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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
476
Corient Capital Partners
California
$247K -$8.33K -110 -3%
NL
477
Navalign LLC
California
$245K -$96.9K -1,280 -26%
TCBWMS
478
Texas Capital Bank Wealth Management Services
Texas
$244K +$255K +3,366 New
Advisory Services Network
479
Advisory Services Network
Georgia
$241K +$40.3K +532 +19%
TCM
480
Teza Capital Management
Illinois
$241K +$48.7K +644 +24%
IFWM
481
Institute for Wealth Management
Colorado
$236K -$11.1K -146 -4%
Segall Bryant & Hamill
482
Segall Bryant & Hamill
Illinois
$235K – – –
Old National Bancorp
483
Old National Bancorp
Indiana
$235K +$6.06K +80 +3%
MFAM
484
Motley Fool Asset Management
Virginia
$233K +$237K +3,126 +3,721%
Glenview Trust
485
Glenview Trust
Kentucky
$232K +$54.5K +720 +29%
DU
486
Delphia (USA)
Ontario, Canada
$224K +$234K +3,086 New
PAG
487
Private Advisory Group
Washington
$223K +$232K +3,070 New
Independent Advisor Alliance
488
Independent Advisor Alliance
North Carolina
$222K +$30.9K +408 +15%
AIM
489
Anchor Investment Management
South Carolina
$218K +$2.27K +30 +1%
PCP
490
Proficio Capital Partners
Massachusetts
$216K +$225K +2,976 New
SOS
491
Silver Oak Securities
Tennessee
$211K +$213K +2,816 New
Capstone Investment Advisors
492
Capstone Investment Advisors
New York
$210K +$219K +2,896 New
PCS
493
Personal CFO Solutions
New Jersey
$209K +$218K +2,880 New
SG
494
StoneX Group
New York
$204K +$213K +2,814 New
Avior Wealth Management
495
Avior Wealth Management
Nebraska
$204K – – –
Emerald Mutual Fund Advisers Trust
496
Emerald Mutual Fund Advisers Trust
Pennsylvania
$200K -$10.1K -134 -5%
AF
497
Advisornet Financial
Minnesota
$192K -$12.1K -160 -6%
MAM
498
Meeder Asset Management
Ohio
$179K -$352K -4,648 -65%
Acadian Asset Management
499
Acadian Asset Management
Massachusetts
$170K -$2.13M -28,142 -92%
SSC
500
Syverson Strege & Co
Iowa
$162K +$908 +12 +0.5%