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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
576
Front Row Advisors
California
$3K – – –
GAM
577
Gemmer Asset Management
California
$3K – – –
VFA
578
Valeo Financial Advisors
Indiana
$3K – – –
AIM
579
Advantage Investment Management
Iowa
$3K +$28 +1 +0.9%
JCM
580
Jacobi Capital Management
Pennsylvania
$3K +$55 +2 +2%
OC
581
Oakworth Capital
Alabama
$3K +$2.13K +77 +171%
RWA
582
Ropes Wealth Advisors
Massachusetts
$3K +$2.91K +105 New
GWS
583
Glassman Wealth Services
Virginia
$2K -$2.96K -107 -57%
IFAM
584
Institutional & Family Asset Management
Colorado
$2K – – –
MSA
585
Marino Stram & Associates
Massachusetts
$2K – – –
SFSIG
586
San Francisco Sentry Investment Group
California
$2K +$1.83K +66 New
RWM
587
Raffa Wealth Management
District of Columbia
$1.31K – – –
AIS
588
Accurate Investment Solutions
Pennsylvania
$1K – – –
EFSCE
589
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
HFM
590
Hartford Financial Management
Connecticut
$1K – – –
TCM
591
Tradewinds Capital Management
Washington
$1K – – –
TFA
592
Transamerica Financial Advisors
Florida
$1K – – –
CI
593
CX Institutional
Indiana
$1K +$526 +19 New
FTI
594
Fiduciary Trust International
Massachusetts
$1K +$1.25K +45 New
WCM
595
WealthBridge Capital Management
Ohio
$1K +$1.38K +50 New
SWA
596
Sutton Wealth Advisors
Florida
$698 – – –
GT
597
Glenmede Trust
Pennsylvania
$86 +$85.8K +3,098 New
PI
598
Putnam Investments
Massachusetts
– -$11.8M -446,607 Closed
HCM
599
Highbridge Capital Management
New York
– -$8.55M -325,000 Closed
TCM
600
Teza Capital Management
Illinois
– -$1.98M -75,343 Closed
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