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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
501
Blue Trust Inc
Georgia
$5.01K +$106 +2 +2%
SEP
502
Signature Equity Partners
Ohio
$4.89K +$5.12K +97 +1,213%
TFA
503
Transamerica Financial Advisors
Florida
$4.67K +$5.17K +98 +9,800%
HWA
504
Heritage Wealth Advisors
Virginia
$4.64K – – –
SC
505
Stance Capital
Massachusetts
$4.57K +$5.22K +99 New
LI
506
LRI Investments
Florida
$4.55K +$5.17K +98 New
RTL
507
Red Tortoise LLC
Georgia
$4.18K – – –
NB
508
NBT Bank
New York
$4.18K +$1.79K +34 +61%
T
509
Tidemark
California
$3.9K +$211 +4 +5%
GSEP
510
Golden State Equity Partners
California
$3.9K +$4.43K +84 New
SWM
511
Spire Wealth Management
Virginia
$3.71K -$791 -15 -16%
NS
512
NBC Securities
Alabama
$3.53K – – –
AUB
513
Atlantic Union Bankshares
Virginia
$3.48K -$5.01K -95 -56%
TPWA
514
Twin Peaks Wealth Advisors
California
$3.06K +$3.48K +66 New
AW
515
Avion Wealth
Texas
$3K -$369 -7 -8%
SS
516
Sunbelt Securities
Texas
$2.88K +$3.27K +62 New
CWIG
517
Chung Wu Investment Group
Texas
$2.32K – – –
PMFA
518
Plante Moran Financial Advisors
Michigan
$2.32K – – –
PCFFS
519
Pacific Center for Financial Services
California
$2.32K -$2.48K -47 -48%
VERPA
520
Virginia Estate & Retirement Planning Advisors
Virginia
$2.13K +$2.43K +46 New
SAM
521
Smartleaf Asset Management
Massachusetts
$1.94K -$4.8K -91 -68%
WA
522
Westfuller Advisors
New York
$1.94K +$1.79K +34 +486%
AWM
523
Abound Wealth Management
Tennessee
$1.67K -$633 -12 -25%
PWA
524
Physician Wealth Advisors
Utah
$1.58K -$1.64K -31 -48%
JWM
525
JPL Wealth Management
Colorado
$1.58K +$1.79K +34 New
19 20
21
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