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Alexandria Real Estate Equities
ARE

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
626
Caldwell Sutter Capital
California
$1.95K – – –
GGI
627
Godsey & Gibb Inc
Virginia
$1.95K – – –
CFB
628
Cullen/Frost Bankers
Texas
$1.95K +$2.19K +20 New
S
629
Sachetta
Massachusetts
$1.85K -$33K -301 -94%
CIAS
630
CBIZ Investment Advisory Services
Ohio
$1.78K +$110 +1 +6%
SIC
631
Salem Investment Counselors
North Carolina
$1.68K – – –
CSWM
632
Cassady Schiller Wealth Management
Ohio
$1.56K +$1.75K +16 New
DWM
633
Darwin Wealth Management
Florida
$1.56K – – –
WWM
634
Wolff Wiese Magana
California
$1.46K – – –
FNWA
635
Financial Network Wealth Advisors
Utah
$1.46K -$219 -2 -12%
CPG
636
Cornerstone Planning Group
New Jersey
$1.43K +$767 +7 +100%
CT
637
Caldwell Trust
Florida
$1.37K – – –
RWM
638
Raffa Wealth Management
District of Columbia
$1.37K – – –
PPA
639
Painted Porch Advisors
California
$1.37K +$1.53K +14 New
CWC
640
Carolinas Wealth Consulting
North Carolina
$989 – – –
MEG
641
Millstone Evans Group
Colorado
$878 +$987 +9 New
CWP
642
Clark Wealth Partners
Illinois
$780 +$877 +8 New
CF
643
Conquis Financial
California
$780 +$877 +8 New
OSNBOA
644
Old Second National Bank of Aurora
Illinois
$780 +$877 +8 New
Q1WB
645
Quest 10 Wealth Builders
Virginia
$780 +$877 +8 New
SO
646
Sierra Ocean
California
$780 +$877 +8 New
BFPW
647
BOK Financial Private Wealth
Colorado
$693 +$767 +7 New
KFI
648
Key Financial Inc
Pennsylvania
$683 – – –
PWA
649
Principia Wealth Advisory
Texas
$683 +$767 +7 New
AGWCA
650
Annis Gardner Whiting Capital Advisors
Florida
$488 -$14.4K -131 -96%
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