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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PE
551
PCM Encore
Colorado
$451K +$18.3K +224 +4%
CPIG
552
Chicago Partners Investment Group
Illinois
$451K +$24.1K +295 +6%
SC
553
Syon Capital
California
$449K +$66K +806 +17%
PA
554
Pinnacle Associates
New York
$447K +$13.8K +169 +3%
PDL
555
Portfolio Design Labs
California
$444K +$217K +2,651 +95%
MCM
556
Monument Capital Management
Virginia
$443K -$15.6K -191 -3%
OCA
557
OpenArc Corporate Advisory
Georgia
$443K +$168K +2,050 +61%
PCS
558
Personal CFO Solutions
New Jersey
$438K +$73.3K +896 +20%
AFG
559
Atomi Financial Group
New York
$436K -$16.5K -202 -4%
TCWA
560
Turtle Creek Wealth Advisors
Texas
$436K +$24.7K +302 +6%
PWW
561
Pettyjohn Wood & White
Virginia
$435K -$12.3K -150 -3%
ST
562
Sentinel Trust
Texas
$425K – – –
IWA
563
IBEX Wealth Advisors
New Jersey
$423K +$423K +5,172 New
CCA
564
Checchi Capital Advisers
California
$420K +$37.8K +462 +10%
PWMAG
565
Pinnacle Wealth Management Advisory Group
New Jersey
$419K -$573 -7 -0.1%
VIM
566
Vista Investment Management
Pennsylvania
$417K -$2.13K -26 -0.5%
AC
567
AXQ Capital
New Jersey
$415K +$416K +5,076 New
PA
568
Parallel Advisors
California
$415K +$45.4K +555 +12%
OIA
569
OneDigital Investment Advisors
Kansas
$411K +$4.83K +59 +1%
CA
570
Clearstead Advisors
Ohio
$410K -$82.8K -1,011 -17%
RBFC
571
Roman Butler Fullerton & Co
Missouri
$410K – – –
EIA
572
Edgemoor Investment Advisors
Maryland
$408K -$6.96K -85 -2%
SCP
573
Sivia Capital Partners
California
$408K -$28.6K -349 -7%
SL
574
Summitry LLC
California
$401K +$51.3K +627 +15%
WS
575
Wedbush Securities
California
$397K +$87.3K +1,066 +28%
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