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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
NS
526
NBC Securities
Alabama
$201K +$137K +7,626 +266%
KPWS
527
Kestra Private Wealth Services
Texas
$201K +$188K +10,482 New
CM
528
Cercano Management
Washington
$200K -$21.1K -1,177 -10%
CPIG
529
Chicago Partners Investment Group
Illinois
$198K +$3.84K +214 +2%
CB
530
Chris Bulman
California
$198K +$185K +10,328 New
MWM
531
Modern Wealth Management
Kansas
$198K +$185K +10,321 New
PWM
532
Perigon Wealth Management
California
$197K +$185K +10,291 New
AWM
533
Accurate Wealth Management
Florida
$197K +$3.17K +177 +2%
SS
534
Sunbelt Securities
Texas
$195K +$40K +2,231 +28%
SCA
535
Snowden Capital Advisors
New York
$195K +$2.81K +157 +2%
DW30
536
Drucker Wealth 3.0
New Jersey
$194K +$182K +10,146 New
PFPT
537
Pinnacle Financial Partners (Tennessee)
Tennessee
$192K -$610 -34 -0.3%
HCM
538
Howland Capital Management
Massachusetts
$192K – – –
SFI
539
Siemens Fonds Invest
Germany
$187K -$932 -52 -0.5%
CFD
540
Creative Financial Designs
Indiana
$184K +$21.1K +1,176 +14%
CIA
541
Cape Investment Advisory
Georgia
$173K +$162K +9,019 New
AUB
542
Atlantic Union Bankshares
Virginia
$166K +$121K +6,758 +351%
BI
543
Binnacle Investments
Iowa
$165K +$6.22K +347 +4%
HHGA
544
Halbert Hargrove Global Advisors
California
$153K +$143K +8,000 New
ETC
545
Exchange Traded Concepts
Oklahoma
$149K – – –
CI
546
CX Institutional
Indiana
$146K +$14.7K +818 +12%
CCA
547
Catalyst Capital Advisors
New York
$141K +$132K +7,386 New
LI
548
LRI Investments
Florida
$138K +$48.5K +2,707 +60%
PCM
549
Palouse Capital Management
Washington
$136K +$29.7K +1,658 +30%
M
550
MOTCO
Texas
$136K – – –
20 21
22
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