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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
APWM
451
Argonautica Private Wealth Management
Massachusetts
$235K -$192K -3,076 -44%
FCBT
452
First Citizens Bank & Trust
North Carolina
$235K -$76.9K -1,232 -24%
CWS
453
Confluence Wealth Services
Pennsylvania
$235K -$3.12K -50 -1%
ANTB
454
AMG National Trust Bank
Colorado
$231K – – –
CW
455
CreativeOne Wealth
Kansas
$230K +$236K +3,778 New
SW
456
SkyOak Wealth
Michigan
$230K +$236K +3,778 New
ECM
457
Evergreen Capital Management
Washington
$228K +$234K +3,742 New
CIBC Asset Management
458
CIBC Asset Management
Ontario, Canada
$227K +$4.75K +76 +2%
S
459
SignatureFD
Georgia
$225K -$11.1K -178 -5%
AWM
460
Absher Wealth Management
North Carolina
$224K +$6.24K +100 +3%
JGC
461
J. Goldman & Co
New York
$224K +$230K +3,676 New
GT
462
Glenview Trust
Kentucky
$223K -$114K -1,820 -33%
JWM
463
Jeppson Wealth Management
California
$222K +$3.37K +54 +2%
IFWM
464
Institute for Wealth Management
Colorado
$221K – – –
Cetera Investment Advisers
465
Cetera Investment Advisers
Illinois
$220K -$19.1K -306 -8%
VDI
466
Vaughan David Investments
Illinois
$219K – – –
WAG
467
Wallace Advisory Group
California
$210K +$215K +3,448 New
Asset Management One
468
Asset Management One
Japan
$203K +$208K +3,336 New
I
469
InceptionR
California
$200K -$84.5K -1,354 -29%
CI Investments Inc
470
CI Investments Inc
Ontario, Canada
$198K +$999 +16 +0.5%
BAM
471
Belpointe Asset Management
Nevada
$193K +$7.37K +118 +4%
BBHC
472
Brown Brothers Harriman & Co
New York
$192K +$3.62K +58 +2%
LFASL
473
Lugano Financial Advisors SA (LFA)
Switzerland
$185K -$31.7K -508 -14%
TRCT
474
Tower Research Capital (TRC)
New York
$172K -$185K -2,958 -51%
DADC
475
D.A. Davidson & Co
Montana
$171K -$375K -6,000 -68%