
JMPWA
202
JP Morgan Private Wealth Advisors
California
$371K -$3.68K -112 -0.8%
G
203
GenTrust
Florida
$371K
FCA
204
FLC Capital Advisors
California
$367K -$28.8K -877 -6%
LWAC
205
Laurel Wealth Advisors (California)
California
$362K -$48.1K -1,462 -10%
ProShare Advisors
206
ProShare Advisors
Maryland
$362K +$2.23K +68 +0.5%
RIA
207
Regal Investment Advisors
Michigan
$357K -$109K -3,321 -21%
ECM
208
ExodusPoint Capital Management
New York
$356K +$417K +12,693 New
BHWM
209
Beaird Harris Wealth Management
Texas
$350K +$410K +12,478 New
LA
210
LexAurum Advisors
Kansas
$346K
CFGS
211
Concourse Financial Group Securities
Alabama
$334K
IP
212
Ignite Planners
California
$332K -$5.62K -171 -1%
RCM
213
Raleigh Capital Management
North Carolina
$330K +$2.37K +72 +0.6%
Jane Street
214
Jane Street
New York
$330K +$387K +11,775 New
NAM
215
Nissay Asset Management
Japan
$329K +$25.5K +775 +7%
MA
216
MCF Advisors
Kentucky
$324K -$183K -5,555 -32%
BOTW
217
Bank of the West
California
$321K
GWS
218
Glassman Wealth Services
Virginia
$318K
Kayne Anderson Rudnick Investment Management
219
Kayne Anderson Rudnick Investment Management
California
$317K
AIP
220
Ameritas Investment Partners
Nebraska
$313K +$20.1K +610 +6%
GAB
221
German American Bancorp
Indiana
$312K
FWM
222
Foresight Wealth Management
Utah
$308K -$27.1K -825 -7%
VCM
223
Vivaldi Capital Management
Illinois
$306K +$355K +10,790 New
SCI
224
Stableford Capital II
Arizona
$304K
MLICM
225
Metropolitan Life Insurance Company (MetLife)
New York
$304K -$46.6K -1,419 -12%