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Wintrust Financial
WTFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
451
Westside Investment Management
California
$22.8K – – –
GWP
452
Gen-Wealth Partners
Michigan
$21K -$6.12K -46 -23%
KFI
453
Key Financial Inc
Pennsylvania
$19.4K – – –
SL
454
Salomon & Ludwin
Virginia
$19.3K – – –
SAG
455
SageView Advisory Group
California
$19K +$18.1K +136 New
CFB
456
Cullen/Frost Bankers
Texas
$18.7K +$3.46K +26 +24%
BW
457
Basepoint Wealth
Iowa
$18.6K +$17.7K +133 New
PCM
458
Peregrine Capital Management
Minnesota
$17.6K +$133 +1 +0.8%
SWM
459
Spire Wealth Management
Virginia
$17.2K +$16.4K +123 New
WA
460
WPG Advisers
Maryland
$16.8K -$798 -6 -5%
CA
461
CoreCap Advisors
Michigan
$16.1K +$3.86K +29 +34%
PWAM
462
Private Wealth Asset Management
Iowa
$15.9K – – –
CPG
463
Cornerstone Planning Group
New Jersey
$15.3K -$5.63M -42,301 -100%
FHC
464
First Horizon Corporation
Tennessee
$13K -$10.1K -76 -45%
TFA
465
Transamerica Financial Advisors
Florida
$12.8K +$2.79K +21 +30%
TWD
466
True Wealth Design
Ohio
$12K +$798 +6 +8%
BWA
467
Basecamp Wealth Advisors
Washington
$11.9K +$11.3K +85 New
BBHC
468
Brown Brothers Harriman & Co
New York
$10.3K -$13.3K -100 -57%
JWA
469
JFS Wealth Advisors
Pennsylvania
$10.1K +$2.93K +22 +44%
PWMG
470
Private Wealth Management Group
New Jersey
$9.93K – – –
KG
471
Kilter Group
New York
$9.23K +$8.78K +66 New
SIS
472
Sound Income Strategies
Florida
$8.43K – – –
FMII
473
Farmers & Merchants Investments Inc
Nebraska
$8.25K +$399 +3 +5%
SWP
474
Strategic Wealth Partners
Ohio
$7.83K – – –
SIC
475
SJS Investment Consulting
Ohio
$7.69K -$10.6K -80 -59%
17 18
19
20 21