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Alexandria Real Estate Equities
ARE

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
551
SHP Wealth Management
Massachusetts
$1.32K +$765 +16 +178%
TSMHT
552
Thurston Springer Miller Herd & Titak
Indiana
$1.27K +$1.15K +24 New
BFPW
553
BOK Financial Private Wealth
Colorado
$1.18K +$1.05K +22 New
SL
554
Salomon & Ludwin
Virginia
$1.17K +$1.05K +22 New
MCM
555
Manchester Capital Management
Vermont
$1.16K -$6.27K -131 -86%
RWM
556
Rialto Wealth Management
New York
$1.11K +$526 +11 +110%
APFP
557
Action Point Financial Planning
Michigan
$1.11K +$1K +21 New
CSC
558
Caldwell Sutter Capital
California
$1.06K – – –
PWMG
559
Prestige Wealth Management Group
New Jersey
$1.02K – – –
MCA
560
McGuire Capital Advisors
Oklahoma
$951 – – –
DF
561
Dunhill Financial
United Kingdom
$920 -$48 -1 -6%
OAG
562
Oakmont Advisory Group
New Mexico
$878 +$813 +17 New
JWM
563
JPL Wealth Management
Colorado
$846 -$861 -18 -53%
DWM
564
Darwin Wealth Management
Florida
$845 – – –
NL
565
NVWM LLC
Pennsylvania
$793 – – –
SC
566
SouthState Corp
Florida
$793 – – –
GEA
567
Glen Eagle Advisors
New Jersey
$793 +$718 +15 New
WWM
568
Wolff Wiese Magana
California
$793 +$718 +15 New
CT
569
Caldwell Trust
Florida
$740 – – –
RWM
570
Raffa Wealth Management
District of Columbia
$740 – – –
PWMG
571
Private Wealth Management Group
New Jersey
$635 -$96 -2 -14%
EFMH
572
E Fund Management (HK)
Hong Kong
$634 – – –
WSFS
573
Wilmington Savings Fund Society
Delaware
$634 +$574 +12 New
TFM
574
TFC Financial Management
Massachusetts
$582 – – –
CT
575
Colonial Trust
South Carolina
$581 +$526 +11 New
21 22
23
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