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Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
851
Armstrong Advisory Group
Massachusetts
$4.83K – – –
MSWM
852
Mowery & Schoenfeld Wealth Management
Illinois
$4.7K -$7.2K -88 -61%
SWM
853
SHP Wealth Management
Massachusetts
$4.68K +$3.19K +39 +217%
MB
854
MidFirst Bank
Oklahoma
$4.66K +$4.67K +57 New
DF
855
Dunhill Financial
United Kingdom
$4.5K +$327 +4 +8%
HWP
856
Highline Wealth Partners
California
$4.36K +$82 +1 +2%
MA
857
MCF Advisors
Kentucky
$4.33K – – –
PWA
858
Physician Wealth Advisors
Utah
$4.25K – – –
WSFS
859
Wilmington Savings Fund Society
Delaware
$3.92K – – –
BH
860
Burk Holdings
Oklahoma
$3.92K +$3.93K +48 New
FMP
861
Financial Management Professionals
Texas
$3.87K – – –
CWP
862
Clark Wealth Partners
Illinois
$3.84K -$491 -6 -11%
AP
863
Aspect Partners
Virginia
$3.84K +$2.05K +25 +114%
AT
864
Arlington Trust
Alabama
$3.6K +$3.6K +44 New
CFB
865
Cullen/Frost Bankers
Texas
$3.59K -$1.15K -14 -24%
PWMA
866
Pension & Wealth Management Advisors
Massachusetts
$3.19K – – –
AUB
867
Atlantic Union Bankshares
Virginia
$3.11K +$655 +8 +27%
CA
868
Centerpoint Advisors
Massachusetts
$3K – – –
MWM
869
Mosley Wealth Management
California
$2.94K +$3.44K +42 New
RWM
870
RMG Wealth Management
Wisconsin
$2.89K – – –
BW
871
Basepoint Wealth
Iowa
$2.57K – – –
FCAS
872
First Command Advisory Services
Texas
$2.37K – – –
SC
873
SouthState Corp
Florida
$2.37K – – –
TFM
874
TFC Financial Management
Massachusetts
$2.29K -$655 -8 -22%
TCM
875
Triumph Capital Management
Colorado
$2.22K +$1.55K +19 +238%
33 34
35
36 37