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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Caldwell Trust
Florida
$109K – – –
CWM
527
CarsonAllaria Wealth Management
Illinois
$105K -$16.6K -354 -15%
AA
528
Ancora Advisors
Ohio
$103K -$234K -5,000 -71%
TF
529
Tompkins Financial
New York
$103K – – –
HFM
530
Harvest Fund Management
China
$96K +$87.5K +1,869 New
FFA
531
Farther Finance Advisors
California
$95.2K +$13.1K +280 +18%
BWL
532
Bogart Wealth LLC
Virginia
$92.9K +$796 +17 +0.9%
LTI
533
Laffer Tengler Investments
Tennessee
$91.1K – – –
SIM
534
Sentry Investment Management
Wisconsin
$89K -$16.7K -357 -17%
SPIA
535
Steward Partners Investment Advisory
New York
$87.2K +$20.6K +440 +35%
CA
536
CoreCap Advisors
Michigan
$87.1K +$47 +1 +0.1%
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$83.5K -$14.4K -307 -16%
GRP
538
Global Retirement Partners
California
$81.9K -$17.3K -369 -19%
AA
539
Alta Advisers
United Kingdom
$76.9K – – –
WOSD
540
WFA of San Diego
California
$75.4K +$68.8K +1,470 New
PFBT
541
Parkside Financial Bank & Trust
Missouri
$73.8K -$25.8K -551 -28%
MG
542
Mather Group
Illinois
$67.8K -$10.2K -218 -12%
MWA
543
Moser Wealth Advisors
Washington
$66.9K – – –
SWM
544
Spire Wealth Management
Virginia
$65.7K -$1.54K -33 -3%
CH
545
Cromwell Holdings
Wyoming
$64.7K +$59.1K +1,262 New
BONH
546
Bank of New Hampshire
New Hampshire
$64.1K – – –
CWC
547
Carolinas Wealth Consulting
North Carolina
$63.7K +$609 +13 +1%
HI
548
Harbour Investments
Wisconsin
$62.6K -$515 -11 -0.9%
TSMHT
549
Thurston Springer Miller Herd & Titak
Indiana
$60.5K +$55.3K +1,181 New
AW
550
Avion Wealth
Texas
$60K +$515 +11 +0.9%
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22
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