We are live on ! Find out more
DOC icon

Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
501
AlphaStar Capital Management
North Carolina
$221K +$242K +13,720 New
AWM
502
Apollon Wealth Management
South Carolina
$220K +$18.1K +1,029 +8%
IWC
503
Integrated Wealth Concepts
Massachusetts
$215K +$236K +13,388 New
TPCW
504
TD Private Client Wealth
New York
$215K -$2.66K -151 -1%
GC
505
Gilbert & Cook
Iowa
$214K +$864 +49 +0.4%
FHA
506
Flagship Harbor Advisors
Massachusetts
$212K +$233K +13,188 New
CAS
507
Coppell Advisory Solutions
Texas
$211K -$2.38K -135 -1%
PFM
508
Patton Fund Management
Texas
$209K +$11.4K +648 +5%
VI
509
Vestcor Inc
New Brunswick, Canada
$206K – – –
BCM
510
BTC Capital Management
Iowa
$206K – – –
OIA
511
OneDigital Investment Advisors
Kansas
$204K -$42.6K -2,415 -16%
QL
512
Quarry LP
New York
$204K +$224K +12,680 New
BFG
513
Beacon Financial Group
Texas
$203K -$68.7K -3,895 -24%
TE
514
Tema ETFs
New York
$202K -$635 -36 -0.3%
BC
515
Bridgefront Capital
Texas
$200K +$220K +12,451 New
BP
516
Ballentine Partners
Massachusetts
$199K -$16K -907 -7%
MIA
517
MeadowBrook Investment Advisors
Michigan
$199K +$19.2K +1,090 +10%
BEI
518
Benjamin Edwards Inc
Missouri
$197K -$85.5K -4,851 -28%
SPC
519
Sigma Planning Corp
Michigan
$197K -$35K -1,987 -14%
KFS
520
Keynote Financial Services
Connecticut
$196K -$11.9K -675 -5%
BRWA
521
B. Riley Wealth Advisors
Florida
$194K +$25.3K +1,433 +14%
PWM
522
Perigon Wealth Management
California
$193K +$30K +1,704 +17%
AWMM
523
Aegis Wealth Management (Maryland)
Maryland
$192K -$12.9K -732 -6%
PA
524
Profund Advisors
Maryland
$192K +$211K +11,961 New
LS
525
Livforsakringsbolaget Skandia
Sweden
$191K – – –
19 20
21
22 23