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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
626
Alpha Windward
Massachusetts
$25K – – –
NFG
627
Next Financial Group
Texas
$25K +$26.6K +460 New
TWA
628
TCI Wealth Advisors
Arizona
$24K -$174 -3 -0.7%
BCWM
629
Bartlett & Co Wealth Management
Ohio
$23.4K +$174 +3 +0.7%
MWM
630
Mascoma Wealth Management
New Hampshire
$23K -$3.76K -65 -14%
CJA
631
C-J Advisory
California
$23K – – –
BC
632
Bartlett & Co
Ohio
$23K +$174 +3 +0.7%
IBOK
633
Independence Bank of Kentucky
Kentucky
$22K -$637 -11 -3%
SCM
634
Southport Capital Management
Tennessee
$22K +$23.4K +405 New
OSNBOA
635
Old Second National Bank of Aurora
Illinois
$21K – – –
SCM
636
Silvant Capital Management
Georgia
$21K – – –
CFGS
637
Concourse Financial Group Securities
Alabama
$21K +$21.7K +374 New
SFG
638
SevenBridge Financial Group
Pennsylvania
$20K -$13.5K -234 -39%
CCM
639
Covington Capital Management
California
$20K – – –
KJWM
640
Kiley Juergens Wealth Management
Washington
$20K – – –
SFPIA
641
Stevens First Principles Investment Advisors
California
$20K – – –
QCIG
642
Quad-Cities Investment Group
Iowa
$19K – – –
TC
643
Trust Company
Kansas
$19K – – –
PFBT
644
Parkside Financial Bank & Trust
Missouri
$18K +$811 +14 +4%
CFD
645
Creative Financial Designs
Indiana
$17K – – –
SFM
646
Signet Financial Management
New Jersey
$17K – – –
FC
647
Ferris Capital
Massachusetts
$16K -$3.47K -60 -17%
SSB
648
Sandy Spring Bank
Maryland
$16K – – –
FQ
649
First Quadrant
California
$16K +$17K +293 New
HWA
650
Heritage Wealth Advisors
Virginia
$16K +$17.4K +300 New
24 25
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