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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
201
Sigma Planning Corp
Michigan
$641K -$45K -1,181 -6%
SCM
202
Sage Capital Management
New Jersey
$633K +$2.21K +58 +0.3%
EWM
203
EPG Wealth Management
Georgia
$611K -$99.3K -2,606 -14%
MHS
204
M Holdings Securities
Oregon
$609K -$38.1K -1,000 -6%
BNP Paribas Financial Markets
205
BNP Paribas Financial Markets
France
$591K +$601K +15,766 New
VCAM
206
Van Cleef Asset Management
Ohio
$588K
PL
207
Perpetual Ltd
Australia
$579K +$167K +4,380 +40%
RIL
208
Rothschild Investment LLC
Illinois
$562K +$1.33K +35 +0.2%
AIP
209
Ameritas Investment Partners
Nebraska
$557K +$23.8K +624 +4%
T
210
Transce3nd
Texas
$553K +$557K +14,635 New
CSWM
211
Cassady Schiller Wealth Management
Ohio
$542K
AFAS
212
Acorn Financial Advisory Services
Virginia
$542K +$495 +13 +0.1%
BCMLT
213
Beacon Capital Management LLC (Tennessee)
Tennessee
$541K -$32.8K -862 -6%
GWM
214
Geneos Wealth Management
Colorado
$536K -$33.2K -872 -6%
WDL
215
Well Done LLC
Michigan
$528K
MGP
216
Metis Global Partners
California
$526K +$54.6K +1,434 +11%
MW
217
Marcum Wealth
Ohio
$526K +$648 +17 +0.1%
HI
218
Hendershot Investments
Virginia
$520K -$305 -8 -0.1%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$515K
CAAS
220
Capital Asset Advisory Services
Michigan
$494K -$7.85K -206 -2%
AWM
221
Axxcess Wealth Management
California
$494K -$7.85K -206 -2%
AR
222
Apeiron RIA
Texas
$494K -$63.5K -1,666 -11%
SMG
223
Smart Money Group
Texas
$490K +$2.63K +69 +0.5%
Allspring Global Investments
224
Allspring Global Investments
North Carolina
$488K +$496K +13,019 New
JSW
225
Journey Strategic Wealth
New Jersey
$486K -$152K -4,000 -24%