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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
401
Parallel Advisors
California
$20K -$263 -2 -1%
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$19K -$8.03K -61 -32%
CIA
403
CSat Investment Advisory
Michigan
$19K -$2.9K -22 -14%
MA
404
MUFG Americas
New York
$19K +$17.8K +135 New
TFO
405
Tarbox Family Office
California
$16K – – –
DBT
406
Dubuque Bank & Trust
Iowa
$16K +$9.88K +75 +197%
PCP
407
Proficio Capital Partners
Massachusetts
$15K -$3.29K -25 -19%
LC
408
Lindbrook Capital
California
$15K – – –
IA
409
IFP Advisors
Florida
$13K -$35.4K -269 -74%
CFGS
410
Concourse Financial Group Securities
Alabama
$12K -$4.61K -35 -28%
LWM
411
Lenox Wealth Management
Ohio
$12K – – –
GRP
412
Global Retirement Partners
California
$11K +$132 +1 +1%
APA
413
American Portfolios Advisors
New York
$10.4K +$9.61K +73 New
SCM
414
Shelton Capital Management
Colorado
$8.64K -$975K -7,408 -86%
CFG
415
Citizens Financial Group
Rhode Island
$8K – – –
HR
416
Howe & Rusling
New York
$8K – – –
IFAM
417
Institutional & Family Asset Management
Colorado
$8K – – –
APSP
418
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K – – –
BL
419
Balentine LLC
Georgia
$7K – – –
PCTC
420
Perkins Coie Trust Company
Washington
$7K – – –
BCA
421
Berman Capital Advisors
Georgia
$7K +$4.08K +31 +135%
MPWT
422
MassMutual Private Wealth & Trust
Connecticut
$6.27K – – –
SMFS
423
Squar Milner Financial Services
California
$6K – – –
VFA
424
Valeo Financial Advisors
Indiana
$6K – – –
ACS
425
Archford Capital Strategies
Illinois
$5K – – –
15 16
17
18 19