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Wintrust Financial
WTFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
526
Cornerstone Planning Group
New Jersey
$11.5K -$5.87K -39 -35%
PWMG
527
Private Wealth Management Group
New Jersey
$11.4K – – –
C
528
Covestor
United Kingdom
$11K -$3.76K -25 -27%
GCP
529
Gill Capital Partners
Colorado
$10.9K – – –
AAS
530
Ameritas Advisory Services
Nebraska
$10.8K -$678K -4,509 -99%
BWL
531
Bogart Wealth LLC
Virginia
$10.6K +$6.92K +46 +230%
SGFG
532
Silver Grove Financial Group
New York
$10.3K +$9.63K +64 New
SEP
533
Signature Equity Partners
Ohio
$9.73K +$1.05K +7 +13%
FFO
534
Fortitude Family Office
Arizona
$9.32K +$150 +1 +2%
BLC
535
Brown, Lisle/Cummings
Rhode Island
$9.16K -$1.81K -12 -17%
FMII
536
Farmers & Merchants Investments Inc
Nebraska
$9.16K -$301 -2 -3%
SWP
537
Strategic Wealth Partners
Ohio
$9K – – –
AW
538
Avion Wealth
Texas
$9K +$1.35K +9 +18%
CIA
539
Cape Investment Advisory
Georgia
$8.36K +$7.82K +52 New
AA
540
Ancora Advisors
Ohio
$8.36K -$44.1K -293 -85%
WWM
541
Wolff Wiese Magana
California
$7.71K – – –
ECA
542
Elevated Capital Advisors
Utah
$7.55K – – –
JFG
543
JDM Financial Group
Texas
$7.55K – – –
HNW
544
High Note Wealth
Minnesota
$7.39K – – –
GWM
545
Geneos Wealth Management
Colorado
$7.23K +$1.5K +10 +29%
LI
546
LRI Investments
Florida
$7.07K -$1.2K -8 -15%
NEWAS
547
N.E.W. Advisory Services
Wisconsin
$7.07K – – –
GEA
548
Glen Eagle Advisors
New Jersey
$6.35K +$150 +1 +3%
S
549
Sachetta
Massachusetts
$6.27K +$301 +2 +5%
OCWP
550
Owl Creek Wealth Partners
Colorado
$5.79K – – –
20 21
22
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