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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
676
Polaris Wealth Advisory Group
California
$5K +$5.24K +100 New
LWS
677
Lucia Wealth Services
California
$5K +$5.4K +103 New
YWP
678
YorkBridge Wealth Partners
New York
$4K -$1.31K -25 -22%
M
679
MOTCO
Texas
$4K +$3.77K +72 New
FCAG
680
First Capital Advisors Group
New Jersey
$4K +$4.09K +78 New
PO
681
Private Ocean
California
$4K +$4.3K +82 New
IIC
682
Integrated Investment Consultants
Michigan
$4K +$4.46K +85 New
CAW
683
Cornerstone Advisors (Washington)
Washington
$3K -$2.46K -47 -47%
JA
684
JOYN Advisors
Georgia
$3K +$2.78K +53 New
MYIA
685
Mount Yale Investment Advisors
Colorado
$3K +$3.15K +60 New
PMFA
686
Plante Moran Financial Advisors
Michigan
$2K -$36.7K -699 -96%
CAL
687
Capital Analysts LLC
Pennsylvania
$2K -$33.3K -635 -94%
GAM
688
Gemmer Asset Management
California
$2K -$15.2K -289 -89%
DBT
689
Dubuque Bank & Trust
Iowa
$2K -$1.05K -20 -35%
GWS
690
Glassman Wealth Services
Virginia
$2K -$315 -6 -16%
CHC
691
City Holding Co
West Virginia
$2K – – –
LJHT
692
Laurie J. Hall Trustee
$2K – – –
SWMG
693
Signature Wealth Management Group
Georgia
$2K – – –
LA
694
Legacy Advisors
Pennsylvania
$2K +$1.73K +33 New
MIM
695
Macroview Investment Management
Maryland
$2K +$1.83K +35 New
RWM
696
Raffa Wealth Management
District of Columbia
$1.63K +$1.73K +33 New
BWA
697
BDO Wealth Advisors
Florida
$1K -$14.1K -269 -93%
PW
698
Price Wealth
Texas
$1K -$1.47K -28 -50%
TFA
699
Transamerica Financial Advisors
Florida
$1K – – –
AIS
700
Accurate Investment Solutions
Pennsylvania
$1K +$52 +1 +5%
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28
29 30