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Alexandria Real Estate Equities

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
401
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
TFO
402
Tarbox Family Office
California
$13K – – –
MNBTD
403
Moody National Bank Trust Division
Texas
$13K +$13.4K +110 New
PRC
404
Pearl River Capital
Michigan
$12K +$12.3K +101 New
GT
405
Glenmede Trust
Pennsylvania
$12K +$12.8K +105 New
LC
406
Lindbrook Capital
California
$12K +$13.3K +109 New
LWM
407
Lenox Wealth Management
Ohio
$10K +$1.46K +12 +16%
GRP
408
Global Retirement Partners
California
$9K -$1.95K -16 -18%
Group One Trading
409
Group One Trading
Illinois
$8K +$8.42K +69 New
IFAM
410
Institutional & Family Asset Management
Colorado
$7K – – –
FCA
411
FinTrust Capital Advisors
South Carolina
$7K +$7.08K +58 New
PFGIA
412
Patriot Financial Group Insurance Agency
Massachusetts
$6K -$323K -2,650 -98%
HR
413
Howe & Rusling
New York
$6K – – –
PCTC
414
Perkins Coie Trust Company
Washington
$6K – – –
CFG
415
Citizens Financial Group
Rhode Island
$6K +$122 +1 +2%
BL
416
Balentine LLC
Georgia
$6K +$5.98K +49 New
APSP
417
Asset Planning Services (Pennsylvania)
Pennsylvania
$6K +$6.1K +50 New
MPWT
418
MassMutual Private Wealth & Trust
Connecticut
$5.07K – – –
AssetMark Inc
419
AssetMark Inc
California
$5K – – –
SMFS
420
Squar Milner Financial Services
California
$5K – – –
VFA
421
Valeo Financial Advisors
Indiana
$5K – – –
WANY
422
Wealthspire Advisors (New York)
New York
$5K +$5.12K +42 New
ACS
423
Archford Capital Strategies
Illinois
$4K – – –
DBT
424
Dubuque Bank & Trust
Iowa
$4K – – –
SWM
425
SeaCrest Wealth Management
New York
$4K – – –