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Healthpeak Properties
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Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
576
Stanford Investment Group
California
$50K – – –
ARMC
577
American Research & Management Company
Massachusetts
$48K -$7.36K -220 -14%
MSFP
578
Mark Sheptoff Financial Planning
Connecticut
$47K +$7.36K +220 +19%
BFEC
579
Benjamin F. Edwards & Company
Missouri
$47K +$8.26K +247 +22%
NSIM
580
North Star Investment Management
Illinois
$46K -$6.96K -208 -14%
CAL
581
Capital Analysts LLC
Pennsylvania
$38.3K +$468 +14 +1%
CFA
582
CT Financial Advisors
Pennsylvania
$38.2K – – –
FIB
583
First Interstate Bank
Montana
$37K – – –
WP
584
WealthPLAN Partners
Nebraska
$35.3K +$101K +3,030 New
JFA
585
JNBA Financial Advisors
Minnesota
$35K -$3.65K -109 -10%
PSI
586
Pinnacle Summer Investments
Virginia
$32K -$57.9K -1,732 -66%
UFA
587
US Financial Advisors
Massachusetts
$32K +$8.4K +251 +38%
EWM
588
Evercore Wealth Management
New York
$31K -$14.8K -443 -34%
FMII
589
Farmers & Merchants Investments Inc
Nebraska
$31K – – –
DAM
590
Delta Asset Management
Tennessee
$29K – – –
JWA
591
JFS Wealth Advisors
Pennsylvania
$27K – – –
ACM
592
Armbruster Capital Management
New York
$23K +$22K +659 New
IPC
593
Independent Portfolio Consultants
Florida
$21K -$12.5K -373 -38%
HR
594
Howe & Rusling
New York
$21K – – –
AWMS
595
Advocacy Wealth Management Services
Georgia
$21K +$20.2K +604 New
WAM
596
Wealthspire Advisors (Maryland)
Maryland
$21K +$20.3K +608 New
GI
597
Gradient Investments
Minnesota
$20K -$3.12M -93,204 -99%
AIM
598
Arcadia Investment Management
Michigan
$20K – – –
QCG
599
Quadrant Capital Group
Ohio
$20K +$16.9K +505 +490%
RPG
600
Risk Paradigm Group
Texas
$19.2K +$4.08K +122 +28%
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