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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
576
Sutton Wealth Advisors
Florida
$6.02K – – –
CCM
577
Covington Capital Management
California
$6K +$5.17K +25 New
EWA
578
EverSource Wealth Advisors
Alabama
$5K +$4.35K +21 New
LAS
579
Lloyd Advisory Services
Georgia
$4K – – –
DHGWA
580
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$3.93K +19 New
RWM
581
Raffa Wealth Management
District of Columbia
$3.12K – – –
WPA
582
West Paces Advisors
Georgia
$3.12K +$2.9K +14 New
FMP
583
Financial Management Professionals
Texas
$3K – – –
PWMG
584
Prestige Wealth Management Group
New Jersey
$3K – – –
AP
585
Arlington Partners
Alabama
$3K +$3.1K +15 New
S
586
Surevest
California
$3K +$3.1K +15 New
MG
587
MilWealth Group
Wisconsin
$2.68K – – –
EW
588
Evoke Wealth
California
$2K +$414 +2 +29%
KFP
589
KB Financial Partners
New Jersey
$2K +$2.07K +10 New
AWM
590
Avior Wealth Management
Nebraska
$1K – – –
BHWM
591
Bay Harbor Wealth Management
Maryland
$1K – – –
PFGIA
592
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
TFM
593
TFC Financial Management
Massachusetts
$1K – – –
VCM
594
Versant Capital Management
Arizona
$1K – – –
LWA
595
Lenox Wealth Advisors
New York
$1K +$207 +1 +50%
CFA
596
Carroll Financial Associates
North Carolina
$1K +$414 +2 +40%
CSWM
597
Cassady Schiller Wealth Management
Ohio
$1K +$828 +4 New
SC
598
SouthState Corp
Florida
$1K +$828 +4 New
AF
599
Advisornet Financial
Minnesota
$1K +$1.03K +5 New
SC
600
Sierra Capital
Florida
$1K +$1.03K +5 New
22 23
24
25 26