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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
601
Quadrant Capital Group
Ohio
$95K +$25.1K +426 +31%
FWM
602
Focused Wealth Management
New York
$94K – – –
PCG
603
Private Capital Group
Connecticut
$93K -$295 -5 -0.3%
AOWM
604
Alpha Omega Wealth Management
Virginia
$93K – – –
SWM
605
SeaCrest Wealth Management
New York
$91K -$9.9K -168 -10%
NSIM
606
North Star Investment Management
Illinois
$91K +$177 +3 +0.2%
PA
607
Parallel Advisors
California
$91K +$28.3K +480 +44%
SWP
608
Strategic Wealth Partners
Ohio
$88K -$5.54K -94 -6%
CAC
609
Certified Advisory Corp
Florida
$87K -$9.9K -168 -10%
KTC
610
Kistler-Tiffany Companies
Pennsylvania
$82K -$22.8K -386 -22%
CAM
611
Cresset Asset Management
Illinois
$77K +$76.8K +1,302 New
JA
612
JOYN Advisors
Georgia
$75K +$7.78K +132 +12%
CFGS
613
Concourse Financial Group Securities
Alabama
$75K +$53.2K +902 +241%
GEA
614
Glen Eagle Advisors
New Jersey
$68.8K – – –
OFW
615
Omnia Family Wealth
Florida
$68K – – –
EFSCE
616
Enterprise Financial Services Corp (EFSC)
Missouri
$67K – – –
WCM
617
WealthBridge Capital Management
Ohio
$65K +$65.2K +1,106 New
AWM
618
Aevitas Wealth Management
Massachusetts
$64K +$354 +6 +0.6%
OIA
619
OneDigital Investment Advisors
Kansas
$64K +$64.9K +1,100 New
MPWT
620
MassMutual Private Wealth & Trust
Connecticut
$62.6K -$71.9K -1,220 -53%
CAL
621
Capital Advisors Ltd
Ohio
$61K – – –
GLI
622
Guardian Life Insurance
New York
$59K – – –
KA
623
Kaizen Advisory
Illinois
$59K +$12.9K +218 +28%
ACA
624
Atlas Capital Advisors
Wyoming
$56K +$56.4K +956 New
LWM
625
Liberty Wealth Management
California
$54K +$54.8K +930 New
23 24
25
26 27