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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
451
Corient Capital Partners
California
$292K +$460 +3 +0.1%
FA
452
FDx Advisors
Illinois
$289K +$316K +2,061 New
CS
453
Cannell & Spears
New York
$282K – – –
DLG
454
Daniel L. Goodwin
$282K – – –
QIM
455
Quantitative Investment Management
Virginia
$282K +$309K +2,016 New
IB
456
Intrust Bank
Kansas
$278K +$304K +1,983 New
CI
457
Cigna Investments
Connecticut
$276K -$15.7K -102 -5%
BFC
458
Blue Fin Capital
Rhode Island
$267K +$153 +1 +0.1%
LWAM
459
Legacy Wealth Asset Management
Minnesota
$266K +$32.7K +213 +13%
AWCI
460
Alpine Woods Capital Investors
New York
$264K – – –
DGAM
461
Desjardins Global Asset Management
Quebec, Canada
$264K – – –
FT
462
Fiduciary Trust
Massachusetts
$263K +$35.8K +233 +14%
SSG
463
Summit Securities Group
New York
$263K +$240K +1,564 +501%
AIP
464
Ameritas Investment Partners
Nebraska
$262K – – –
DS
465
DRW Securities
Illinois
$262K +$287K +1,869 New
B
466
Bailard
California
$261K – – –
WI
467
Wahed Invest
New York
$261K +$20.6K +134 +8%
AC
468
Avestar Capital
New York
$257K +$282K +1,836 New
FAFN
469
First Affirmative Financial Network
Colorado
$256K -$27.3K -178 -9%
PAG
470
Private Advisor Group
New Jersey
$254K -$303K -1,976 -52%
AWM
471
Aries Wealth Management
Maine
$252K +$25.9K +169 +11%
SC
472
Steph & Co
Wisconsin
$252K +$31.9K +208 +13%
GVAG
473
Great Valley Advisor Group
Delaware
$249K +$47.6K +310 +21%
AWS
474
Atria Wealth Solutions
New York
$242K -$19.8K -129 -7%
PMA
475
Prudent Man Advisors
Illinois
$237K +$259K +1,690 New
17 18
19
20 21