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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
851
Institute for Wealth Management
Colorado
$8.88K +$8.52K +100 New
PFG
852
Premier Financial Group
California
$8.88K +$8.52K +100 New
JWM
853
JPL Wealth Management
Colorado
$7.9K -$3.67K -43 -33%
FFO
854
Fortitude Family Office
Arizona
$7.73K – – –
JGCM
855
Joseph Group Capital Management
Ohio
$7.73K +$7.42K +87 New
SHIM
856
Stone House Investment Management
Pennsylvania
$7.37K – – –
CT
857
Colonial Trust
South Carolina
$6.94K +$5.03K +59 +311%
MIM
858
MTM Investment Management
South Carolina
$6.93K -$17K -200 -72%
GWS
859
Greykasell Wealth Strategies
California
$6.39K – – –
SWM
860
SHP Wealth Management
Massachusetts
$6.3K +$1.19K +14 +25%
KG
861
Kilter Group
New York
$6.22K -$597 -7 -9%
EWP
862
Elevation Wealth Partners
California
$6.22K +$3.92K +46 +192%
MAFA
863
MJT & Associates Financial Advisory
Minnesota
$6.13K – – –
FDW
864
Fourth Dimension Wealth
Ohio
$6.04K – – –
PWA
865
Physician Wealth Advisors
Utah
$5.77K +$1.11K +13 +25%
HWP
866
Highline Wealth Partners
California
$5.63K +$852 +10 +19%
Q1WB
867
Quest 10 Wealth Builders
Virginia
$5.52K – – –
AAG
868
Armstrong Advisory Group
Massachusetts
$5.24K – – –
DF
869
Dunhill Financial
United Kingdom
$5.13K +$256 +3 +6%
MSWM
870
Mowery & Schoenfeld Wealth Management
Illinois
$5.1K – – –
MB
871
MidFirst Bank
Oklahoma
$5.06K – – –
SFCL
872
Strengthening Families & Communities LLC
Massachusetts
$5.06K +$4.86K +57 New
BFPW
873
BOK Financial Private Wealth
Colorado
$5.03K +$4.77K +56 New
FMP
874
Financial Management Professionals
Texas
$4.55K +$341 +4 +9%
AWM
875
Aberdeen Wealth Management
Illinois
$4.44K +$4.26K +50 New
33 34
35
36 37