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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
576
West Branch Capital
Massachusetts
$5.02K -$22.2K -151 -79%
UB
577
UMB Bank
Missouri
$4.9K -$4.55K -31 -44%
BAAM
578
Baker Avenue Asset Management
California
$4.77K -$1.03K -7 -16%
BWL
579
Bogart Wealth LLC
Virginia
$4.77K +$5.58K +38 New
AWM
580
Abound Wealth Management
Tennessee
$4.53K +$4.41K +30 +500%
NFSG
581
Newbridge Financial Services Group
Florida
$4.4K -$1.47K -10 -22%
RCM
582
Rain Capital Management
Oregon
$4.27K +$5K +34 New
CT
583
Colonial Trust
South Carolina
$3.84K +$735 +5 +19%
CIA
584
Cape Investment Advisory
Georgia
$3.77K +$4.41K +30 New
BWM
585
BerganKDV Wealth Management
Minnesota
$3.64K +$3.97K +27 +1,350%
CFO
586
CVA Family Office
Colorado
$3.14K -$14K -95 -79%
CA
587
Crewe Advisors
Utah
$2.89K – – –
RTL
588
Red Tortoise LLC
Georgia
$2.89K – – –
OLVIG
589
Oliver Lagore Vanvalin Investment Group
Michigan
$2.64K – – –
AWM
590
Avior Wealth Management
Nebraska
$2.51K +$2.94K +20 New
MHR
591
Matthew Hamilton Rosenberg
$2.26K – – –
IA
592
IFP Advisors
Florida
$2.02K -$122K -830 -97%
VFA
593
Values First Advisors
Tennessee
$1.93K +$2.2K +15 New
ECG
594
Edge Capital Group
Georgia
$1.76K – – –
RWM
595
Raffa Wealth Management
District of Columbia
$1.76K – – –
DIP
596
DT Investment Partners
Pennsylvania
$1.71K – – –
VCM
597
Versant Capital Management
Arizona
$1.61K -$441 -3 -19%
FCA
598
FinTrust Capital Advisors
South Carolina
$1.46K – – –
BFPW
599
BOK Financial Private Wealth
Colorado
$1.4K +$1.62K +11 New
BF
600
BOK Financial
Oklahoma
$1.38K -$257K -1,747 -99%
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