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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
NGA
451
Naples Global Advisors
Florida
$244K +$259 +4 +0.1%
FIM
452
Freedom Investment Management
Connecticut
$244K +$129 +2 +0%
SEI Investments
453
SEI Investments
Pennsylvania
$242K +$27.8K +430 +11%
PCMC
454
Paragon Capital Management (Colorado)
Colorado
$242K +$282K +4,356 New
RC
455
Roundview Capital
New Jersey
$234K +$273K +4,224 New
GT
456
Greenleaf Trust
Michigan
$233K +$49.4K +764 +22%
CAG
457
Csenge Advisory Group
Florida
$232K -$17.1K -264 -6%
MA
458
McBroom & Associates
Nevada
$232K
BDF
459
Balasa Dinverno & Foltz
$231K +$269K +4,158 New
AOWM
460
Alpha Omega Wealth Management
Virginia
$226K
SW
461
SVB Wealth
Massachusetts
$226K +$264K +4,086 New
SEC
462
Seven Eight Capital
New York
$225K +$263K +4,058 New
OTPPB
463
Ontario Teachers' Pension Plan Board
Ontario, Canada
$224K +$262K +4,046 New
NAMP
464
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$222K
WDA
465
Wendell David Associates
New Hampshire
$222K
IB
466
Intrust Bank
Kansas
$220K -$212K -3,276 -45%
FRM
467
Fox Run Management
Connecticut
$219K +$255K +3,942 New
PFS
468
Prospera Financial Services
Texas
$212K -$109K -1,678 -31%
PGAM
469
Princeton Global Asset Management
New Jersey
$212K -$41.4K -640 -14%
OC
470
Oppenheimer & Co
New York
$211K -$193K -2,990 -44%
SWM
471
Silverlake Wealth Management
Vermont
$209K
IFWM
472
Institute for Wealth Management
Colorado
$208K +$32.3K +500 +15%
AP
473
Advisor Partners
California
$207K +$9.83K +152 +4%
Bessemer Group
474
Bessemer Group
New Jersey
$204K +$906 +14 +0.4%
TA
475
TFG Advisers
Michigan
$201K +$12.9K +200 +6%