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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
201
Journey Strategic Wealth
New Jersey
$537K +$137K +4,198 +34%
First Trust Advisors
202
First Trust Advisors
Illinois
$535K -$3.57M -109,565 -87%
SIS
203
Sound Income Strategies
Florida
$520K -$175K -5,380 -25%
VCAM
204
Van Cleef Asset Management
Ohio
$514K -$103K -3,149 -17%
AFAS
205
Acorn Financial Advisory Services
Virginia
$505K
AIM
206
Aigen Investment Management
New York
$482K +$481K +14,746 New
KA
207
Kovack Advisors
Florida
$475K -$219K -6,713 -32%
MW
208
Marcum Wealth
Ohio
$469K +$58.8K +1,802 +14%
AIP
209
Ameritas Investment Partners
Nebraska
$466K
SMG
210
Smart Money Group
Texas
$459K -$30.2K -926 -7%
HI
211
Hendershot Investments
Virginia
$455K -$4.4K -135 -1%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$450K
ECM
213
Everence Capital Management
Indiana
$448K
AWM
214
Axxcess Wealth Management
California
$438K -$27.2K -833 -6%
IP
215
Ignite Planners
California
$434K +$7.73K +237 +2%
CAAS
216
Capital Asset Advisory Services
Michigan
$430K -$71.5K -2,193 -14%
CB
217
Cadence Bank
Mississippi
$419K +$42.9K +1,314 +11%
IAA
218
Independent Advisor Alliance
North Carolina
$414K
Bank of Montreal
219
Bank of Montreal
Ontario, Canada
$413K -$49.4K -1,514 -11%
BPA
220
Beacon Pointe Advisors
California
$410K -$125K -3,827 -23%
CCG
221
Catalina Capital Group
California
$409K -$267K -8,191 -40%
BHWM
222
Beaird Harris Wealth Management
Texas
$408K
AG
223
Algert Global
California
$403K +$401K +12,309 New
FW
224
Fairway Wealth
Ohio
$398K -$302K -9,259 -43%
OAC
225
OMERS Administration Corp
Ontario, Canada
$386K +$71.7K +2,200 +23%