We are live on ! Find out more
VTR icon

Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
526
JNBA Financial Advisors
Minnesota
$28K – – –
MWP
527
Meridian Wealth Partners
Pennsylvania
$28K +$277 +6 +1%
JMF
528
Johnson Midwest Financial
Iowa
$26K +$24.3K +525 New
AP
529
Arlington Partners
Alabama
$26K +$24.9K +539 New
HFA
530
Hoover Financial Advisors
Pennsylvania
$26K +$25.2K +546 New
IRC
531
Investors Research Corp
Georgia
$25K – – –
SWM
532
Selective Wealth Management
Virginia
$25K +$46 +1 +0.2%
CI
533
CX Institutional
Indiana
$25K +$2.68K +58 +13%
CBT
534
CoreFirst Bank & Trust
Kansas
$25K +$23.1K +500 New
LWCFA
535
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$23.1K +500 New
OCM
536
Orion Capital Management
California
$25K +$23.1K +500 New
IA
537
Inspire Advisors
Idaho
$25K +$23.4K +506 New
HFM
538
Harvest Fund Management
China
$24K – – –
PWPS
539
Pinnacle Wealth Planning Services
Ohio
$24K +$22.7K +490 New
FCM
540
Firestone Capital Management
Florida
$24K +$22.9K +495 New
FPW
541
Flagship Private Wealth
Massachusetts
$23.4K +$23.5K +508 New
PWMG
542
Prestige Wealth Management Group
New Jersey
$23K -$1.06K -23 -5%
PFBT
543
Parkside Financial Bank & Trust
Missouri
$23K +$1.48K +32 +8%
CWP
544
Concord Wealth Partners
Virginia
$21K +$19.8K +428 New
GI
545
Gradient Investments
Minnesota
$20K – – –
IBOK
546
Independence Bank of Kentucky
Kentucky
$20K – – –
WLPWM
547
Walled Lake Planning & Wealth Management
Illinois
$20K – – –
OSAM
548
O'Shaughnessy Asset Management
Connecticut
$20K +$6.57K +142 +54%
MA
549
Montag & Associates
Georgia
$20K +$18.7K +405 New
SN
550
Sittner & Nelson
Oregon
$20K +$18.9K +408 New
20 21
22
23 24