We are live on ! Find out more
WSM icon

Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
501
Prime Capital Investment Advisors
Kansas
$530K +$20.7K +178 +6%
LCG
502
Lisanti Capital Growth
New York
$518K +$378K +3,260 New
AGA
503
Accuvest Global Advisors
Utah
$507K
TSS
504
Two Sigma Securities
New York
$503K +$368K +3,168 New
BHCM
505
Brevan Howard Capital Management
Jersey
$497K +$363K +3,128 New
CWS
506
Confluence Wealth Services
Pennsylvania
$495K
WA
507
Wambolt & Associates
Colorado
$493K +$364K +3,134 New
KFS
508
Kaizen Financial Strategies
California
$491K +$359K +3,090 New
RCA
509
Resonant Capital Advisors
Wisconsin
$490K +$358K +3,088 New
JWM
510
Jeppson Wealth Management
California
$487K -$6.5K -56 -2%
IP
511
Ignite Planners
California
$487K -$929 -8 -0.3%
Lido Advisors
512
Lido Advisors
California
$487K +$23K +198 +7%
Envestnet Portfolio Solutions
513
Envestnet Portfolio Solutions
Illinois
$480K -$23.9K -206 -6%
AOWM
514
Alpha Omega Wealth Management
Virginia
$476K -$59.2K -510 -15%
GWP
515
Gateway Wealth Partners
Wisconsin
$476K
IP
516
Isthmus Partners
Wisconsin
$475K -$17.6K -152 -5%
BBHC
517
Brown Brothers Harriman & Co
New York
$469K
KeyBank National Association
518
KeyBank National Association
Ohio
$468K
ECM
519
Evergreen Capital Management
Washington
$464K +$13.7K +118 +4%
GCA
520
Greenwood Capital Associates
South Carolina
$462K
SMA
521
Seven Mile Advisory
New Jersey
$457K +$464 +4 +0.1%
TW
522
Trajan Wealth
Arizona
$453K +$331K +2,854 New
GCM
523
Genus Capital Management
British Columbia, Canada
$451K +$330K +2,842 New
GCP
524
GSA Capital Partners
United Kingdom
$449K -$58.3K -502 -15%
DA
525
Denali Advisors
California
$445K -$140K -1,204 -30%