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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SBFM
551
S-Bank Fund Management
Finland
$513K +$492K +5,775 New
PA
552
Pinnacle Associates
New York
$512K +$25.3K +297 +5%
FIA
553
Foundations Investment Advisors
Arizona
$508K +$15.3K +179 +3%
SAI
554
Savvy Advisors Inc
New York
$506K -$13.1K -154 -3%
CCA
555
Checchi Capital Advisers
California
$506K +$48.7K +571 +11%
FTWA
556
Fifth Third Wealth Advisors
Ohio
$506K -$1.79K -21 -0.4%
EC
557
EntryPoint Capital
New York
$506K -$320K -3,756 -40%
MWM
558
Manske Wealth Management
Texas
$506K – – –
MAS
559
Meeder Advisory Services
Ohio
$491K -$6.65K -78 -1%
PDL
560
Portfolio Design Labs
California
$483K +$597 +7 +0.1%
PWMAG
561
Pinnacle Wealth Management Advisory Group
New Jersey
$482K +$25.7K +302 +6%
PE
562
PCM Encore
Colorado
$482K -$7.93K -93 -2%
TCWA
563
Turtle Creek Wealth Advisors
Texas
$473K -$938 -11 -0.2%
CDDEC
564
Caisse Des Depots Et Consignations
France
$466K +$447K +5,250 New
PA
565
Parallel Advisors
California
$466K +$14.9K +175 +3%
ST
566
Sentinel Trust
Texas
$462K – – –
PL
567
Perpetual Ltd
Australia
$462K -$176K -2,070 -28%
RBFC
568
Roman Butler Fullerton & Co
Missouri
$450K +$1.36K +16 +0.3%
AWA
569
Arkadios Wealth Advisors
Georgia
$448K +$430K +5,049 New
IWA
570
IBEX Wealth Advisors
New Jersey
$447K -$11.9K -140 -3%
OIA
571
OneDigital Investment Advisors
Kansas
$446K -$597 -7 -0.1%
EWA
572
EverSource Wealth Advisors
Alabama
$446K -$111K -1,303 -21%
EIA
573
Edgemoor Investment Advisors
Maryland
$444K – – –
SCP
574
Sivia Capital Partners
California
$442K – – –
PCP
575
Proficio Capital Partners
Massachusetts
$442K +$425K +4,981 New
21 22
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