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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
AE Wealth Management
276
AE Wealth Management
Kansas
$722K +$62.4K +1,404 +10%
SP
277
Symmetry Partners
Connecticut
$718K – – –
NAM
278
NorthCoast Asset Management
Connecticut
$714K +$701K +15,780 New
Synovus Financial
279
Synovus Financial
Georgia
$687K -$51.1K -1,150 -7%
BCM
280
Bayesian Capital Management
New York
$687K +$675K +15,200 New
SAM
281
Securian Asset Management
Minnesota
$683K -$27.7K -624 -4%
Truist Financial
282
Truist Financial
North Carolina
$679K -$210K -4,726 -24%
MGO One Seven
283
MGO One Seven
Ohio
$670K -$13.1K -294 -2%
BOS
284
Bank of Stockton
California
$664K -$131K -2,940 -17%
NewEdge Advisors
285
NewEdge Advisors
Louisiana
$655K -$109K -2,450 -14%
LCP
286
Legacy Capital Partners
Wisconsin
$654K -$26.2K -590 -4%
Davenport & Co
287
Davenport & Co
Virginia
$654K +$13.3K +300 +2%
Crossmark Global Holdings
288
Crossmark Global Holdings
Texas
$631K +$889 +20 +0.1%
VWM
289
Venturi Wealth Management
Texas
$627K +$82.6K +1,860 +16%
Illinois Municipal Retirement Fund
290
Illinois Municipal Retirement Fund
Illinois
$621K +$610K +13,722 New
LIM
291
Leavell Investment Management
Alabama
$620K -$10.7K -240 -2%
CIG
292
Cairn Investment Group
Washington
$619K -$164K -3,690 -21%
PT
293
Plimoth Trust
Massachusetts
$578K -$40.4K -910 -7%
IIM
294
Ironwood Investment Management
Massachusetts
$576K -$1.16K -26 -0.2%
Engineers Gate Manager
295
Engineers Gate Manager
New York
$568K -$2.04M -45,920 -79%
KeyBank National Association
296
KeyBank National Association
Ohio
$562K +$22.9K +516 +4%
ACP
297
Ashfield Capital Partners
California
$551K – – –
GWSG
298
GPS Wealth Strategies Group
Colorado
$549K +$540K +12,150 New
NSIM
299
North Star Investment Management
Illinois
$540K – – –
MML Investors Services
300
MML Investors Services
Massachusetts
$536K -$9.95K -224 -2%