We are live on ! Find out more
DOC icon

Healthpeak Properties

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
526
Sugarloaf Wealth Management
Georgia
$17K – – –
SIS
527
Sound Income Strategies
Florida
$16.5K – – –
GTAM
528
Global Trust Asset Management
Florida
$16K -$14K -460 -47%
AA
529
Ancora Advisors
Ohio
$16K – – –
GRP
530
Global Retirement Partners
California
$16K – – –
MA
531
Montag & Associates
Georgia
$16K – – –
NFG
532
Next Financial Group
Texas
$14K – – –
CBT
533
CoreFirst Bank & Trust
Kansas
$13K – – –
Jones Financial Companies
534
Jones Financial Companies
Missouri
$13K – – –
RFA
535
Reilly Financial Advisors
California
$13K – – –
LC
536
Lindbrook Capital
California
$13K +$577 +19 +5%
FCB
537
First Command Bank
Texas
$13K +$12.1K +400 New
FCFS
538
First Command Financial Services
Texas
$13K +$12.1K +400 New
BA
539
Bellwether Advisors
Nebraska
$12K – – –
EARNEST Partners
540
EARNEST Partners
Georgia
$12K – – –
LWA
541
Lenox Wealth Advisors
New York
$12K +$11.2K +368 New
HWMA
542
Heritage Wealth Management (Arizona)
Arizona
$12K +$11.4K +375 New
RA
543
Resolute Advisors
California
$11K +$10.6K +348 New
WP
544
WealthShield Partners
North Carolina
$11K +$10.6K +350 New
ARMC
545
American Research & Management Company
Massachusetts
$10K -$86.3K -2,842 -90%
PWMG
546
Prestige Wealth Management Group
New Jersey
$10K – – –
TFO
547
Tarbox Family Office
California
$10K – – –
VNA
548
Valley National Advisers
Pennsylvania
$10K – – –
WB
549
Webster Bank
Connecticut
$10K – – –
CTC
550
Central Trust Company
Missouri
$9K – – –