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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
501
Hirtle Callaghan & Co
Pennsylvania
$255K – – –
AT
502
Argent Trust
Texas
$254K +$6.32K +96 +3%
JMPWA
503
JP Morgan Private Wealth Advisors
California
$254K +$229K +3,480 New
HW
504
Hancock Whitney
Mississippi
$251K +$227K +3,446 New
GAM
505
Garrison Asset Management
Arkansas
$250K -$1.98K -30 -0.9%
HK
506
Horizon Kinetics
New York
$249K – – –
M
507
MOTCO
Texas
$248K +$1.38K +21 +0.6%
CS
508
Comerica Securities
Michigan
$245K +$221K +3,359 New
CCM
509
Catawba Capital Management
Virginia
$244K – – –
IB
510
Intrust Bank
Kansas
$244K +$3.75K +57 +2%
LCP
511
Lombardia Capital Partners
California
$243K – – –
EWM
512
Evercore Wealth Management
New York
$238K +$40.1K +609 +23%
FWM
513
Focused Wealth Management
New York
$234K – – –
C
514
CFO4Life
Texas
$232K -$33K -501 -14%
HNB
515
Huntington National Bank
Ohio
$229K +$28.3K +429 +16%
NCMW
516
Northern Capital Management (Wisconsin)
Wisconsin
$225K -$6.59K -100 -3%
AWP
517
Ascent Wealth Partners
New York
$219K +$198K +3,005 New
WA
518
WESPAC Advisors
California
$214K +$194K +2,941 New
SFG
519
StrategIQ Financial Group
Indiana
$213K +$193K +2,930 New
1GA
520
1st Global Advisors
Texas
$206K +$187K +2,833 New
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$204K -$41.9K -636 -18%
CCG
522
Cypress Capital Group
Florida
$201K +$182K +2,760 New
FC
523
FCA Corp
Texas
$200K +$181K +2,750 New
FANJ
524
Financial Architects (New Jersey)
New Jersey
$198K +$97.7K +1,483 +121%
IPC
525
Independent Portfolio Consultants
Florida
$189K -$659 -10 -0.4%
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