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Alexandria Real Estate Equities

Name Holding Trade Value Shares
Change
Change in
Stake
IA
551
IFP Advisors
Florida
$1.49K -$2.44K -21 -58%
DIP
552
DT Investment Partners
Pennsylvania
$1.4K – – –
RWM
553
Raffa Wealth Management
District of Columbia
$1.4K – – –
VWM
554
Venturi Wealth Management
Texas
$1.3K +$1.05K +9 +225%
VCM
555
Versant Capital Management
Arizona
$1.3K – – –
MA
556
MCF Advisors
Kentucky
$1.2K – – –
CFB
557
Cullen/Frost Bankers
Texas
$1.2K – – –
PCTC
558
Perkins Coie Trust Company
Washington
$1.1K +$1.28K +11 New
CPG
559
Cornerstone Planning Group
New Jersey
$1.05K – – –
TFGT
560
TS Financial Group (TSFG)
Illinois
$1K – – –
AW
561
Avion Wealth
Texas
$1K +$1.16K +10 New
CWC
562
Carolinas Wealth Consulting
North Carolina
$931 +$581 +5 +100%
TCA
563
Trifecta Capital Advisors
Illinois
$901 – – –
NSIM
564
North Star Investment Management
Illinois
$801 -$11.6K -100 -93%
GJIA
565
Glass Jacobson Investment Advisors
Maryland
$801 +$697 +6 +300%
BWM
566
Baystate Wealth Management
Massachusetts
$613 – – –
BCMLT
567
Beacon Capital Management LLC (Tennessee)
Tennessee
$567 – – –
SWA
568
Sutton Wealth Advisors
Florida
$300 – – –
BF
569
BOK Financial
Oklahoma
$186 -$116 -1 -33%
RA
570
Rise Advisors
New York
$23 -$581 -5 Closed
Alyeska Investment Group
571
Alyeska Investment Group
Illinois
– -$34.5M -304,184 Closed
CI
572
Clal Insurance
Israel
– -$27M -235,418 Closed
BHC
573
Bowen Hanes & Co
Florida
– -$17M -150,000 Closed
BSA
574
Braun Stacey Associates
New York
– -$8.4M -73,978 Closed
AAF
575
Andra AP-fonden
Sweden
– -$6.93M -61,100 Closed