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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
IB
451
Intrust Bank
Kansas
$258K +$29.5K +416 +11%
PI
452
PineBridge Investments
New York
$256K -$1.12M -15,730 -78%
RC
453
Roundview Capital
New Jersey
$256K +$8.52K +120 +3%
AG
454
Ascent Group
Virginia
$254K -$137K -1,934 -32%
CWS
455
Confluence Wealth Services
Pennsylvania
$254K – – –
LOAMS
456
Lombard Odier Asset Management (Switzerland)
Switzerland
$253K -$125K -1,760 -29%
PCMC
457
Paragon Capital Management (Colorado)
Colorado
$252K -$5.68K -80 -2%
GT
458
Greenleaf Trust
Michigan
$250K +$4.12K +58 +1%
MS
459
Maven Securities
Jersey
$247K +$297K +4,188 New
MA
460
McBroom & Associates
Nevada
$246K – – –
TA
461
TFG Advisers
Michigan
$242K +$34.8K +490 +14%
BAM
462
Belpointe Asset Management
Nevada
$240K -$63.2K -890 -18%
AOWM
463
Alpha Omega Wealth Management
Virginia
$240K – – –
OC
464
Oppenheimer & Co
New York
$240K +$19.7K +278 +7%
NAMP
465
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$236K – – –
WDA
466
Wendell David Associates
New Hampshire
$236K – – –
CTC
467
Central Trust Company
Missouri
$236K +$95.8K +1,350 +51%
DA
468
DCM Advisors
New York
$236K +$284K +4,000 New
GLA
469
Great Lakes Advisors
Illinois
$235K +$283K +3,988 New
API
470
Advisor Partners II
California
$233K +$280K +3,946 New
ANTB
471
AMG National Trust Bank
Colorado
$224K – – –
MPWT
472
MassMutual Private Wealth & Trust
Connecticut
$223K +$117K +1,650 +78%
SWM
473
Silverlake Wealth Management
Vermont
$222K – – –
Brown Advisory
474
Brown Advisory
Maryland
$220K -$82.9K -1,168 -24%
IFWM
475
Institute for Wealth Management
Colorado
$218K -$4.26K -60 -2%