We are live on ! Find out more
PECO icon

Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
MW
201
Marcum Wealth
Ohio
$560K
AWM
202
Axxcess Wealth Management
California
$558K -$344K -9,827 -39%
CAAS
203
Capital Asset Advisory Services
Michigan
$558K -$109K -3,107 -17%
EGM
204
Engineers Gate Manager
New York
$555K +$532K +15,204 New
CP
205
Castleview Partners
Texas
$552K -$57.9K -1,655 -10%
ET
206
Entropy Technologies
New York
$521K +$499K +14,272 New
AIP
207
Ameritas Investment Partners
Nebraska
$519K +$17.2K +491 +4%
IP
208
Ignite Planners
California
$517K
HI
209
Hendershot Investments
Virginia
$513K -$53.5K -1,530 -10%
OLVIG
210
Oliver Lagore Vanvalin Investment Group
Michigan
$509K +$73.1K +2,091 +18%
SMG
211
Smart Money Group
Texas
$505K +$4.09K +117 +0.9%
IAA
212
Independent Advisor Alliance
North Carolina
$502K +$115K +3,283 +31%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$502K -$41.7K -1,191 -8%
ECM
214
Everence Capital Management
Indiana
$500K
Bank of Montreal
215
Bank of Montreal
Ontario, Canada
$500K +$142K +4,063 +43%
DFG
216
Demars Financial Group
Washington
$495K +$20.3K +579 +4%
FFB
217
First Financial Bankshares
Texas
$493K +$473K +13,517 New
BPA
218
Beacon Pointe Advisors
California
$491K -$2.41K -69 -0.5%
CB
219
Cadence Bank
Mississippi
$489K
AQR Capital Management
220
AQR Capital Management
Connecticut
$484K -$53.7K -1,536 -10%
G
221
GenTrust
Florida
$482K
State of Wisconsin Investment Board
222
State of Wisconsin Investment Board
Wisconsin
$476K -$13K -373 -3%
BHWM
223
Beaird Harris Wealth Management
Texas
$455K
Millennium Management
224
Millennium Management
New York
$442K +$424K +12,121 New
RCM
225
Raleigh Capital Management
North Carolina
$430K +$2.76K +79 +0.7%