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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
SNT
551
Security National Trust
West Virginia
$90K – – –
PSI
552
Pinnacle Summer Investments
Virginia
$90K +$90.9K +2,628 New
BCA
553
Bray Capital Advisors
Florida
$89K – – –
ASN
554
Advisory Services Network
Georgia
$83K -$311 -9 -0.4%
PMFA
555
Plante Moran Financial Advisors
Michigan
$82K +$795 +23 +1%
LFFS
556
La Francaise Forum Securities
Connecticut
$77K -$11.4K -329 -13%
CLOS
557
Compagnie Lombard Odier SCmA
Switzerland
$76K -$18.5K -536 -19%
LNB
558
Ledyard National Bank
$75K -$3.6K -104 -5%
AWM
559
Avior Wealth Management
Nebraska
$56K – – –
MMG
560
Monetary Management Group
Missouri
$56K – – –
ARMC
561
American Research & Management Company
Massachusetts
$55K – – –
CFA
562
Carroll Financial Associates
North Carolina
$55K +$1.83K +53 +4%
EAM
563
Eventide Asset Management
Massachusetts
$55K +$55.8K +1,614 New
SFWA
564
Summit Financial Wealth Advisors
Louisiana
$55K +$56.8K +1,644 New
NSIM
565
North Star Investment Management
Illinois
$52K – – –
WTB
566
Washington Trust Bank
Washington
$50K – – –
IMS
567
Index Management Solutions
Pennsylvania
$49K +$6.95K +201 +16%
SIG
568
Stanford Investment Group
California
$48K – – –
EWM
569
Evercore Wealth Management
New York
$45K -$16.4K -473 -26%
MSFP
570
Mark Sheptoff Financial Planning
Connecticut
$38K -$10.2K -295 -21%
CFA
571
CT Financial Advisors
Pennsylvania
$37.3K – – –
JFA
572
JNBA Financial Advisors
Minnesota
$37K – – –
BFEC
573
Benjamin F. Edwards & Company
Missouri
$37K +$13.3K +384 +54%
CAL
574
Capital Analysts LLC
Pennsylvania
$36.8K +$2.25K +65 +6%
FIB
575
First Interstate Bank
Montana
$36K +$36.7K +1,060 New
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