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Wintrust Financial

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
301
Shelton Capital Management
Colorado
$311K – – –
PWM
302
Paulson Wealth Management
Illinois
$302K – – –
FWM
303
Fairhaven Wealth Management
Illinois
$297K – – –
GWM
304
Gitterman Wealth Management
New Jersey
$296K +$14K +113 +5%
LSV Asset Management
305
LSV Asset Management
Illinois
$287K -$1.77M -14,300 -86%
WMA
306
West Michigan Advisors
Michigan
$285K +$1.48K +12 +0.5%
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$282K +$4.32K +35 +2%
SAM
308
S.A. Mason
Michigan
$275K – – –
CWM
309
Chicago Wealth Management
Illinois
$269K – – –
VWM
310
Venturi Wealth Management
Texas
$269K +$25.3K +205 +11%
FZCM
311
Flynn Zito Capital Management
New York
$266K – – –
GFA
312
Gallagher Fiduciary Advisors
Illinois
$265K +$262K +2,123 New
MFG
313
Merit Financial Group
Georgia
$263K +$260K +2,108 New
NAAA
314
New Age Alpha Advisors
New York
$259K +$256K +2,073 New
IFU
315
iSAM Funds (UK)
United Kingdom
$258K +$256K +2,070 New
BHPW
316
Beverly Hills Private Wealth
California
$258K +$255K +2,067 New
OMIC
317
Old Mission Investment Co
Michigan
$253K +$865 +7 +0.3%
Franklin Resources
318
Franklin Resources
California
$252K +$249K +2,017 New
VI
319
Versor Investments
New York
$250K -$383K -3,100 -61%
ECM
320
Evergreen Capital Management
Washington
$236K +$234K +1,894 New
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$235K +$232K +1,882 New
FTWA
322
Fifth Third Wealth Advisors
Ohio
$229K -$31.1K -252 -12%
ACM
323
Arcataur Capital Management
Wisconsin
$224K +$222K +1,800 New
PWA
324
Providence Wealth Advisors
Illinois
$222K +$215K +1,738 New
TPCW
325
TD Private Client Wealth
New York
$217K – – –