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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
601
Allred Capital Management
Texas
$205K +$201K +2,828 New
WAM
602
Wealthspire Advisors (Maryland)
Maryland
$203K +$197K +2,778 New
AWM
603
Aries Wealth Management
Maine
$203K +$200K +2,817 New
FC
604
FCA Corp
Texas
$201K +$195K +2,750 New
FQ
605
First Quadrant
California
$200K – – –
VCM
606
Vivaldi Capital Management
Illinois
$200K +$195K +2,745 New
QT
607
Quantbot Technologies
New York
$198K -$3.27M -46,137 -94%
AIM
608
Anchor Investment Management
South Carolina
$197K – – –
EW
609
Evoke Wealth
California
$196K +$189K +2,661 New
LFG
610
LifePlan Financial Group
Ohio
$190K – – –
SIS
611
Sound Income Strategies
Florida
$182K -$9.44K -133 -5%
PCG
612
Private Capital Group
Connecticut
$181K +$109K +1,535 +166%
AIM
613
Acropolis Investment Management
Missouri
$175K +$170K +2,393 New
BCI
614
Brinker Capital Investments
Pennsylvania
$173K -$117K -1,653 -41%
HFM
615
Harvest Fund Management
China
$170K +$57.3K +808 +53%
BAM
616
Belpointe Asset Management
Nevada
$163K +$13.8K +194 +10%
HNB
617
Huntington National Bank
Ohio
$141K -$9.09K -128 -6%
AWM
618
Avior Wealth Management
Nebraska
$137K – – –
CAC
619
Certified Advisory Corp
Florida
$131K -$31.6K -445 -20%
FANJ
620
Financial Architects (New Jersey)
New Jersey
$128K +$5.11K +72 +4%
BWL
621
Bogart Wealth LLC
Virginia
$126K -$2.13K -30 -2%
PCM
622
Penserra Capital Management
California
$125K +$39.9K +562 +48%
BFEC
623
Benjamin F. Edwards & Company
Missouri
$123K -$10.4K -146 -8%
WAM
624
Wolverine Asset Management
Illinois
$119K +$116K +1,637 New
FWM
625
Focused Wealth Management
New York
$117K – – –
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