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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
501
Janiczek Wealth Management
Colorado
$57K -$170 -2 -0.3%
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$57K +$10.6K +124 +21%
NFSG
503
Newbridge Financial Services Group
Florida
$52K +$55.3K +650 +32,500%
QCG
504
Quadrant Capital Group
Ohio
$49K -$9.19K -108 -15%
HIA
505
Harbor Investment Advisory
Maryland
$49K – – –
OIA
506
Optimum Investment Advisors
Illinois
$48K +$51.1K +600 New
BCWM
507
Bartlett & Co Wealth Management
Ohio
$46.1K – – –
BC
508
Bartlett & Co
Ohio
$46K – – –
PMFA
509
Plante Moran Financial Advisors
Michigan
$45K – – –
DWMG
510
DB Wealth Management Group
California
$44K – – –
SQA
511
Simon Quick Advisors
New Jersey
$44K +$170 +2 +0.4%
CT
512
Caldwell Trust
Florida
$41.7K – – –
FHC
513
First Horizon Corporation
Tennessee
$41K – – –
T
514
TOBAM
France
$34K – – –
LWM
515
Liberty Wealth Management
California
$33K +$16.3K +192 +86%
FPS
516
Fieldpoint Private Securities
Connecticut
$28K -$851 -10 -3%
GAM
517
Gemmer Asset Management
California
$27K – – –
PA
518
Parallel Advisors
California
$24K +$5.62K +66 +28%
CAGAS
519
Capital Advisory Group Advisory Services
Minnesota
$23K +$22.3K +262 +1,008%
BBHC
520
Brown Brothers Harriman & Co
New York
$22K – – –
BCA
521
Berman Capital Advisors
Georgia
$21K +$18.2K +214 +412%
CP
522
Castleview Partners
Texas
$21K +$22.1K +260 New
HI
523
Harbour Investments
Wisconsin
$20K +$7.83K +92 +58%
LC
524
Lindbrook Capital
California
$19K -$511 -6 -2%
TWA
525
TCI Wealth Advisors
Arizona
$19K +$1.36K +16 +7%