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Wintrust Financial

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
451
HM Payson & Co
Maine
$161K -$37.6K -250 -20%
CFD
452
Creative Financial Designs
Indiana
$157K +$82.6K +549 +128%
PA
453
Parallel Advisors
California
$153K -$4.06K -27 -3%
WTC
454
WhitTier Trust Company
Nevada
$125K +$451 +3 +0.4%
RFA
455
Reyes Financial Architecture
California
$113K +$40.6K +270 +62%
AF
456
Allworth Financial
California
$112K -$903 -6 -0.9%
Bessemer Group
457
Bessemer Group
New Jersey
$112K -$138K -915 -57%
PMFA
458
Plante Moran Financial Advisors
Michigan
$110K +$150 +1 +0.1%
AIM
459
Acropolis Investment Management
Missouri
$107K +$101K +668 New
LFG
460
Larson Financial Group
Missouri
$103K +$54K +359 +127%
APFP
461
Action Point Financial Planning
Michigan
$103K +$96.6K +642 New
TCOV
462
Trust Company of Vermont
Vermont
$101K +$94.2K +626 New
OA
463
Operose Advisors
Wisconsin
$101K +$451 +3 +0.5%
CA
464
Continuum Advisory
Idaho
$96K +$89.8K +597 New
BC
465
Bayforest Capital
United Kingdom
$94.2K +$21.7K +144 +33%
SAM
466
Smartleaf Asset Management
Massachusetts
$90.8K – – –
QC
467
Quent Capital
New York
$77.9K +$14.1K +94 +24%
PWPS
468
Pinnacle Wealth Planning Services
Ohio
$77.1K -$7.07K -47 -9%
RFS
469
Richardson Financial Services
Massachusetts
$70.6K +$5.12K +34 +8%
RFG
470
REAP Financial Group
Texas
$61.4K +$602 +4 +1%
QL
471
Quarry LP
New York
$60.1K +$56.3K +374 New
HFM
472
Harvest Fund Management
China
$60K – – –
VC
473
Vestor Capital
Illinois
$59K -$3.42M -22,703 -98%
SWM
474
SHP Wealth Management
Massachusetts
$57.2K +$301 +2 +0.6%
MEG
475
Millstone Evans Group
Colorado
$55.9K – – –