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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
651
Spire Wealth Management
Virginia
$9.81K -$3.86K -225 -27%
KFI
652
Key Financial Inc
Pennsylvania
$9.09K – – –
DWS
653
Dynamic Wealth Strategies
California
$8.59K – – –
MA
654
Montag & Associates
Georgia
$8.51K – – –
SWP
655
Strategic Wealth Partners
Ohio
$8.27K +$8.62K +503 New
DSC
656
Duncker Streett & Co
Missouri
$8.21K – – –
CFSG
657
Community Financial Services Group
Vermont
$8.19K +$8.57K +500 New
GJIA
658
Glass Jacobson Investment Advisors
Maryland
$7.69K – – –
CMA
659
Cedar Mountain Advisors
Oregon
$7.66K – – –
TPWA
660
Twin Peaks Wealth Advisors
California
$7.65K +$7.99K +466 New
FGA
661
Fortis Group Advisors
New Jersey
$7.64K – – –
DWP
662
Destiny Wealth Partners
Florida
$7.64K +$7.97K +465 New
EB
663
Eastern Bank
Massachusetts
$7.39K – – –
FPB
664
First PREMIER Bank
South Dakota
$7K – – –
CPG
665
Cornerstone Planning Group
New Jersey
$6.71K +$2.5K +146 +56%
CSC
666
Caldwell Sutter Capital
California
$6.57K – – –
FMII
667
Farmers & Merchants Investments Inc
Nebraska
$6.41K – – –
OCWP
668
Owl Creek Wealth Partners
Colorado
$6.26K +$6.53K +381 New
GIA
669
GHP Investment Advisors
Colorado
$6.03K -$5.12K -299 -45%
OAJ
670
Ogorek Anthony Joseph
New York
$6K +$7.2K +420 New
CFFP
671
Center for Financial Planning
Michigan
$5.96K – – –
MHR
672
Matthew Hamilton Rosenberg
$5.75K – – –
MCM
673
Manchester Capital Management
Vermont
$5.37K -$2.43K -142 -30%
WIM
674
Westside Investment Management
California
$5.22K – – –
B
675
Bayban
Minnesota
$5.21K +$5.43K +317 New
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