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Alexandria Real Estate Equities

Name Holding Trade Value Shares
Change
Change in
Stake
PHK
301
Point72 Hong Kong
Hong Kong
$25K -$115K -1,073 -83%
PWM
302
Perigon Wealth Management
California
$24K +$21.5K +200 New
GI
303
Gradient Investments
Minnesota
$23K -$12K -112 -35%
TDC
304
Thompson Davis & Co
Virginia
$22K – – –
CAW
305
Cornerstone Advisors (Washington)
Washington
$20K – – –
ACM
306
Armbruster Capital Management
New York
$15K +$5.37K +50 +62%
NSIM
307
North Star Investment Management
Illinois
$13K +$107 +1 +0.9%
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$13K +$4.08K +38 +49%
GT
309
Glenmede Trust
Pennsylvania
$11K – – –
QCG
310
Quadrant Capital Group
Ohio
$11K +$751 +7 +6%
GRP
311
Global Retirement Partners
California
$11K +$10.9K +102 New
PA
312
Parallel Advisors
California
$10K +$9.87K +92 New
HR
313
Howe & Rusling
New York
$9K – – –
CFG
314
Citizens Financial Group
Rhode Island
$8K – – –
WTB
315
Washington Trust Bank
Washington
$7K – – –
PCTC
316
Perkins Coie Trust Company
Washington
$6K – – –
Bessemer Group
317
Bessemer Group
New Jersey
$5K -$7.41K -69 -59%
WCBA
318
Weaver C. Barksdale & Associates
Tennessee
$5K +$966 +9 +23%
WA
319
WealthTrust-Arizona
Arizona
$4K -$3.86K -36 -49%
EFSCE
320
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
JIC
321
Joel Isaacson & Co
New York
$4K – – –
SSB
322
Sandy Spring Bank
Maryland
$3K – – –
WA
323
Winfield Associates
Ohio
$3K – – –
IWM
324
IHT Wealth Management
Illinois
$3K +$3.11K +29 New
TWA
325
TCI Wealth Advisors
Arizona
$2K – – –