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Alexandria Real Estate Equities

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
601
Creekmur Asset Management
Illinois
$5.08K +$5.2K +70 New
CAL
602
Capital Advisors Ltd
Ohio
$5K +$3.71K +50 +313%
FWM
603
FSA Wealth Management
Massachusetts
$4.63K +$74 +1 +2%
LC
604
Lavaca Capital
Texas
$4.58K
DWM
605
Dogwood Wealth Management
Kansas
$4.47K +$4.31K +58 New
SIC
606
SJS Investment Consulting
Ohio
$4.21K +$4.31K +58 New
NB
607
NBT Bank
New York
$4.07K
OAJ
608
Ogorek Anthony Joseph
New York
$4K -$74 -1 -2%
BIA
609
Bell Investment Advisors
California
$3.71K +$1.49K +20 +65%
PMFA
610
Plante Moran Financial Advisors
Michigan
$3.63K
HNW
611
High Note Wealth
Minnesota
$3.56K +$3.64K +49 New
TPWA
612
Twin Peaks Wealth Advisors
California
$3.17K +$3.19K +43 New
DIP
613
DT Investment Partners
Pennsylvania
$3.05K
WCM
614
WealthTrak Capital Management
Virginia
$2.91K +$743 +10 +33%
SWM
615
Spire Wealth Management
Virginia
$2.69K -$45.7K -615 -94%
WPA
616
Wealth Preservation Advisors
Tennessee
$2.69K +$2.75K +37 New
AWM
617
Abound Wealth Management
Tennessee
$2.62K
MWA
618
Medallion Wealth Advisors
Connecticut
$2.46K
HHMI
619
Howard Hughes Medical Institute
Maryland
$2.4K +$2.45K +33 New
KA
620
Kozak & Associates
Colorado
$2.38K +$74 +1 +3%
FNWA
621
Financial Network Wealth Advisors
Utah
$2.25K
CH
622
Cromwell Holdings
Wyoming
$2.19K -$26K -350 -92%
PGAM
623
Princeton Global Asset Management
New Jersey
$2.11K +$2.15K +29 New
HFS
624
Hughes Financial Services
Virginia
$1.99K +$1.26K +17 +170%
BWL
625
Bogart Wealth LLC
Virginia
$1.82K