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Healthpeak Properties

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
501
Professional Financial Advisors
Nebraska
$22K
GWS
502
Glassman Wealth Services
Virginia
$21K -$818 -27 -3%
GC
503
Gould Capital
Washington
$21K
AIM
504
Anchor Investment Management
South Carolina
$20.7K
CT
505
Cambridge Trust
Massachusetts
$20K
GIA
506
GHP Investment Advisors
Colorado
$20K
SC
507
Seldon Capital
California
$20K
WOSD
508
WFA of San Diego
California
$20K +$23.2K +765 New
SWM
509
Spire Wealth Management
Virginia
$19K +$5.12K +169 +30%
JMF
510
Johnson Midwest Financial
Iowa
$19K +$16.5K +545 +315%
TFP
511
Tilia Fiduciary Partners
North Carolina
$18K
CCM
512
Covington Capital Management
California
$17K
BTI
513
Blue Trust Inc
Georgia
$17K +$14.9K +493 New
BC
514
Bartlett & Co
Ohio
$17K +$19.5K +645 New
BCWM
515
Bartlett & Co Wealth Management
Ohio
$16.7K +$19.5K +645 New
CWM
516
Curi Wealth Management
North Carolina
$16K
Bank of Montreal
517
Bank of Montreal
Ontario, Canada
$15.2K +$1.95M +64,408 +13%
CFO
518
CVA Family Office
Colorado
$15K -$13.9K -460 -44%
BWM
519
BerganKDV Wealth Management
Minnesota
$15K +$12.2K +401 +217%
CA
520
Crewe Advisors
Utah
$15K +$17.1K +564 New
SWM
521
SeaCrest Wealth Management
New York
$15K +$17.1K +566 New
AssetMark Inc
522
AssetMark Inc
California
$14K -$848 -28 -5%
SWM
523
Sugarloaf Wealth Management
Georgia
$14K +$30 +1 +0.2%
UWM
524
Urban Wealth Management
California
$14K +$16.9K +557 New
AA
525
Ancora Advisors
Ohio
$13K