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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
551
Baldwin Wealth Partners
Massachusetts
$3K – – –
GAM
552
Gemmer Asset Management
California
$3K – – –
LFA
553
Legacy Financial Advisors
Kentucky
$3K – – –
VFA
554
Valeo Financial Advisors
Indiana
$3K – – –
JCM
555
Jacobi Capital Management
Pennsylvania
$3K +$26 +1 +1%
AIM
556
Advantage Investment Management
Iowa
$3K +$53 +2 +2%
CWA
557
Clarus Wealth Advisors
Arizona
$3K +$1.13K +43 +56%
RMAM
558
Raab & Moskowitz Asset Management
New Jersey
$3K +$3.37K +128 New
FM
559
Forward Management
California
$2K -$804K -30,600 -100%
MSA
560
Marino Stram & Associates
Massachusetts
$2K -$3.15K -120 -63%
IFAM
561
Institutional & Family Asset Management
Colorado
$2K – – –
TPWA
562
TRUE Private Wealth Advisors
Oregon
$1.29K +$1.29K +49 New
RWM
563
Raffa Wealth Management
District of Columbia
$1.24K – – –
AIS
564
Accurate Investment Solutions
Pennsylvania
$1K – – –
EFSCE
565
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
HFM
566
Hartford Financial Management
Connecticut
$1K – – –
MCM
567
Mainstay Capital Management
Michigan
$1K – – –
OC
568
Oakworth Capital
Alabama
$1K – – –
TCM
569
Tradewinds Capital Management
Washington
$1K – – –
TFA
570
Transamerica Financial Advisors
Florida
$1K – – –
AC
571
Avestar Capital
New York
$1K +$578 +22 +24%
RWA
572
River Wealth Advisors
Pennsylvania
$1K +$631 +24 +1,200%
FPB
573
First PREMIER Bank
South Dakota
$1K +$841 +32 New
SWA
574
Sutton Wealth Advisors
Florida
$658 -$10.2K -387 -94%
FRA
575
Front Row Advisors
California
$3 +$1.97K +75 +341%
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