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Healthpeak Properties
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Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
451
RS Crum Inc
California
$370K – – –
BTI
452
Blue Trust Inc
Georgia
$358K -$67.4K -3,613 -18%
LDB
453
Lee, Danner & Bass
Tennessee
$358K – – –
SAM
454
Silvercrest Asset Management
New York
$354K -$15.9K -851 -5%
VFA
455
Valeo Financial Advisors
Indiana
$351K -$43.7K -2,341 -12%
HI
456
Horizon Investments
North Carolina
$350K -$840 -45 -0.4%
DB
457
Danske Bank
Denmark
$349K -$7.07M -378,680 -96%
AWM
458
Adams Wealth Management
Utah
$349K +$25.8K +1,382 +9%
WAM
459
Weiss Asset Management
Massachusetts
$348K +$303K +16,260 New
AWS
460
Aspen Wealth Strategies
Colorado
$347K – – –
WA
461
Waverly Advisors
Alabama
$343K +$299K +16,047 New
AWMM
462
Aegis Wealth Management (Maryland)
Maryland
$342K +$63.3K +3,394 +27%
PWM
463
Perigon Wealth Management
California
$341K +$40.9K +2,191 +16%
AFO
464
Allie Family Office
Florida
$341K +$310K +16,620 New
HIP
465
HUB Investment Partners
Texas
$338K +$295K +15,816 New
AWM
466
Accurate Wealth Management
Florida
$338K +$53.7K +2,880 +23%
AF
467
Allworth Financial
California
$337K -$127K -6,816 -30%
MWM
468
Manske Wealth Management
Texas
$333K -$72K -3,858 -20%
OIA
469
OneDigital Investment Advisors
Kansas
$329K +$9.2K +493 +3%
AU
470
AlphaGrep UK
$324K -$260K -13,926 -48%
JF
471
Jump Financial
Illinois
$317K +$41.4K +2,219 +18%
PA
472
Parallel Advisors
California
$315K +$43.3K +2,318 +19%
TWPM
473
Total Wealth Planning & Management
Florida
$315K +$275K +14,721 New
IP
474
Indivisible Partners
Florida
$314K +$273K +14,652 New
PCG
475
Prosperity Consulting Group
Maryland
$312K +$272K +14,569 New
17 18
19
20 21