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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
526
Belpointe Asset Management
Nevada
$45.8K +$43.9K +299 +453%
TPCW
527
TD Private Client Wealth
New York
$44.5K -$14.7K -100 -22%
FDCDDQ
528
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.7K +$51.1K +348 New
CYG
529
Clean Yield Group
Vermont
$41.4K -$63.9K -435 -57%
QC
530
Quent Capital
New York
$41.3K +$3.67K +25 +8%
AA
531
Addison Advisors
Vermont
$40.8K +$3.97K +27 +9%
SSG
532
Summit Securities Group
New York
$39K +$23.2K +158 +105%
LS
533
Livforsakringsbolaget Skandia
Sweden
$38K – – –
GWS
534
Glassman Wealth Services
Virginia
$37.4K +$5.73K +39 +15%
FFA
535
Farther Finance Advisors
California
$35.8K +$34.2K +233 +448%
PTC
536
Private Trust Company
Ohio
$35.2K -$2.79K -19 -6%
PFBT
537
Parkside Financial Bank & Trust
Missouri
$33.4K -$8.81K -60 -18%
SWM
538
Spire Wealth Management
Virginia
$30.9K +$19.4K +132 +116%
HI
539
Harbour Investments
Wisconsin
$29.6K – – –
GCM
540
Gables Capital Management
Florida
$23.9K – – –
C
541
Covestor
United Kingdom
$23K +$11.2K +76 +71%
DMBA
542
Deseret Mutual Benefit Administrators
Utah
$20.7K – – –
TWA
543
TCI Wealth Advisors
Arizona
$20.2K -$441 -3 -2%
AF
544
Allworth Financial
California
$19.3K -$653K -4,443 -97%
FHA
545
First Horizon Advisors
Tennessee
$19.2K -$19.5K -133 -47%
FRA
546
Front Row Advisors
California
$18K -$147 -1 -0.7%
BONH
547
Bank of New Hampshire
New Hampshire
$17.6K – – –
BBHC
548
Brown Brothers Harriman & Co
New York
$17K +$3.82K +26 +24%
PFPT
549
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.3K – – –
HWA
550
HHM Wealth Advisors
Tennessee
$14.2K +$6.32K +43 +61%
20 21
22
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