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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
526
Prestige Wealth Management Group
New Jersey
$11K – – –
ARMC
527
American Research & Management Company
Massachusetts
$10K – – –
CTC
528
Central Trust Company
Missouri
$10K – – –
GLLW
529
Graves Light Lenhart Wealth
Virginia
$10K – – –
TFO
530
Tarbox Family Office
California
$10K – – –
VNA
531
Valley National Advisers
Pennsylvania
$10K – – –
WB
532
Webster Bank
Connecticut
$10K – – –
TWM
533
Tradition Wealth Management
Minnesota
$10K +$9.67K +288 New
BA
534
Bellwether Advisors
Nebraska
$9K -$3.36K -100 -25%
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
ST
536
Smithfield Trust
Pennsylvania
$9K – – –
WLPWM
537
Walled Lake Planning & Wealth Management
Illinois
$9K +$67 +2 +0.7%
MRCM
538
M&R Capital Management
New Jersey
$8K – – –
PSIWM
539
Paradigm Strategies in Wealth Management
Minnesota
$8K – – –
GI
540
Gradient Investments
Minnesota
$8K +$906 +27 +14%
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$8K +$5.81K +173 +258%
MMG
542
Monetary Management Group
Missouri
$7K -$33.6K -1,000 -83%
HWMA
543
Heritage Wealth Management (Arizona)
Arizona
$7K -$5.87K -175 -47%
ZB
544
Zions Bancorporation
Utah
$7K -$336 -10 -4%
PO
545
Private Ocean
California
$7K – – –
RCA
546
Ranch Capital Advisors
Florida
$6K -$6.71K -200 Closed
JMF
547
Johnson Midwest Financial
Iowa
$6K – – –
WTC
548
WhitTier Trust Company
Nevada
$6K – – –
LWA
549
Lenox Wealth Advisors
New York
$5K -$7.22K -215 -58%
JCM
550
Jacobi Capital Management
Pennsylvania
$5K -$3.79K -113 -43%
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