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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
401
Plante Moran Financial Advisors
Michigan
$30K +$29.7K +668 New
HIA
402
Harbor Investment Advisory
Maryland
$28K
BCWM
403
Bartlett & Co Wealth Management
Ohio
$26.1K
BC
404
Bartlett & Co
Ohio
$26K
FHC
405
First Horizon Corporation
Tennessee
$26K +$26K +586 New
QCG
406
Quadrant Capital Group
Ohio
$25K -$4.98K -112 -17%
SPIA
407
Steward Partners Investment Advisory
New York
$25K
AIL
408
AGF Investments LLC
Ontario, Canada
$24K -$4.62K -104 -16%
CT
409
Caldwell Trust
Florida
$23.6K
PA
410
Parallel Advisors
California
$21K -$10.8K -244 -34%
FHA
411
Flagship Harbor Advisors
Massachusetts
$21K -$5.15K -116 -20%
CIA
412
CSat Investment Advisory
Michigan
$20K +$2.4K +54 +14%
PW
413
Price Wealth
Texas
$17K +$17K +382 New
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$16K
GAM
415
Gemmer Asset Management
California
$15K -$61.1K -1,376 -81%
LC
416
Lindbrook Capital
California
$10K -$622 -14 -6%
LWM
417
Liberty Wealth Management
California
$10K
CAW
418
Cornerstone Advisors (Washington)
Washington
$9K
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$9K
HPC
420
HM Payson & Co
Maine
$9K
PCG
421
Private Capital Group
Connecticut
$9K
SIM
422
Sonora Investment Management
Arizona
$9K
WTC
423
WhitTier Trust Company
Nevada
$9K
FRA
424
Front Row Advisors
California
$9K +$1.87K +42 +35%
CAL
425
Capital Advisors Ltd
Ohio
$8K