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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
CB
201
Cadence Bank
Mississippi
$437K – – –
SMG
202
Smart Money Group
Texas
$435K -$16.6K -507 -4%
G
203
GenTrust
Florida
$431K – – –
UCFA
204
United Capital Financial Advisors
Texas
$426K -$420K -12,848 -50%
DFG
205
Demars Financial Group
Washington
$423K -$3.93K -120 -0.9%
Principal Financial Group
206
Principal Financial Group
Iowa
$421K -$38K -1,160 -8%
VanEck Associates
207
VanEck Associates
New York
$418K +$21.7K +664 +5%
NAM
208
Nissay Asset Management
Japan
$408K +$4.19K +128 +1%
RWM
209
Revisor Wealth Management
Ohio
$407K +$409K +12,489 New
BHWM
210
Beaird Harris Wealth Management
Texas
$407K – – –
AOG
211
Alpha Omega Group
Virginia
$405K – – –
FRM
212
Fox Run Management
Connecticut
$403K +$405K +12,366 New
LA
213
LexAurum Advisors
Kansas
$401K -$2.06K -63 -0.5%
CFGS
214
Concourse Financial Group Securities
Alabama
$400K – – –
RCM
215
Raleigh Capital Management
North Carolina
$389K +$2.49K +76 +0.6%
State Board of Administration of Florida Retirement System
216
State Board of Administration of Florida Retirement System
Florida
$388K – – –
RFS
217
Retirement Financial Solutions
Tennessee
$388K -$52.4K -1,601 -12%
CW
218
CreativeOne Wealth
Kansas
$378K -$8.47K -259 -2%
GWS
219
Glassman Wealth Services
Virginia
$369K – – –
Kayne Anderson Rudnick Investment Management
220
Kayne Anderson Rudnick Investment Management
California
$369K – – –
BPA
221
Beacon Pointe Advisors
California
$366K -$9.55K -292 -3%
AIP
222
Ameritas Investment Partners
Nebraska
$365K – – –
IP
223
Ignite Planners
California
$362K – – –
VCM
224
Vivaldi Capital Management
Illinois
$352K – – –
SBIA
225
Sheaff Brock Investment Advisors
Indiana
$350K +$851 +26 +0.2%