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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
326
Creative Planning
Kansas
$60K +$17.8K +680 +40%
HNB
327
Huntington National Bank
Ohio
$58K +$59.2K +2,264 New
WAM
328
Wealthspire Advisors (Maryland)
Maryland
$56K
WP
329
WealthPLAN Partners
Nebraska
$53.5K -$54.9K -2,100 -50%
AssetMark Inc
330
AssetMark Inc
California
$51K -$2.35K -90 -4%
JFGIW
331
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$45K +$14.4K +550 +45%
QT
332
Quantbot Technologies
New York
$44K +$45.9K +1,756 New
AA
333
Apriem Advisors
California
$38K -$15.7K -600 -29%
CAW
334
Cornerstone Advisors (Washington)
Washington
$37K
PSUF
335
People's United Financial
Connecticut
$36K
PFS
336
Physicians Financial Services
North Carolina
$35K
CTC
337
Central Trust Company
Missouri
$34K -$35.3K -1,350 -51%
PRS
338
Pinkerton Retirement Specialists
Idaho
$27K -$7.22K -276 -21%
PCP
339
Proficio Capital Partners
Massachusetts
$27K +$27.1K +1,036 +5,756%
WCBA
340
Weaver C. Barksdale & Associates
Tennessee
$25K +$4.18K +160 +20%
FNBT
341
FineMark National Bank & Trust
Florida
$24K -$12.2K -468 -34%
SIG
342
Stanford Investment Group
California
$23K
IC
343
IKOS CIF
Cyprus
$22K +$22.5K +860 New
KLI
344
Kelman-Lazarov Inc
Tennessee
$20.4K
FHA
345
First Horizon Advisors
Tennessee
$17K
AOWM
346
Alpha Omega Wealth Management
Virginia
$15K
FPFS
347
First Personal Financial Services
North Carolina
$14K +$785 +30 +6%
PCM
348
Penserra Capital Management
California
$14K +$6.7K +256 +79%
TCIM
349
TIAA CREF Investment Management
New York
$13.5K +$2.54M +97,238 +23%
FANJ
350
Financial Architects (New Jersey)
New Jersey
$11K