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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
AMG National Trust Bank
476
AMG National Trust Bank
Colorado
$321K -$55.9K -600 -14%
SignatureFD
477
SignatureFD
Georgia
$319K +$8.38K +90 +2%
SWM
478
Silverlake Wealth Management
Vermont
$319K +$351K +3,772 New
VanEck Associates
479
VanEck Associates
New York
$318K +$52.2K +560 +18%
CT
480
Chicago Trust
Illinois
$315K – – –
GCP
481
GSA Capital Partners
United Kingdom
$314K +$346K +3,716 New
Belpointe Asset Management
482
Belpointe Asset Management
Nevada
$312K +$164K +1,756 +91%
Northwestern Mutual Wealth Management
483
Northwestern Mutual Wealth Management
Wisconsin
$310K +$274K +2,942 +407%
FP
484
Foundry Partners
Minnesota
$306K – – –
Vaughan David Investments
485
Vaughan David Investments
Illinois
$304K – – –
Boothbay Fund Management
486
Boothbay Fund Management
New York
$304K +$335K +3,594 New
Impax Asset Management Group
487
Impax Asset Management Group
United Kingdom
$303K -$9.13K -98 -3%
AOWM
488
Alpha Omega Wealth Management
Virginia
$303K – – –
Great Lakes Advisors
489
Great Lakes Advisors
Illinois
$303K +$334K +3,584 New
LFASL
490
Lugano Financial Advisors SA (LFA)
Switzerland
$300K – – –
Modera Wealth Management
491
Modera Wealth Management
New Jersey
$300K +$330K +3,544 New
Greenleaf Trust
492
Greenleaf Trust
Michigan
$298K +$2.98K +32 +0.9%
Loomis, Sayles & Company
493
Loomis, Sayles & Company
Massachusetts
$298K +$316K +3,396 +2,739%
CCP
494
Corient Capital Partners
California
$297K +$10.4K +112 +3%
Avantax Advisory Services
495
Avantax Advisory Services
Texas
$291K +$61.3K +658 +24%
CI
496
Cigna Investments
Connecticut
$288K -$132K -1,420 -29%
IFWM
497
Institute for Wealth Management
Colorado
$288K -$33.7K -362 -10%
OFG
498
OmniStar Financial Group
North Carolina
$285K -$7.08K -76 -2%
Cresset Asset Management
499
Cresset Asset Management
Illinois
$276K +$304K +3,266 New
Segall Bryant & Hamill
500
Segall Bryant & Hamill
Illinois
$272K – – –