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Alexandria Real Estate Equities

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
376
CIBC Private Wealth Group
Georgia
$25K +$22K +177 +738%
APP
377
Avantax Planning Partners
Iowa
$24K +$23.6K +190 New
GT
378
Glenmede Trust
Pennsylvania
$23K – – –
PA
379
Parallel Advisors
California
$23K +$6.2K +50 +37%
CAW
380
Cornerstone Advisors (Washington)
Washington
$22K – – –
FRA
381
Front Row Advisors
California
$21K -$745 -6 -3%
FHA
382
First Horizon Advisors
Tennessee
$20K +$19.7K +159 New
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$19K +$7.32K +59 +63%
MGIA
384
Moneta Group Investment Advisors
Missouri
$18K +$18K +145 New
QCG
385
Quadrant Capital Group
Ohio
$17K +$1.74K +14 +9%
PCP
386
Proficio Capital Partners
Massachusetts
$17K +$3.1K +25 +23%
Carson Wealth (CWM LLC)
387
Carson Wealth (CWM LLC)
Nebraska
$15K -$869 -7 -6%
FMII
388
Farmers & Merchants Investments Inc
Nebraska
$15K +$5.34K +43 +53%
TFO
389
Tarbox Family Office
California
$14K +$13.9K +112 New
LFA
390
Legacy Financial Advisors
Kentucky
$13K +$3.72K +30 +35%
GRP
391
Global Retirement Partners
California
$11K -$372 -3 -3%
KA
392
Kaizen Advisory
Illinois
$11K – – –
HR
393
Howe & Rusling
New York
$10K – – –
TL
394
TrueWealth LLC
Georgia
$10K – – –
AWA
395
Acorn Wealth Advisors
Michigan
$9K – – –
LF
396
Lee Financial
Texas
$9K +$8.93K +72 New
CFG
397
Citizens Financial Group
Rhode Island
$7K – – –
GI
398
Gradient Investments
Minnesota
$7K – – –
IFAM
399
Institutional & Family Asset Management
Colorado
$7K +$7.2K +58 New
AssetMark Inc
400
AssetMark Inc
California
$6K -$58.1K -468 -91%