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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
301
Stratos Wealth Advisors
Ohio
$992K +$1.02M +16,312 New
DC
302
Davenport & Co
Virginia
$989K +$368K +5,890 +57%
AW
303
Alaethes Wealth
Nevada
$988K +$69.4K +1,112 +7%
KAS
304
Kestra Advisory Services
Texas
$980K -$461K -7,390 -31%
TM
305
Triatomic Management
California
$973K – – –
Aviva
306
Aviva
United Kingdom
$959K -$91.3K -1,462 -8%
PAMS
307
Pictet Asset Management (Switzerland)
Switzerland
$954K – – –
Cerity Partners
308
Cerity Partners
New York
$947K +$7.62K +122 +0.8%
SDAM
309
Shulman DeMeo Asset Management
New York
$944K +$250 +4 +0%
SP
310
Symmetry Partners
Connecticut
$927K -$187K -3,000 -16%
GI
311
GS Investments
Minnesota
$922K -$11.2K -180 -1%
Creative Planning
312
Creative Planning
Kansas
$910K +$177K +2,840 +23%
VWM
313
Venturi Wealth Management
Texas
$907K -$63.1K -1,010 -6%
MML Investors Services
314
MML Investors Services
Massachusetts
$904K -$404K -6,468 -30%
LB
315
Legacy Bridge
Iowa
$894K +$12.5K +200 +1%
Truist Financial
316
Truist Financial
North Carolina
$866K +$81.7K +1,308 +10%
RHAM
317
Round Hill Asset Management
California
$862K +$885K +14,168 New
MYIA
318
Mount Yale Investment Advisors
Colorado
$842K +$40.6K +650 +5%
RA
319
Royce & Associates
New York
$841K +$864K +13,830 New
SLWA
320
San Luis Wealth Advisors
California
$813K +$835K +13,372 New
GIA
321
GHP Investment Advisors
Colorado
$787K +$52.8K +846 +7%
TPW
322
Transatlantique Private Wealth
New York
$784K +$47K +752 +6%
DIA
323
Dana Investment Advisors
Wisconsin
$779K +$63.1K +1,010 +9%
SG Americas Securities
324
SG Americas Securities
New York
$778K +$671K +10,744 +526%
BW
325
Basepoint Wealth
Iowa
$756K +$1.87K +30 +0.2%