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Healthpeak Properties

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
426
OneDigital Investment Advisors
Kansas
$259K +$12.1K +358 +5%
FNFDCM
427
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$258K
CAM
428
Cresset Asset Management
Illinois
$256K -$36.6K -1,088 -13%
KIA
429
KCM Investment Advisors
California
$256K -$13.5K -400 -5%
AP
430
Advisor Partners
California
$253K -$29.5K -877 -11%
VFA
431
Voya Financial Advisors
Connecticut
$252K +$24.3K +721 +11%
FAFN
432
First Affirmative Financial Network
Colorado
$251K +$19.2K +571 +8%
PFBT
433
Parkside Financial Bank & Trust
Missouri
$251K +$26.9K +799 +12%
BPA
434
Beacon Pointe Advisors
California
$249K +$245K +7,260 New
BL
435
Balentine LLC
Georgia
$247K +$242K +7,196 New
CCM
436
Coldstream Capital Management
Washington
$245K -$33.4K -993 -12%
FIM
437
Freedom Investment Management
Connecticut
$244K -$103K -3,048 -30%
GWM
438
Geneos Wealth Management
Colorado
$241K -$18.8K -558 -7%
AIP
439
Ameritas Investment Partners
Nebraska
$236K -$19.4K -575 -8%
SHFA
440
SS&H Financial Advisors
Michigan
$233K +$229K +6,800 New
RIA
441
Regal Investment Advisors
Michigan
$230K -$89.7K -2,663 -28%
AAS
442
Avantax Advisory Services
Texas
$230K -$13.1K -390 -6%
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$230K +$47.4K +1,407 +27%
TPCW
444
TD Private Client Wealth
New York
$229K +$38.4K +1,139 +21%
HKIMG
445
Hutchens & Kramer Investment Management Group
Indiana
$229K
TI
446
Tidal Investments
Wisconsin
$228K -$856K -25,408 -79%
IC
447
IEQ Capital
California
$227K +$223K +6,616 New
APA
448
American Portfolios Advisors
New York
$227K +$3.6K +107 +2%
BRWA
449
B. Riley Wealth Advisors
Florida
$222K +$217K +6,452 New
TW
450
TrinityPoint Wealth
Connecticut
$221K -$8.79K -261 -4%