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Healthpeak Properties
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Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
501
RPg Family Wealth Advisory
Massachusetts
$35.9K – – –
CPA
502
Clear Perspective Advisors
Illinois
$32K -$30.1K -1,000 -46%
WAM
503
Wealthspire Advisors (Maryland)
Maryland
$32K -$2.98K -99 -8%
GLI
504
Guardian Life Insurance
New York
$30K +$271 +9 +0.8%
FMII
505
Farmers & Merchants Investments Inc
Nebraska
$30K +$8.21K +273 +34%
RFS
506
Rockefeller Financial Services
New York
$30K +$32.2K +1,070 New
BC
507
Barnett & Company
Tennessee
$29K -$1.83K -61 -5%
MIFH
508
Migdal Insurance & Financial Holdings
Israel
$27K -$79.8K -2,652 -74%
TRCT
509
Tower Research Capital (TRC)
New York
$27K -$17.5K -583 -38%
ARMC
510
American Research & Management Company
Massachusetts
$27K – – –
FIB
511
First Interstate Bank
Montana
$27K – – –
LYV
512
Live Your Vision
Pennsylvania
$27K +$180 +6 +0.6%
WIM
513
Westside Investment Management
California
$26.8K – – –
FPFS
514
First Personal Financial Services
North Carolina
$23K +$2.71K +90 +13%
WEC
515
Winslow Evans & Crocker
Massachusetts
$22.5K – – –
LCM
516
Liberty Capital Management
Michigan
$22K – – –
MWM
517
Mascoma Wealth Management
New Hampshire
$19K – – –
FDCDDQ
518
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.4K – – –
PA
519
Parallel Advisors
California
$18K -$23.4K -778 -54%
DAM
520
Delta Asset Management
Tennessee
$18K – – –
PG
521
Patten Group
Tennessee
$17K – – –
MPWT
522
MassMutual Private Wealth & Trust
Connecticut
$16K -$146K -4,845 -89%
CJA
523
C-J Advisory
California
$16K -$2.17K -72 -11%
FHA
524
First Horizon Advisors
Tennessee
$15K -$10.6K -353 -40%
GAM
525
Gemmer Asset Management
California
$15K +$2.71K +90 +21%
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