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Wintrust Financial

Name Holding Trade Value Shares
Change
Change in
Stake
FCAS
576
First Command Advisory Services
Texas
$1.93K – – –
HIA
577
HFM Investment Advisors
New Jersey
$1.93K +$1.05K +7 +140%
PS
578
Planning Strategies
Pennsylvania
$1.93K +$1.81K +12 New
ACA
579
Atlas Capital Advisors
Wyoming
$1.61K – – –
CH
580
Cromwell Holdings
Wyoming
$1.61K – – –
NB
581
NBT Bank
New York
$1.61K – – –
PWA
582
Principia Wealth Advisory
Texas
$1.61K – – –
RWS
583
Retirement Wealth Solutions
Wisconsin
$1.45K +$301 +2 +29%
BGAI
584
Bruce G. Allen Investments
Colorado
$1.45K +$150 +1 +13%
AF
585
Advisornet Financial
Minnesota
$804 – – –
BFS
586
Bare Financial Services
Pennsylvania
$804 – – –
PWMG
587
Prestige Wealth Management Group
New Jersey
$804 – – –
SC
588
SouthState Corp
Florida
$804 – – –
VWA
589
Valued Wealth Advisors
Utah
$643 -$602 -4 -50%
KG
590
Kilter Group
New York
$483 -$15.3K -102 -97%
MCM
591
MV Capital Management
Maryland
$483 – – –
RJA
592
Ross\Johnson & Associates
Minnesota
$482 – – –
DF
593
DecisionPoint Financial
Arizona
$326 +$301 +2 New
IAS
594
IMA Advisory Services
Colorado
$321 -$301 -2 -50%
AWM
595
Activest Wealth Management
Florida
$321 +$301 +2 New
SS
596
SBI Securities
Japan
$161 – – –
TFM
597
TFC Financial Management
Massachusetts
$161 – – –
MCA
598
Maryland Capital Advisors
Maryland
$161 +$150 +1 New
MWA
599
Medallion Wealth Advisors
Connecticut
$161 +$150 +1 New
GACM
600
Global Alpha Capital Management
Quebec, Canada
– -$32.6M -234,380 Closed