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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
601
Concord Wealth Partners
Virginia
$6.45K +$6.16K +50 New
CA
602
Clearstead Advisors
Ohio
$6.28K -$2.1K -17 -25%
BIA
603
Bell Investment Advisors
California
$5.8K +$493 +4 +10%
GFPC
604
Global Financial Private Client
Florida
$5.65K – – –
FHA
605
First Horizon Advisors
Tennessee
$5.54K +$246 +2 +5%
FFO
606
Fortitude Family Office
Arizona
$5.41K – – –
MHR
607
Matthew Hamilton Rosenberg
$5.4K – – –
WBC
608
West Branch Capital
Massachusetts
$5.16K – – –
JPWM
609
Jamison Private Wealth Management
Georgia
$5.03K – – –
CT
610
Colonial Trust
South Carolina
$4.79K +$1.85K +15 +65%
AWM
611
Abound Wealth Management
Tennessee
$4.65K – – –
NFSG
612
Newbridge Financial Services Group
Florida
$4.51K +$4.31K +35 New
CA
613
CoreCap Advisors
Michigan
$4.16K +$3.94K +32 New
VWM
614
Venturi Wealth Management
Texas
$4.13K +$1.85K +15 +88%
LI
615
LRI Investments
Florida
$3.87K +$3.7K +30 New
CT
616
Caldwell Trust
Florida
$3.61K – – –
VCM
617
Versant Capital Management
Arizona
$3.35K – – –
AF
618
Advisornet Financial
Minnesota
$3.09K +$2.46K +20 +500%
AW
619
Avion Wealth
Texas
$3K +$370 +3 +20%
DWA
620
Delos Wealth Advisors
Texas
$2.96K +$2.83K +23 New
CA
621
Continuum Advisory
Idaho
$2.89K +$2.96K +24 New
CSC
622
Caldwell Sutter Capital
California
$2.58K – – –
OA
623
Operose Advisors
Wisconsin
$2.58K – – –
S
624
Sachetta
Massachusetts
$2.55K – – –
AP
625
Aspect Partners
Virginia
$2.45K – – –
23 24
25
26 27