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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
551
Global Financial Private Client
Florida
$5.22K – – –
ZB
552
Zions Bancorporation
Utah
$4.54K -$56.1K -471 -92%
GBT
553
Grove Bank & Trust
Florida
$4.54K – – –
WBC
554
West Branch Capital
Massachusetts
$4.54K – – –
UB
555
UMB Bank
Missouri
$4.43K – – –
AWM
556
Abound Wealth Management
Tennessee
$4.32K +$238 +2 +6%
IA
557
IFP Advisors
Florida
$4.08K +$1.67K +14 +64%
NFSG
558
Newbridge Financial Services Group
Florida
$3.97K – – –
WTA
559
Washington Trust Advisors
Massachusetts
$3.75K – – –
BAAM
560
Baker Avenue Asset Management
California
$3.63K -$714 -6 -16%
CT
561
Colonial Trust
South Carolina
$3.51K – – –
AF
562
Advisornet Financial
Minnesota
$3.29K -$5.24K -44 -60%
CT
563
Caldwell Trust
Florida
$3.18K -$6.79K -57 -67%
CA
564
Clearstead Advisors
Ohio
$3.18K -$6.55K -55 -66%
BG
565
Bollard Group
Massachusetts
$3K +$3.57K +30 New
JWM
566
Janiczek Wealth Management
Colorado
$2.61K +$2.74K +23 New
RTL
567
Red Tortoise LLC
Georgia
$2.27K -$357 -3 -13%
CSC
568
Caldwell Sutter Capital
California
$2.27K +$2.38K +20 New
AWM
569
Avior Wealth Management
Nebraska
$2.27K – – –
MHR
570
Matthew Hamilton Rosenberg
$2.04K – – –
BWL
571
Bogart Wealth LLC
Virginia
$1.72K -$2.74K -23 -61%
DIP
572
DT Investment Partners
Pennsylvania
$1.71K – – –
EWA
573
EverSource Wealth Advisors
Alabama
$1.59K -$9.29K -78 -85%
RWM
574
Raffa Wealth Management
District of Columbia
$1.59K – – –
FHA
575
First Horizon Advisors
Tennessee
$1.48K -$16.7K -140 -92%
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