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Healthpeak Properties
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Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$25K -$3.39K -128 -12%
ARMC
502
American Research & Management Company
Massachusetts
$25K – – –
PCG
503
Private Capital Group
Connecticut
$25K +$4K +151 New
MPPLM
504
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$25K +$25.2K +952 New
BC
505
Barnett & Company
Tennessee
$23K -$3.98K -150 -14%
LYV
506
Live Your Vision
Pennsylvania
$22K +$133 +5 +0.5%
CAC
507
Certified Advisory Corp
Florida
$22K +$23.3K +880 New
LCM
508
Liberty Capital Management
Michigan
$20K – – –
FPFS
509
First Personal Financial Services
North Carolina
$19K -$2.39K -90 -11%
SSB
510
Sandy Spring Bank
Maryland
$19K +$15.9K +600 +545%
GFP
511
Gryphon Financial Partners
Ohio
$19K +$19.4K +730 New
PA
512
Parallel Advisors
California
$17K -$742 -28 -4%
DAM
513
Delta Asset Management
Tennessee
$17K – – –
MWM
514
Mascoma Wealth Management
New Hampshire
$17K – – –
PG
515
Patten Group
Tennessee
$16K – – –
CJA
516
C-J Advisory
California
$15K – – –
FHA
517
First Horizon Advisors
Tennessee
$14K – – –
WEC
518
Winslow Evans & Crocker
Massachusetts
$13.1K -$8.11K -306 -38%
CAL
519
Capital Advisors Ltd
Ohio
$13K – – –
MMG
520
Monetary Management Group
Missouri
$13K – – –
PGWM
521
Parisi Gray Wealth Management
New Jersey
$13K +$13.3K +500 New
VCM
522
Versant Capital Management
Arizona
$13K +$13.3K +500 +10,000%
IWM
523
IHT Wealth Management
Illinois
$12K +$12.6K +475 New
KA
524
Kaizen Advisory
Illinois
$12K +$12.6K +476 New
SIAP
525
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K -$34.5K -1,300 -75%
19 20
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