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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$12.4K +$7.42K +155 +194%
HI
502
Harbour Investments
Wisconsin
$11.2K -$1.2K -25 -11%
GKIM
503
GW&K Investment Management
Massachusetts
$11K +$2.92K +61 +41%
SAM
504
Sherman Asset Management
California
$10.7K – – –
EB
505
Eastern Bank
Massachusetts
$10.6K – – –
HPC
506
HM Payson & Co
Maine
$10.6K – – –
OCM
507
Orion Capital Management
California
$10.6K – – –
SC
508
Stance Capital
Massachusetts
$10.5K +$4.78K +100 +101%
RF
509
Rossby Financial
Florida
$9.88K -$13.9K -290 -61%
PTC
510
Private Trust Company
Ohio
$9.35K +$2.1K +44 +33%
WAG
511
Wiser Advisor Group
Arizona
$9.02K +$144 +3 +2%
TFA
512
Transamerica Financial Advisors
Florida
$8.72K +$3.01K +63 +64%
OAJ
513
Ogorek Anthony Joseph
New York
$8K -$718 -15 -9%
ST
514
Smithfield Trust
Pennsylvania
$8K – – –
WTC
515
WhitTier Trust Company
Nevada
$7.81K -$48 -1 -0.6%
AF
516
Advisornet Financial
Minnesota
$7.63K -$383 -8 -5%
MAM
517
Meeder Asset Management
Ohio
$7.19K +$6.51K +136 New
BCWM
518
Bartlett & Co Wealth Management
Ohio
$6.75K +$5.45K +114 +950%
FMII
519
Farmers & Merchants Investments Inc
Nebraska
$5.71K – – –
HWA
520
Heritage Wealth Advisors
Virginia
$5.29K – – –
KG
521
Kilter Group
New York
$5.13K -$2.3K -48 -33%
SEP
522
Signature Equity Partners
Ohio
$5.13K -$383 -8 -8%
T
523
Tidemark
California
$4.6K +$144 +3 +4%
AFC
524
Ares Financial Consulting
California
$4.23K +$3.83K +80 New
S
525
Sachetta
Massachusetts
$4.19K -$9.43K -197 -71%
19 20
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