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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
601
Venturi Wealth Management
Texas
$14.6K +$11.1K +93 +291%
PWMG
602
Private Wealth Management Group
New Jersey
$13.8K +$4.77K +40 +51%
VCM
603
Versant Capital Management
Arizona
$13.7K +$10.8K +91 +350%
TFF
604
The Family Firm
Maryland
$13.1K +$13.3K +112 New
RA
605
Ransom Advisory
Rhode Island
$12.8K +$13K +109 New
FMII
606
Farmers & Merchants Investments Inc
Nebraska
$12.6K – – –
CA
607
Clearstead Advisors
Ohio
$12.3K +$6.32K +53 +102%
MAM
608
Meeder Asset Management
Ohio
$12.2K +$12.4K +104 New
AW
609
Avion Wealth
Texas
$12K +$10.7K +90 +500%
GKIM
610
GW&K Investment Management
Massachusetts
$11K +$477 +4 +5%
PCFFS
611
Pacific Center for Financial Services
California
$10.6K +$119 +1 +1%
CA
612
Crewe Advisors
Utah
$10.2K – – –
GRP
613
Global Retirement Partners
California
$8.74K -$358 -3 -4%
FCA
614
FinTrust Capital Advisors
South Carolina
$8.42K – – –
GEA
615
Glen Eagle Advisors
New Jersey
$7.84K – – –
DJSG
616
D.J. St. Germain
Massachusetts
$7.25K +$7.39K +62 New
HWA
617
HHM Wealth Advisors
Tennessee
$7.02K -$16K -134 -69%
CC
618
Cultivar Capital
Texas
$7.02K +$7.15K +60 New
S
619
Sachetta
Massachusetts
$6.07K +$3.69K +31 +155%
PMFA
620
Plante Moran Financial Advisors
Michigan
$5.85K – – –
FHA
621
First Horizon Advisors
Tennessee
$5.61K +$596 +5 +12%
CT
622
Colonial Trust
South Carolina
$5.19K +$834 +7 +18%
MHR
623
Matthew Hamilton Rosenberg
$4.98K – – –
FFO
624
Fortitude Family Office
Arizona
$4.91K – – –
BIA
625
Bell Investment Advisors
California
$4.8K -$477 -4 -9%
23 24
25
26 27