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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
576
CX Institutional
Indiana
$5K +$338 +10 +8%
GAM
577
Gemmer Asset Management
California
$5K +$945 +28 +23%
BWP
578
Baldwin Wealth Partners
Massachusetts
$4K – – –
EWA
579
Evolution Wealth Advisors
Florida
$4K – – –
RIA
580
RPG Investment Advisory
California
$4K – – –
VFA
581
Valeo Financial Advisors
Indiana
$4K – – –
JCM
582
Jacobi Capital Management
Pennsylvania
$4K +$34 +1 +1%
FRA
583
Front Row Advisors
California
$3K – – –
JPLA
584
Joseph P. Lucia & Associates
New York
$3K +$34 +1 +1%
EFSCE
585
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$5.4K -160 -77%
OC
586
Oakworth Capital
Alabama
$2K -$2.6K -77 -63%
OSAM
587
O'Shaughnessy Asset Management
Connecticut
$2K -$68 -2 -3%
IFAM
588
Institutional & Family Asset Management
Colorado
$2K – – –
CWM
589
Cranbrook Wealth Management
Michigan
$2K +$2.13K +63 New
RWM
590
Raffa Wealth Management
District of Columbia
$1.68K +$1.59K +47 New
APC
591
Aspire Private Capital
North Carolina
$1K -$3.71K -110 Closed
AIS
592
Accurate Investment Solutions
Pennsylvania
$1K – – –
FCA
593
FinTrust Capital Advisors
South Carolina
$1K – – –
FPFS
594
First Personal Financial Services
North Carolina
$1K – – –
JWA
595
JFS Wealth Advisors
Pennsylvania
$1K – – –
PFGIA
596
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
SFSIG
597
San Francisco Sentry Investment Group
California
$1K – – –
TCM
598
Tradewinds Capital Management
Washington
$1K – – –
TWA
599
TCI Wealth Advisors
Arizona
$1K +$540 +16 +145%
BC
600
Barnett & Company
Tennessee
$1K +$1.32K +39 New
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