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Healthpeak Properties
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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
551
Somerset Trust
Pennsylvania
$62K – – –
OIA
552
Optimum Investment Advisors
Illinois
$62K +$62K +1,647 New
IMS
553
Index Management Solutions
Pennsylvania
$61K -$19K -504 -24%
RFA
554
Reilly Financial Advisors
California
$59K +$26.9K +714 +83%
WTB
555
Washington Trust Bank
Washington
$56K – – –
MSFP
556
Mark Sheptoff Financial Planning
Connecticut
$54K -$16.6K -440 -24%
GXMC
557
Global X Management Company
New York
$48K – – –
JFA
558
JNBA Financial Advisors
Minnesota
$46K – – –
NFG
559
Next Financial Group
Texas
$43K +$43.9K +1,166 New
FMII
560
Farmers & Merchants Investments Inc
Nebraska
$34K – – –
HDIM
561
Hanson & Doremus Investment Management
Vermont
$33K – – –
PMFA
562
Plante Moran Financial Advisors
Michigan
$31K +$414 +11 +1%
SSG
563
Summit Securities Group
New York
$29K +$28.9K +769 New
CFA
564
Carroll Financial Associates
North Carolina
$25K – – –
MCM
565
Manchester Capital Management
Vermont
$25K – – –
GT
566
Glenmede Trust
Pennsylvania
$24K +$4.14K +110 +20%
HR
567
Howe & Rusling
New York
$23K +$22.3K +593 +2,695%
EFSCE
568
Enterprise Financial Services Corp (EFSC)
Missouri
$22K +$10.5K +279 +93%
CA
569
CapWealth Advisors
Tennessee
$21K -$14.5K -384 -41%
GSC
570
Ground Swell Capital
South Carolina
$21K +$21.2K +562 New
CAL
571
Capital Analysts LLC
Pennsylvania
$20.6K +$489 +13 +2%
TF
572
Tompkins Financial
New York
$17K – – –
RNS
573
Robert N. Shapiro
$16K -$47.5K -1,262 -74%
SC
574
Saturna Capital
Washington
$16K – – –
JWA
575
JFS Wealth Advisors
Pennsylvania
$15K +$15.3K +407 New
21 22
23
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