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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
EB
501
Eastern Bank
Massachusetts
$10.6K – – –
HPC
502
HM Payson & Co
Maine
$10.6K – – –
OCM
503
Orion Capital Management
California
$10.6K – – –
SC
504
Stance Capital
Massachusetts
$10.5K +$4.78K +100 +101%
RF
505
Rossby Financial
Florida
$9.88K -$13.9K -290 -61%
PTC
506
Private Trust Company
Ohio
$9.35K +$2.1K +44 +33%
WAG
507
Wiser Advisor Group
Arizona
$9.02K +$144 +3 +2%
TFA
508
Transamerica Financial Advisors
Florida
$8.72K +$3.01K +63 +64%
OAJ
509
Ogorek Anthony Joseph
New York
$8K -$718 -15 -9%
ST
510
Smithfield Trust
Pennsylvania
$8K – – –
WTC
511
WhitTier Trust Company
Nevada
$7.81K -$48 -1 -0.6%
AF
512
Advisornet Financial
Minnesota
$7.63K -$383 -8 -5%
MAM
513
Meeder Asset Management
Ohio
$7.19K +$6.51K +136 New
BCWM
514
Bartlett & Co Wealth Management
Ohio
$6.75K +$5.45K +114 +950%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$5.71K – – –
HWA
516
Heritage Wealth Advisors
Virginia
$5.29K – – –
KG
517
Kilter Group
New York
$5.13K -$2.3K -48 -33%
SEP
518
Signature Equity Partners
Ohio
$5.13K -$383 -8 -8%
T
519
Tidemark
California
$4.6K +$144 +3 +4%
AFC
520
Ares Financial Consulting
California
$4.23K +$3.83K +80 New
S
521
Sachetta
Massachusetts
$4.19K -$9.43K -197 -71%
BWL
522
Bogart Wealth LLC
Virginia
$4.12K -$12.8K -267 -77%
CA
523
Crewe Advisors
Utah
$4.02K +$3.64K +76 New
NS
524
NBC Securities
Alabama
$4.02K – – –
AW
525
Avion Wealth
Texas
$4K +$383 +8 +9%
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21
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