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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
501
Anchor Investment Management
South Carolina
$104K -$88K -1,240 -41%
CFB
502
Cullen/Frost Bankers
Texas
$102K +$35.9K +506 +41%
PTC
503
Private Trust Company
Ohio
$101K +$68K +958 +128%
CT
504
Clearstead Trust
Maine
$97K +$116K +1,638 New
BWM
505
BerganKDV Wealth Management
Minnesota
$95K +$142 +2 +0.1%
MAM
506
Meeder Asset Management
Ohio
$95K +$50.1K +706 +78%
CFGS
507
Concourse Financial Group Securities
Alabama
$90K -$6.67K -94 -6%
FHA
508
First Horizon Advisors
Tennessee
$85K -$3.12K -44 -3%
PB
509
Pinnacle Bancorp
Nebraska
$85K – – –
EWA
510
EverSource Wealth Advisors
Alabama
$85K +$58.2K +820 +131%
O
511
Ossiam
France
$84K +$101K +1,420 New
SFO
512
Standard Family Office
South Dakota
$82K +$98.7K +1,390 New
Acadian Asset Management
513
Acadian Asset Management
Massachusetts
$81K -$153K -2,156 -61%
JWM
514
Janiczek Wealth Management
Colorado
$80K +$13.6K +192 +17%
Fifth Third Bancorp
515
Fifth Third Bancorp
Ohio
$74K +$7.38K +104 +9%
SC
516
SouthState Corp
Florida
$73K +$88K +1,240 New
FWM
517
Focused Wealth Management
New York
$71K – – –
FF
518
FourThought Financial
Florida
$69K +$20.9K +294 +34%
Carson Wealth (CWM LLC)
519
Carson Wealth (CWM LLC)
Nebraska
$65K +$22.4K +316 +40%
Rockefeller Capital Management
520
Rockefeller Capital Management
New York
$64K +$3.83K +54 +5%
CCM
521
Covington Capital Management
California
$60K – – –
NICM
522
Neo Ivy Capital Management
New York
$59K +$6.1K +86 +9%
BCV
523
Banque Cantonale Vaudoise
Switzerland
$57K – – –
T
524
TOBAM
France
$54K +$65.2K +918 New
Nomura Asset Management
525
Nomura Asset Management
Japan
$50.7K – – –