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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
NECFA
826
New England Capital Financial Advisors
Connecticut
$13.5K – – –
TCOV
827
Trust Company of Vermont
Vermont
$13.1K +$12.6K +148 New
PPC
828
Park Place Capital
Alabama
$11.7K -$341 -4 -3%
WAG
829
Wilkerson Advisory Group
Missouri
$11.7K +$2.13K +25 +23%
AF
830
Advisornet Financial
Minnesota
$11.3K +$3.15K +37 +41%
BFS
831
Bare Financial Services
Pennsylvania
$11.2K +$5.03K +59 +88%
RFS
832
Richardson Financial Services
Massachusetts
$11.1K +$1.88K +22 +21%
FLP
833
Financial Life Planners
Arizona
$11K – – –
CSC
834
Caldwell Sutter Capital
California
$11K – – –
HNW
835
High Note Wealth
Minnesota
$11K +$85 +1 +0.8%
CFM
836
Cornerstone Financial Management
Massachusetts
$10.9K +$4.26K +50 +68%
CA
837
Continuum Advisory
Idaho
$10.8K +$10.4K +122 New
ANBT
838
American National Bank & Trust
Texas
$10.4K – – –
RWM
839
Raffa Wealth Management
District of Columbia
$10.3K +$1.02K +12 +12%
SSG
840
Summit Securities Group
New York
$10K +$2.98K +35 +45%
TFGT
841
TS Financial Group (TSFG)
Illinois
$10K – – –
S
842
Sachetta
Massachusetts
$9.95K +$256 +3 +3%
KFG
843
Kingdom Financial Group
Arizona
$9.95K +$9.55K +112 New
WA
844
Westfuller Advisors
New York
$9.84K – – –
MAM
845
Marquette Asset Management
Minnesota
$9.59K – – –
CFB
846
Cullen/Frost Bankers
Texas
$8.89K +$4.77K +56 +127%
SWP
847
Strategic Wealth Partners
Ohio
$8.88K – – –
IFWM
848
Institute for Wealth Management
Colorado
$8.88K +$8.52K +100 New
JWM
849
JPL Wealth Management
Colorado
$7.9K -$3.67K -43 -33%
FFO
850
Fortitude Family Office
Arizona
$7.73K – – –
32 33
34
35 36