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Healthpeak Properties

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
501
Laird Norton Wetherby Wealth Management
California
$267K -$7K -325 -3%
HIP
502
HUB Investment Partners
Texas
$267K +$582 +27 +0.2%
AWM
503
AE Wealth Management
Kansas
$263K +$10.3K +480 +4%
BHCM
504
Brevan Howard Capital Management
Jersey
$261K +$246K +11,415 New
PWA
505
Provenance Wealth Advisors
Florida
$261K – – –
KFS
506
Keynote Financial Services
Connecticut
$257K – – –
William Blair & Company
507
William Blair & Company
Illinois
$254K +$7.29K +338 +3%
CF
508
Centaurus Financial
California
$253K -$10.9K -504 -4%
MSWM
509
McGlone Suttner Wealth Management
Wisconsin
$251K +$237K +10,985 New
GLA
510
Good Life Advisors
Pennsylvania
$251K +$237K +10,984 New
NPFS
511
Novak & Powell Financial Services
Florida
$250K +$3.23K +150 +1%
SPC
512
Sigma Planning Corp
Michigan
$248K +$234K +10,850 New
AC
513
Avestar Capital
New York
$247K +$233K +10,800 New
WA
514
WealthTrust Axiom
Pennsylvania
$245K – – –
PCIA
515
Prime Capital Investment Advisors
Kansas
$245K +$5.56K +258 +2%
RFC
516
Regions Financial Corp
Alabama
$244K +$230K +10,665 New
AWM
517
Accurate Wealth Management
Florida
$244K +$2.63K +122 +1%
MAS
518
Meeder Advisory Services
Ohio
$244K +$216 +10 +0.1%
CIM
519
CIM Investment Management
Pennsylvania
$242K – – –
FPAS
520
Focus Partners Advisor Solutions
Missouri
$241K -$23.6K -1,093 -9%
BFG
521
Bleakley Financial Group
New Jersey
$240K -$489K -22,706 -68%
CTC
522
Cetera Trust Company
Minnesota
$240K – – –
PI
523
PFG Investments
New York
$237K +$819 +38 +0.4%
PP
524
Prudential plc
United Kingdom
$234K – – –
FT
525
Fiduciary Trust
Massachusetts
$230K -$20.5K -950 -9%