We are live on ! Find out more
WSM icon

Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
451
First Citizens Bank & Trust
North Carolina
$235K -$76.9K -1,232 -24%
CWS
452
Confluence Wealth Services
Pennsylvania
$235K -$3.12K -50 -1%
ANTB
453
AMG National Trust Bank
Colorado
$231K
CW
454
CreativeOne Wealth
Kansas
$230K +$236K +3,778 New
SW
455
SkyOak Wealth
Michigan
$230K +$236K +3,778 New
ECM
456
Evergreen Capital Management
Washington
$228K +$234K +3,742 New
CIBC Asset Management
457
CIBC Asset Management
Ontario, Canada
$227K +$4.75K +76 +2%
S
458
SignatureFD
Georgia
$225K -$11.1K -178 -5%
AWM
459
Absher Wealth Management
North Carolina
$224K +$6.24K +100 +3%
JGC
460
J. Goldman & Co
New York
$224K +$230K +3,676 New
GT
461
Glenview Trust
Kentucky
$223K -$114K -1,820 -33%
JWM
462
Jeppson Wealth Management
California
$222K +$3.37K +54 +2%
IFWM
463
Institute for Wealth Management
Colorado
$221K
Cetera Investment Advisers
464
Cetera Investment Advisers
Illinois
$220K -$19.1K -306 -8%
VDI
465
Vaughan David Investments
Illinois
$219K
WAG
466
Wallace Advisory Group
California
$210K +$215K +3,448 New
Asset Management One
467
Asset Management One
Japan
$203K +$208K +3,336 New
I
468
InceptionR
California
$200K -$84.5K -1,354 -29%
CI Investments Inc
469
CI Investments Inc
Ontario, Canada
$198K +$999 +16 +0.5%
BAM
470
Belpointe Asset Management
Nevada
$193K +$7.37K +118 +4%
BBHC
471
Brown Brothers Harriman & Co
New York
$192K +$3.62K +58 +2%
LFASL
472
Lugano Financial Advisors SA (LFA)
Switzerland
$185K -$31.7K -508 -14%
TRCT
473
Tower Research Capital (TRC)
New York
$172K -$185K -2,958 -51%
DADC
474
D.A. Davidson & Co
Montana
$171K -$375K -6,000 -68%
CB
475
Centennial Bank
Arkansas
$153K