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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
501
Snowden Capital Advisors
New York
$203K +$186K +3,962 New
BFM
502
Boothbay Fund Management
New York
$202K +$185K +3,947 New
WRM
503
Weybosset Research & Management
Rhode Island
$202K +$185K +3,950 New
SIA
504
Schechter Investment Advisors
Michigan
$202K +$184K +3,936 New
NSEDCP
505
NJ State Employees Deferred Compensation Plan
New Jersey
$202K +$184K +3,933 New
CW
506
CreativeOne Wealth
Kansas
$201K +$184K +3,923 New
FTWA
507
Fifth Third Wealth Advisors
Ohio
$196K +$179K +3,828 New
DSC
508
Duncker Streett & Co
Missouri
$179K -$5.62K -120 -3%
CP
509
Castleview Partners
Texas
$172K +$62.7K +1,339 +66%
GJWM
510
Gilliland Jeter Wealth Management
Arkansas
$170K -$20.3K -433 -12%
QCG
511
Quadrant Capital Group
Ohio
$154K +$13.2K +281 +10%
VIA
512
Virtus Investment Advisers
Connecticut
$149K +$136K +2,900 New
PA
513
Parallel Advisors
California
$139K +$22K +470 +21%
QL
514
Quarry LP
New York
$138K +$101K +2,166 +408%
IAIM
515
International Assets Investment Management
Florida
$133K -$236K -5,050 -66%
SWS
516
SYSTM Wealth Solutions
Illinois
$129K – – –
AF
517
Allworth Financial
California
$128K -$344K -7,351 -75%
BTI
518
Blue Trust Inc
Georgia
$126K +$73.3K +1,566 +117%
HDIM
519
Hanson & Doremus Investment Management
Vermont
$119K -$18.6K -397 -15%
AAM
520
Advisors Asset Management
Colorado
$115K +$187 +4 +0.2%
M
521
MOTCO
Texas
$113K +$19.1K +408 +23%
UB
522
UMB Bank
Missouri
$112K -$189K -4,044 -65%
AWM
523
Avior Wealth Management
Nebraska
$111K -$55.6K -1,188 -35%
CT
524
Caldwell Trust
Florida
$109K – – –
CWM
525
CarsonAllaria Wealth Management
Illinois
$105K -$16.6K -354 -15%
19 20
21
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