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Healthpeak Properties
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Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
551
North Star Investment Management
Illinois
$162K – – –
IA
552
IFP Advisors
Florida
$160K +$25.2K +1,350 +22%
BGAI
553
Bruce G. Allen Investments
Colorado
$153K -$3.42K -183 -2%
EWA
554
EverSource Wealth Advisors
Alabama
$147K +$31.3K +1,679 +32%
CA
555
Continuum Advisory
Idaho
$143K +$125K +6,697 New
CFB
556
Cullen/Frost Bankers
Texas
$136K -$3.47K -186 -3%
RCM
557
Raleigh Capital Management
North Carolina
$129K -$411 -22 -0.4%
MG
558
Mather Group
Illinois
$127K +$75.7K +4,056 +218%
LI
559
LRI Investments
Florida
$126K -$61.4K -3,290 -36%
VCM
560
Versant Capital Management
Arizona
$121K +$20.6K +1,102 +24%
HHGA
561
Halbert Hargrove Global Advisors
California
$117K – – –
PWPS
562
Pinnacle Wealth Planning Services
Ohio
$117K +$20.2K +1,084 +25%
PCM
563
Palouse Capital Management
Washington
$115K – – –
MIFH
564
Migdal Insurance & Financial Holdings
Israel
$113K +$98.6K +5,284 New
MIA
565
MeadowBrook Investment Advisors
Michigan
$112K -$80.1K -4,290 -35%
RIL
566
Rothschild Investment LLC
Illinois
$110K +$47.5K +2,545 +99%
TF
567
Tompkins Financial
New York
$107K – – –
UB
568
UMB Bank
Missouri
$106K -$16.2K -870 -15%
HNB
569
Huntington National Bank
Ohio
$104K +$25K +1,339 +38%
DPIM
570
Duff & Phelps Investment Management
Illinois
$104K +$90.9K +4,872 New
SAM
571
Sherman Asset Management
California
$99.1K – – –
FC
572
Fairscale Capital
New Hampshire
$98.6K – – –
GWM
573
Geneos Wealth Management
Colorado
$98.3K – – –
TCOV
574
Trust Company of Vermont
Vermont
$96K +$83.7K +4,487 New
SCM
575
Silvant Capital Management
Georgia
$95.9K – – –
21 22
23
24 25