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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
SW
426
SkyOak Wealth
Michigan
$265K +$203K +3,010 New
HSA
427
HBK Sorce Advisory
Pennsylvania
$262K -$134K -1,988 -41%
Vanguard Personalized Indexing Management
428
Vanguard Personalized Indexing Management
California
$256K +$193K +2,856 New
DADC
429
D.A. Davidson & Co
Montana
$253K +$190K +2,820 New
CCP
430
Corient Capital Partners
California
$249K +$188K +2,780 New
MAFM
431
Mid Atlantic Financial Management
Pennsylvania
$246K +$185K +2,746 New
ONB
432
Old National Bancorp
Indiana
$245K -$161K -2,378 -46%
VI
433
Vestcor Inc
New Brunswick, Canada
$239K +$39K +578 +28%
HAG
434
HighPoint Advisor Group
Illinois
$238K +$175K +2,598 New
AF
435
Advisornet Financial
Minnesota
$236K -$13.4K -198 -7%
AWM
436
Affinity Wealth Management
Delaware
$235K +$191K +2,834 New
EVM
437
Eaton Vance Management
Massachusetts
$233K +$176K +2,600 New
CAM
438
CenterStar Asset Management
Illinois
$232K – – –
MPAM
439
Murphy Pohlad Asset Management
Minnesota
$232K +$176K +2,600 New
TNB
440
TCF National Bank
South Dakota
$231K +$174K +2,574 New
SSA
441
Schonfeld Strategic Advisors
New York
$225K +$169K +2,508 New
KPW
442
Kore Private Wealth
New York
$223K +$168K +2,486 New
SFO
443
Standard Family Office
South Dakota
$221K +$810 +12 +0.5%
PCP
444
Proficio Capital Partners
Massachusetts
$219K +$165K +2,440 New
IFG
445
Independent Financial Group
California
$219K +$165K +2,442 New
CTC
446
Central Trust Company
Missouri
$216K +$38.8K +574 +31%
CA
447
Cullinan Associates
Kentucky
$215K +$162K +2,400 New
NL
448
NKCFO LLC
Illinois
$215K +$162K +2,400 New
PCS
449
Personal CFO Solutions
New Jersey
$212K +$159K +2,362 New
OQS
450
Occudo Quantitative Strategies
Florida
$209K -$181K -2,680 -53%