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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
BDF
451
Balasa Dinverno & Foltz
$251K +$268K +3,148 New
SW
452
SkyOak Wealth
Michigan
$231K -$10.2K -120 -4%
BCM
453
BTC Capital Management
Iowa
$230K -$330K -3,876 -57%
OWA
454
One Wealth Advisors
California
$230K +$245K +2,880 New
P
455
Pitcairn
Pennsylvania
$227K +$242K +2,844 New
WA
456
Wambolt & Associates
Colorado
$216K +$230K +2,700 New
VI
457
Vestcor Inc
New Brunswick, Canada
$212K – – –
MAFM
458
Mid Atlantic Financial Management
Pennsylvania
$211K -$9.02K -106 -4%
AF
459
Advisornet Financial
Minnesota
$211K +$170 +2 +0.1%
PCP
460
Proficio Capital Partners
Massachusetts
$210K +$16.7K +196 +8%
DADC
461
D.A. Davidson & Co
Montana
$209K -$17K -200 -7%
AAS
462
Avantax Advisory Services
Texas
$207K -$560K -6,586 -72%
AWM
463
Absher Wealth Management
North Carolina
$203K -$47.3K -556 -18%
SFO
464
Standard Family Office
South Dakota
$196K -$1.02K -12 -0.5%
EMFAT
465
Emerald Mutual Fund Advisers Trust
Pennsylvania
$181K +$193K +2,270 New
SSC
466
Syverson Strege & Co
Iowa
$176K +$681 +8 +0.4%
CTC
467
Central Trust Company
Missouri
$166K -$28.4K -334 -14%
GWM
468
Geneos Wealth Management
Colorado
$164K -$11.6K -136 -6%
FGAM
469
Financial Gravity Asset Management
Texas
$160K – – –
VanEck Associates
470
VanEck Associates
New York
$160K +$97.9K +1,150 +134%
SFSIG
471
San Francisco Sentry Investment Group
California
$154K – – –
FWM
472
Focused Wealth Management
New York
$148K +$140K +1,650 +825%
CFB
473
Cullen/Frost Bankers
Texas
$146K +$19.2K +226 +14%
HFM
474
Harvest Fund Management
China
$140K – – –
CFGS
475
Concourse Financial Group Securities
Alabama
$139K -$11.1K -130 -7%