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Wintrust Financial
WTFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
551
CX Institutional
Indiana
$4K – – –
TM
552
Torren Management
California
$3.75K – – –
CCMI
553
Creative Capital Management Investments
California
$3.54K +$3.31K +22 New
RWM
554
Raffa Wealth Management
District of Columbia
$3.38K – – –
IPS
555
Investors Portfolio Services
Washington
$3.05K – – –
SFS
556
Sunrise Financial Services
Washington
$2.89K – – –
HFS
557
Hughes Financial Services
Virginia
$2.73K +$752 +5 +42%
IAIM
558
International Assets Investment Management
Florida
$2.44K +$1.35K +9 +150%
PSFG
559
Park Square Financial Group
Georgia
$2.41K -$2.26K -15 -50%
BAM
560
Bellevue Asset Management
Washington
$2.41K +$2.26K +15 New
DF
561
Dunhill Financial
United Kingdom
$2.3K – – –
AFG
562
Albion Financial Group
Utah
$2.25K -$2.26K -15 -52%
DPW
563
DiNuzzo Private Wealth
Pennsylvania
$2.25K – – –
PWA
564
Physician Wealth Advisors
Utah
$2.25K +$1.05K +7 +100%
TAP
565
Tounjian Advisory Partners
Florida
$2.14K +$1.96K +13 New
WA
566
Westfuller Advisors
New York
$2.13K – – –
BHWM
567
Bay Harbor Wealth Management
Maryland
$2.09K +$301 +2 +18%
APW
568
Allied Private Wealth
Florida
$2.07K +$1.96K +13 New
MA
569
Montag & Associates
Georgia
$1.93K – – –
CFM
570
Cornerstone Financial Management
Massachusetts
$1.93K -$903 -6 -33%
FCAS
571
First Command Advisory Services
Texas
$1.93K – – –
HIA
572
HFM Investment Advisors
New Jersey
$1.93K +$1.05K +7 +140%
PS
573
Planning Strategies
Pennsylvania
$1.93K +$1.81K +12 New
ACA
574
Atlas Capital Advisors
Wyoming
$1.61K – – –
CH
575
Cromwell Holdings
Wyoming
$1.61K – – –
21 22
23
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