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Wintrust Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
326
Front Row Advisors
California
$5.06K – – –
SFG
327
Steward Financial Group
Texas
$5K +$5.74K +73 New
CSPIA
328
Cary Street Partners Investment Advisory
Virginia
$4.53K – – –
CA
329
Clearstead Advisors
Ohio
$4.46K +$2.67K +34 +136%
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$4.38K +$2.67K +34 +142%
SIS
331
Sound Income Strategies
Florida
$4.13K +$79 +1 +2%
RFG
332
RFP Financial Group
Georgia
$3.55K – – –
VWM
333
Venturi Wealth Management
Texas
$3.02K +$3.15K +40 New
VCM
334
Versant Capital Management
Arizona
$2.42K – – –
FMII
335
Farmers & Merchants Investments Inc
Nebraska
$2.04K – – –
MIA
336
Milestone Investment Advisors
Wisconsin
$1.81K +$1.89K +24 New
JWA
337
JFS Wealth Advisors
Pennsylvania
$1.44K -$1.42K -18 -49%
WT
338
Washington Trust
Rhode Island
$1.36K -$157 -2 -10%
MFT
339
Moisand Fitzgerald Tamayo
Florida
$1.21K – – –
SIC
340
SJS Investment Consulting
Ohio
$1.21K +$236 +3 +23%
HFS
341
Hantz Financial Services
Michigan
$1K – – –
PWA
342
Provenance Wealth Advisors
Florida
$906 +$944 +12 New
AWM
343
Avior Wealth Management
Nebraska
$755 – – –
FFA
344
Farther Finance Advisors
California
$680 – – –
GWS
345
Glassman Wealth Services
Virginia
$302 – – –
HI
346
Horizon Investments
North Carolina
$225 +$236 +3 New
TWP
347
TFO Wealth Partners
Ohio
$218 – – –
AssetMark Inc
348
AssetMark Inc
California
$76 +$79 +1 New
GC
349
Gillson Capital
Illinois
– -$18.4M -253,573 Closed
Verition Fund Management
350
Verition Fund Management
Connecticut
– -$9.1M -125,312 Closed