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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
376
Carroll Financial Associates
North Carolina
$38K
KBC Group
377
KBC Group
Belgium
$37K
FHA
378
Flagship Harbor Advisors
Massachusetts
$37K +$208 +6 +0.6%
CFG
379
Citizens Financial Group
Rhode Island
$36K +$34K +978 New
SIAS
380
Shine Investment Advisory Services
Colorado
$29K +$27.8K +800 New
GI
381
Gradient Investments
Minnesota
$28K +$26.3K +758 New
ASN
382
Advisory Services Network
Georgia
$24K -$1.39K -40 -6%
CFB
383
Cullen/Frost Bankers
Texas
$24K
MAM
384
Meeder Asset Management
Ohio
$23K -$106K -3,048 -83%
PCG
385
Private Capital Group
Connecticut
$23K
SBL
386
Sargent Bickham Lagudis
Colorado
$23K
HIA
387
Harbor Investment Advisory
Maryland
$23K +$21.5K +620 New
CCM
388
Cribstone Capital Management
Maine
$22K -$12.5K -360 -38%
BCWM
389
Bartlett & Co Wealth Management
Ohio
$21.2K
AssetMark Inc
390
AssetMark Inc
California
$21K +$19.8K +570 New
SPIA
391
Steward Partners Investment Advisory
New York
$20K -$3.13K -90 -14%
HFM
392
Harvest Fund Management
China
$20K +$18.8K +542 New
CT
393
Caldwell Trust
Florida
$19.2K +$18.1K +522 New
PK
394
Pflug Koory
Nebraska
$19K -$2.43K -70 -12%
ONST
395
Old North State Trust
North Carolina
$19K
RCA
396
Ranch Capital Advisors
Florida
$19K +$18.1K +520 New
HNB
397
Huntington National Bank
Ohio
$18K
FAM
398
Fred Alger Management
New York
$17K +$16.5K +474 New
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$16K
CIA
400
CSat Investment Advisory
Michigan
$14K +$1.67K +48 +14%