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Alexandria Real Estate Equities

Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
476
Great Valley Advisor Group
Delaware
$249K +$47.6K +310 +21%
AWS
477
Atria Wealth Solutions
New York
$242K -$19.8K -129 -7%
PMA
478
Prudent Man Advisors
Illinois
$237K +$259K +1,690 New
BF
479
BOK Financial
Oklahoma
$236K -$614 -4 -0.2%
BL
480
Balentine LLC
Georgia
$234K +$256K +1,670 New
AWA
481
Arkadios Wealth Advisors
Georgia
$232K +$254K +1,657 New
EM
482
Excalibur Management
Massachusetts
$228K – – –
AIS
483
American Investment Services
Massachusetts
$225K – – –
SACTSONJ
484
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$224K – – –
SIA
485
Schechter Investment Advisors
Michigan
$217K +$238K +1,548 New
GI
486
GAMCO Investors
Connecticut
$215K +$236K +1,535 New
DI
487
DFPG Investments
Utah
$215K +$250K +1,627 New
MNBTD
488
Moody National Bank Trust Division
Texas
$212K – – –
AF
489
Arrow Financial
New York
$210K -$76.7K -500 -25%
PWPS
490
Pinnacle Wealth Planning Services
Ohio
$207K +$7.37K +48 +3%
PI
491
PFS Investments
Georgia
$207K +$227K +1,480 New
SFI
492
Siemens Fonds Invest
Germany
$206K – – –
RJT
493
Raymond James Trust
Florida
$204K +$6.91K +45 +3%
VFA
494
Values First Advisors
Tennessee
$202K -$37.9K -247 -15%
NP
495
Ninepoint Partners
Ontario, Canada
$202K -$5.68K -37 -3%
CG
496
Caprock Group
Idaho
$202K +$220K +1,432 New
FMAEN1
497
Fund Management at Engine No 1
California
$200K -$11.1K -72 -5%
SSB
498
Sandy Spring Bank
Maryland
$186K +$204K +1,327 New
O
499
Ossiam
France
$177K -$118K -771 -38%
SPIA
500
Steward Partners Investment Advisory
New York
$177K -$1.53K -10 -0.8%