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Wintrust Financial
WTFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
376
Blue Water Asset Management
Michigan
$227K +$216K +1,623 New
RWMH
377
Riverpoint Wealth Management Holdings
Illinois
$224K +$798 +6 +0.4%
FAC
378
Financial Advisory Corporation
Michigan
$224K -$16.5K -124 -7%
VAMG
379
Voisard Asset Management Group
Michigan
$223K +$212K +1,592 New
OL
380
Optas LLC
Texas
$222K +$211K +1,585 New
TFGT
381
TS Financial Group (TSFG)
Illinois
$218K – – –
MYAM
382
Meiji Yasuda Asset Management
Japan
$218K – – –
BIG
383
Brooklyn Investment Group
New York
$213K +$200K +1,507 New
LI
384
LVZ Inc
Michigan
$213K -$5.59K -42 -3%
BFO
385
Boston Family Office
Massachusetts
$210K +$199K +1,500 New
CNBT
386
Cornerstone National Bank & Trust
Illinois
$210K – – –
HIC
387
Hartline Investment Corp
Illinois
$210K +$199K +1,500 New
SCA
388
Stonebridge Capital Advisors
Minnesota
$210K +$199K +1,500 New
NW
389
NewEdge Wealth
Pennsylvania
$210K +$199K +1,499 New
CCA
390
Clearwater Capital Advisors
Illinois
$208K +$198K +1,487 New
BAAM
391
Baker Avenue Asset Management
California
$207K +$197K +1,481 New
AWM
392
Accurate Wealth Management
Florida
$206K +$188K +1,414 New
CPIG
393
Chicago Partners Investment Group
Illinois
$205K +$187K +1,406 New
HPC
394
HM Payson & Co
Maine
$203K +$120K +900 +164%
OCA
395
OpenArc Corporate Advisory
Georgia
$203K +$193K +1,450 New
IA
396
IFP Advisors
Florida
$202K – – –
DSC
397
Daytona Street Capital
Missouri
$189K +$180K +1,350 New
FFA
398
Farther Finance Advisors
California
$186K +$70.4K +529 +66%
KAS
399
Kestra Advisory Services
Texas
$182K +$173K +1,300 New
VCM
400
Versant Capital Management
Arizona
$165K +$26.2K +197 +20%
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