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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
AG
451
Ascent Group
Virginia
$254K -$137K -1,934 -32%
CWS
452
Confluence Wealth Services
Pennsylvania
$254K
LOAMS
453
Lombard Odier Asset Management (Switzerland)
Switzerland
$253K -$125K -1,760 -29%
PCMC
454
Paragon Capital Management (Colorado)
Colorado
$252K -$5.68K -80 -2%
GT
455
Greenleaf Trust
Michigan
$250K +$4.12K +58 +1%
MS
456
Maven Securities
Jersey
$247K +$297K +4,188 New
MA
457
McBroom & Associates
Nevada
$246K
TA
458
TFG Advisers
Michigan
$242K +$34.8K +490 +14%
BAM
459
Belpointe Asset Management
Nevada
$240K -$63.2K -890 -18%
AOWM
460
Alpha Omega Wealth Management
Virginia
$240K
OC
461
Oppenheimer & Co
New York
$240K +$19.7K +278 +7%
NAMP
462
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$236K
WDA
463
Wendell David Associates
New Hampshire
$236K
CTC
464
Central Trust Company
Missouri
$236K +$95.8K +1,350 +51%
DA
465
DCM Advisors
New York
$236K +$284K +4,000 New
GLA
466
Great Lakes Advisors
Illinois
$235K +$283K +3,988 New
API
467
Advisor Partners II
California
$233K +$280K +3,946 New
ANTB
468
AMG National Trust Bank
Colorado
$224K
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$223K +$117K +1,650 +78%
SWM
470
Silverlake Wealth Management
Vermont
$222K
Brown Advisory
471
Brown Advisory
Maryland
$220K -$82.9K -1,168 -24%
IFWM
472
Institute for Wealth Management
Colorado
$218K -$4.26K -60 -2%
NVCHI
473
New Vernon Capital Holdings II
New Jersey
$217K -$143K -2,018 -35%
CAG
474
Csenge Advisory Group
Florida
$216K -$35.6K -502 -12%
FA
475
FDx Advisors
Illinois
$214K -$99.6K -1,404 -28%