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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
EI
501
Ellevest Inc
New York
$16K +$9.02K +54 +126%
PMFA
502
Plante Moran Financial Advisors
Michigan
$16K +$16.5K +99 New
ZB
503
Zions Bancorporation
Utah
$15K +$3.17K +19 +26%
CCA
504
Column Capital Advisors
Indiana
$15K +$6.68K +40 +75%
CI
505
CX Institutional
Indiana
$14K – – –
CT
506
Caldwell Trust
Florida
$13.6K – – –
PFBT
507
Parkside Financial Bank & Trust
Missouri
$13K +$1K +6 +8%
PFS
508
Prospera Financial Services
Texas
$13K +$13.2K +79 New
IA
509
IFP Advisors
Florida
$12K -$2.34K -14 -16%
LAS
510
Lloyd Advisory Services
Georgia
$12K – – –
NNP
511
Nachman Norwood & Parrott
South Carolina
$12K +$12.4K +74 New
SLF
512
Sun Life Financial
Ontario, Canada
$11K +$11.9K +71 New
GRP
513
Global Retirement Partners
California
$10K – – –
JSC
514
Jackson Square Capital
California
$8K – – –
HR
515
Howe & Rusling
New York
$7K – – –
PO
516
Private Ocean
California
$7K – – –
BBHC
517
Brown Brothers Harriman & Co
New York
$6K – – –
IFAM
518
Institutional & Family Asset Management
Colorado
$6K – – –
CTC
519
Central Trust Company
Missouri
$6K +$5.84K +35 New
TAIM
520
TD Ameritrade Investment Management
Nebraska
$6K +$6.34K +38 New
FHC
521
First Horizon Corporation
Tennessee
$6K +$6.68K +40 New
IF
522
Ironwood Financial
Arizona
$5K – – –
RA
523
Rational Advisors
New York
$5K +$5.34K +32 New
TFM
524
TFC Financial Management
Massachusetts
$5K +$5.51K +33 New
HCP
525
Hexagon Capital Partners
Arkansas
$5K +$5.68K +34 New
19 20
21
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