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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
526
Financial Management Professionals
Texas
$5K – – –
HCP
527
Hexagon Capital Partners
Arkansas
$5K – – –
IF
528
Ironwood Financial
Arizona
$5K – – –
TFM
529
TFC Financial Management
Massachusetts
$5K – – –
GWS
530
Glassman Wealth Services
Virginia
$5K +$2.17K +13 +87%
WCM
531
Wealthcare Capital Management
Virginia
$5K +$5.17K +31 New
GEA
532
Glen Eagle Advisors
New Jersey
$4.93K – – –
IAIM
533
International Assets Investment Management
Florida
$4K – – –
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.83K +23 New
LAS
535
Lloyd Advisory Services
Georgia
$3K – – –
RWM
536
Raffa Wealth Management
District of Columbia
$2.3K +$833 +5 +56%
IA
537
IFP Advisors
Florida
$2K -$8.67K -52 -74%
CTC
538
Central Trust Company
Missouri
$2K -$5.83K -35 -70%
EWA
539
Evolution Wealth Advisors
Florida
$2K – – –
FPS
540
Fieldpoint Private Securities
Connecticut
$2K – – –
PWMG
541
Prestige Wealth Management Group
New Jersey
$2K +$1.33K +8 +114%
KFP
542
KB Financial Partners
New Jersey
$2K +$1.67K +10 New
PCFFS
543
Pacific Center for Financial Services
California
$2K +$2.5K +15 New
BHWM
544
Bay Harbor Wealth Management
Maryland
$1K -$19.5K -117 -96%
EW
545
Evoke Wealth
California
$1K – – –
SFSIG
546
San Francisco Sentry Investment Group
California
$1K – – –
SL
547
Savior LLC
Massachusetts
$1K – – –
PFGIA
548
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$167 +1 +25%
FI
549
FormulaFolio Investments
Michigan
$1K +$500 +3 New
SFO
550
Standard Family Office
South Dakota
$1K +$1K +6 New
20 21
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