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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
701
Bogart Wealth LLC
Virginia
$166K +$9.25K +113 +6%
HDIM
702
Hanson & Doremus Investment Management
Vermont
$165K -$6.71K -82 -4%
M
703
MOTCO
Texas
$159K +$14.6K +178 +10%
BWA
704
Basecamp Wealth Advisors
Washington
$159K – – –
GWM
705
Geneos Wealth Management
Colorado
$156K – – –
AT
706
Avalon Trust
New Mexico
$147K – – –
MPWT
707
MassMutual Private Wealth & Trust
Connecticut
$141K -$7.2K -88 -5%
BWM
708
Benson Wealth Management
Tennessee
$139K – – –
HIIFS
709
Harel Insurance Investments & Financial Services
Israel
$139K +$139K +1,697 New
PFBT
710
Parkside Financial Bank & Trust
Missouri
$131K -$16.2K -198 -11%
HFS
711
Hantz Financial Services
Michigan
$121K +$41.2K +503 +52%
PTC
712
Private Trust Company
Ohio
$118K +$409 +5 +0.3%
ESC
713
Eurizon SLJ Capital
$114K +$9.09K +111 +9%
CH
714
Cromwell Holdings
Wyoming
$111K +$1.23K +15 +1%
TCOT
715
Trust Company of Toledo
Ohio
$109K -$2.78K -34 -2%
IBOK
716
Independence Bank of Kentucky
Kentucky
$106K -$2.29K -28 -2%
PB
717
Prosperity Bancshares
Texas
$106K – – –
OL
718
OneFund LLC
Florida
$106K +$9.49K +116 +10%
IAIM
719
International Assets Investment Management
Florida
$106K +$164 +2 +0.2%
GXJ
720
Global X Japan
Japan
$105K +$22.2K +271 +27%
NS
721
NBC Securities
Alabama
$105K +$16K +196 +18%
SS
722
Sunbelt Securities
Texas
$104K +$97.8K +1,195 +1,615%
BONH
723
Bank of New Hampshire
New Hampshire
$102K – – –
AW
724
Avion Wealth
Texas
$100K +$409 +5 +0.4%
RFP
725
Root Financial Partners
California
$98.1K +$86.7K +1,059 +751%
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