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Healthpeak Properties
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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
526
Wealthspire Advisors (Maryland)
Maryland
$29K -$3.47K -113 -11%
RPG
527
Risk Paradigm Group
Texas
$28.2K – – –
FPFS
528
First Personal Financial Services
North Carolina
$28K +$16.6K +540 +155%
WEC
529
Winslow Evans & Crocker
Massachusetts
$26.8K -$48K -1,564 -65%
LCM
530
Liberty Capital Management
Michigan
$26K – – –
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$25K – – –
CLOS
532
Compagnie Lombard Odier SCmA
Switzerland
$24K – – –
CTC
533
Central Trust Company
Missouri
$22K -$86.3K -2,810 -80%
CJA
534
C-J Advisory
California
$21K -$583 -19 -3%
WB
535
Webster Bank
Connecticut
$21K – – –
FDCDDQ
536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K +$20.3K +660 New
DAM
537
Delta Asset Management
Tennessee
$20K – – –
JWA
538
JFS Wealth Advisors
Pennsylvania
$18K – – –
MSFP
539
Mark Sheptoff Financial Planning
Connecticut
$17K +$31 +1 +0.2%
FMA
540
FNY Managed Accounts
New York
$17K +$17.5K +570 New
MMG
541
Monetary Management Group
Missouri
$16K -$6.14K -200 -29%
CAL
542
Capital Advisors Ltd
Ohio
$16K – – –
WP
543
WealthPLAN Partners
Nebraska
$14.3K +$14.1K +459 New
RFA
544
Reilly Financial Advisors
California
$14K – – –
BIG
545
Bellwether Investment Group
Tennessee
$14K +$123 +4 +0.9%
GAM
546
Gemmer Asset Management
California
$14K +$9.73K +317 +266%
ACM
547
Armbruster Capital Management
New York
$13K -$6.14K -200 -33%
TF
548
Tompkins Financial
New York
$13K – – –
SIC
549
Salem Investment Counselors
North Carolina
$12K -$13.8K -450 -53%
EDRH
550
Edmond de Rothschild Holding
Switzerland
$11K – – –
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