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Alexandria Real Estate Equities
ARE

Name Holding Trade Value Shares
Change 		Change in
Stake
S
626
Sachetta
Massachusetts
$2.55K – – –
AP
627
Aspect Partners
Virginia
$2.45K – – –
BWL
628
Bogart Wealth LLC
Virginia
$2.02K – – –
WWM
629
Wolff Wiese Magana
California
$1.93K – – –
DIP
630
DT Investment Partners
Pennsylvania
$1.8K – – –
RWM
631
Raffa Wealth Management
District of Columbia
$1.8K – – –
DF
632
Dunhill Financial
United Kingdom
$1.72K +$246 +2 +18%
CWC
633
Carolinas Wealth Consulting
North Carolina
$1.69K +$370 +3 +30%
TSMHT
634
Thurston Springer Miller Herd & Titak
Indiana
$1.68K +$1.6K +13 New
IPW
635
Impact Partnership Wealth
Georgia
$1.55K -$7.39K -60 -83%
CFB
636
Cullen/Frost Bankers
Texas
$1.55K – – –
T
637
Tidemark
California
$1.29K – – –
A
638
AlphaQuest
New York
$1.29K +$1.23K +10 New
FPF
639
First Pacific Financial
Washington
$912 +$863 +7 New
AFWM
640
Abich Financial Wealth Management
Virginia
$902 – – –
TFM
641
TFC Financial Management
Massachusetts
$774 +$123 +1 +20%
AIM
642
Anchor Investment Management
South Carolina
$773 +$739 +6 New
CAM
643
ClariVest Asset Management
California
$766 – – –
BCWM
644
Bartlett & Co Wealth Management
Ohio
$521 +$493 +4 New
CTA
645
Colonial Trust Advisors
South Carolina
$516 -$1.48K -12 -75%
SRCM
646
Signature Resources Capital Management
California
$380 – – –
BMC
647
Bear Mountain Capital
Washington
$349 – – –
BF
648
BOK Financial
Oklahoma
$251 -$739 -6 -75%
FGAM
649
Financial Gravity Asset Management
Texas
$190 – – –
CPA
650
Clear Point Advisors
New York
$132 – – –
24 25
26
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