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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
526
Perigon Wealth Management
California
$580K +$24K +282 +5%
PA
527
Profund Advisors
Maryland
$579K +$7.59K +89 +1%
OCA
528
OpenArc Corporate Advisory
Georgia
$572K +$87.9K +1,031 +19%
SC
529
Syon Capital
California
$570K +$79.4K +932 +17%
GFM
530
GF Fund Management
China
$569K -$39K -457 -7%
GRP
531
Global Retirement Partners
California
$569K +$546K +6,404 New
EFS
532
Essex Financial Services
Connecticut
$567K -$59.1K -693 -10%
AWA
533
ARQ Wealth Advisors
Arizona
$561K -$29.8K -350 -6%
PAG
534
Private Advisor Group
New Jersey
$559K -$34.6K -406 -6%
LFIA
535
Legacy Financial Independent Advisors
Kentucky
$559K -$115K -1,351 -18%
GS
536
GTS Securities
Florida
$552K -$573K -6,721 -52%
NGA
537
Naples Global Advisors
Florida
$552K -$59.7K -700 -10%
VT
538
Vise Technologies
New York
$550K +$232K +2,717 +78%
BBP
539
Banco BTG Pactual
Brazil
$548K -$508K -5,961 -49%
PIM
540
Plato Investment Management
Australia
$538K – – –
BA
541
Bridgewater Advisors
New York
$536K -$35.8K -420 -7%
CPIG
542
Chicago Partners Investment Group
Illinois
$536K -$13K -152 -3%
WA
543
Wealth Alliance
New York
$532K +$175K +2,052 +52%
SLF
544
Sun Life Financial
Ontario, Canada
$528K – – –
VAG
545
VisionPoint Advisory Group
Texas
$527K +$506K +5,938 New
SPFA
546
Summit Place Financial Advisors
New Jersey
$524K – – –
NAM
547
NorthCrest Asset Manangement
Minnesota
$516K -$31.5K -370 -6%
PG
548
Patten Group
Tennessee
$516K -$4.01K -47 -0.8%
LWAM
549
Legacy Wealth Asset Management
Minnesota
$515K -$25K -293 -5%
AFG
550
Atomi Financial Group
New York
$515K +$39.5K +463 +9%
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