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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
IRF
426
IBM Retirement Fund
New York
$379K
PFO
427
Pathstone Family Office
New Jersey
$374K +$508 +6 +0.1%
YWP
428
YorkBridge Wealth Partners
New York
$371K +$42.5K +502 +14%
OWA
429
One Wealth Advisors
California
$371K +$111K +1,308 +45%
CFG
430
Citizens Financial Group
Rhode Island
$364K +$347K +4,106 New
AOWM
431
Alpha Omega Wealth Management
Virginia
$362K -$24.5K -290 -7%
WG
432
Winton Group
United Kingdom
$361K +$51.9K +614 +18%
NAMP
433
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$355K
WDA
434
Wendell David Associates
New Hampshire
$355K
TWM
435
TriaGen Wealth Management
California
$353K
BA
436
Birinyi Associates
Connecticut
$337K -$93.1K -1,100 -22%
IFWM
437
Institute for Wealth Management
Colorado
$334K -$8.12K -96 -2%
Cetera Investment Advisers
438
Cetera Investment Advisers
Illinois
$333K +$32.5K +384 +11%
CT
439
Chicago Trust
Illinois
$331K
S
440
SignatureFD
Georgia
$327K +$36.4K +430 +13%
Impax Asset Management Group
441
Impax Asset Management Group
United Kingdom
$326K
FP
442
Foundry Partners
Minnesota
$321K -$69K -816 -18%
VDI
443
Vaughan David Investments
Illinois
$319K
LFASL
444
Lugano Financial Advisors SA (LFA)
Switzerland
$315K
GT
445
Greenleaf Trust
Michigan
$309K +$4.57K +54 +2%
OFG
446
OmniStar Financial Group
North Carolina
$305K +$292K +3,450 New
CCP
447
Corient Capital Partners
California
$301K +$20.1K +238 +8%
BAM
448
Blueshift Asset Management
New Jersey
$293K -$36K -426 -11%
IC
449
IEQ Capital
California
$289K +$276K +3,266 New
DT
450
Diversified Trust
Tennessee
$286K +$5.25K +62 +2%