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Wintrust Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
426
DiNuzzo Private Wealth
Pennsylvania
$1.62K – – –
PWA
427
Provenance Wealth Advisors
Florida
$1.62K – – –
SO
428
Sierra Ocean
California
$1.62K +$1.61K +13 New
BGAI
429
Bruce G. Allen Investments
Colorado
$1.5K -$371 -3 -20%
CWP
430
Concord Wealth Partners
Virginia
$1.5K – – –
FFO
431
Fortitude Family Office
Arizona
$1.12K – – –
RTC
432
Riverview Trust Company
Washington
$1.12K – – –
AW
433
Avion Wealth
Texas
$1K – – –
HFS
434
Hantz Financial Services
Michigan
$1K – – –
BTD
435
BankPlus Trust Department
Mississippi
$873 +$865 +7 New
SS
436
SBI Securities
Japan
$748 +$741 +6 New
AF
437
Advisornet Financial
Minnesota
$499 +$494 +4 New
GFPC
438
Global Financial Private Client
Florida
$499 +$494 +4 New
KBFS
439
Kohmann Bosshard Financial Services
Ohio
$499 +$494 +4 New
NC
440
NewSquare Capital
Pennsylvania
$499 +$494 +4 New
CTB
441
Country Trust Bank
Illinois
$249 – – –
MAS
442
MPWM Advisory Solutions
Georgia
$249 +$247 +2 New
PWM
443
Parkworth Wealth Management
California
$249 +$247 +2 New
TFM
444
TFC Financial Management
Massachusetts
$125 – – –
TCA
445
Trifecta Capital Advisors
Illinois
$125 – – –
Wellington Management Group
446
Wellington Management Group
Massachusetts
– -$18.4M -169,197 Closed
EGI
447
EAM Global Investors
California
– -$3.49M -32,134 Closed
Squarepoint
448
Squarepoint
New York
– -$2.52M -23,190 Closed
Man Group
449
Man Group
United Kingdom
– -$1.42M -13,083 Closed
CFCI
450
Comprehensive Financial Consultants Institutional
Indiana
– -$1.07M -9,889 Closed