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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
OP
601
ORG Partners
Indiana
$5.17K +$2.96K +27 +104%
QC
602
Quent Capital
New York
$4.88K -$21.2K -193 -79%
PMFA
603
Plante Moran Financial Advisors
Michigan
$4.88K – – –
PWA
604
Physician Wealth Advisors
Utah
$4.88K +$5.48K +50 New
CA
605
CoreCap Advisors
Michigan
$4.2K +$2.08K +19 +79%
DIP
606
DT Investment Partners
Pennsylvania
$4.1K -$1.53K -14 -25%
FHA
607
First Horizon Advisors
Tennessee
$4K -$1.75K -16 -28%
WBC
608
West Branch Capital
Massachusetts
$3.9K – – –
BWL
609
Bogart Wealth LLC
Virginia
$3.9K +$4.38K +40 New
AWM
610
Abound Wealth Management
Tennessee
$3.52K – – –
BF
611
BOK Financial
Oklahoma
$3.52K +$3.62K +33 +825%
CYG
612
Clean Yield Group
Vermont
$3.41K -$48.2K -440 -93%
HNW
613
High Note Wealth
Minnesota
$3.32K +$3.73K +34 New
DF
614
Dunhill Financial
United Kingdom
$3.23K +$877 +8 +32%
SWM
615
Sanctuary Wealth Management
Idaho
$3.22K +$1.97K +18 +120%
BBHC
616
Brown Brothers Harriman & Co
New York
$3.22K +$3.62K +33 New
CAS
617
Coppell Advisory Solutions
Texas
$3.03K – – –
BIA
618
Bell Investment Advisors
California
$3.02K -$548 -5 -14%
KA
619
Kozak & Associates
Colorado
$2.98K +$3.29K +30 New
CA
620
Continuum Advisory
Idaho
$2.93K -$329 -3 -9%
AWM
621
Avior Wealth Management
Nebraska
$2.73K +$548 +5 +22%
WT
622
Washington Trust
Rhode Island
$2.61K -$260K -2,367 -99%
MSWM
623
Mowery & Schoenfeld Wealth Management
Illinois
$2.54K +$2.85K +26 New
PWMG
624
Prestige Wealth Management Group
New Jersey
$2.08K – – –
GBT
625
Grove Bank & Trust
Florida
$2.05K -$548 -5 -19%
23 24
25
26 27