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Phillips Edison & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$708K -$69.1K -1,914 -9%
AG
202
AmeriFlex Group
Nevada
$695K -$27.2K -754 -4%
BHCM
203
Brevan Howard Capital Management
Jersey
$665K +$445K +12,318 +208%
NAM
204
Nissay Asset Management
Japan
$664K -$8.99K -249 -1%
Russell Investments Group
205
Russell Investments Group
United Kingdom
$663K -$248K -6,855 -27%
VA
206
Vident Advisory
Georgia
$662K -$130K -3,606 -17%
OIA
207
OneDigital Investment Advisors
Kansas
$655K
SOS
208
Silver Oak Securities
Tennessee
$649K
BWA
209
BlueChip Wealth Advisors
Georgia
$638K
SCM
210
Sage Capital Management
New Jersey
$619K +$2.2K +61 +0.4%
SFA
211
Sequoia Financial Advisors
Ohio
$612K -$213K -5,887 -26%
EWM
212
EPG Wealth Management
Georgia
$600K +$4.84K +134 +0.8%
Capital Fund Management (CFM)
213
Capital Fund Management (CFM)
France
$583K +$577K +15,965 New
MGP
214
Metis Global Partners
California
$579K +$65.5K +1,812 +13%
VCAM
215
Van Cleef Asset Management
Ohio
$573K
A
216
AlphaQuest
New York
$567K +$291K +8,043 +107%
PL
217
Perpetual Ltd
Australia
$564K
RIL
218
Rothschild Investment LLC
Illinois
$548K +$181 +5 +0%
AIP
219
Ameritas Investment Partners
Nebraska
$527K -$15.3K -424 -3%
WDL
220
Well Done LLC
Michigan
$525K
MW
221
Marcum Wealth
Ohio
$512K -$181 -5 -0%
AFAS
222
Acorn Financial Advisory Services
Virginia
$511K -$16.3K -452 -3%
Public Employees Retirement Association of Colorado
223
Public Employees Retirement Association of Colorado
Colorado
$502K
CAAS
224
Capital Asset Advisory Services
Michigan
$492K
AWM
225
Axxcess Wealth Management
California
$481K