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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
626
Prosperity Consulting Group
Maryland
$336K +$6.65K +78 +2%
AA
627
AlphaCentric Advisors
Puerto Rico
$336K +$18.9K +222 +6%
JWA
628
JFS Wealth Advisors
Pennsylvania
$331K +$2.39K +28 +0.8%
GAM
629
Guinness Asset Management
United Kingdom
$329K +$120K +1,411 +61%
CI
630
CX Institutional
Indiana
$328K -$26.5K -311 -8%
EPW
631
Evolve Private Wealth
California
$328K -$315K -3,698 -50%
HNB
632
Hilltop National Bank
Wyoming
$323K -$6.9K -81 -2%
FG
633
Franchise GP
$322K +$267K +3,131 +626%
SWP
634
Sagespring Wealth Partners
Tennessee
$321K +$7.76K +91 +3%
HNB
635
Huntington National Bank
Ohio
$320K +$54.4K +638 +22%
BPW
636
BlueDoor Private Wealth
Massachusetts
$319K -$14.4K -169 -4%
WWC
637
Waypoint Wealth Counsel
Georgia
$318K -$41.9K -491 -12%
OWP
638
ORG Wealth Partners
Texas
$317K +$304K +3,570 New
PPWP
639
Premier Path Wealth Partners
New Jersey
$315K +$3.58K +42 +1%
SL
640
Sentinus LLC
Illinois
$310K -$34.3K -403 -10%
AWM
641
Angeles Wealth Management
California
$307K +$9.38K +110 +3%
MGP
642
M&G plc
United Kingdom
$303K +$10.1K +118 +4%
EIP
643
Easterly Investment Partners
Massachusetts
$303K -$324K -3,798 -53%
HWA
644
Hilltop Wealth Advisors
North Carolina
$300K +$2.56K +30 +0.9%
ECM
645
Evergreen Capital Management
Washington
$296K -$1.88K -22 -0.7%
PI
646
PFG Investments
New York
$296K -$2.05K -24 -0.7%
GJWM
647
Gilliland Jeter Wealth Management
Arkansas
$295K – – –
EWM
648
Empirical Wealth Management
Washington
$295K +$283K +3,318 New
IA
649
IFG Advisory
Georgia
$292K +$280K +3,288 New
SAM
650
Smartleaf Asset Management
Massachusetts
$291K – – –
24 25
26
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