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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
326
Transatlantique Private Wealth
New York
$702K -$17.4K -290 -2%
Creative Planning
327
Creative Planning
Kansas
$697K -$132K -2,200 -15%
GIA
328
GHP Investment Advisors
Colorado
$694K -$90.4K -1,506 -11%
NSIM
329
North Star Investment Management
Illinois
$686K
IIM
330
Ironwood Investment Management
Massachusetts
$678K -$55.5K -924 -7%
DIA
331
Dana Investment Advisors
Wisconsin
$677K -$686K -11,432 -49%
BFM
332
Boothbay Fund Management
New York
$676K +$186K +3,104 +36%
Vanguard Personalized Indexing Management
333
Vanguard Personalized Indexing Management
California
$640K -$260K -4,332 -28%
KeyBank National Association
334
KeyBank National Association
Ohio
$631K -$38.8K -646 -6%
LFM
335
Lumina Fund Management
New York
$621K +$120K +2,000 +23%
CAN
336
Cetera Advisor Networks
California
$618K +$258K +4,290 +66%
JWM
337
JGP Wealth Management
Oregon
$616K +$61.7K +1,028 +11%
MSRPS
338
Maryland State Retirement & Pension System
Maryland
$615K +$643K +10,706 New
BI
339
Berkeley Inc
Idaho
$614K +$25.9K +432 +4%
GC
340
Globeflex Capital
California
$614K -$94K -1,566 -13%
MOS
341
MGO One Seven
Ohio
$610K -$81.2K -1,352 -11%
EAM
342
Eukles Asset Management
Ohio
$609K +$2.28K +38 +0.4%
TAF
343
Tredje AP-fonden
Sweden
$599K +$626K +10,422 New
DC
344
Davenport & Co
Virginia
$596K -$17.2K -286 -3%
JF
345
Jump Financial
Illinois
$591K +$618K +10,290 New
AWS
346
Atria Wealth Solutions
New York
$572K -$374K -6,236 -39%
EMG
347
ETF Managers Group
New Jersey
$571K +$24.4K +406 +4%
LNWWM
348
Laird Norton Wetherby Wealth Management
California
$562K -$52.7K -878 -8%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$556K +$46.6K +776 +9%
ETC
350
Exchange Traded Concepts
Oklahoma
$556K +$468K +7,788 +414%