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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
576
Baker Avenue Asset Management
California
$4.77K -$1.03K -7 -16%
BWL
577
Bogart Wealth LLC
Virginia
$4.77K +$5.58K +38 New
AWM
578
Abound Wealth Management
Tennessee
$4.53K +$4.41K +30 +500%
NFSG
579
Newbridge Financial Services Group
Florida
$4.4K -$1.47K -10 -22%
RCM
580
Rain Capital Management
Oregon
$4.27K +$5K +34 New
CT
581
Colonial Trust
South Carolina
$3.84K +$735 +5 +19%
CIA
582
Cape Investment Advisory
Georgia
$3.77K +$4.41K +30 New
BWM
583
BerganKDV Wealth Management
Minnesota
$3.64K +$3.97K +27 +1,350%
CFO
584
CVA Family Office
Colorado
$3.14K -$14K -95 -79%
CA
585
Crewe Advisors
Utah
$2.89K – – –
RTL
586
Red Tortoise LLC
Georgia
$2.89K – – –
OLVIG
587
Oliver Lagore Vanvalin Investment Group
Michigan
$2.64K – – –
AWM
588
Avior Wealth Management
Nebraska
$2.51K +$2.94K +20 New
MHR
589
Matthew Hamilton Rosenberg
$2.26K – – –
IA
590
IFP Advisors
Florida
$2.02K -$122K -830 -97%
VFA
591
Values First Advisors
Tennessee
$1.93K +$2.2K +15 New
ECG
592
Edge Capital Group
Georgia
$1.76K – – –
RWM
593
Raffa Wealth Management
District of Columbia
$1.76K – – –
DIP
594
DT Investment Partners
Pennsylvania
$1.71K – – –
VCM
595
Versant Capital Management
Arizona
$1.61K -$441 -3 -19%
FCA
596
FinTrust Capital Advisors
South Carolina
$1.46K – – –
BFPW
597
BOK Financial Private Wealth
Colorado
$1.4K +$1.62K +11 New
BF
598
BOK Financial
Oklahoma
$1.38K -$257K -1,747 -99%
FCAS
599
First Command Advisory Services
Texas
$1.26K +$1.47K +10 New
PWMG
600
Prestige Wealth Management Group
New Jersey
$1.14K -$1.03K -7 -44%
22 23
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