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Alexandria Real Estate Equities

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
426
Raymond James Trust
Florida
$207K +$192K +1,162 New
LWAM
427
Legacy Wealth Asset Management
Minnesota
$204K +$189K +1,142 New
NP
428
Ninepoint Partners
Ontario, Canada
$191K +$27.4K +166 +18%
SFS
429
Sowell Financial Services
Arkansas
$184K +$8.59K +52 +5%
FTDI
430
First Trust Direct Indexing
Massachusetts
$180K +$167K +1,008 New
MAM
431
Meeder Asset Management
Ohio
$179K +$71.2K +431 +75%
Northwestern Mutual Wealth Management
432
Northwestern Mutual Wealth Management
Wisconsin
$174K +$48.1K +291 +43%
SAM
433
Shell Asset Management
Netherlands
$173K – – –
SIM
434
Sonora Investment Management
Arizona
$151K – – –
MC
435
Muzinich & Co
New York
$147K – – –
SPIA
436
Steward Partners Investment Advisory
New York
$146K -$5.62K -34 -4%
FWM
437
Focused Wealth Management
New York
$134K – – –
S
438
SignatureFD
Georgia
$134K +$3.14K +19 +3%
Rockefeller Capital Management
439
Rockefeller Capital Management
New York
$134K +$5.29K +32 +4%
CYG
440
Clean Yield Group
Vermont
$132K – – –
HFS
441
Hantz Financial Services
Michigan
$130K -$7.44K -45 -6%
ASN
442
Advisory Services Network
Georgia
$125K -$28.3K -171 -20%
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$124K – – –
PFO
444
Pathstone Family Office
New Jersey
$124K +$115K +694 New
RMC
445
Resources Management Corp
Connecticut
$121K +$33.2K +201 +42%
IA
446
Inspire Advisors
Idaho
$119K +$110K +667 New
LIM
447
Longfellow Investment Management
Massachusetts
$113K +$105K +633 New
ST
448
Smithfield Trust
Pennsylvania
$111K +$5.12K +31 +5%
CFGS
449
Concourse Financial Group Securities
Alabama
$108K +$6.78K +41 +7%
AAP
450
Arax Advisory Partners
Colorado
$104K -$3.14K -19 -3%