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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
551
Legacy Wealth Asset Management
Minnesota
$515K -$25K -293 -5%
AFG
552
Atomi Financial Group
New York
$515K +$39.5K +463 +9%
SBFM
553
S-Bank Fund Management
Finland
$513K +$492K +5,775 New
PA
554
Pinnacle Associates
New York
$512K +$25.3K +297 +5%
FIA
555
Foundations Investment Advisors
Arizona
$508K +$15.3K +179 +3%
SAI
556
Savvy Advisors Inc
New York
$506K -$13.1K -154 -3%
CCA
557
Checchi Capital Advisers
California
$506K +$48.7K +571 +11%
FTWA
558
Fifth Third Wealth Advisors
Ohio
$506K -$1.79K -21 -0.4%
EC
559
EntryPoint Capital
New York
$506K -$320K -3,756 -40%
MWM
560
Manske Wealth Management
Texas
$506K – – –
MAS
561
Meeder Advisory Services
Ohio
$491K -$6.65K -78 -1%
PDL
562
Portfolio Design Labs
California
$483K +$597 +7 +0.1%
PWMAG
563
Pinnacle Wealth Management Advisory Group
New Jersey
$482K +$25.7K +302 +6%
PE
564
PCM Encore
Colorado
$482K -$7.93K -93 -2%
TCWA
565
Turtle Creek Wealth Advisors
Texas
$473K -$938 -11 -0.2%
CDDEC
566
Caisse Des Depots Et Consignations
France
$466K +$447K +5,250 New
PA
567
Parallel Advisors
California
$466K +$14.9K +175 +3%
ST
568
Sentinel Trust
Texas
$462K – – –
PL
569
Perpetual Ltd
Australia
$462K -$176K -2,070 -28%
RBFC
570
Roman Butler Fullerton & Co
Missouri
$450K +$1.36K +16 +0.3%
AWA
571
Arkadios Wealth Advisors
Georgia
$448K +$430K +5,049 New
IWA
572
IBEX Wealth Advisors
New Jersey
$447K -$11.9K -140 -3%
OIA
573
OneDigital Investment Advisors
Kansas
$446K -$597 -7 -0.1%
EWA
574
EverSource Wealth Advisors
Alabama
$446K -$111K -1,303 -21%
EIA
575
Edgemoor Investment Advisors
Maryland
$444K – – –
21 22
23
24 25