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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
601
Physician Wealth Advisors
Utah
$212K +$4.58K +73 +2%
MC
602
Moors & Cabot
Massachusetts
$211K – – –
SL
603
Summitry LLC
California
$209K – – –
WA
604
WBH Advisory
Maryland
$208K -$14K -223 -6%
VRM
605
Vectors Research Management
New York
$208K +$9.67K +154 +4%
CAAS
606
Capital Asset Advisory Services
Michigan
$208K +$224K +3,570 New
HC
607
HNP Capital
New York
$206K +$9.67K +154 +4%
LS
608
Livforsakringsbolaget Skandia
Sweden
$205K -$44K -700 -16%
CC
609
Chicago Capital
Illinois
$204K – – –
BOPW
610
Brandywine Oak Private Wealth
Pennsylvania
$200K -$9.42K -150 -4%
PCM
611
Penserra Capital Management
California
$196K +$104K +1,661 +96%
MIFH
612
Migdal Insurance & Financial Holdings
Israel
$192K +$13.5K +215 +7%
GT
613
Glenmede Trust
Pennsylvania
$188K -$785K -12,500 -79%
BHWM
614
Bay Harbor Wealth Management
Maryland
$183K -$32.8K -523 -14%
S
615
SignatureFD
Georgia
$179K -$14.1K -224 -7%
LAS
616
Lloyd Advisory Services
Georgia
$175K – – –
FHA
617
Flagship Harbor Advisors
Massachusetts
$172K -$1.76K -28 -0.9%
HFM
618
Harvest Fund Management
China
$171K +$40.3K +642 +28%
AF
619
Advisornet Financial
Minnesota
$168K +$6.72K +107 +4%
CTC
620
Central Trust Company
Missouri
$165K – – –
WLPWM
621
Walled Lake Planning & Wealth Management
Illinois
$159K +$173K +2,762 New
FQ
622
First Quadrant
California
$158K – – –
BAM
623
Belpointe Asset Management
Nevada
$156K +$29.6K +471 +21%
AIM
624
Anchor Investment Management
South Carolina
$153K -$3.14K -50 -2%
AIM
625
Acropolis Investment Management
Missouri
$153K +$15.7K +250 +10%
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