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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
426
Angeles Investment Advisors
California
$283K +$29.1K +641 +12%
MFG
427
Merit Financial Group
Georgia
$282K +$270K +5,960 New
PAG
428
Private Advisor Group
New Jersey
$279K -$13.2K -291 -5%
SPFA
429
Summit Place Financial Advisors
New Jersey
$279K +$45.3K +1,000 +20%
SI
430
Stephens Inc
Arkansas
$276K -$2.36K -52 -0.9%
SW
431
SVB Wealth
Massachusetts
$273K -$71.5K -1,577 -21%
S
432
SignatureFD
Georgia
$271K +$2.18K +48 +0.8%
TNA
433
True North Advisors
Texas
$269K +$258K +5,700 New
CCM
434
Coldstream Capital Management
Washington
$266K -$14.4K -317 -5%
IAS
435
Insigneo Advisory Services
Florida
$263K +$589 +13 +0.2%
CA
436
Cetera Advisors
Colorado
$263K -$13.4K -295 -5%
HI
437
Horizon Investments
North Carolina
$263K +$23.6K +520 +10%
T
438
TOBAM
France
$261K – – –
CW
439
CreativeOne Wealth
Kansas
$261K +$250K +5,520 New
BCA
440
Bay Colony Advisors
Massachusetts
$261K -$21.3K -470 -8%
EH
441
Equitable Holdings
New York
$260K -$22.4K -495 -8%
SWP
442
Stratos Wealth Partners
Ohio
$259K +$11.8K +260 +5%
GWAG
443
Garrett Wealth Advisory Group
Texas
$258K +$2.45K +54 +1%
FAIM
444
Financial Advocates Investment Management
Washington
$257K -$88.6K -1,955 -26%
HWA
445
Hilltop Wealth Advisors
North Carolina
$247K – – –
FMAEN1
446
Fund Management at Engine No 1
California
$246K +$16K +353 +7%
FTDI
447
First Trust Direct Indexing
Massachusetts
$245K -$16.6K -367 -7%
CTC
448
Central Trust Company
Missouri
$243K +$204K +4,500 +692%
WOC
449
West Oak Capital
California
$243K – – –
RWMH
450
Riverpoint Wealth Management Holdings
Illinois
$241K – – –
16 17
18
19 20