We are live on ! Find out more
WSM icon

Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
S
451
SignatureFD
Georgia
$246K +$32.7K +506 +13%
MM
452
MQS Management
New York
$246K +$287K +4,436 New
NGA
453
Naples Global Advisors
Florida
$244K +$259 +4 +0.1%
FIM
454
Freedom Investment Management
Connecticut
$244K +$129 +2 +0%
SEI Investments
455
SEI Investments
Pennsylvania
$242K +$27.8K +430 +11%
PCMC
456
Paragon Capital Management (Colorado)
Colorado
$242K +$282K +4,356 New
RC
457
Roundview Capital
New Jersey
$234K +$273K +4,224 New
GT
458
Greenleaf Trust
Michigan
$233K +$49.4K +764 +22%
CAG
459
Csenge Advisory Group
Florida
$232K -$17.1K -264 -6%
MA
460
McBroom & Associates
Nevada
$232K – – –
BDF
461
Balasa Dinverno & Foltz
$231K +$269K +4,158 New
AOWM
462
Alpha Omega Wealth Management
Virginia
$226K – – –
SW
463
SVB Wealth
Massachusetts
$226K +$264K +4,086 New
SEC
464
Seven Eight Capital
New York
$225K +$263K +4,058 New
OTPPB
465
Ontario Teachers' Pension Plan Board
Ontario, Canada
$224K +$262K +4,046 New
NAMP
466
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$222K – – –
WDA
467
Wendell David Associates
New Hampshire
$222K – – –
IB
468
Intrust Bank
Kansas
$220K -$212K -3,276 -45%
FRM
469
Fox Run Management
Connecticut
$219K +$255K +3,942 New
PFS
470
Prospera Financial Services
Texas
$212K -$109K -1,678 -31%
PGAM
471
Princeton Global Asset Management
New Jersey
$212K -$41.4K -640 -14%
OC
472
Oppenheimer & Co
New York
$211K -$193K -2,990 -44%
SWM
473
Silverlake Wealth Management
Vermont
$209K – – –
IFWM
474
Institute for Wealth Management
Colorado
$208K +$32.3K +500 +15%
AP
475
Advisor Partners
California
$207K +$9.83K +152 +4%