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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
APC
601
Aspire Private Capital
North Carolina
$8.07K +$8.1K +68 New
GEA
602
Glen Eagle Advisors
New Jersey
$7.96K – – –
FWM
603
FSA Wealth Management
Massachusetts
$7.27K +$7.27K +61 New
FHA
604
First Horizon Advisors
Tennessee
$6.77K +$1.07K +9 +19%
SNB
605
Security National Bank
Nebraska
$6.65K -$2.21M -18,581 -100%
DIP
606
DT Investment Partners
Pennsylvania
$6.65K +$5K +42 +300%
NB
607
NBT Bank
New York
$6.65K +$6.67K +56 New
GSEP
608
Golden State Equity Partners
California
$6.65K +$6.67K +56 New
PMFA
609
Plante Moran Financial Advisors
Michigan
$5.94K – – –
CT
610
Colonial Trust
South Carolina
$5.88K +$477 +4 +9%
CPA
611
Capital Performance Advisors
California
$5.46K +$5.48K +46 New
MHR
612
Matthew Hamilton Rosenberg
$5.11K – – –
WBC
613
West Branch Capital
Massachusetts
$4.75K – – –
AWM
614
Abound Wealth Management
Tennessee
$4.28K – – –
BIA
615
Bell Investment Advisors
California
$4.28K -$596 -5 -12%
CAS
616
Coppell Advisory Solutions
Texas
$3.75K – – –
CA
617
Continuum Advisory
Idaho
$3.57K +$2.14K +18 +120%
GBT
618
Grove Bank & Trust
Florida
$3.09K +$3.1K +26 New
OP
619
ORG Partners
Indiana
$3.09K +$3.1K +26 New
DF
620
Dunhill Financial
United Kingdom
$2.92K +$1.31K +11 +79%
CA
621
CoreCap Advisors
Michigan
$2.85K +$2.86K +24 New
AWM
622
Avior Wealth Management
Nebraska
$2.73K +$834 +7 +44%
PWMG
623
Prestige Wealth Management Group
New Jersey
$2.52K – – –
CSC
624
Caldwell Sutter Capital
California
$2.38K – – –
GGI
625
Godsey & Gibb Inc
Virginia
$2.38K – – –
23 24
25
26 27