We are live on ! Find out more
DOC icon

Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
PSIWM
551
Paradigm Strategies in Wealth Management
Minnesota
$8K +$7.59K +250 New
ZB
552
Zions Bancorporation
Utah
$7K -$3.55K -117 -34%
MRCM
553
M&R Capital Management
New Jersey
$7K – – –
VFA
554
Valeo Financial Advisors
Indiana
$7K +$304 +10 +5%
MWP
555
Meridian Wealth Partners
Pennsylvania
$7K +$6.86K +226 New
GI
556
Gradient Investments
Minnesota
$6K -$97.1K -3,198 -94%
PO
557
Private Ocean
California
$6K – – –
RCA
558
Ranch Capital Advisors
Florida
$6K – – –
WFA
559
West Financial Advisors
Iowa
$6K – – –
AIG
560
American International Group
New York
$5.38K -$163K -5,382 -3%
WTC
561
WhitTier Trust Company
Nevada
$5K -$15.3K -504 -75%
AL
562
ADE LLC
Maryland
$5K – – –
JMF
563
Johnson Midwest Financial
Iowa
$5K – – –
ADIM
564
Alpha DNA Investment Management
Maryland
$5K +$5.19K +171 New
BWA
565
BDO Wealth Advisors
Florida
$4K – – –
RWM
566
Raffa Wealth Management
District of Columbia
$3.71K +$850 +28 +31%
BWP
567
Baldwin Wealth Partners
Massachusetts
$3K – – –
BAMG
568
Brand Asset Management Group
Missouri
$3K – – –
CHA
569
Carmichael Hill & Associates
Maryland
$3K – – –
CCA
570
Column Capital Advisors
Indiana
$3K – – –
FRA
571
Front Row Advisors
California
$3K – – –
JPLA
572
Joseph P. Lucia & Associates
New York
$3K – – –
PFGIA
573
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
KFP
574
KB Financial Partners
New Jersey
$3K +$2.7K +89 New
MWM
575
Mascoma Wealth Management
New Hampshire
$3K +$3.04K +100 New
21 22
23
24 25