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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
API
626
Asset Planning Inc
California
$184K +$1.07K +16 +0.6%
DSC
627
Duncker Streett & Co
Missouri
$180K – – –
EP
628
Essential Partners
California
$178K -$87.4K -1,301 -34%
CA
629
CoreCap Advisors
Michigan
$175K +$43.9K +654 +35%
BWM
630
Bullock Wealth Management
Indiana
$175K +$806 +12 +0.5%
TFIPS
631
Towarzystwo Funduszy Inwestycyjnych PZU SA
$163K +$20.8K +310 +15%
HDIM
632
Hanson & Doremus Investment Management
Vermont
$154K +$6.05K +90 +4%
WAM
633
Wolverine Asset Management
Illinois
$154K – – –
HI
634
Harbour Investments
Wisconsin
$153K +$18.3K +272 +14%
CT
635
Caldwell Trust
Florida
$148K – – –
TF
636
Tompkins Financial
New York
$140K – – –
BWL
637
Bogart Wealth LLC
Virginia
$133K +$2.02K +30 +2%
PIM
638
Plato Investment Management
Australia
$130K – – –
AT
639
Avalon Trust
New Mexico
$127K +$122K +1,809 New
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$125K +$3.09K +46 +3%
M
641
MOTCO
Texas
$122K – – –
LFG
642
Larson Financial Group
Missouri
$122K +$89K +1,325 +320%
CCA
643
Catalyst Capital Advisors
New York
$122K -$1.9M -28,325 -94%
PFBT
644
Parkside Financial Bank & Trust
Missouri
$121K +$5.78K +86 +5%
BBHC
645
Brown Brothers Harriman & Co
New York
$108K +$69.7K +1,038 +203%
CA
646
Clearstead Advisors
Ohio
$105K +$40.7K +606 +68%
PTC
647
Private Trust Company
Ohio
$100K +$51.5K +767 +115%
TC
648
Truvestments Capital
Florida
$96.4K +$3.56K +53 +4%
TCOT
649
Trust Company of Toledo
Ohio
$95.7K – – –
CH
650
Cromwell Holdings
Wyoming
$94.1K +$4.1K +61 +5%
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26
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