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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
601
FSA Wealth Management
Massachusetts
$7.73K +$123 +1 +2%
PMFA
602
Plante Moran Financial Advisors
Michigan
$6.45K – – –
CWP
603
Concord Wealth Partners
Virginia
$6.45K +$6.16K +50 New
CA
604
Clearstead Advisors
Ohio
$6.28K -$2.1K -17 -25%
BIA
605
Bell Investment Advisors
California
$5.8K +$493 +4 +10%
GFPC
606
Global Financial Private Client
Florida
$5.65K – – –
FHA
607
First Horizon Advisors
Tennessee
$5.54K +$246 +2 +5%
FFO
608
Fortitude Family Office
Arizona
$5.41K – – –
MHR
609
Matthew Hamilton Rosenberg
$5.4K – – –
WBC
610
West Branch Capital
Massachusetts
$5.16K – – –
JPWM
611
Jamison Private Wealth Management
Georgia
$5.03K – – –
CT
612
Colonial Trust
South Carolina
$4.79K +$1.85K +15 +65%
AWM
613
Abound Wealth Management
Tennessee
$4.65K – – –
NFSG
614
Newbridge Financial Services Group
Florida
$4.51K +$4.31K +35 New
CA
615
CoreCap Advisors
Michigan
$4.16K +$3.94K +32 New
VWM
616
Venturi Wealth Management
Texas
$4.13K +$1.85K +15 +88%
LI
617
LRI Investments
Florida
$3.87K +$3.7K +30 New
CT
618
Caldwell Trust
Florida
$3.61K – – –
VCM
619
Versant Capital Management
Arizona
$3.35K – – –
AF
620
Advisornet Financial
Minnesota
$3.09K +$2.46K +20 +500%
AW
621
Avion Wealth
Texas
$3K +$370 +3 +20%
DWA
622
Delos Wealth Advisors
Texas
$2.96K +$2.83K +23 New
CA
623
Continuum Advisory
Idaho
$2.89K +$2.96K +24 New
CSC
624
Caldwell Sutter Capital
California
$2.58K – – –
OA
625
Operose Advisors
Wisconsin
$2.58K – – –
23 24
25
26 27