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Alexandria Real Estate Equities

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$13K +$8.22K +65 +171%
GP
402
Girard Partners
Pennsylvania
$13K +$13.9K +110 New
JA
403
JOYN Advisors
Georgia
$12K +$1.77K +14 +17%
LFA
404
Legacy Financial Advisors
Kentucky
$11K -$14.7K -116 -56%
GRP
405
Global Retirement Partners
California
$11K – – –
TCOV
406
Trust Company of Vermont
Vermont
$11K – – –
AIM
407
Advantage Investment Management
Iowa
$11K +$11.4K +90 New
TL
408
TrueWealth LLC
Georgia
$10K – – –
ED
409
Exane Derivatives
France
$7.92K -$279K -2,210 -97%
CFG
410
Citizens Financial Group
Rhode Island
$7K – – –
GI
411
Gradient Investments
Minnesota
$7K – – –
IFAM
412
Institutional & Family Asset Management
Colorado
$7K – – –
PCTC
413
Perkins Coie Trust Company
Washington
$7K – – –
AssetMark Inc
414
AssetMark Inc
California
$6K – – –
Bessemer Group
415
Bessemer Group
New Jersey
$6K – – –
SMFS
416
Squar Milner Financial Services
California
$6K – – –
ZB
417
Zions Bancorporation
Utah
$6K +$6.07K +48 New
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$5.54K -$3.79K -30 -41%
ACS
419
Archford Capital Strategies
Illinois
$5K – – –
DBT
420
Dubuque Bank & Trust
Iowa
$5K – – –
VFA
421
Valeo Financial Advisors
Indiana
$5K – – –
CIM
422
Contravisory Investment Management
Massachusetts
$4K – – –
SWM
423
SeaCrest Wealth Management
New York
$4K – – –
ST
424
Smithfield Trust
Pennsylvania
$4K – – –
TWA
425
TCI Wealth Advisors
Arizona
$3K – – –