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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
601
Sagespring Wealth Partners
Tennessee
$214K +$199K +3,114 New
NI
602
Natural Investments
California
$213K +$199K +3,111 New
AF
603
Allworth Financial
California
$212K +$18.8K +295 +10%
UB
604
UMB Bank
Missouri
$210K +$30.5K +478 +19%
IAIM
605
International Assets Investment Management
Florida
$208K +$193K +3,024 New
FAFN
606
First Affirmative Financial Network
Colorado
$208K +$193K +3,020 New
WS
607
Wedbush Securities
California
$206K +$191K +2,992 New
SCA
608
Snowden Capital Advisors
New York
$203K +$188K +2,937 New
SIA
609
Schechter Investment Advisors
Michigan
$202K +$188K +2,941 New
GCM
610
Greenland Capital Management
New York
$201K +$187K +2,930 New
SAM
611
Smartleaf Asset Management
Massachusetts
$199K +$12.3K +193 +7%
T
612
TOBAM
France
$199K +$106K +1,667 +136%
SPIA
613
Steward Partners Investment Advisory
New York
$197K +$14K +219 +8%
SWM
614
Spire Wealth Management
Virginia
$193K +$16.3K +256 +10%
EWA
615
EverSource Wealth Advisors
Alabama
$180K -$169K -2,650 -50%
API
616
Asset Planning Inc
California
$179K +$1.02K +16 +0.6%
DSC
617
Duncker Streett & Co
Missouri
$177K – – –
QT
618
Quantbot Technologies
New York
$172K -$2.25M -35,217 -93%
JWA
619
JFS Wealth Advisors
Pennsylvania
$172K – – –
GWM
620
Geneos Wealth Management
Colorado
$170K +$97.2K +1,523 +160%
HNB
621
Huntington National Bank
Ohio
$159K -$12.1K -189 -8%
CA
622
CoreCap Advisors
Michigan
$154K +$24K +376 +20%
WAM
623
Wolverine Asset Management
Illinois
$151K – – –
HDIM
624
Hanson & Doremus Investment Management
Vermont
$147K -$7.02K -110 -5%
CT
625
Caldwell Trust
Florida
$146K – – –
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