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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
576
Baldwin Wealth Partners
Massachusetts
$4K – – –
EWA
577
Evolution Wealth Advisors
Florida
$4K – – –
RIA
578
RPG Investment Advisory
California
$4K – – –
VFA
579
Valeo Financial Advisors
Indiana
$4K – – –
JCM
580
Jacobi Capital Management
Pennsylvania
$4K +$34 +1 +1%
FRA
581
Front Row Advisors
California
$3K – – –
JPLA
582
Joseph P. Lucia & Associates
New York
$3K +$34 +1 +1%
ECM
583
EII Capital Management
New York
$2.34K -$71.4K -2,116 -3%
EFSCE
584
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$5.4K -160 -77%
OC
585
Oakworth Capital
Alabama
$2K -$2.6K -77 -63%
OSAM
586
O'Shaughnessy Asset Management
Connecticut
$2K -$68 -2 -3%
IFAM
587
Institutional & Family Asset Management
Colorado
$2K – – –
CWM
588
Cranbrook Wealth Management
Michigan
$2K +$2.13K +63 New
RWM
589
Raffa Wealth Management
District of Columbia
$1.68K +$1.59K +47 New
APC
590
Aspire Private Capital
North Carolina
$1K -$3.71K -110 Closed
AIS
591
Accurate Investment Solutions
Pennsylvania
$1K – – –
FCA
592
FinTrust Capital Advisors
South Carolina
$1K – – –
FPFS
593
First Personal Financial Services
North Carolina
$1K – – –
JWA
594
JFS Wealth Advisors
Pennsylvania
$1K – – –
PFGIA
595
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
SFSIG
596
San Francisco Sentry Investment Group
California
$1K – – –
TCM
597
Tradewinds Capital Management
Washington
$1K – – –
TWA
598
TCI Wealth Advisors
Arizona
$1K +$540 +16 +145%
BC
599
Barnett & Company
Tennessee
$1K +$1.32K +39 New
SWA
600
Sutton Wealth Advisors
Florida
$891 – – –
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