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Wintrust Financial
WTFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
401
TS Financial Group (TSFG)
Illinois
$210K -$7.25K -50 -3%
VA
402
Vident Advisory
Georgia
$210K +$219K +1,509 New
HIC
403
Hartline Investment Corp
Illinois
$208K – – –
SCA
404
Stonebridge Capital Advisors
Minnesota
$208K – – –
BFO
405
Boston Family Office
Massachusetts
$208K – – –
MFS
406
Mirabella Financial Services
United Kingdom
$207K +$216K +1,493 New
PTP
407
Platform Technology Partners
New York
$205K +$213K +1,473 New
AT
408
American Trust
Kentucky
$202K -$39.9K -275 -16%
IA
409
IFP Advisors
Florida
$200K -$435 -3 -0.2%
FFA
410
Farther Finance Advisors
California
$198K +$12.3K +85 +6%
MCM
411
MAI Capital Management
Ohio
$193K +$41.7K +288 +26%
DSC
412
Daytona Street Capital
Missouri
$191K – – –
ASN
413
Advisory Services Network
Georgia
$184K +$191K +1,321 New
HPC
414
HM Payson & Co
Maine
$174K -$29K -200 -14%
VCM
415
Versant Capital Management
Arizona
$172K +$8.55K +59 +5%
GM
416
GeoWealth Management
Illinois
$167K +$174K +1,198 New
TPCW
417
TD Private Client Wealth
New York
$149K -$9.42K -65 -6%
UB
418
UMB Bank
Missouri
$149K +$7.39K +51 +5%
DFA
419
DHJJ Financial Advisors
Illinois
$144K – – –
PFBT
420
Parkside Financial Bank & Trust
Missouri
$138K +$21K +145 +17%
PA
421
Parallel Advisors
California
$136K +$10.1K +70 +8%
WTC
422
WhitTier Trust Company
Nevada
$108K -$18.1K -125 -14%
AF
423
Allworth Financial
California
$97.7K +$18K +124 +21%
PMFA
424
Plante Moran Financial Advisors
Michigan
$95.2K – – –
OA
425
Operose Advisors
Wisconsin
$86.6K +$90.3K +623 New
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17
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