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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
376
Pathstone Family Office
New Jersey
$422K -$10.1K -170 -2%
EP
377
Edgestream Partners
New Jersey
$421K +$80.2K +1,346 +25%
WG
378
Winton Group
United Kingdom
$418K +$398K +6,684 New
BJL
379
Brighton Jones LLC
Washington
$415K -$9.78K -164 -2%
RJT
380
Raymond James Trust
Florida
$413K -$35.4K -594 -8%
MVA
381
Mount Vernon Associates
Maryland
$404K – – –
AI
382
AdvisorShares Investments
Maryland
$404K +$385K +6,456 New
RA
383
RFG Advisory
Alabama
$400K -$14.1K -236 -4%
SF
384
Synovus Financial
Georgia
$400K -$21.3K -358 -5%
AFA
385
Abacus FCF Advisors
Florida
$399K -$2.5K -42 -0.7%
BFM
386
Boothbay Fund Management
New York
$394K -$1.02M -17,090 -73%
SCM
387
Shelton Capital Management
Colorado
$393K -$28.8K -484 -7%
WP
388
Westmount Partners
California
$385K +$2.86K +48 +0.8%
CL
389
CSS LLC
Illinois
$375K -$59.6K -1,000 -14%
GT
390
Greenleaf Trust
Michigan
$372K +$354K +5,940 New
PP
391
Patten & Patten
Tennessee
$370K – – –
FFP
392
FourThought Financial Partners
Florida
$368K +$350K +5,878 New
CB
393
Cadence Bank
Mississippi
$356K +$7.27K +122 +2%
CFB
394
Cullen/Frost Bankers
Texas
$345K +$238K +4,000 +264%
NRD
395
Nebula Research & Development
New York
$344K +$39.9K +670 +14%
PAG
396
Private Advisor Group
New Jersey
$339K +$4.53K +76 +1%
SPIA
397
Steward Partners Investment Advisory
New York
$336K -$21.3K -358 -6%
EHAM
398
Eagle Harbor Asset Management
Washington
$334K – – –
OR
399
Olympiad Research
Connecticut
$333K +$317K +5,322 New
MCM
400
MAI Capital Management
Ohio
$331K -$29.9K -502 -9%
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16
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