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Healthpeak Properties
DOC

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
701
Addison Advisors
Vermont
$3.9K -$52.3K -2,801 -94%
APFP
702
Action Point Financial Planning
Michigan
$3.77K +$3.32K +178 New
GBT
703
Grove Bank & Trust
Florida
$3.7K -$1.27K -68 -28%
MB
704
MidFirst Bank
Oklahoma
$3.7K – – –
FMP
705
Financial Management Professionals
Texas
$3.53K +$243 +13 +9%
SWM
706
SHP Wealth Management
Massachusetts
$3.29K +$1.16K +62 +67%
SC
707
SouthState Corp
Florida
$3.27K -$187 -10 -6%
FFO
708
Fortitude Family Office
Arizona
$3.27K – – –
EWP
709
Elevation Wealth Partners
California
$3.17K -$746 -40 -21%
FNWA
710
Financial Network Wealth Advisors
Utah
$3.17K -$690 -37 -20%
HB
711
Horizon Bancorp
Indiana
$3K – – –
CCWM
712
Cassaday & Co Wealth Management
Virginia
$2.98K – – –
BC
713
Barrett & Company
Rhode Island
$2.94K – – –
PWMG
714
Private Wealth Management Group
New Jersey
$2.89K -$75 -4 -3%
BW
715
Basepoint Wealth
Iowa
$2.89K +$37 +2 +2%
IWM
716
IMG Wealth Management
Florida
$2.67K – – –
FCAS
717
First Command Advisory Services
Texas
$2.61K – – –
DWM
718
Dogwood Wealth Management
Kansas
$2.59K +$1.03K +55 +83%
PWA
719
Physician Wealth Advisors
Utah
$2.42K +$523 +28 +33%
SJIM
720
St. Johns Investment Management
Florida
$2.35K – – –
SFAM
721
Sawyer Falduto Asset Management
Illinois
$2.14K – – –
NWM
722
Nova Wealth Management
Florida
$2.08K +$1.81K +97 New
AT
723
Arlington Trust
Alabama
$2.01K – – –
HNW
724
High Note Wealth
Minnesota
$1.91K -$56 -3 -3%
EAM
725
Eukles Asset Management
Ohio
$1.84K – – –
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