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Wintrust Financial

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
326
Concourse Financial Group Securities
Alabama
$12K +$424 +5 +4%
KFI
327
Key Financial Inc
Pennsylvania
$11K – – –
QC
328
Quent Capital
New York
$11K – – –
MIM
329
Macroview Investment Management
Maryland
$10K +$10.9K +128 New
BIA
330
Bell Investment Advisors
California
$9K – – –
MHR
331
Matthew Hamilton Rosenberg
$8K +$8.49K +100 New
RCM
332
Raleigh Capital Management
North Carolina
$7K +$4.84K +57 +184%
ST
333
Sageworth Trust
Pennsylvania
$6K – – –
STCOSD
334
Sageworth Trust Company of South Dakota
South Dakota
$5K -$3.48K -41 -41%
JWA
335
JFS Wealth Advisors
Pennsylvania
$5K +$1.95K +23 +68%
SIS
336
Sound Income Strategies
Florida
$4K – – –
GRP
337
Global Retirement Partners
California
$3K – – –
VCM
338
Versant Capital Management
Arizona
$3K – – –
SC
339
Schubert & Co
Texas
$3K +$1.19K +14 +52%
EI
340
Ellevest Inc
New York
$2K -$21K -247 -91%
FMII
341
Farmers & Merchants Investments Inc
Nebraska
$2K -$7.3K -86 -76%
CTC
342
Central Trust Company
Missouri
$2K – – –
CAM
343
ClariVest Asset Management
California
$2K – – –
WT
344
Washington Trust
Rhode Island
$2K – – –
SIC
345
SJS Investment Consulting
Ohio
$2K +$1.53K +18 New
APA
346
American Portfolios Advisors
New York
$1.39K – – –
DI
347
Disciplined Investments
Oklahoma
$1K -$85 -1 -7%
BWA
348
BDO Wealth Advisors
Florida
$1K – – –
FMP
349
Financial Management Professionals
Texas
$1K – – –
HFS
350
Hantz Financial Services
Michigan
$1K – – –