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Healthpeak Properties
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Name Holding Trade Value Shares
Change 		Change in
Stake
FT
501
Fiduciary Trust
Massachusetts
$221K -$864 -49 -0.4%
ACM
502
AlphaStar Capital Management
North Carolina
$221K +$242K +13,720 New
AWM
503
Apollon Wealth Management
South Carolina
$220K +$18.1K +1,029 +8%
IWC
504
Integrated Wealth Concepts
Massachusetts
$215K +$236K +13,388 New
TPCW
505
TD Private Client Wealth
New York
$215K -$2.66K -151 -1%
GC
506
Gilbert & Cook
Iowa
$214K +$864 +49 +0.4%
FHA
507
Flagship Harbor Advisors
Massachusetts
$212K +$233K +13,188 New
CAS
508
Coppell Advisory Solutions
Texas
$211K -$2.38K -135 -1%
PFM
509
Patton Fund Management
Texas
$209K +$11.4K +648 +5%
VI
510
Vestcor Inc
New Brunswick, Canada
$206K – – –
BCM
511
BTC Capital Management
Iowa
$206K – – –
OIA
512
OneDigital Investment Advisors
Kansas
$204K -$42.6K -2,415 -16%
QL
513
Quarry LP
New York
$204K +$224K +12,680 New
BFG
514
Beacon Financial Group
Texas
$203K -$68.7K -3,895 -24%
TE
515
Tema ETFs
New York
$202K -$635 -36 -0.3%
BC
516
Bridgefront Capital
Texas
$200K +$220K +12,451 New
BP
517
Ballentine Partners
Massachusetts
$199K -$16K -907 -7%
MIA
518
MeadowBrook Investment Advisors
Michigan
$199K +$19.2K +1,090 +10%
BEI
519
Benjamin Edwards Inc
Missouri
$197K -$85.5K -4,851 -28%
SPC
520
Sigma Planning Corp
Michigan
$197K -$35K -1,987 -14%
KFS
521
Keynote Financial Services
Connecticut
$196K -$11.9K -675 -5%
BRWA
522
B. Riley Wealth Advisors
Florida
$194K +$25.3K +1,433 +14%
PWM
523
Perigon Wealth Management
California
$193K +$30K +1,704 +17%
AWMM
524
Aegis Wealth Management (Maryland)
Maryland
$192K -$12.9K -732 -6%
PA
525
Profund Advisors
Maryland
$192K +$211K +11,961 New
19 20
21
22 23