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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
501
Wealthcare Advisory Partners
Pennsylvania
$77K -$105K -3,000 -57%
AIM
502
Anchor Investment Management
South Carolina
$76.1K – – –
WEC
503
Winslow Evans & Crocker
Massachusetts
$74K – – –
SBL
504
Sargent Bickham Lagudis
Colorado
$70K -$2.2K -63 -3%
GWMIA
505
Global Wealth Management Investment Advisory
Florida
$67K +$665 +19 +1%
PWP
506
Personal Wealth Partners
Minnesota
$66K – – –
SCM
507
Silvant Capital Management
Georgia
$66K – – –
CCM
508
Covington Capital Management
California
$59K +$3.53K +101 +6%
SF
509
Synovus Financial
Georgia
$58K – – –
LWM
510
Liberty Wealth Management
California
$57K +$490 +14 +0.9%
NL
511
NVWM LLC
Pennsylvania
$55K -$60.7K -1,735 -52%
CFA
512
Carroll Financial Associates
North Carolina
$55K – – –
PMFA
513
Plante Moran Financial Advisors
Michigan
$55K – – –
FP
514
Financial Perspectives
Minnesota
$54.9K +$55.7K +1,591 New
TA
515
TFG Advisers
Michigan
$54K +$55.1K +1,575 New
NSIM
516
North Star Investment Management
Illinois
$53K – – –
PA
517
Parallel Advisors
California
$53K +$6.19K +177 +13%
BBHC
518
Brown Brothers Harriman & Co
New York
$53K +$53.4K +1,526 New
BCWM
519
Bartlett & Co Wealth Management
Ohio
$52.7K +$18.5K +528 +53%
GLI
520
Guardian Life Insurance
New York
$50K +$700 +20 +1%
CIA
521
CSat Investment Advisory
Michigan
$50K +$12.9K +368 +34%
CHAM
522
Clear Harbor Asset Management
Connecticut
$44.8K +$45.5K +1,300 New
PO
523
Private Ocean
California
$43K -$8.22K -235 -16%
FHA
524
First Horizon Advisors
Tennessee
$43K +$5.21K +149 +14%
CT
525
Caldwell Trust
Florida
$42.9K +$43.6K +1,245 New
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