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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
601
Kingsview Wealth Management
Oregon
$229K -$40.8K -607 -16%
VA
602
VestGen Advisors
Illinois
$228K +$219K +3,255 New
CP
603
Camelot Portfolios
Ohio
$222K -$3.09K -46 -1%
FC
604
Franchise Capital
Cayman Islands
$222K – – –
LAM
605
Longboard Asset Management
Arizona
$222K +$213K +3,165 New
IA
606
IFG Advisory
Georgia
$221K +$212K +3,157 New
PPWP
607
Premier Path Wealth Partners
New Jersey
$221K -$26.3K -391 -11%
SW
608
Simplicity Wealth
New Jersey
$220K +$211K +3,147 New
SF
609
Synovus Financial
Georgia
$219K +$210K +3,129 New
SAM
610
Smartleaf Asset Management
Massachusetts
$219K +$106K +1,580 +100%
CFSG
611
Community Financial Services Group
Vermont
$219K -$13.4K -199 -6%
PCIA
612
Prime Capital Investment Advisors
Kansas
$218K +$209K +3,117 New
EB
613
Eastern Bank
Massachusetts
$218K – – –
PCM
614
Prelude Capital Management
New York
$217K -$985K -14,662 -83%
BOS
615
Bank of Stockton
California
$212K -$67.2K -1,000 -25%
NP
616
Nilsine Partners
Colorado
$212K -$28.4K -423 -12%
CC
617
Centiva Capital
New York
$208K -$1.34M -19,997 -87%
MYLI
618
Meiji Yasuda Life Insurance
Japan
$208K +$199K +2,969 New
LFA
619
Legacy Financial Advisors
Kentucky
$205K +$197K +2,932 New
KP
620
Keel Point
Alabama
$204K +$196K +2,916 New
TCA
621
Transcend Capital Advisors
New Jersey
$204K +$195K +2,909 New
AWM
622
Angeles Wealth Management
California
$203K +$195K +2,896 New
CS
623
Capital Square
Tennessee
$201K +$193K +2,872 New
UB
624
UMB Bank
Missouri
$188K +$1.81K +27 +1%
HNB
625
Huntington National Bank
Ohio
$185K +$32.9K +489 +23%
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25
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