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Alexandria Real Estate Equities

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
426
B. Riley Wealth Advisors
Florida
$257K -$8.96K -45 -3%
SC
427
Steph & Co
Wisconsin
$253K
MLL
428
Moody Lynn & Lieberson
Massachusetts
$252K -$2.39K -12 -0.9%
AWM
429
AE Wealth Management
Kansas
$251K +$3.58K +18 +1%
CCM
430
Copeland Capital Management
Pennsylvania
$249K -$10.2M -50,983 -98%
SPIA
431
Steward Partners Investment Advisory
New York
$249K +$57.9K +291 +29%
FAFN
432
First Affirmative Financial Network
Colorado
$248K +$258K +1,296 New
CP
433
Covenant Partners
Tennessee
$244K
HH
434
Hilltop Holdings
Texas
$244K +$254K +1,277 New
ARMT
435
Amica Retiree Medical Trust
Rhode Island
$242K -$112K -562 -31%
BF
436
BOK Financial
Oklahoma
$240K +$250K +1,256 New
AAS
437
Avantax Advisory Services
Texas
$239K -$141K -706 -36%
GWM
438
Gitterman Wealth Management
New Jersey
$235K -$16.1K -81 -6%
NP
439
Ninepoint Partners
Ontario, Canada
$232K
LWAM
440
Legacy Wealth Asset Management
Minnesota
$231K +$199 +1 +0.1%
Brown Advisory
441
Brown Advisory
Maryland
$229K -$22.9K -115 -9%
FCI
442
Financial Counselors Inc
Kansas
$229K
QI
443
Qtron Investments
Massachusetts
$227K +$236K +1,186 New
CAM
444
Cresset Asset Management
Illinois
$223K +$232K +1,165 New
TCM
445
Teza Capital Management
Illinois
$218K -$254K -1,276 -53%
ASN
446
Advisory Services Network
Georgia
$217K +$103K +519 +84%
CCP
447
Corient Capital Partners
California
$210K +$219K +1,100 New
AG
448
AlphaSimPlex Group
Massachusetts
$208K -$214K -1,073 -50%
CG
449
Caprock Group
Idaho
$207K +$215K +1,079 New
HFS
450
Hantz Financial Services
Michigan
$206K +$36K +181 +20%