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Alexandria Real Estate Equities
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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
601
FSA Wealth Management
Massachusetts
$4.63K +$74 +1 +2%
LC
602
Lavaca Capital
Texas
$4.58K – – –
DWM
603
Dogwood Wealth Management
Kansas
$4.47K +$4.31K +58 New
SIC
604
SJS Investment Consulting
Ohio
$4.21K +$4.31K +58 New
NB
605
NBT Bank
New York
$4.07K – – –
OAJ
606
Ogorek Anthony Joseph
New York
$4K -$74 -1 -2%
BIA
607
Bell Investment Advisors
California
$3.71K +$1.49K +20 +65%
PMFA
608
Plante Moran Financial Advisors
Michigan
$3.63K – – –
HNW
609
High Note Wealth
Minnesota
$3.56K +$3.64K +49 New
TPWA
610
Twin Peaks Wealth Advisors
California
$3.17K +$3.19K +43 New
DIP
611
DT Investment Partners
Pennsylvania
$3.05K – – –
WCM
612
WealthTrak Capital Management
Virginia
$2.91K +$743 +10 +33%
SWM
613
Spire Wealth Management
Virginia
$2.69K -$45.7K -615 -94%
WPA
614
Wealth Preservation Advisors
Tennessee
$2.69K +$2.75K +37 New
AWM
615
Abound Wealth Management
Tennessee
$2.62K – – –
MWA
616
Medallion Wealth Advisors
Connecticut
$2.46K – – –
HHMI
617
Howard Hughes Medical Institute
Maryland
$2.4K +$2.45K +33 New
KA
618
Kozak & Associates
Colorado
$2.38K +$74 +1 +3%
FNWA
619
Financial Network Wealth Advisors
Utah
$2.25K – – –
CH
620
Cromwell Holdings
Wyoming
$2.19K -$26K -350 -92%
PGAM
621
Princeton Global Asset Management
New Jersey
$2.11K +$2.15K +29 New
HFS
622
Hughes Financial Services
Virginia
$1.99K +$1.26K +17 +170%
BWL
623
Bogart Wealth LLC
Virginia
$1.82K – – –
CA
624
CoreCap Advisors
Michigan
$1.6K -$1.34K -18 -45%
PWMG
625
Prestige Wealth Management Group
New Jersey
$1.55K – – –
23 24
25
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