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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
326
Alpha Omega Wealth Management
Virginia
$16K
IA
327
IFP Advisors
Florida
$12K -$66.7K -2,460 -85%
FANJ
328
Financial Architects (New Jersey)
New Jersey
$12K +$12.1K +446 New
FNBSF
329
First National Bank Sioux Falls
South Dakota
$11K
GWM
330
Geneos Wealth Management
Colorado
$10K +$10.8K +400 New
CGT
331
Capital Guardian Trust
California
$8K +$7.7K +284 New
LNB
332
Ledyard National Bank
$7K
IWMPD
333
Integrated Wealth Management (Palm Desert)
California
$6K
GAM
334
Gemmer Asset Management
California
$5K
GI
335
Gradient Investments
Minnesota
$5K
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.74K +138 +383%
RWA
337
Ropes Wealth Advisors
Massachusetts
$4K +$4.07K +150 New
QCG
338
Quadrant Capital Group
Ohio
$3K
WA
339
Winfield Associates
Ohio
$2K +$1.63K +60 New
Nuveen
340
Nuveen
North Carolina
$1.97K -$99.4K -3,664 -5%
RWM
341
Raffa Wealth Management
District of Columbia
$1.59K
S
342
SignatureFD
Georgia
$1K -$5.15K -190 -85%
DPA
343
Delphi Private Advisors
California
$1K
MCM
344
Manchester Capital Management
Vermont
$1K
VCM
345
Versant Capital Management
Arizona
$1K +$217 +8 +13%
PCP
346
Proficio Capital Partners
Massachusetts
$1K +$1.03K +38 New
ED
347
Exane Derivatives
France
$109 -$1.03K -38 -90%
PCM
348
Penserra Capital Management
California
$5 +$1.25K +46 +27%
William Blair Investment Management
349
William Blair Investment Management
Illinois
-$138M -4,741,264 Closed
HI
350
Honeywell International
North Carolina
-$18.7M -640,000 Closed