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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
726
SJS Investment Consulting
Ohio
$11K – – –
GBT
727
Grove Bank & Trust
Florida
$10.9K – – –
AGWCA
728
Annis Gardner Whiting Capital Advisors
Florida
$10.8K +$6.05K +90 +141%
JFGIW
729
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.6K +$10.1K +151 New
NECFA
730
New England Capital Financial Advisors
Connecticut
$10.6K – – –
TCOV
731
Trust Company of Vermont
Vermont
$10.4K +$4.64K +69 +87%
PPC
732
Park Place Capital
Alabama
$10.2K – – –
ZBNA
733
Zions Bancorporation, National Association
Utah
$10.1K +$2.49K +37 +34%
KFI
734
Key Financial Inc
Pennsylvania
$9.7K – – –
RFP
735
Root Financial Partners
California
$9.58K +$9.21K +137 New
WANY
736
Wealthspire Advisors (New York)
New York
$9.3K +$8.94K +133 New
CSC
737
Caldwell Sutter Capital
California
$8.68K – – –
PIS
738
POM Investment Strategies
North Carolina
$8.61K +$8.27K +123 New
FLP
739
Financial Life Planners
Arizona
$8.54K +$8.2K +122 New
AAS
740
Ameritas Advisory Services
Nebraska
$8.33K -$27.5K -410 -78%
DWM
741
Dogwood Wealth Management
Kansas
$8.19K +$1.95K +29 +33%
TFGT
742
TS Financial Group (TSFG)
Illinois
$8K – – –
AWM
743
Activest Wealth Management
Florida
$7.77K +$1.14K +17 +18%
LSA
744
Leonteq Securities AG
Switzerland
$7.7K -$2.15K -32 -23%
PWA
745
Physician Wealth Advisors
Utah
$7.14K +$6.12K +91 +827%
FDW
746
Fourth Dimension Wealth
Ohio
$7K – – –
OAJ
747
Ogorek Anthony Joseph
New York
$7K +$1.54K +23 +28%
RTL
748
Red Tortoise LLC
Georgia
$7K – – –
VFM
749
Vision Financial Markets
Connecticut
$7K +$6.72K +100 New
PMFA
750
Plante Moran Financial Advisors
Michigan
$6.95K – – –
28 29
30
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