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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
526
OneDigital Investment Advisors
Kansas
$49K +$48.8K +1,539 New
AWM
527
Avior Wealth Management
Nebraska
$48K – – –
BAM
528
Bruderman Asset Management
New York
$48K +$47.7K +1,504 New
PA
529
Parallel Advisors
California
$46K +$12.4K +392 +37%
RFWA
530
RPg Family Wealth Advisory
Massachusetts
$41.2K – – –
WAM
531
Wealthspire Advisors (Maryland)
Maryland
$40K +$9.7K +306 +33%
BFEC
532
Benjamin F. Edwards & Company
Missouri
$38K -$7.86K -248 -17%
BC
533
Barnett & Company
Tennessee
$36K – – –
GLI
534
Guardian Life Insurance
New York
$34K -$23.6K -743 -41%
TSW
535
Thompson Siegel & Walmsley
Virginia
$33K -$39.1K -1,232 -55%
ARMC
536
American Research & Management Company
Massachusetts
$31K – – –
FIB
537
First Interstate Bank
Montana
$31K – – –
IWM
538
IHT Wealth Management
Illinois
$31K – – –
WIM
539
Westside Investment Management
California
$30.9K – – –
IPC
540
Independent Portfolio Consultants
Florida
$30K -$14.9K -470 -34%
LYV
541
Live Your Vision
Pennsylvania
$29K +$158 +5 +0.5%
FHA
542
First Horizon Advisors
Tennessee
$28K -$5.93K -187 -17%
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$26K – – –
LCM
544
Liberty Capital Management
Michigan
$26K – – –
WEC
545
Winslow Evans & Crocker
Massachusetts
$25.9K -$1.52K -48 -6%
FPFS
546
First Personal Financial Services
North Carolina
$23K -$5.39K -170 -19%
SFSIG
547
San Francisco Sentry Investment Group
California
$23K +$22.5K +710 New
WB
548
Webster Bank
Connecticut
$22K – – –
MWM
549
Mascoma Wealth Management
New Hampshire
$22K +$22.2K +700 New
FDCDDQ
550
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.1K – – –
20 21
22
23 24