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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
476
Covington Capital Management
California
$46K -$11.6K -438 -20%
CFA
477
Carroll Financial Associates
North Carolina
$46K – – –
KTM
478
Keeler Thomas Management
Utah
$46K +$47.7K +1,800 New
FGC
479
Financial Gravity Companies
Texas
$45K +$50K +1,887 New
FANJ
480
Financial Architects (New Jersey)
New Jersey
$44K -$822 -31 -2%
AWM
481
Aevitas Wealth Management
Massachusetts
$44K +$44.4K +1,674 New
PMFA
482
Plante Moran Financial Advisors
Michigan
$43K -$19.1K -720 -30%
WAM
483
Wealthspire Advisors (Maryland)
Maryland
$43K +$13.1K +494 +43%
NSIM
484
North Star Investment Management
Illinois
$42K – – –
SBL
485
Sargent Bickham Lagudis
Colorado
$42K – – –
OIA
486
OneDigital Investment Advisors
Kansas
$40K – – –
GLI
487
Guardian Life Insurance
New York
$40K +$11.9K +448 +42%
AWM
488
Avior Wealth Management
Nebraska
$39K – – –
VCM
489
Virtue Capital Management
Tennessee
$39K +$40.1K +1,514 New
SWM
490
SeaCrest Wealth Management
New York
$38K +$38.7K +1,460 New
MIFH
491
Migdal Insurance & Financial Holdings
Israel
$35K +$10.1K +382 +40%
RFWA
492
RPg Family Wealth Advisory
Massachusetts
$33.6K – – –
STA
493
Summit Trail Advisors
New York
$32K +$34.5K +1,302 New
CPA
494
Clear Perspective Advisors
Illinois
$30K – – –
AFNAS
495
American Financial Network Advisory Services
California
$28K -$20.7K -780 -42%
RFS
496
Rockefeller Financial Services
New York
$28K – – –
DCM
497
Delpha Capital Management
New York
$27K +$27.1K +1,021 New
WIM
498
Westside Investment Management
California
$25K – – –
FMII
499
Farmers & Merchants Investments Inc
Nebraska
$25K -$3.39K -128 -12%
ARMC
500
American Research & Management Company
Massachusetts
$25K – – –
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