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Alexandria Real Estate Equities

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
551
Principia Wealth Advisory
Texas
$557 +$317 +6 +100%
FC
552
Financial Consulate
Maryland
$511 +$580 +11 New
TFM
553
TFC Financial Management
Massachusetts
$511 +$580 +11 New
BCWM
554
Bartlett & Co Wealth Management
Ohio
$494 -$10.1K -192 -94%
RWM
555
Rialto Wealth Management
New York
$465 – – –
CFD
556
Creative Financial Designs
Indiana
$464 +$264 +5 +100%
DWP
557
Destiny Wealth Partners
Florida
$464 +$528 +10 New
SGK
558
Steigerwald Gordon & Koch
Virginia
$418 – – –
SWM
559
SHP Wealth Management
Massachusetts
$418 +$475 +9 New
RCM
560
Raleigh Capital Management
North Carolina
$409 – – –
NF
561
Napier Financial
Massachusetts
$371 +$422 +8 New
QWM
562
Quaker Wealth Management
New Jersey
$325 -$53 -1 -13%
AGWCA
563
Annis Gardner Whiting Capital Advisors
Florida
$283 +$317 +6 New
CPG
564
Cornerstone Planning Group
New Jersey
$219 -$686 -13 -72%
TC
565
Trust Company
Kansas
$186 – – –
WIM
566
Westside Investment Management
California
$186 – – –
KFI
567
Key Financial Inc
Pennsylvania
$139 – – –
SIM
568
Synergy Investment Management
Florida
$139 +$158 +3 New
3FI
569
3 Factor Indexing
California
$93 +$106 +2 New
HFS
570
Hughes Financial Services
Virginia
$93 +$106 +2 New
Norges Bank
571
Norges Bank
Norway
– -$805M -16,457,471 Closed
LPC
572
Long Pond Capital
New York
– -$23.5M -479,200 Closed
TIM
573
Triodos Investment Management
Netherlands
– -$11.2M -225,800 Closed
Swedbank
574
Swedbank
Sweden
– -$8.05M -164,390 Closed
AMH
575
Apollo Management Holdings
New York
– -$7.08M -144,700 Closed