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Alexandria Real Estate Equities
ARE

Name Holding Trade Value Shares
Change 		Change in
Stake
RE
526
RBC Europe
United Kingdom
$11.5K – – –
WWM
527
Wolff Wiese Magana
California
$11K -$398 -2 -4%
CWM
528
Cranbrook Wealth Management
Michigan
$10K – – –
PB
529
Pinnacle Bancorp
Nebraska
$10K – – –
RA
530
Resolute Advisors
California
$10K – – –
GWS
531
Glassman Wealth Services
Virginia
$10K +$1.59K +8 +18%
ACA
532
Atlas Capital Advisors
Wyoming
$8.79K – – –
ZB
533
Zions Bancorporation
Utah
$8K -$5.57K -28 -41%
IFAM
534
Institutional & Family Asset Management
Colorado
$8K – – –
KIG
535
Kowal Investment Group
Wisconsin
$8K +$8.16K +41 New
HR
536
Howe & Rusling
New York
$7K – – –
MCM
537
MV Capital Management
Maryland
$7K +$2.59K +13 +52%
FPS
538
Fieldpoint Private Securities
Connecticut
$7K +$4.58K +23 +153%
TAIM
539
TD Ameritrade Investment Management
Nebraska
$6K -$4.98K -25 -40%
HCP
540
Hexagon Capital Partners
Arkansas
$6K – – –
IF
541
Ironwood Financial
Arizona
$6K – – –
IA
542
IFP Advisors
Florida
$6K +$199 +1 +5%
CA
543
Clearstead Advisors
Ohio
$6K +$2.99K +15 +88%
ETC
544
Exchange Traded Concepts
Oklahoma
$6K +$6.57K +33 New
SWA
545
Sutton Wealth Advisors
Florida
$5.16K -$1.2K -6 -18%
MPWT
546
MassMutual Private Wealth & Trust
Connecticut
$5K – – –
LAS
547
Lloyd Advisory Services
Georgia
$4K – – –
EWA
548
Evolution Wealth Advisors
Florida
$3K – – –
PWMG
549
Prestige Wealth Management Group
New Jersey
$3K – – –
AA
550
Addison Advisors
Vermont
$3K +$2.79K +14 New
20 21
22
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