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Healthpeak Properties

Name Holding Trade Value Shares
Change
Change in
Stake
FDP
501
Financiere des Professionnels
Quebec, Canada
$274K +$239K +12,805 New
KFS
502
Keynote Financial Services
Connecticut
$272K -$10.5K -562 -4%
SIS
503
Sound Income Strategies
Florida
$272K -$1.42K -76 -0.6%
BBHC
504
Brown Brothers Harriman & Co
New York
$271K -$16.6K -890 -7%
BC
505
Bayforest Capital
United Kingdom
$270K -$29.1K -1,559 -11%
NPFS
506
Novak & Powell Financial Services
Florida
$262K +$3.68K +197 +2%
VAS
507
Vestmark Advisory Solutions
Massachusetts
$260K -$30.3K -1,625 -12%
DWAM
508
Duncan Williams Asset Management
Tennessee
$258K – – –
PWA
509
Provenance Wealth Advisors
Florida
$257K +$11.6K +620 +5%
GT
510
Glenmede Trust
Pennsylvania
$257K +$35.6K +1,908 +19%
SP
511
Symmetry Partners
Connecticut
$256K +$223K +11,951 New
SHFC
512
Safe Harbor Family Capital
North Carolina
$256K +$19.8K +1,063 +10%
GHI
513
Gross & Hartman Investments
Pennsylvania
$256K +$223K +11,945 New
KIM
514
Kestra Investment Management
Texas
$254K +$222K +11,884 New
Ninety One (UK)
515
Ninety One (UK)
United Kingdom
$254K +$34.1K +1,826 +18%
BFG
516
Bleakley Financial Group
New Jersey
$249K +$217K +11,631 New
BRWA
517
B. Riley Wealth Advisors
Florida
$248K -$3.99K -214 -2%
WDC
518
Woodward Diversified Capital
California
$247K +$261 +14 +0.1%
PAG
519
Private Advisor Group
New Jersey
$245K -$680K -36,451 -76%
EWM
520
Empirical Wealth Management
Washington
$244K +$213K +11,424 New
HH
521
Hilltop Holdings
Texas
$244K -$11.2K -600 -5%
FHA
522
Flagship Harbor Advisors
Massachusetts
$242K -$9.37K -502 -4%
CP
523
CenterBook Partners
Connecticut
$240K +$210K +11,231 New
Lazard Asset Management
524
Lazard Asset Management
New York
$239K +$209K +11,180 New
William Blair & Company
525
William Blair & Company
Illinois
$239K +$597 +32 +0.3%