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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
551
Compagnie Lombard Odier SCmA
Switzerland
$27K -$93.8K -3,020 -78%
JWA
552
JFS Wealth Advisors
Pennsylvania
$25K – – –
MIM
553
Macroview Investment Management
Maryland
$25K +$155 +5 +0.7%
FWM
554
Focused Wealth Management
New York
$25K +$23.9K +769 New
AIM
555
Arcadia Investment Management
Michigan
$23K – – –
DAM
556
Delta Asset Management
Tennessee
$23K – – –
JSAM
557
J. Safra Asset Management
New York
$23K +$22K +707 New
RPG
558
Risk Paradigm Group
Texas
$21.6K – – –
ACM
559
Armbruster Capital Management
New York
$21K – – –
HR
560
Howe & Rusling
New York
$20K – – –
MSFP
561
Mark Sheptoff Financial Planning
Connecticut
$19K -$6.83K -220 -27%
FNBSF
562
First National Bank Sioux Falls
South Dakota
$18K – – –
MCM
563
Manchester Capital Management
Vermont
$18K – – –
QCG
564
Quadrant Capital Group
Ohio
$18K +$1.58K +51 +8%
PFS
565
Physicians Financial Services
North Carolina
$17K -$1.77K -57 -10%
SGAM
566
Smith Group Asset Management
Texas
$16K -$1.37K -44 -8%
WAM
567
Wealthspire Advisors (Maryland)
Maryland
$16K +$31 +1 +0.2%
RFA
568
Reilly Financial Advisors
California
$15K – – –
TF
569
Tompkins Financial
New York
$14K – – –
CCM
570
Cribstone Capital Management
Maine
$13K +$12.8K +411 New
EDRH
571
Edmond de Rothschild Holding
Switzerland
$12K -$17.9K -577 -60%
CA
572
CapWealth Advisors
Tennessee
$12K -$1.86K -60 -14%
EDRS
573
Edmond de Rothschild (Suisse)
Switzerland
$12K +$11.9K +384 New
JFA
574
JNBA Financial Advisors
Minnesota
$11K -$20.6K -664 -67%
IF
575
Ironwood Financial
Arizona
$11K -$6.99K -225 -39%
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