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Alexandria Real Estate Equities

Name Holding Trade Value Shares
Change
Change in
Stake
V
376
Veritable
Delaware
$567K +$10.3K +50 +2%
IA
377
IndexIQ Advisors
New York
$565K -$28.6K -138 -5%
CWM
378
Chemistry Wealth Management
New York
$565K +$525K +2,535 New
NLP
379
Next Level Private
New York
$565K +$525K +2,535 New
NW
380
Naviter Wealth
Arkansas
$562K +$519K +2,506 New
Nomura Holdings
381
Nomura Holdings
Japan
$560K -$224K -1,082 -30%
MML Investors Services
382
MML Investors Services
Massachusetts
$556K -$38.5K -186 -7%
AP
383
Advisor Partners
California
$547K +$63.1K +305 +14%
MCM
384
MAI Capital Management
Ohio
$536K +$150K +724 +43%
NCP
385
NexWave Capital Partners
New York
$524K +$486K +2,350 New
FTDI
386
First Trust Direct Indexing
Massachusetts
$522K -$18K -87 -4%
CS
387
Cannell & Spears
New York
$519K
ACM
388
Alethea Capital Management
Washington
$516K +$479K +2,314 New
MAM
389
Martingale Asset Management
Massachusetts
$509K
TI
390
Tidal Investments
Wisconsin
$504K +$53.8K +260 +13%
CCM
391
Community Capital Management
Florida
$502K +$10.3K +50 +2%
CI
392
CPR Investments
Michigan
$501K +$465K +2,245 New
CIM
393
Contravisory Investment Management
Massachusetts
$496K
FT
394
Fiduciary Trust
Massachusetts
$480K
BBHC
395
Brown Brothers Harriman & Co
New York
$478K +$414 +2 +0.1%
WC
396
Wexford Capital
Florida
$465K +$432K +2,087 New
OPS
397
Orion Portfolio Solutions
Nebraska
$454K +$15.9K +77 +4%
RCG
398
Rock Creek Group
District of Columbia
$450K +$478K +2,311 New
AWCI
399
Alpine Woods Capital Investors
New York
$448K -$41.4K -200 -9%
DLG
400
Daniel L. Goodwin
$448K