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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
Advisory Services Network
401
Advisory Services Network
Georgia
$32K +$31.1K +700 New
PMFA
402
Plante Moran Financial Advisors
Michigan
$30K +$29.7K +668 New
HIA
403
Harbor Investment Advisory
Maryland
$28K – – –
Bartlett & Co Wealth Management
404
Bartlett & Co Wealth Management
Ohio
$26.1K – – –
Bartlett & Co
405
Bartlett & Co
Ohio
$26K – – –
FHC
406
First Horizon Corporation
Tennessee
$26K +$26K +586 New
Quadrant Capital Group
407
Quadrant Capital Group
Ohio
$25K -$4.98K -112 -17%
Steward Partners Investment Advisory
408
Steward Partners Investment Advisory
New York
$25K – – –
AIL
409
AGF Investments LLC
Ontario, Canada
$24K -$4.62K -104 -16%
CT
410
Caldwell Trust
Florida
$23.6K – – –
Parallel Advisors
411
Parallel Advisors
California
$21K -$10.8K -244 -34%
FHA
412
Flagship Harbor Advisors
Massachusetts
$21K -$5.15K -116 -20%
CIA
413
CSat Investment Advisory
Michigan
$20K +$2.4K +54 +14%
PW
414
Price Wealth
Texas
$17K +$17K +382 New
Carson Wealth (CWM LLC)
415
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
GAM
416
Gemmer Asset Management
California
$15K -$61.1K -1,376 -81%
LC
417
Lindbrook Capital
California
$10K -$622 -14 -6%
LWM
418
Liberty Wealth Management
California
$10K – – –
CAW
419
Cornerstone Advisors (Washington)
Washington
$9K – – –
Farmers & Merchants Investments Inc
420
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
HM Payson & Co
421
HM Payson & Co
Maine
$9K – – –
PCG
422
Private Capital Group
Connecticut
$9K – – –
SIM
423
Sonora Investment Management
Arizona
$9K – – –
WhitTier Trust Company
424
WhitTier Trust Company
Nevada
$9K – – –
FRA
425
Front Row Advisors
California
$9K +$1.87K +42 +35%