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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
501
Brown Advisory Securities
Maryland
$365K – – –
LNWWM
502
Laird Norton Wetherby Wealth Management
California
$364K -$54.9K -874 -12%
NA
503
NewEdge Advisors
Louisiana
$362K +$6.97K +111 +2%
CS
504
Comerica Securities
Michigan
$357K -$44.1K -702 -10%
VCM
505
Vivaldi Capital Management
Illinois
$352K +$211K +3,353 +122%
HB
506
Homrich & Berg
Georgia
$351K -$11.2K -178 -3%
VFA
507
Valeo Financial Advisors
Indiana
$350K +$57K +908 +18%
GIM
508
Grassi Investment Management
California
$346K – – –
WB
509
WesBanco Bank
West Virginia
$345K -$186K -2,960 -33%
KWM
510
Kingsview Wealth Management
Oregon
$345K +$375K +5,976 New
PI
511
Putnam Investments
Massachusetts
$339K -$82.1K -1,308 -18%
PAS
512
Park Avenue Securities
New York
$333K -$26.6K -424 -7%
GWAG
513
Garrett Wealth Advisory Group
Texas
$331K -$25.4K -405 -7%
MME
514
Meag Munich Ergo
Germany
$327K -$1.12M -17,853 -76%
FP
515
Fiduciary Planning
Florida
$327K +$351K +5,594 New
AC
516
Athanor Capital
New York
$327K +$356K +5,669 New
BP
517
Ballentine Partners
Massachusetts
$325K -$14.1K -225 -4%
GVAG
518
Great Valley Advisor Group
Delaware
$323K +$440 +7 +0.1%
CAM
519
Cubic Asset Management
Massachusetts
$322K – – –
TSS
520
Two Sigma Securities
New York
$321K +$349K +5,555 New
NP
521
NorthRock Partners
Minnesota
$319K +$347K +5,525 New
IRF
522
IBM Retirement Fund
New York
$314K -$18.1K -288 -5%
CI
523
Conning Inc
Connecticut
$314K -$9.42K -150 -3%
SBH
524
Segall Bryant & Hamill
Illinois
$313K -$44.9K -715 -12%
APA
525
American Portfolios Advisors
New York
$311K -$59.9K -954 -15%
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