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Wintrust Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
326
Drive Wealth Management
Utah
$214K +$212K +1,719 New
SWP
327
Stratos Wealth Partners
Ohio
$213K -$51.8K -419 -20%
PA
328
PFG Advisors
Arizona
$211K +$209K +1,694 New
WANY
329
Wealthspire Advisors (New York)
New York
$206K +$204K +1,648 New
PWP
330
Phillips Wealth Planners
Mississippi
$205K +$203K +1,645 New
MYAM
331
Meiji Yasuda Asset Management
Japan
$202K +$200K +1,623 New
LI
332
LRI Investments
Florida
$197K -$33.5K -271 -15%
TFGT
333
TS Financial Group (TSFG)
Illinois
$195K – – –
HCPC
334
Hamilton Capital Partners (Canada)
$191K -$55.8K -452 -23%
CNBT
335
Cornerstone National Bank & Trust
Illinois
$187K – – –
IA
336
IFP Advisors
Florida
$180K +$2.96K +24 +2%
PFBT
337
Parkside Financial Bank & Trust
Missouri
$168K -$23.8K -193 -13%
CFGS
338
Concourse Financial Group Securities
Alabama
$166K +$123K +995 +403%
GI
339
GAMMA Investing
California
$157K +$29.9K +242 +24%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$146K +$4.2K +34 +3%
PMFA
341
Plante Moran Financial Advisors
Michigan
$133K – – –
DFA
342
DHJJ Financial Advisors
Illinois
$129K – – –
IWA
343
Icon Wealth Advisors
Texas
$110K +$109K +880 New
WTC
344
WhitTier Trust Company
Nevada
$110K – – –
MCM
345
MAI Capital Management
Ohio
$90.5K +$89.7K +726 New
PS
346
Principal Securities
Iowa
$88.7K +$3.21K +26 +4%
RFA
347
Reyes Financial Architecture
California
$87K +$86.2K +698 New
CI Investments Inc
348
CI Investments Inc
Ontario, Canada
$87K -$12.5K -101 -13%
TCOV
349
Trust Company of Vermont
Vermont
$86.8K -$19.1K -155 -18%
Jones Financial Companies
350
Jones Financial Companies
Missouri
$85.3K +$76.2K +617 +921%