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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
BSB
326
Bangor Savings Bank
Maine
$891K +$63.6K +896 +6%
Vontobel Holding
327
Vontobel Holding
Switzerland
$873K -$24K -338 -2%
LB
328
Legacy Bridge
Iowa
$854K – – –
Creative Planning
329
Creative Planning
Kansas
$844K +$160K +2,252 +19%
AW
330
Alaethes Wealth
Nevada
$833K +$46.6K +656 +5%
GIA
331
GHP Investment Advisors
Colorado
$801K +$79.9K +1,126 +9%
LIM
332
Leavell Investment Management
Alabama
$800K – – –
MYIA
333
Mount Yale Investment Advisors
Colorado
$765K -$13.6K -192 -1%
AWM
334
AE Wealth Management
Kansas
$759K +$5.96K +84 +0.7%
BJL
335
Brighton Jones LLC
Washington
$758K +$12.9K +182 +1%
PAS
336
Park Avenue Securities
New York
$756K +$52.7K +742 +6%
EF
337
Empowered Funds
Pennsylvania
$754K +$908K +12,790 New
IIM
338
Ironwood Investment Management
Massachusetts
$750K +$2.7K +38 +0.3%
BW
339
Basepoint Wealth
Iowa
$748K +$203K +2,860 +29%
SAM
340
Shell Asset Management
Netherlands
$742K -$145K -2,044 -14%
SAM
341
Securian Asset Management
Minnesota
$740K -$14.9K -210 -2%
TPW
342
Transatlantique Private Wealth
New York
$732K +$182K +2,568 +26%
VWM
343
Venturi Wealth Management
Texas
$728K -$426 -6 -0%
MCM
344
MAI Capital Management
Ohio
$726K -$619K -8,716 -41%
GC
345
Globeflex Capital
California
$722K +$656K +9,238 +307%
ACP
346
Ashfield Capital Partners
California
$718K – – –
CAM
347
Covenant Asset Management
New Jersey
$714K -$6.1K -86 -0.7%
MOS
348
MGO One Seven
Ohio
$704K -$24.4K -344 -3%
NSIM
349
North Star Investment Management
Illinois
$703K – – –
MC
350
Maverick Capital
Texas
$698K +$841K +11,848 New