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Healthpeak Properties
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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
701
HHM Wealth Advisors
Tennessee
$3.22K -$7.07K -401 -67%
PB
702
Pinnacle Bancorp
Nebraska
$3.22K – – –
HIA
703
Harbor Investment Advisory
Maryland
$3.15K +$934 +53 +37%
BCWM
704
Bartlett & Co Wealth Management
Ohio
$3.07K +$3.37K +191 New
PGAM
705
Princeton Global Asset Management
New Jersey
$3.01K +$53 +3 +2%
EP
706
Essential Partners
California
$2.99K +$3.28K +186 New
FNWA
707
Financial Network Wealth Advisors
Utah
$2.73K – – –
MEG
708
Millstone Evans Group
Colorado
$2.73K – – –
TPBG
709
Turning Point Benefit Group
Maryland
$2.72K +$2.75K +156 +1,200%
HHMI
710
Howard Hughes Medical Institute
Maryland
$2.41K – – –
CCC
711
Chelsea Counsel Company
California
$2.41K +$2.64K +150 New
A
712
AlphaQuest
New York
$2.35K -$47.9K -2,718 -95%
BC
713
Barrett & Company
Rhode Island
$2.21K -$24.7K -1,399 -91%
NEWAS
714
N.E.W. Advisory Services
Wisconsin
$2.14K +$2.35K +133 New
BW
715
Basepoint Wealth
Iowa
$2.1K +$2.29K +130 New
FMP
716
Financial Management Professionals
Texas
$2.06K +$970 +55 +75%
FFO
717
Fortitude Family Office
Arizona
$2.04K -$1.07K -61 -32%
CFG
718
Clayton Financial Group
Missouri
$2.01K +$2.2K +125 New
HB
719
Horizon Bancorp
Indiana
$2K – – –
FCAS
720
First Command Advisory Services
Texas
$1.96K +$2.15K +122 New
JSAM
721
J. Safra Asset Management
New York
$1.93K – – –
IWM
722
IMG Wealth Management
Florida
$1.91K +$2.1K +119 New
AP
723
Aspect Partners
Virginia
$1.83K +$300 +17 +18%
PWA
724
Physician Wealth Advisors
Utah
$1.82K +$1.99K +113 New
SJIM
725
St. Johns Investment Management
Florida
$1.77K – – –
27 28
29
30 31