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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
601
Private Wealth Management Group
New Jersey
$13.8K +$4.77K +40 +51%
VCM
602
Versant Capital Management
Arizona
$13.7K +$10.8K +91 +350%
TFF
603
The Family Firm
Maryland
$13.1K +$13.3K +112 New
RA
604
Ransom Advisory
Rhode Island
$12.8K +$13K +109 New
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$12.6K – – –
CA
606
Clearstead Advisors
Ohio
$12.3K +$6.32K +53 +102%
MAM
607
Meeder Asset Management
Ohio
$12.2K +$12.4K +104 New
AW
608
Avion Wealth
Texas
$12K +$10.7K +90 +500%
GKIM
609
GW&K Investment Management
Massachusetts
$11K +$477 +4 +5%
PCFFS
610
Pacific Center for Financial Services
California
$10.6K +$119 +1 +1%
CA
611
Crewe Advisors
Utah
$10.2K – – –
GRP
612
Global Retirement Partners
California
$8.74K -$358 -3 -4%
FCA
613
FinTrust Capital Advisors
South Carolina
$8.42K – – –
GEA
614
Glen Eagle Advisors
New Jersey
$7.84K – – –
DJSG
615
D.J. St. Germain
Massachusetts
$7.25K +$7.39K +62 New
HWA
616
HHM Wealth Advisors
Tennessee
$7.02K -$16K -134 -69%
CC
617
Cultivar Capital
Texas
$7.02K +$7.15K +60 New
S
618
Sachetta
Massachusetts
$6.07K +$3.69K +31 +155%
PMFA
619
Plante Moran Financial Advisors
Michigan
$5.85K – – –
FHA
620
First Horizon Advisors
Tennessee
$5.61K +$596 +5 +12%
CT
621
Colonial Trust
South Carolina
$5.19K +$834 +7 +18%
MHR
622
Matthew Hamilton Rosenberg
$4.98K – – –
FFO
623
Fortitude Family Office
Arizona
$4.91K – – –
BIA
624
Bell Investment Advisors
California
$4.8K -$477 -4 -9%
WBC
625
West Branch Capital
Massachusetts
$4.68K – – –
23 24
25
26 27