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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
326
Vontobel Holding
Switzerland
$873K -$24K -338 -2%
LB
327
Legacy Bridge
Iowa
$854K
Creative Planning
328
Creative Planning
Kansas
$844K +$160K +2,252 +19%
AW
329
Alaethes Wealth
Nevada
$833K +$46.6K +656 +5%
GIA
330
GHP Investment Advisors
Colorado
$801K +$79.9K +1,126 +9%
LIM
331
Leavell Investment Management
Alabama
$800K
MYIA
332
Mount Yale Investment Advisors
Colorado
$765K -$13.6K -192 -1%
AWM
333
AE Wealth Management
Kansas
$759K +$5.96K +84 +0.7%
BJL
334
Brighton Jones LLC
Washington
$758K +$12.9K +182 +1%
PAS
335
Park Avenue Securities
New York
$756K +$52.7K +742 +6%
EF
336
Empowered Funds
Pennsylvania
$754K +$908K +12,790 New
IIM
337
Ironwood Investment Management
Massachusetts
$750K +$2.7K +38 +0.3%
BW
338
Basepoint Wealth
Iowa
$748K +$203K +2,860 +29%
SAM
339
Shell Asset Management
Netherlands
$742K -$145K -2,044 -14%
SAM
340
Securian Asset Management
Minnesota
$740K -$14.9K -210 -2%
TPW
341
Transatlantique Private Wealth
New York
$732K +$182K +2,568 +26%
VWM
342
Venturi Wealth Management
Texas
$728K -$426 -6 -0%
MCM
343
MAI Capital Management
Ohio
$726K -$619K -8,716 -41%
GC
344
Globeflex Capital
California
$722K +$656K +9,238 +307%
ACP
345
Ashfield Capital Partners
California
$718K
CAM
346
Covenant Asset Management
New Jersey
$714K -$6.1K -86 -0.7%
NSIM
347
North Star Investment Management
Illinois
$703K
MC
348
Maverick Capital
Texas
$698K +$841K +11,848 New
Jennison Associates
349
Jennison Associates
New York
$690K -$580K -8,170 -41%
KeyBank National Association
350
KeyBank National Association
Ohio
$685K -$34.2K -482 -4%