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Wintrust Financial
WTFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWP
551
Highline Wealth Partners
California
$5.3K – – –
RWM
552
Rialto Wealth Management
New York
$5.3K +$2.86K +19 +136%
AWM
553
Aberdeen Wealth Management
Illinois
$5.23K +$4.96K +33 New
MHR
554
Matthew Hamilton Rosenberg
$4.98K – – –
FIM
555
FWL Investment Management
Texas
$4.98K +$4.66K +31 New
CI
556
CX Institutional
Indiana
$4K – – –
TM
557
Torren Management
California
$3.75K – – –
CCMI
558
Creative Capital Management Investments
California
$3.54K +$3.31K +22 New
RWM
559
Raffa Wealth Management
District of Columbia
$3.38K – – –
IPS
560
Investors Portfolio Services
Washington
$3.05K – – –
SFS
561
Sunrise Financial Services
Washington
$2.89K – – –
HFS
562
Hughes Financial Services
Virginia
$2.73K +$752 +5 +42%
IAIM
563
International Assets Investment Management
Florida
$2.44K +$1.35K +9 +150%
PSFG
564
Park Square Financial Group
Georgia
$2.41K -$2.26K -15 -50%
BAM
565
Bellevue Asset Management
Washington
$2.41K +$2.26K +15 New
DF
566
Dunhill Financial
United Kingdom
$2.3K – – –
AFG
567
Albion Financial Group
Utah
$2.25K -$2.26K -15 -52%
DPW
568
DiNuzzo Private Wealth
Pennsylvania
$2.25K – – –
PWA
569
Physician Wealth Advisors
Utah
$2.25K +$1.05K +7 +100%
TAP
570
Tounjian Advisory Partners
Florida
$2.14K +$1.96K +13 New
WA
571
Westfuller Advisors
New York
$2.13K – – –
BHWM
572
Bay Harbor Wealth Management
Maryland
$2.09K +$301 +2 +18%
APW
573
Allied Private Wealth
Florida
$2.07K +$1.96K +13 New
MA
574
Montag & Associates
Georgia
$1.93K – – –
CFM
575
Cornerstone Financial Management
Massachusetts
$1.93K -$903 -6 -33%
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