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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
PA
501
Parallel Advisors
California
$267K -$106K -1,230 -32%
IFG
502
Independent Financial Group
California
$264K +$227K +2,620 New
KA
503
Klingman & Associates
New York
$260K +$223K +2,578 New
PT
504
Plimoth Trust
Massachusetts
$259K -$4.33K -50 -2%
QCG
505
Quadrant Capital Group
Ohio
$256K +$13.5K +156 +7%
NP
506
NorthRock Partners
Minnesota
$254K +$218K +2,520 New
CB
507
Centennial Bank
Arkansas
$253K
LWL
508
Leo Wealth LLC
Texas
$253K +$188K +2,168 New
LTAS
509
Linden Thomas Advisory Services
North Carolina
$253K +$217K +2,504 New
PCP
510
Proficio Capital Partners
Massachusetts
$251K +$215K +2,488 New
PWG
511
Portside Wealth Group
Utah
$250K +$215K +2,482 New
FFM
512
Forum Financial Management
Illinois
$250K +$215K +2,478 New
SSC
513
Syverson Strege & Co
Iowa
$246K +$211K +2,440 New
APA
514
Astoria Portfolio Advisors
New York
$245K +$207K +2,394 New
GL
515
Graypoint LLC
New York
$243K +$208K +2,406 New
CAM
516
Claret Asset Management
Quebec, Canada
$242K +$208K +2,402 New
KBC Group
517
KBC Group
Belgium
$240K +$20.8K +240 +11%
MFAM
518
Motley Fool Asset Management
Virginia
$237K -$25.5K -294 -11%
GT
519
Glenview Trust
Kentucky
$236K -$69.4K -802 -26%
PRS
520
Pinkerton Retirement Specialists
Idaho
$234K +$201K +2,318 New
BW
521
Bison Wealth
Georgia
$232K +$199K +2,300 New
AAS
522
Avantax Advisory Services
Texas
$230K -$68.9K -796 -26%
IPAM
523
Investment Partners Asset Management
New Jersey
$229K +$196K +2,268 New
BFG
524
Bleakley Financial Group
New Jersey
$228K +$195K +2,256 New
AMM
525
American Money Management
California
$226K +$194K +2,240 New