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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
KPPF
426
Klein Pavlis & Peasley Financial
California
$866K +$43K +300 +6%
IGAM
427
iA Global Asset Management
Quebec, Canada
$856K +$316K +2,203 +66%
BJL
428
Brighton Jones LLC
Washington
$853K -$175K -1,222 -18%
CFG
429
Cooper Financial Group
California
$850K -$55.5K -387 -7%
EOJOAM
430
E. Ohman J:or Asset Management
Sweden
$837K – – –
P
431
Pitcairn
Pennsylvania
$836K -$147K -1,027 -16%
BP
432
Ballentine Partners
Massachusetts
$832K +$16.5K +115 +2%
GCP
433
GSA Capital Partners
United Kingdom
$826K +$765K +5,334 New
SGAM
434
Smith Group Asset Management
Texas
$823K +$87.5K +610 +13%
AIA
435
Affinity Investment Advisors
California
$817K – – –
RA
436
RFG Advisory
Alabama
$807K -$12.8K -89 -2%
MWM
437
Modern Wealth Management
Kansas
$796K +$19.5K +136 +3%
KWM
438
Kingsview Wealth Management
Oregon
$794K -$1.8M -12,544 -71%
SIA
439
SkyView Investment Advisors
New Jersey
$791K +$7.03K +49 +1%
SCM
440
Shelton Capital Management
Colorado
$790K – – –
EFM
441
E Fund Management
China
$790K – – –
ALC
442
Alexander Labrunerie & Co
Missouri
$789K +$3.59K +25 +0.5%
PP
443
Patten & Patten
Tennessee
$781K +$3.73K +26 +0.5%
FTWA
444
Fifth Third Wealth Advisors
Ohio
$778K +$130K +907 +22%
TAM
445
Taurus Asset Management
New York
$775K – – –
MYAM
446
Meiji Yasuda Asset Management
Japan
$766K -$7.6K -53 -1%
MGP
447
Metis Global Partners
California
$751K +$37.6K +262 +6%
TCPG
448
Trivant Custom Portfolio Group
California
$747K +$691K +4,820 New
AC
449
AXQ Capital
New Jersey
$746K -$273K -1,903 -28%
S
450
SignatureFD
Georgia
$744K -$26.7K -186 -4%
16 17
18
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