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Healthpeak Properties

Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
701
Prestige Wealth Management Group
New Jersey
$3K – – –
TC
702
Truvestments Capital
Florida
$3K +$2.82K +131 New
WWP
703
WR Wealth Planners
Missouri
$2.72K +$2.56K +119 New
SJIM
704
St. Johns Investment Management
Florida
$2.52K – – –
CIAS
705
CBIZ Investment Advisory Services
Ohio
$2.45K +$970 +45 +73%
DF
706
Dunhill Financial
United Kingdom
$2.21K +$1.08K +50 +106%
EAM
707
Eukles Asset Management
Ohio
$1.97K – – –
BWP
708
Baldwin Wealth Partners
Massachusetts
$1.9K +$1.79K +83 New
CCM
709
Chilton Capital Management
Texas
$1.81K +$1.7K +79 New
BWAM
710
Boyd Watterson Asset Management
Ohio
$1.78K – – –
RWM
711
Raffa Wealth Management
District of Columbia
$1.72K – – –
CSWM
712
Cassady Schiller Wealth Management
Ohio
$1.62K – – –
TFM
713
TFC Financial Management
Massachusetts
$1.6K +$172 +8 +13%
CPG
714
Cornerstone Planning Group
New Jersey
$1.55K – – –
CTWM
715
Cherry Tree Wealth Management
Minnesota
$1.53K – – –
ZB
716
Zions Bancorporation
Utah
$1.51K -$2.65K -123 -65%
JWA
717
JFS Wealth Advisors
Pennsylvania
$1.3K – – –
TCA
718
Trifecta Capital Advisors
Illinois
$1.14K – – –
CWC
719
Carolinas Wealth Consulting
North Carolina
$1.03K +$323 +15 +50%
WTC
720
WhitTier Trust Company
Nevada
$1K – – –
AW
721
Avion Wealth
Texas
$1K – – –
FMP
722
Financial Management Professionals
Texas
$1K – – –
TFA
723
Transamerica Financial Advisors
Florida
$1K +$22 +1 New
VAMG
724
Voisard Asset Management Group
Michigan
$938 +$884 +41 New
GGI
725
Godsey & Gibb Inc
Virginia
$875 -$11.6K -540 -93%