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Alexandria Real Estate Equities
ARE

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
526
High Note Wealth
Minnesota
$1.58K +$1.79K +34 New
MWA
527
Medallion Wealth Advisors
Connecticut
$1.53K – – –
AT
528
Arlington Trust
Alabama
$1.53K +$1.74K +33 New
BMC
529
Bear Mountain Capital
Washington
$1.5K +$317 +6 +24%
CA
530
CoreCap Advisors
Michigan
$1.49K +$369 +7 +28%
PGAM
531
Princeton Global Asset Management
New Jersey
$1.35K – – –
CFG
532
Clayton Financial Group
Missouri
$1.3K +$1K +19 +211%
JFGIW
533
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.27K -$17.2K -326 -92%
SSG
534
Summit Securities Group
New York
$1.21K -$143K -2,706 -99%
NWM
535
Navigoe Wealth Management
California
$1K -$1.32K -25 -45%
RMC
536
Resources Management Corp
Connecticut
$1K – – –
BIA
537
Bell Investment Advisors
California
$975 -$4.06K -77 -79%
CSC
538
Caldwell Sutter Capital
California
$928 – – –
PWMG
539
Prestige Wealth Management Group
New Jersey
$896 +$1K +19 New
DF
540
Dunhill Financial
United Kingdom
$870 -$53 -1 -5%
MCA
541
McGuire Capital Advisors
Oklahoma
$836 – – –
MEG
542
Millstone Evans Group
Colorado
$836 – – –
DWM
543
Darwin Wealth Management
Florida
$742 – – –
SC
544
SouthState Corp
Florida
$697 +$264 +5 +50%
NL
545
NVWM LLC
Pennsylvania
$696 +$528 +10 +200%
CT
546
Caldwell Trust
Florida
$650 – – –
RWM
547
Raffa Wealth Management
District of Columbia
$650 – – –
PWMG
548
Private Wealth Management Group
New Jersey
$650 +$739 +14 New
EFMH
549
E Fund Management (HK)
Hong Kong
$557 – – –
FC
550
Financial Consulate
Maryland
$511 +$580 +11 New
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