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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
526
Bogart Wealth LLC
Virginia
$4.12K -$12.8K -267 -77%
CA
527
Crewe Advisors
Utah
$4.02K +$3.64K +76 New
NS
528
NBC Securities
Alabama
$4.02K – – –
AW
529
Avion Wealth
Texas
$4K +$383 +8 +9%
CT
530
Clearstead Trust
Maine
$3.96K -$6.7K -140 -65%
FFO
531
Fortitude Family Office
Arizona
$3.7K +$3.35K +70 New
SGFG
532
Silver Grove Financial Group
New York
$3.49K +$3.16K +66 New
CH
533
Cromwell Holdings
Wyoming
$3.38K -$14.4K -301 -83%
PWA
534
Physician Wealth Advisors
Utah
$3.17K +$1.24K +26 +76%
JSAM
535
J. Safra Asset Management
New York
$2.96K +$2.68K +56 New
PWA
536
Provenance Wealth Advisors
Florida
$2.75K +$2.49K +52 New
PCFFS
537
Pacific Center for Financial Services
California
$2.68K +$48 +1 +2%
CWIG
538
Chung Wu Investment Group
Texas
$2.64K – – –
PMFA
539
Plante Moran Financial Advisors
Michigan
$2.64K – – –
VERPA
540
Virginia Estate & Retirement Planning Advisors
Virginia
$2.43K – – –
SAM
541
Smartleaf Asset Management
Massachusetts
$2.33K – – –
FC
542
Financial Consulate
Maryland
$1.96K +$1.24K +26 +236%
BMC
543
Bear Mountain Capital
Washington
$1.93K +$478 +10 +32%
MCM
544
MV Capital Management
Maryland
$1.9K -$9.09K -190 -84%
NB
545
NBT Bank
New York
$1.8K -$2.68K -56 -62%
FHC
546
First Horizon Corporation
Tennessee
$1.8K +$1.63K +34 New
KFAS
547
Keating Financial Advisory Services
Kansas
$1.74K -$11.3K -237 -88%
AT
548
Arlington Trust
Alabama
$1.74K – – –
MWA
549
Medallion Wealth Advisors
Connecticut
$1.74K – – –
PGAM
550
Princeton Global Asset Management
New Jersey
$1.53K – – –
20 21
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