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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
ATIA
201
American Trust Investment Advisors
New Hampshire
$598K +$566K +15,860 New
VCAM
202
Van Cleef Asset Management
Ohio
$592K
Point72 Asset Management
203
Point72 Asset Management
Connecticut
$588K +$557K +15,600 New
BCMLT
204
Beacon Capital Management LLC (Tennessee)
Tennessee
$578K -$109K -3,045 -17%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$577K -$66.8K -1,871 -11%
GWM
206
Geneos Wealth Management
Colorado
$572K -$45K -1,261 -8%
RIL
207
Rothschild Investment LLC
Illinois
$565K +$533K +14,945 +59,780%
AR
208
Apeiron RIA
Texas
$560K -$131K -3,661 -20%
FC
209
FORA Capital
Florida
$548K +$518K +14,529 New
CSWM
210
Cassady Schiller Wealth Management
Ohio
$546K +$516K +14,471 New
AFAS
211
Acorn Financial Advisory Services
Virginia
$545K -$35.2K -986 -6%
AIP
212
Ameritas Investment Partners
Nebraska
$537K
MW
213
Marcum Wealth
Ohio
$529K -$11.4K -320 -2%
WDL
214
Well Done LLC
Michigan
$528K -$811K -22,720 -62%
HI
215
Hendershot Investments
Virginia
$524K
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$519K
ECM
217
Everence Capital Management
Indiana
$517K
AWM
218
Axxcess Wealth Management
California
$505K
SMG
219
Smart Money Group
Texas
$492K -$2.1K -59 -0.5%
TSS
220
Two Sigma Securities
New York
$489K +$463K +12,978 New
CAAS
221
Capital Asset Advisory Services
Michigan
$485K
MGP
222
Metis Global Partners
California
$476K +$103K +2,893 +30%
CCG
223
Catalina Capital Group
California
$474K +$2.82K +79 +0.6%
BPA
224
Beacon Pointe Advisors
California
$473K
Connor, Clark & Lunn Investment Management (CC&L)
225
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$468K +$443K +12,409 New