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Wintrust Financial

Name Holding Trade Value Shares
Change
Change in
Stake
PI
326
Parkside Investments
Illinois
$9K +$9.74K +100 New
PI
327
PineBridge Investments
New York
$9K +$9.74K +100 New
ST
328
Sageworth Trust
Pennsylvania
$6K – – –
SIS
329
Sound Income Strategies
Florida
$5K – – –
JWA
330
JFS Wealth Advisors
Pennsylvania
$5K +$2.92K +30 +150%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$4K +$292 +3 +8%
Creative Planning
332
Creative Planning
Kansas
$4K +$3.9K +40 New
CTC
333
Central Trust Company
Missouri
$3K – – –
VCM
334
Versant Capital Management
Arizona
$3K – – –
CI
335
Cordant Inc
Oregon
$3K +$2.92K +30 New
RCM
336
Raleigh Capital Management
North Carolina
$3K +$3.02K +31 New
FPS
337
Fieldpoint Private Securities
Connecticut
$2K – – –
GRP
338
Global Retirement Partners
California
$2K +$2.83K +29 New
APA
339
American Portfolios Advisors
New York
$1.58K – – –
WT
340
Washington Trust
Rhode Island
$1K -$390 -4 -20%
BWA
341
BDO Wealth Advisors
Florida
$1K – – –
FMP
342
Financial Management Professionals
Texas
$1K – – –
SC
343
Schubert & Co
Texas
$1K +$97 +1 +10%
DI
344
Disciplined Investments
Oklahoma
$1K +$1.36K +14 New
Simplex Trading
345
Simplex Trading
Illinois
$1K +$1.95K +20 New
SWA
346
Sutton Wealth Advisors
Florida
$929 +$292 +3 +43%
TPCW
347
TD Private Client Wealth
New York
$465 -$13.3K -137 -96%
PAM
348
Panagora Asset Management
Massachusetts
– -$10.1M -111,074 Closed
FP
349
Foundry Partners
Minnesota
– -$9.77M -107,571 Closed
NRCM
350
North Reef Capital Management
California
– -$7.41M -81,555 Closed