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Wintrust Financial

Name Holding Trade Value Shares
Change
Change in
Stake
DPW
501
DiNuzzo Private Wealth
Pennsylvania
$1.96K – – –
RWM
502
Rialto Wealth Management
New York
$1.82K +$266 +2 +18%
RF
503
Rossby Financial
Florida
$1.82K +$399 +3 +30%
CFM
504
Cornerstone Financial Management
Massachusetts
$1.68K +$1.6K +12 New
FCAS
505
First Command Advisory Services
Texas
$1.68K +$1.6K +12 New
HFS
506
Hughes Financial Services
Virginia
$1.54K -$532 -4 -27%
ACA
507
Atlas Capital Advisors
Wyoming
$1.4K +$1.33K +10 New
BGAI
508
Bruce G. Allen Investments
Colorado
$1.12K – – –
PWA
509
Principia Wealth Advisory
Texas
$979 – – –
PWA
510
Physician Wealth Advisors
Utah
$979 +$931 +7 New
BHWM
511
Bay Harbor Wealth Management
Maryland
$978 +$266 +2 +40%
CMA
512
Cedar Mountain Advisors
Oregon
$839 – – –
CH
513
Cromwell Holdings
Wyoming
$839 – – –
IAIM
514
International Assets Investment Management
Florida
$839 +$798 +6 New
HIA
515
HFM Investment Advisors
New Jersey
$700 – – –
SC
516
SouthState Corp
Florida
$700 – – –
RWS
517
Retirement Wealth Solutions
Wisconsin
$700 +$133 +1 +25%
BFS
518
Bare Financial Services
Pennsylvania
$699 – – –
SS
519
SBI Securities
Japan
$699 – – –
ACM
520
Anfield Capital Management
California
$559 – – –
IAS
521
IMA Advisory Services
Colorado
$559 – – –
RJA
522
Ross\Johnson & Associates
Minnesota
$419 – – –
DF
523
Dunhill Financial
United Kingdom
$187 +$133 +1 New
AF
524
Advisornet Financial
Minnesota
$140 – – –
TFM
525
TFC Financial Management
Massachusetts
$140 – – –