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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
226
Wealth Enhancement Advisory Services
Minnesota
$2.7M -$97.8K -1,130 -4%
CWM
227
Centric Wealth Management
Illinois
$2.59M +$108K +1,250 +5%
Vanguard Personalized Indexing Management
228
Vanguard Personalized Indexing Management
California
$2.56M +$287K +3,316 +15%
OTPPB
229
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.5M +$440K +5,080 +26%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$2.49M -$250K -2,892 -10%
EF
231
Empowered Funds
Pennsylvania
$2.49M -$870K -10,050 -29%
FAM
232
Formidable Asset Management
Ohio
$2.48M -$364K -4,208 -15%
RCG
233
Regatta Capital Group
California
$2.43M +$2.08K +24 +0.1%
SSWM
234
Sheets Smith Wealth Management
North Carolina
$2.43M +$51.9K +600 +3%
CCP
235
Cunning Capital Partners
North Carolina
$2.42M
LNWWM
236
Laird Norton Wetherby Wealth Management
California
$2.42M +$28K +324 +1%
Creative Planning
237
Creative Planning
Kansas
$2.41M +$329K +3,796 +19%
MCA
238
Martin Capital Advisors
Texas
$2.39M +$20.1K +232 +1%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$2.39M +$1,000K +11,548 +95%
Aviva
240
Aviva
United Kingdom
$2.35M +$130K +1,506 +7%
SFA
241
Sequoia Financial Advisors
Ohio
$2.31M +$1.98M +22,866 New
GC
242
Globeflex Capital
California
$2.31M +$162K +1,872 +9%
Cerity Partners
243
Cerity Partners
New York
$2.3M +$690K +7,976 +54%
TCM
244
Twin Capital Management
Pennsylvania
$2.29M -$30.8K -356 -2%
BF
245
BOK Financial
Oklahoma
$2.26M +$6.41K +74 +0.3%
AAM
246
Advisors Asset Management
Colorado
$2.24M -$70.5K -814 -4%
VC
247
Voss Capital
Texas
$2.22M -$7.91M -91,400 -81%
URS
248
Utah Retirement Systems
Utah
$2.22M -$34.6K -400 -2%
PE
249
Point72 Europe
United Kingdom
$2.21M +$1.89M +21,884 New
TAM
250
Tocqueville Asset Management
New York
$2.2M +$8.66K +100 +0.5%