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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
601
Versant Capital Management
Arizona
$2.33K – – –
DIP
602
DT Investment Partners
Pennsylvania
$2.04K – – –
RWM
603
Raffa Wealth Management
District of Columbia
$2.04K – – –
ECG
604
Edge Capital Group
Georgia
$2.04K +$2.02K +14 New
FCA
605
FinTrust Capital Advisors
South Carolina
$1.46K -$7.95K -55 -85%
CA
606
CoreCap Advisors
Michigan
$1.32K +$1.3K +9 New
TCA
607
Trifecta Capital Advisors
Illinois
$1.31K +$1.3K +9 New
CWC
608
Carolinas Wealth Consulting
North Carolina
$1.18K +$578 +4 +100%
FA
609
Fiduciary Alliance
South Carolina
$1.17K +$1.16K +8 New
GJIA
610
Glass Jacobson Investment Advisors
Maryland
$1.17K +$1.16K +8 New
NSIM
611
North Star Investment Management
Illinois
$1.17K +$1.16K +8 New
TFM
612
TFC Financial Management
Massachusetts
$1.02K – – –
PCM
613
Penserra Capital Management
California
$1K -$363K -2,511 -100%
CAL
614
Capital Advisors Ltd
Ohio
$1K -$3.47K -24 -73%
KFP
615
KB Financial Partners
New Jersey
$1K – – –
SC
616
Sierra Capital
Florida
$1K – – –
PPC
617
Park Place Capital
Alabama
$1K +$1.45K +10 New
AWM
618
Abound Wealth Management
Tennessee
$882 – – –
GGI
619
Godsey & Gibb Inc
Virginia
$874 +$868 +6 New
MPCL
620
My Personal CFO LLC
Washington
$874 +$868 +6 New
ECM
621
Everence Capital Management
Indiana
$784 +$778K +5,380 New
RA
622
Rise Advisors
New York
$741 – – –
BCMLT
623
Beacon Capital Management LLC (Tennessee)
Tennessee
$728 – – –
CWP
624
Concord Wealth Partners
Virginia
$728 +$723 +5 New
BHWM
625
Beaird Harris Wealth Management
Texas
$583 +$578 +4 New
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