We are live on ! Find out more
WSM icon

Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
501
Quadrant Capital Group
Ohio
$49K -$9.19K -108 -15%
HIA
502
Harbor Investment Advisory
Maryland
$49K – – –
OIA
503
Optimum Investment Advisors
Illinois
$48K +$51.1K +600 New
BCWM
504
Bartlett & Co Wealth Management
Ohio
$46.1K – – –
BC
505
Bartlett & Co
Ohio
$46K – – –
PMFA
506
Plante Moran Financial Advisors
Michigan
$45K – – –
DWMG
507
DB Wealth Management Group
California
$44K – – –
SQA
508
Simon Quick Advisors
New Jersey
$44K +$170 +2 +0.4%
CT
509
Caldwell Trust
Florida
$41.7K – – –
FHC
510
First Horizon Corporation
Tennessee
$41K – – –
T
511
TOBAM
France
$34K – – –
LWM
512
Liberty Wealth Management
California
$33K +$16.3K +192 +86%
FPS
513
Fieldpoint Private Securities
Connecticut
$28K -$851 -10 -3%
GAM
514
Gemmer Asset Management
California
$27K – – –
PA
515
Parallel Advisors
California
$24K +$5.62K +66 +28%
CAGAS
516
Capital Advisory Group Advisory Services
Minnesota
$23K +$22.3K +262 +1,008%
AIG
517
American International Group
New York
$21.7K -$528K -6,202 -2%
BCA
518
Berman Capital Advisors
Georgia
$21K +$18.2K +214 +412%
CP
519
Castleview Partners
Texas
$21K +$22.1K +260 New
HI
520
Harbour Investments
Wisconsin
$20K +$7.83K +92 +58%
LC
521
Lindbrook Capital
California
$19K -$511 -6 -2%
TWA
522
TCI Wealth Advisors
Arizona
$19K +$1.36K +16 +7%
SIM
523
Sonora Investment Management
Arizona
$19K +$3.74K +44 +22%
VNA
524
Valley National Advisers
Pennsylvania
$18K – – –
WTC
525
WhitTier Trust Company
Nevada
$17K -$340 -4 -2%
19 20
21
22 23