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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
BG
626
Bollard Group
Massachusetts
– -$404K -19,466 -100%
PL
627
Perpetual Ltd
Australia
– -$408K -18,580 Closed
TI
628
Tidal Investments
Wisconsin
– -$362K -16,498 Closed
GLA
629
Great Lakes Advisors
Illinois
– -$286K -13,002 Closed
FIM
630
Fernwood Investment Management
Massachusetts
– -$229K -10,426 Closed
MW
631
Marcum Wealth
Ohio
– -$221K -10,060 Closed
DA
632
Dover Advisors
Virginia
– -$209K -9,500 Closed
CCM
633
Coldstream Capital Management
Washington
– -$209K -9,493 Closed
RFC
634
Regions Financial Corp
Alabama
– -$207K -9,446 Closed
MAM
635
Mystic Asset Management
Rhode Island
– -$207K -9,400 Closed
PWPS
636
Pinnacle Wealth Planning Services
Ohio
– -$205K -9,331 Closed
T
637
TOBAM
France
– -$74K -3,370 Closed
AWM
638
Accel Wealth Management
Iowa
– -$59K -2,684 Closed
OCM
639
Orion Capital Management
California
– -$37.3K -1,700 Closed
FHA
640
First Horizon Advisors
Tennessee
– -$36.3K -1,652 Closed
BAM
641
Belpointe Asset Management
Nevada
– -$34.9K -1,587 Closed
QL
642
Quarry LP
New York
– -$22.7K -1,031 Closed
AAS
643
Ameritas Advisory Services
Nebraska
– -$22K -1,021 Closed
NFSG
644
Newbridge Financial Services Group
Florida
– -$22.2K -1,012 Closed
BC
645
Bartlett & Co
Ohio
– -$14K -645 Closed
BCWM
646
Bartlett & Co Wealth Management
Ohio
– -$14.2K -645 Closed
SWM
647
Sugarloaf Wealth Management
Georgia
– -$11.7K -534 Closed
CT
648
Caldwell Trust
Florida
– -$11K -500 Closed
EI
649
Ellevest Inc
New York
– -$10.1K -459 Closed
WIM
650
WealthPlan Investment Management
Nebraska
– -$7.01K -319 Closed
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