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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
476
Prudent Man Advisors
Illinois
$273K +$26.3K +182 +11%
B
477
Bailard
California
$271K – – –
GVAG
478
Great Valley Advisor Group
Delaware
$268K +$9.54K +66 +4%
EGM
479
Engineers Gate Manager
New York
$266K +$264K +1,826 New
SC
480
Steph & Co
Wisconsin
$263K +$868 +6 +0.3%
AWCI
481
Alpine Woods Capital Investors
New York
$259K -$14.5K -100 -5%
BF
482
BOK Financial
Oklahoma
$256K +$11.1K +77 +5%
SS
483
Simplicity Solutions
Minnesota
$253K +$251K +1,737 New
AWA
484
Arkadios Wealth Advisors
Georgia
$252K +$10.6K +73 +4%
HI
485
Horizon Investments
North Carolina
$250K -$179K -1,241 -42%
CG
486
Caprock Group
Idaho
$246K +$35.4K +245 +17%
GI
487
GAMCO Investors
Connecticut
$246K +$22K +152 +10%
SIA
488
Schechter Investment Advisors
Michigan
$244K +$18.5K +128 +8%
MNBTD
489
Moody National Bank Trust Division
Texas
$244K +$23.6K +163 +11%
DS
490
DRW Securities
Illinois
$243K -$29.1K -201 -11%
S
491
SignatureFD
Georgia
$240K -$67K -463 -22%
FMAEN1
492
Fund Management at Engine No 1
California
$239K +$31.2K +216 +15%
PI
493
PFS Investments
Georgia
$237K +$21.5K +149 +10%
EM
494
Excalibur Management
Massachusetts
$237K – – –
FAFN
495
First Affirmative Financial Network
Colorado
$234K -$31.5K -218 -12%
LFA
496
LGT Financial Advisors
Texas
$234K +$232K +1,603 New
SACTSONJ
497
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$233K – – –
FMP
498
Financial Management Professionals
Texas
$228K +$65.9K +456 +41%
IWC
499
Integrated Wealth Concepts
Massachusetts
$228K +$226K +1,564 New
AIS
500
American Investment Services
Massachusetts
$226K -$7.81K -54 -3%
18 19
20
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