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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
426
Stephens Inc
Arkansas
$276K +$52.4K +1,021 +25%
WOC
427
West Oak Capital
California
$273K -$7.7K -150 -3%
CCP
428
Corient Capital Partners
California
$273K +$31.2K +609 +13%
TFS
429
TrustCore Financial Services
Tennessee
$272K +$46.4K +905 +22%
CAM
430
Cresset Asset Management
Illinois
$270K +$258K +5,019 New
SOAMC
431
Spirit of America Management Corp
New York
$269K -$51.3K -1,000 -17%
PAS
432
Park Avenue Securities
New York
$266K +$256K +4,995 New
CI
433
Conning Inc
Connecticut
$265K -$20K -390 -7%
SWM
434
Strategic Wealth Management
Washington
$264K – – –
MFG
435
Menard Financial Group
Texas
$262K -$1.85K -36 -0.7%
HCM
436
Hodges Capital Management
Texas
$261K -$18K -350 -7%
FDS
437
First Dallas Securities
Texas
$261K – – –
BUB
438
BBVA USA Bancshares
Texas
$260K +$13.3K +259 +6%
LIA
439
LS Investment Advisors
Michigan
$259K -$95.5K -1,862 -28%
SBIA
440
Sheaff Brock Investment Advisors
Indiana
$259K – – –
FHC
441
First Heartland Consultants
Missouri
$258K +$51 +1 +0%
XT
442
XTX Topco
Cayman Islands
$258K +$248K +4,832 New
SW
443
SVB Wealth
Massachusetts
$256K +$247K +4,810 New
GVAG
444
Great Valley Advisor Group
Delaware
$253K -$17.8K -347 -7%
SSWM
445
Sheets Smith Wealth Management
North Carolina
$252K – – –
HAG
446
HighPoint Advisor Group
Illinois
$244K +$229K +4,466 New
AA
447
Argent Advisors
Louisiana
$243K -$51K -993 -18%
WW
448
Westshore Wealth
California
$242K +$233K +4,546 New
PCS
449
Personal CFO Solutions
New Jersey
$241K -$6.31K -123 -3%
WANY
450
Wealthspire Advisors (New York)
New York
$240K +$18.1K +352 +8%
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