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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
576
Institutional & Family Asset Management
Colorado
$9K – – –
HCP
577
Hexagon Capital Partners
Arkansas
$8K – – –
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$7K +$1.24K +6 +25%
SWA
579
Sutton Wealth Advisors
Florida
$6.02K – – –
CCM
580
Covington Capital Management
California
$6K +$5.17K +25 New
EWA
581
EverSource Wealth Advisors
Alabama
$5K +$4.35K +21 New
LAS
582
Lloyd Advisory Services
Georgia
$4K – – –
DHGWA
583
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$3.93K +19 New
RWM
584
Raffa Wealth Management
District of Columbia
$3.12K – – –
WPA
585
West Paces Advisors
Georgia
$3.12K +$2.9K +14 New
FMP
586
Financial Management Professionals
Texas
$3K – – –
PWMG
587
Prestige Wealth Management Group
New Jersey
$3K – – –
AP
588
Arlington Partners
Alabama
$3K +$3.1K +15 New
S
589
Surevest
California
$3K +$3.1K +15 New
MG
590
MilWealth Group
Wisconsin
$2.68K – – –
EW
591
Evoke Wealth
California
$2K +$414 +2 +29%
KFP
592
KB Financial Partners
New Jersey
$2K +$2.07K +10 New
AWM
593
Avior Wealth Management
Nebraska
$1K – – –
BHWM
594
Bay Harbor Wealth Management
Maryland
$1K – – –
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
TFM
596
TFC Financial Management
Massachusetts
$1K – – –
VCM
597
Versant Capital Management
Arizona
$1K – – –
LWA
598
Lenox Wealth Advisors
New York
$1K +$207 +1 +50%
CFA
599
Carroll Financial Associates
North Carolina
$1K +$414 +2 +40%
CSWM
600
Cassady Schiller Wealth Management
Ohio
$1K +$828 +4 New
22 23
24
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