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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
401
BTC Capital Management
Iowa
$257K -$139K -5,586 -32%
DGAM
402
Desjardins Global Asset Management
Quebec, Canada
$254K -$29.8K -1,203 -9%
IFG
403
Independent Financial Group
California
$254K +$84.2K +3,395 +42%
SI
404
Stephens Inc
Arkansas
$253K +$18.3K +737 +7%
BCI
405
Brinker Capital Investments
Pennsylvania
$245K -$19.9K -803 -7%
OPS
406
Orion Portfolio Solutions
Nebraska
$245K +$276K +11,147 New
MFC
407
Mechanics Financial Corp
Ohio
$243K – – –
GC
408
Gilbert & Cook
Iowa
$242K +$3.5K +141 +1%
VU
409
Vanderbilt University
Tennessee
$240K +$7.74K +312 +3%
IAIM
410
International Assets Investment Management
Florida
$236K +$267K +10,748 New
RCM
411
Raleigh Capital Management
North Carolina
$235K +$7.17K +289 +3%
CA
412
Commerzbank Aktiengesellschaft
Germany
$231K +$260K +10,473 New
CF
413
Centaurus Financial
California
$230K +$27.2K +1,098 +12%
FIM
414
Fernwood Investment Management
Massachusetts
$229K -$14.9K -600 -5%
WDC
415
Woodward Diversified Capital
California
$228K +$546 +22 +0.2%
WDA
416
Wendell David Associates
New Hampshire
$228K – – –
MW
417
Marcum Wealth
Ohio
$221K +$249K +10,060 New
AFO
418
Allie Family Office
Florida
$219K – – –
SFS
419
Sowell Financial Services
Arkansas
$213K -$145K -5,866 -38%
DA
420
Dover Advisors
Virginia
$209K – – –
CCM
421
Coldstream Capital Management
Washington
$209K -$51.8K -2,090 -18%
OTL
422
Oak Thistle LLC
New York
$208K +$234K +9,456 New
RFC
423
Regions Financial Corp
Alabama
$207K +$10.2K +411 +5%
MAM
424
Mystic Asset Management
Rhode Island
$207K – – –
PFBT
425
Parkside Financial Bank & Trust
Missouri
$206K -$8.48K -342 -4%
15 16
17
18 19