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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
CIP
401
Convergence Investment Partners
Florida
$4K +$4.18K +158 New
SWP
402
Stratos Wealth Partners
Ohio
$3K -$740 -28 -18%
FHA
403
First Horizon Advisors
Tennessee
$3K – – –
VFA
404
Valeo Financial Advisors
Indiana
$3K – – –
CIBC Private Wealth Group
405
CIBC Private Wealth Group
Georgia
$3K +$2.64K +100 New
WIM
406
Westside Investment Management
California
$2.09K – – –
HR
407
Howe & Rusling
New York
$2K -$370 -14 -17%
AF
408
Allworth Financial
California
$2K – – –
EARNEST Partners
409
EARNEST Partners
Georgia
$2K – – –
FRA
410
Front Row Advisors
California
$2K – – –
LWCFA
411
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K – – –
MCM
412
Manchester Capital Management
Vermont
$1K – – –
VCM
413
Versant Capital Management
Arizona
$1K – – –
FGC
414
Financial Gravity Companies
Texas
$1K +$740 +28 +200%
CAW
415
Cornerstone Advisors (Washington)
Washington
$1K +$1K +38 New
FGAM
416
Financial Gravity Asset Management
Texas
$1K +$1.11K +42 New
ED
417
Exane Derivatives
France
$51 – – –
HP
418
Holowesko Partners
Bahamas
– -$47.7M -1,846,800 Closed
DGHMC
419
Dalton, Greiner, Hartman, Maher & Co
New York
– -$7.58M -293,230 Closed
EGM
420
Engineers Gate Manager
New York
– -$4.18M -161,912 Closed
SLA
421
Silver Lake Advisory
Utah
– -$3.5M -135,260 Closed
Fidelity International
422
Fidelity International
Bermuda
– -$3.16M -122,160 Closed
Lazard Asset Management
423
Lazard Asset Management
New York
– -$3M -116,190 Closed
EF
424
Empirical Finance
Pennsylvania
– -$2.4M -92,924 Closed
D.E. Shaw & Co
425
D.E. Shaw & Co
New York
– -$1.6M -61,850 Closed