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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
451
Freedom Investment Management
Connecticut
$331K +$342K +3,974 New
PWP
452
Private Wealth Partners
California
$329K – – –
SGAM
453
Smith Group Asset Management
Texas
$325K +$33.2K +386 +11%
CCA
454
Checchi Capital Advisers
California
$324K +$9.9K +115 +3%
NGA
455
Naples Global Advisors
Florida
$315K – – –
CA
456
Cetera Advisors
Colorado
$313K +$324K +3,765 New
AGM
457
Alpine Global Management
New York
$301K +$311K +3,607 New
ECM
458
ETrade Capital Management
Virginia
$298K +$56.1K +652 +22%
ISL
459
Ingalls & Snyder LLC
New York
$297K – – –
CCM
460
Catawba Capital Management
Virginia
$291K – – –
HTC
461
Haverford Trust Company
Pennsylvania
$287K – – –
KB
462
Kimelman & Baird
New York
$287K – – –
NSEDCP
463
NJ State Employees Deferred Compensation Plan
New Jersey
$287K – – –
JMPWA
464
JP Morgan Private Wealth Advisors
California
$285K +$78.3K +909 +36%
EWM
465
Evercore Wealth Management
New York
$280K +$156K +1,811 +117%
CAM
466
Columbia Asset Management
Michigan
$256K +$264K +3,065 New
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$255K +$5.17K +60 +2%
OCM
468
Oakwood Capital Management
California
$253K – – –
FWM
469
Focused Wealth Management
New York
$246K +$11.4K +132 +5%
DADC
470
D.A. Davidson & Co
Montana
$243K -$1.55K -18 -0.6%
PJSIMP
471
P.J. Schmidt Investment Management (PJS)
Wisconsin
$242K +$250K +2,907 New
WOC
472
West Oak Capital
California
$237K -$7.49K -87 -3%
NCMW
473
Northern Capital Management (Wisconsin)
Wisconsin
$235K -$327K -3,800 -57%
OC
474
Oppenheimer & Co
New York
$233K -$418K -4,849 -63%
SIC
475
Shoker Investment Counsel
Ohio
$232K +$240K +2,788 New
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