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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
601
True North Advisors
Texas
$389K +$374K +4,384 New
JIC
602
Johnson Investment Counsel
Ohio
$386K +$371K +4,352 New
CTC
603
Cetera Trust Company
Minnesota
$381K – – –
SL
604
Summitry LLC
California
$380K -$53.7K -630 -13%
DWS
605
Discipline Wealth Solutions
South Carolina
$379K +$2.73K +32 +0.8%
EH
606
Equitable Holdings
New York
$374K +$359K +4,216 New
AWM
607
Aprio Wealth Management
Georgia
$373K +$19.3K +226 +6%
AIP
608
Ameritas Investment Partners
Nebraska
$370K -$7.59K -89 -2%
VA
609
VestGen Advisors
Illinois
$369K +$42.8K +502 +14%
CMMS
610
Comprehensive Money Management Services
Florida
$365K -$17.5K -205 -5%
BWP
611
BSW Wealth Partners
Colorado
$364K +$139K +1,628 +66%
KCM
612
Kathmere Capital Management
Pennsylvania
$363K +$47.6K +559 +16%
PWMG
613
Prestige Wealth Management Group
New Jersey
$361K -$207K -2,434 -37%
SWP
614
Stratos Wealth Partners
Ohio
$361K +$8.1K +95 +2%
EP
615
Essential Partners
California
$357K -$6.82K -80 -2%
PS
616
Planned Solutions
California
$357K +$3.32K +39 +1%
CW
617
CreativeOne Wealth
Kansas
$356K -$12.1K -142 -3%
ASN
618
Advisory Services Network
Georgia
$353K +$4.09K +48 +1%
DWA
619
Dorsey Wright & Associates
California
$348K -$975K -11,442 -75%
DWP
620
Daymark Wealth Partners
Ohio
$346K +$44.2K +519 +15%
CFSG
621
Community Financial Services Group
Vermont
$346K -$21.3K -250 -6%
NSIM
622
North Star Investment Management
Illinois
$343K -$426 -5 -0.1%
SAM
623
Sagewood Asset Management
New York
$343K -$52.8K -620 -14%
JTWM
624
Jackson Thornton Wealth Management
Alabama
$339K +$326K +3,819 New
KWM
625
Kingsview Wealth Management
Oregon
$339K +$47.4K +556 +17%
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