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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
CB
401
Commerce Bank
Missouri
$383K +$115K +1,354 +39%
CAG
402
Csenge Advisory Group
Florida
$378K +$14K +164 +4%
PSUF
403
People's United Financial
Connecticut
$370K +$45.1K +530 +13%
FA
404
FDx Advisors
Illinois
$368K +$21.6K +254 +6%
Luther King Capital Management (LKCM)
405
Luther King Capital Management (LKCM)
Texas
$367K
KAS
406
Kestra Advisory Services
Texas
$366K -$253K -2,976 -39%
CIG
407
Cairn Investment Group
Washington
$358K -$51.1K -600 -12%
FP
408
Foundry Partners
Minnesota
$354K
ANTB
409
AMG National Trust Bank
Colorado
$351K
HSA
410
HBK Sorce Advisory
Pennsylvania
$351K +$125K +1,472 +50%
AOWM
411
Alpha Omega Wealth Management
Virginia
$349K -$5.96K -70 -2%
BMCM
412
Burns Matteson Capital Management
New York
$348K +$63.3K +744 +21%
IRF
413
IBM Retirement Fund
New York
$342K -$89.7K -1,054 -20%
BAM
414
Belpointe Asset Management
Nevada
$340K +$230K +2,706 +175%
WBC
415
Westpac Banking Corp
Australia
$335K +$187K +2,200 +110%
PFO
416
Pathstone Family Office
New Jersey
$335K -$224K -2,638 -39%
WS
417
Wedbush Securities
California
$334K +$69.8K +820 +24%
RC
418
RegentAtlantic Capital
New Jersey
$326K +$348K +4,086 New
NAMP
419
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$319K
WDA
420
Wendell David Associates
New Hampshire
$319K
ECM
421
ExodusPoint Capital Management
New York
$309K +$330K +3,876 New
IFWM
422
Institute for Wealth Management
Colorado
$308K -$143K -1,678 -30%
FIM
423
Freedom Investment Management
Connecticut
$305K -$10.6K -124 -3%
PG
424
Pendal Group
Australia
$303K -$102K -1,200 -24%
TWM
425
TriaGen Wealth Management
California
$302K -$1.02K -12 -0.3%