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Alexandria Real Estate Equities

Name Holding Trade Value Shares
Change
Change in
Stake
GP
401
Girard Partners
Pennsylvania
$13K +$13.9K +110 New
JA
402
JOYN Advisors
Georgia
$12K +$1.77K +14 +17%
LFA
403
Legacy Financial Advisors
Kentucky
$11K -$14.7K -116 -56%
GRP
404
Global Retirement Partners
California
$11K
TCOV
405
Trust Company of Vermont
Vermont
$11K
AIM
406
Advantage Investment Management
Iowa
$11K +$11.4K +90 New
TL
407
TrueWealth LLC
Georgia
$10K
ED
408
Exane Derivatives
France
$7.92K -$279K -2,210 -97%
CFG
409
Citizens Financial Group
Rhode Island
$7K
GI
410
Gradient Investments
Minnesota
$7K
IFAM
411
Institutional & Family Asset Management
Colorado
$7K
PCTC
412
Perkins Coie Trust Company
Washington
$7K
AssetMark Inc
413
AssetMark Inc
California
$6K
Bessemer Group
414
Bessemer Group
New Jersey
$6K
SMFS
415
Squar Milner Financial Services
California
$6K
ZB
416
Zions Bancorporation
Utah
$6K +$6.07K +48 New
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$5.54K -$3.79K -30 -41%
ACS
418
Archford Capital Strategies
Illinois
$5K
DBT
419
Dubuque Bank & Trust
Iowa
$5K
VFA
420
Valeo Financial Advisors
Indiana
$5K
CIM
421
Contravisory Investment Management
Massachusetts
$4K
SWM
422
SeaCrest Wealth Management
New York
$4K
ST
423
Smithfield Trust
Pennsylvania
$4K
TWA
424
TCI Wealth Advisors
Arizona
$3K
PFBT
425
Parkside Financial Bank & Trust
Missouri
$3K +$759 +6 +35%