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Healthpeak Properties

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
576
Sherman Asset Management
California
$99.1K – – –
FC
577
Fairscale Capital
New Hampshire
$98.6K – – –
GWM
578
Geneos Wealth Management
Colorado
$98.3K – – –
TCOV
579
Trust Company of Vermont
Vermont
$96K +$83.7K +4,487 New
SCM
580
Silvant Capital Management
Georgia
$95.9K – – –
PTC
581
Private Trust Company
Ohio
$95.1K -$840 -45 -1%
CFM
582
Compass Financial Management
Florida
$91.7K +$79.9K +4,281 New
WT
583
Whittier Trust
California
$86.8K -$1.87K -100 -2%
QL
584
Quarry LP
New York
$84.4K -$172K -9,198 -70%
AUB
585
Atlantic Union Bankshares
Virginia
$77.7K -$56.9K -3,048 -46%
RC
586
Rexford Capital
Texas
$77K – – –
BIAS
587
Beacon Investment Advisory Services
New Jersey
$67.4K -$9.8K -525 -14%
SSG
588
Summit Securities Group
New York
$67.4K -$28.8K -1,541 -33%
MPWT
589
MassMutual Private Wealth & Trust
Connecticut
$67.4K -$10.6K -567 -15%
SAM
590
Smartleaf Asset Management
Massachusetts
$65.1K – – –
CAS
591
Coppell Advisory Solutions
Texas
$58.5K +$213K +11,429 New
CFO
592
CVA Family Office
Colorado
$54.9K -$18.6K -995 -28%
CA
593
CoreCap Advisors
Michigan
$52.9K +$1.06K +57 +2%
RFG
594
REAP Financial Group
Texas
$51.2K -$1.27K -68 -3%
DMBA
595
Deseret Mutual Benefit Administrators
Utah
$49.9K – – –
AF
596
Advisornet Financial
Minnesota
$47.7K +$168 +9 +0.4%
Bank Julius Baer & Co
597
Bank Julius Baer & Co
Switzerland
$47.1K – – –
DAM
598
Delta Asset Management
Tennessee
$46.7K -$2.2K -118 -5%
BWL
599
Bogart Wealth LLC
Virginia
$45.4K +$36.1K +1,934 +1,034%
AT
600
Avalon Trust
New Mexico
$44.8K – – –