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Healthpeak Properties
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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
501
Gilbert & Cook
Iowa
$222K +$3K +175 +1%
BEI
502
Benjamin Edwards Inc
Missouri
$221K +$20.3K +1,187 +10%
CMMS
503
Comprehensive Money Management Services
Florida
$219K +$30.8K +1,800 +16%
KFS
504
Keynote Financial Services
Connecticut
$218K +$18.8K +1,098 +9%
AB
505
Atlas Brown
Kentucky
$217K +$27.5K +1,602 +14%
QL
506
Quarry LP
New York
$216K +$7.95K +464 +4%
AWM
507
Accurate Wealth Management
Florida
$213K +$29K +1,694 +15%
BCM
508
BTC Capital Management
Iowa
$210K – – –
SIS
509
Sound Income Strategies
Florida
$210K -$16.6K -968 -7%
FT
510
Fiduciary Trust
Massachusetts
$208K -$18.6K -1,083 -8%
TE
511
Tema ETFs
New York
$207K +$1.08K +63 +0.5%
JF
512
Jump Financial
Illinois
$207K +$216K +12,581 New
AWMM
513
Aegis Wealth Management (Maryland)
Maryland
$206K +$10.3K +600 +5%
AWM
514
Apollon Wealth Management
South Carolina
$206K -$19.3K -1,125 -8%
PA
515
Parallel Advisors
California
$204K +$55.8K +3,257 +36%
MIA
516
MeadowBrook Investment Advisors
Michigan
$203K – – –
IPW
517
Impact Partnership Wealth
Georgia
$202K -$72.6K -4,236 -26%
IF
518
IRON Financial
Illinois
$202K +$211K +12,288 New
CIC
519
Carnegie Investment Counsel
Ohio
$200K +$209K +12,200 New
WDC
520
Woodward Diversified Capital
California
$200K +$3.99K +233 +2%
NPFS
521
Novak & Powell Financial Services
Florida
$198K +$3.63K +212 +2%
DWAM
522
Duncan Williams Asset Management
Tennessee
$198K -$30.3K -1,771 -13%
HH
523
Hilltop Holdings
Texas
$197K -$158K -9,204 -43%
LS
524
Livforsakringsbolaget Skandia
Sweden
$196K – – –
HI
525
Horizon Investments
North Carolina
$195K +$8.16K +476 +4%
19 20
21
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