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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
401
First Foundation Advisors
California
$748K +$517K +8,777 +220%
SPC
402
Sigma Planning Corp
Michigan
$746K -$425K -7,217 -36%
SSWM
403
Sheets Smith Wealth Management
North Carolina
$743K +$8.96K +152 +1%
KM
404
Kalos Management
Georgia
$742K +$499K +8,460 +225%
SOAMC
405
Spirit of America Management Corp
New York
$741K -$26.5K -450 -3%
SIC
406
Shoker Investment Counsel
Ohio
$736K +$112K +1,908 +18%
FA
407
FDx Advisors
Illinois
$731K -$3.89M -66,010 -84%
WKWM
408
Walter & Keenan Wealth Management
Indiana
$725K – – –
CII
409
Capital International Inc
California
$721K – – –
DSC
410
Duncker Streett & Co
Missouri
$690K -$20.1K -341 -3%
TAM
411
Tocqueville Asset Management
New York
$684K – – –
AMI
412
Amica Mutual Insurance
Rhode Island
$682K -$3.23M -54,869 -82%
WA
413
Wambolt & Associates
Colorado
$681K +$685K +11,617 New
IWM
414
IHT Wealth Management
Illinois
$671K -$38.9K -659 -5%
KTA
415
Keeley-Teton Advisors
Illinois
$670K +$13.6K +231 +2%
RB
416
Rodgers Brothers
Pennsylvania
$663K +$667K +11,308 New
HAM
417
Highstreet Asset Management
Ontario, Canada
$652K +$12.3K +208 +2%
EI
418
EDMP Inc
Florida
$648K +$3.83K +65 +0.6%
PSUF
419
People's United Financial
Connecticut
$646K +$34K +576 +6%
AWM
420
AE Wealth Management
Kansas
$643K -$798K -13,529 -55%
FVWA
421
Foster Victor Wealth Advisors
South Carolina
$632K +$636K +10,792 New
FIM
422
Freedom Investment Management
Connecticut
$630K -$68.7K -1,165 -10%
NA
423
NewEdge Advisors
Louisiana
$630K -$26.6K -452 -4%
PFC
424
Phocas Financial Corp
California
$626K – – –
OWA
425
Outlook Wealth Advisors
Texas
$625K +$629K +10,670 New
15 16
17
18 19