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