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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
HR
451
Howe & Rusling
New York
$6K -$1.57K -10 -19%
VFA
452
Valeo Financial Advisors
Indiana
$6K – – –
PFBT
453
Parkside Financial Bank & Trust
Missouri
$6K +$939 +6 +17%
CFGS
454
Concourse Financial Group Securities
Alabama
$6K +$6.73K +43 New
ACA
455
Atlas Capital Advisors
Wyoming
$5.76K +$6.58K +42 New
HGWM
456
Harvest Group Wealth Management
Massachusetts
$5K – – –
TL
457
TrueWealth LLC
Georgia
$5K – – –
PO
458
Private Ocean
California
$5K +$6.58K +42 New
APA
459
American Portfolios Advisors
New York
$4.8K +$1.25K +8 +30%
GEA
460
Glen Eagle Advisors
New Jersey
$4.11K – – –
IF
461
Ironwood Financial
Arizona
$4K – – –
ST
462
Smithfield Trust
Pennsylvania
$4K – – –
SWA
463
Sutton Wealth Advisors
Florida
$3.98K -$313 -2 -6%
BBHC
464
Brown Brothers Harriman & Co
New York
$3K -$2.66K -17 -46%
CI
465
CX Institutional
Indiana
$3K -$1.1K -7 -23%
SMFS
466
Squar Milner Financial Services
California
$3K – – –
TWA
467
TCI Wealth Advisors
Arizona
$3K – – –
KPW
468
Kore Private Wealth
New York
$3K +$3.76K +24 New
OSAM
469
O'Shaughnessy Asset Management
Connecticut
$2K -$5.17K -33 -75%
FANJ
470
Financial Architects (New Jersey)
New Jersey
$2K – – –
SL
471
Savior LLC
Massachusetts
$2K – – –
GWS
472
Glassman Wealth Services
Virginia
$2K +$157 +1 +6%
EFSCE
473
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$626 +4 +31%
EW
474
Evoke Wealth
California
$1.94K -$99.4K -635 -98%
RWM
475
Raffa Wealth Management
District of Columbia
$1.23K – – –
17 18
19
20 21