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Alexandria Real Estate Equities
ARE

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
626
Operose Advisors
Wisconsin
$2.38K – – –
AP
627
Aspect Partners
Virginia
$2.26K – – –
SIC
628
Salem Investment Counselors
North Carolina
$2.04K – – –
CIAS
629
CBIZ Investment Advisory Services
Ohio
$2.04K – – –
FNWA
630
Financial Network Wealth Advisors
Utah
$2.02K -$834 -7 -29%
DWM
631
Darwin Wealth Management
Florida
$1.9K +$1.91K +16 New
WWM
632
Wolff Wiese Magana
California
$1.78K -$1.19K -10 -40%
SWM
633
Sanctuary Wealth Management
Idaho
$1.78K +$1.79K +15 New
CT
634
Caldwell Trust
Florida
$1.66K – – –
RWM
635
Raffa Wealth Management
District of Columbia
$1.66K – – –
CWC
636
Carolinas Wealth Consulting
North Carolina
$1.2K – – –
PCM
637
Penserra Capital Management
California
$1K – – –
AF
638
Advisornet Financial
Minnesota
$950 -$715 -6 -43%
KFI
639
Key Financial Inc
Pennsylvania
$831 +$477 +4 +133%
CPG
640
Cornerstone Planning Group
New Jersey
$782 +$477 +4 +133%
CAM
641
ClariVest Asset Management
California
$698 – – –
HWP
642
Highline Wealth Partners
California
$594 -$596 -5 -50%
TFM
643
TFC Financial Management
Massachusetts
$594 – – –
VAMG
644
Voisard Asset Management Group
Michigan
$594 +$596 +5 New
BF
645
BOK Financial
Oklahoma
$462 -$119 -1 -20%
BMC
646
Bear Mountain Capital
Washington
$364 – – –
SIS
647
Sound Income Strategies
Florida
$238 -$133K -1,120 -100%
RWM
648
Ruedi Wealth Management
Illinois
$238 -$357 -3 -60%
GIA
649
GHP Investment Advisors
Colorado
$238 +$238 +2 New
IAIM
650
International Assets Investment Management
Florida
$160 +$2.26M +19,000 New
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