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Alexandria Real Estate Equities
ARE

Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
601
Brown Brothers Harriman & Co
New York
$6.94K +$4.11K +42 +127%
MAM
602
Meeder Asset Management
Ohio
$6.57K -$3.23K -33 -32%
MSWA
603
Marshall & Sterling Wealth Advisors
New York
$6.48K +$6.86K +70 New
CT
604
Colonial Trust
South Carolina
$6.07K -$23K -235 -78%
LC
605
Lavaca Capital
Texas
$5.83K – – –
FWM
606
FSA Wealth Management
Massachusetts
$5.8K +$98 +1 +2%
IRC
607
Investors Research Corp
Georgia
$5.74K +$6.07K +62 New
SCB
608
Saudi Central Bank
Saudi Arabia
$5.74K +$6.07K +62 New
CIAS
609
CBIZ Investment Advisory Services
Ohio
$5.25K +$3.72K +38 +211%
NB
610
NBT Bank
New York
$5.18K – – –
CAL
611
Capital Analysts LLC
Pennsylvania
$5K +$5.39K +55 New
OAJ
612
Ogorek Anthony Joseph
New York
$5K +$6.27K +64 New
PWA
613
Physician Wealth Advisors
Utah
$4.63K – – –
PMFA
614
Plante Moran Financial Advisors
Michigan
$4.63K – – –
CT
615
Clearstead Trust
Maine
$4.07K +$4.31K +44 New
DIP
616
DT Investment Partners
Pennsylvania
$3.89K – – –
FFO
617
Fortitude Family Office
Arizona
$3.88K -$2.84K -29 -41%
WBC
618
West Branch Capital
Massachusetts
$3.7K – – –
CA
619
CoreCap Advisors
Michigan
$3.7K -$294 -3 -7%
SO
620
Sierra Ocean
California
$3.52K +$2.94K +30 +375%
HHGA
621
Halbert Hargrove Global Advisors
California
$3.35K +$3.53K +36 New
AWM
622
Abound Wealth Management
Tennessee
$3.33K – – –
S
623
Sachetta
Massachusetts
$3.15K +$1.47K +15 +79%
CWC
624
Carolinas Wealth Consulting
North Carolina
$3.05K +$2.25K +23 +230%
MWA
625
Medallion Wealth Advisors
Connecticut
$3.01K +$3.23K +33 New
23 24
25
26 27