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Healthpeak Properties
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Name Holding Trade Value Shares
Change 		Change in
Stake
TWPM
476
Total Wealth Planning & Management
Florida
$315K +$275K +14,721 New
IP
477
Indivisible Partners
Florida
$314K +$273K +14,652 New
PCG
478
Prosperity Consulting Group
Maryland
$312K +$272K +14,569 New
PCM
479
Park Capital Management
Wisconsin
$311K +$271K +14,549 New
BSTWA
480
Blake Schutter Theil Wealth Advisors
Ohio
$310K -$40.3K -2,161 -13%
JWCA
481
J.W. Cole Advisors
Florida
$307K +$4.12K +221 +2%
BEI
482
Benjamin Edwards Inc
Missouri
$305K +$15.2K +816 +6%
IF
483
IRON Financial
Illinois
$303K +$34.5K +1,851 +15%
CFD
484
Creative Financial Designs
Indiana
$299K -$802 -43 -0.3%
TE
485
Tema ETFs
New York
$298K +$24.4K +1,305 +10%
VSQM
486
V-Square Quantitative Management
Illinois
$292K -$216K -11,567 -46%
GC
487
Gilbert & Cook
Iowa
$292K +$2.26K +121 +0.9%
BFG
488
Beacon Financial Group
Texas
$290K -$20.8K -1,114 -8%
BPA
489
Beacon Pointe Advisors
California
$289K -$109K -5,831 -30%
OCA
490
OpenArc Corporate Advisory
Georgia
$289K +$63.6K +3,410 +34%
KCP
491
Kera Capital Partners
California
$285K +$249K +13,335 New
GS
492
GTS Securities
Florida
$285K -$187K -10,025 -43%
AB
493
Atlas Brown
Kentucky
$285K +$2.52K +135 +1%
CMMS
494
Comprehensive Money Management Services
Florida
$285K – – –
PWG
495
Portside Wealth Group
Utah
$283K +$30.5K +1,635 +14%
FAF
496
Fjarde Ap-fonden
Sweden
$282K -$3.55M -190,500 -94%
ACM
497
AlphaStar Capital Management
North Carolina
$281K -$33.7K -1,807 -12%
NAS
498
Nykredit A/S
Denmark
$281K +$245K +13,141 New
PFBT
499
Parkside Financial Bank & Trust
Missouri
$280K -$35.9K -1,924 -13%
BCM
500
BTC Capital Management
Iowa
$274K – – –
18 19
20
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