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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
AG
576
AmeriFlex Group
Nevada
$10.5K +$10.5K +142 New
RWPA
577
Richard W. Paul & Associates
Michigan
$9.8K +$371 +5 +4%
PWM
578
Proathlete Wealth Management
Florida
$9.72K – – –
CT
579
Clearstead Trust
Maine
$9.52K +$6.46K +87 +198%
EPIM
580
Evelyn Partners Investment Management
$8.72K -$482K -6,487 -98%
SC
581
SouthState Corp
Florida
$8.64K +$74 +1 +0.8%
AW
582
Avion Wealth
Texas
$8K +$966 +13 +13%
AIA
583
Aventus Investment Advisors
Florida
$7.99K +$8.17K +110 New
RA
584
Ransom Advisory
Rhode Island
$7.92K – – –
FMII
585
Farmers & Merchants Investments Inc
Nebraska
$7.84K – – –
SSG
586
Summit Securities Group
New York
$7.55K -$43.7K -588 -85%
AF
587
Advisornet Financial
Minnesota
$7.55K -$12.3K -166 -61%
RI
588
Ridgewood Investments
New Jersey
$7.26K – – –
VFM
589
Vision Financial Markets
Connecticut
$7.26K +$7.43K +100 New
TH
590
TCTC Holdings
Texas
$7.19K – – –
GWM
591
Geneos Wealth Management
Colorado
$7.09K -$2.1M -28,245 -100%
PCFFS
592
Pacific Center for Financial Services
California
$6.92K +$74 +1 +1%
RA
593
Rise Advisors
New York
$6.88K +$149 +2 +2%
NC
594
NewSquare Capital
Pennsylvania
$6.83K -$1.11K -15 -14%
KG
595
Kilter Group
New York
$5.81K +$5.94K +80 New
GWSG
596
GPS Wealth Strategies Group
Colorado
$5.81K – – –
T
597
Tidemark
California
$5.81K +$5.94K +80 New
S
598
Sachetta
Massachusetts
$5.17K +$2.75K +37 +109%
CAM
599
Creekmur Asset Management
Illinois
$5.08K +$5.2K +70 New
CAL
600
Capital Advisors Ltd
Ohio
$5K +$3.71K +50 +313%
22 23
24
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