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Alexandria Real Estate Equities
ARE

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
626
Operose Advisors
Wisconsin
$2.54K – – –
AP
627
Aspect Partners
Virginia
$2.41K +$2.04K +19 New
W
628
WealthCollab
Washington
$2.28K +$1.94K +18 New
VWM
629
Venturi Wealth Management
Texas
$2.16K +$431 +4 +31%
CTA
630
Colonial Trust Advisors
South Carolina
$2.03K +$1.72K +16 New
AW
631
Avion Wealth
Texas
$2K +$538 +5 +50%
BWL
632
Bogart Wealth LLC
Virginia
$1.97K +$108 +1 +7%
WWM
633
Wolff Wiese Magana
California
$1.9K +$1.61K +15 New
RWM
634
Raffa Wealth Management
District of Columbia
$1.77K – – –
DIP
635
DT Investment Partners
Pennsylvania
$1.7K – – –
CFB
636
Cullen/Frost Bankers
Texas
$1.52K – – –
DF
637
Dunhill Financial
United Kingdom
$1.43K +$1.18K +11 New
CWC
638
Carolinas Wealth Consulting
North Carolina
$1.28K – – –
T
639
Tidemark
California
$1.27K +$1.08K +10 New
BF
640
BOK Financial
Oklahoma
$1.01K +$646 +6 +300%
AFWM
641
Abich Financial Wealth Management
Virginia
$887 +$753 +7 New
BWM
642
Baystate Wealth Management
Massachusetts
$786 – – –
CAM
643
ClariVest Asset Management
California
$773 +$646 +6 New
WPA
644
West Paces Advisors
Georgia
$761 +$646 +6 New
TFM
645
TFC Financial Management
Massachusetts
$634 +$538 +5 New
AF
646
Advisornet Financial
Minnesota
$507 +$431 +4 New
BCMLT
647
Beacon Capital Management LLC (Tennessee)
Tennessee
$501 – – –
EWM
648
Evermay Wealth Management
Virginia
$381 +$323 +3 New
BMC
649
Bear Mountain Capital
Washington
$380 +$323 +3 New
SRCM
650
Signature Resources Capital Management
California
$380 +$323 +3 New
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