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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
451
Private Wealth Partners
California
$329K – – –
SGAM
452
Smith Group Asset Management
Texas
$325K +$33.2K +386 +11%
CCA
453
Checchi Capital Advisers
California
$324K +$9.9K +115 +3%
NGA
454
Naples Global Advisors
Florida
$315K – – –
CA
455
Cetera Advisors
Colorado
$313K +$324K +3,765 New
AGM
456
Alpine Global Management
New York
$301K +$311K +3,607 New
ECM
457
ETrade Capital Management
Virginia
$298K +$56.1K +652 +22%
ISL
458
Ingalls & Snyder LLC
New York
$297K – – –
CCM
459
Catawba Capital Management
Virginia
$291K – – –
HTC
460
Haverford Trust Company
Pennsylvania
$287K – – –
KB
461
Kimelman & Baird
New York
$287K – – –
NSEDCP
462
NJ State Employees Deferred Compensation Plan
New Jersey
$287K – – –
JMPWA
463
JP Morgan Private Wealth Advisors
California
$285K +$78.3K +909 +36%
EWM
464
Evercore Wealth Management
New York
$280K +$156K +1,811 +117%
CAM
465
Columbia Asset Management
Michigan
$256K +$264K +3,065 New
LNWWM
466
Laird Norton Wetherby Wealth Management
California
$255K +$5.17K +60 +2%
OCM
467
Oakwood Capital Management
California
$253K – – –
FWM
468
Focused Wealth Management
New York
$246K +$11.4K +132 +5%
DADC
469
D.A. Davidson & Co
Montana
$243K -$1.55K -18 -0.6%
PJSIMP
470
P.J. Schmidt Investment Management (PJS)
Wisconsin
$242K +$250K +2,907 New
WOC
471
West Oak Capital
California
$237K -$7.49K -87 -3%
NCMW
472
Northern Capital Management (Wisconsin)
Wisconsin
$235K -$327K -3,800 -57%
OC
473
Oppenheimer & Co
New York
$233K -$418K -4,849 -63%
SIC
474
Shoker Investment Counsel
Ohio
$232K +$240K +2,788 New
MCM
475
Murphy Capital Management
New Jersey
$226K -$287K -3,327 -55%
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