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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
476
Private Wealth Asset Management
Iowa
$12.1K -$475 -9 -3%
HI
477
Harbour Investments
Wisconsin
$11K -$739 -14 -6%
MCM
478
MV Capital Management
Maryland
$10.5K +$9.97K +189 +511%
CT
479
Clearstead Trust
Maine
$9.98K +$7.17K +136 +172%
SAM
480
Sherman Asset Management
California
$9.38K -$29.8K -564 -74%
OCM
481
Orion Capital Management
California
$9.28K -$30.6K -580 -74%
HPC
482
HM Payson & Co
Maine
$9.28K -$5.28K -100 -33%
EB
483
Eastern Bank
Massachusetts
$9.28K – – –
WPA
484
Wealth Preservation Advisors
Tennessee
$8.4K +$9.55K +181 New
CAC
485
Core Alternative Capital
Georgia
$8.12K – – –
WAG
486
Wiser Advisor Group
Arizona
$7.8K +$106 +2 +1%
MCM
487
Manchester Capital Management
Vermont
$7.1K +$2.37K +45 +42%
AF
488
Advisornet Financial
Minnesota
$7.06K +$6.86K +130 +591%
GKIM
489
GW&K Investment Management
Massachusetts
$7K -$2.74K -52 -26%
ST
490
Smithfield Trust
Pennsylvania
$7K – – –
OAJ
491
Ogorek Anthony Joseph
New York
$7K +$7.75K +147 +735%
CA
492
Clearstead Advisors
Ohio
$6.96K -$19.3K -366 -71%
WTC
493
WhitTier Trust Company
Nevada
$6.84K -$2.9K -55 -26%
BC
494
Bayforest Capital
United Kingdom
$6.82K +$7.75K +147 New
KG
495
Kilter Group
New York
$6.73K +$5.43K +103 +245%
MWA
496
Merkkuri Wealth Advisors
New York
$6.35K +$7.23K +137 New
PTC
497
Private Trust Company
Ohio
$6.17K +$317 +6 +5%
EPIM
498
Evelyn Partners Investment Management
$5.57K – – –
RFP
499
Root Financial Partners
California
$5.38K +$5.64K +107 +1,189%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$5.01K – – –
18 19
20
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