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Wintrust Financial
WTFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
476
Cape Investment Advisory
Georgia
$7.13K +$2.79K +21 +70%
WWM
477
Wolff Wiese Magana
California
$6.71K – – –
LFG
478
Larson Financial Group
Missouri
$6.57K +$2.39K +18 +62%
ECA
479
Elevated Capital Advisors
Utah
$6.57K +$6.25K +47 New
HNW
480
High Note Wealth
Minnesota
$6.43K – – –
AG
481
AmeriFlex Group
Nevada
$6.29K -$5.99K -45 -50%
NEWAS
482
N.E.W. Advisory Services
Wisconsin
$6.15K – – –
GEA
483
Glen Eagle Advisors
New Jersey
$5.5K – – –
S
484
Sachetta
Massachusetts
$5.17K – – –
AW
485
Avion Wealth
Texas
$5K +$532 +4 +13%
GWM
486
Geneos Wealth Management
Colorado
$4.89K +$4.66K +35 New
HWP
487
Highline Wealth Partners
California
$4.61K – – –
FFO
488
Fortitude Family Office
Arizona
$4.47K +$532 +4 +14%
MHR
489
Matthew Hamilton Rosenberg
$4.33K – – –
BW
490
Bravera Wealth
North Dakota
$4.33K +$4.12K +31 New
BWL
491
Bogart Wealth LLC
Virginia
$3.08K – – –
EP
492
Essential Partners
California
$3.08K +$1.2K +9 +69%
RWM
493
Raffa Wealth Management
District of Columbia
$2.8K – – –
SFS
494
Sunrise Financial Services
Washington
$2.52K +$2.39K +18 New
WA
495
Westfuller Advisors
New York
$2.41K – – –
CWA
496
Carolina Wealth Advisors
South Carolina
$2.38K +$2.26K +17 New
OP
497
ORG Partners
Indiana
$2.24K +$2.13K +16 New
AFG
498
Albion Financial Group
Utah
$1.96K – – –
DPW
499
DiNuzzo Private Wealth
Pennsylvania
$1.96K – – –
RWM
500
Rialto Wealth Management
New York
$1.82K +$266 +2 +18%
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