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Wintrust Financial
WTFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
501
LRI Investments
Florida
$7.22K -$103K -711 -93%
AW
502
Avion Wealth
Texas
$7K +$2.17K +15 +42%
WWM
503
Wolff Wiese Magana
California
$6.67K – – –
ECA
504
Elevated Capital Advisors
Utah
$6.53K – – –
JFG
505
JDM Financial Group
Texas
$6.53K +$6.81K +47 New
JGCM
506
Joseph Group Capital Management
Ohio
$6.53K +$6.81K +47 New
HNW
507
High Note Wealth
Minnesota
$6.39K – – –
NEWAS
508
N.E.W. Advisory Services
Wisconsin
$6.11K – – –
GEA
509
Glen Eagle Advisors
New Jersey
$5.48K – – –
S
510
Sachetta
Massachusetts
$5.14K – – –
OCWP
511
Owl Creek Wealth Partners
Colorado
$5K +$5.22K +36 New
GWM
512
Geneos Wealth Management
Colorado
$4.86K – – –
HWP
513
Highline Wealth Partners
California
$4.58K – – –
BW
514
Bravera Wealth
North Dakota
$4.31K – – –
MHR
515
Matthew Hamilton Rosenberg
$4.31K – – –
PSFG
516
Park Square Financial Group
Georgia
$4.17K +$4.35K +30 New
AFG
517
Albion Financial Group
Utah
$4.03K +$2.17K +15 +107%
TM
518
Torren Management
California
$3.23K -$51.9K -358 -94%
EP
519
Essential Partners
California
$3.06K – – –
CI
520
CX Institutional
Indiana
$3K +$3.19K +22 New
RWM
521
Raffa Wealth Management
District of Columbia
$2.92K +$145 +1 +5%
BWL
522
Bogart Wealth LLC
Virginia
$2.78K -$290 -2 -9%
IPS
523
Investors Portfolio Services
Washington
$2.75K +$2.75K +19 New
SFS
524
Sunrise Financial Services
Washington
$2.5K – – –
CFM
525
Cornerstone Financial Management
Massachusetts
$2.5K +$870 +6 +50%
19 20
21
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