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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
ETM
526
Euclidean Technologies Management
Washington
$216K – – –
IRF
527
IBM Retirement Fund
New York
$212K -$165K -1,776 -41%
FFM
528
Forum Financial Management
Illinois
$210K +$231K +2,478 New
GT
529
Glenview Trust
Kentucky
$210K +$231K +2,482 New
OAM
530
Origin Asset Management
United Kingdom
$209K – – –
HFM
531
Harvest Fund Management
China
$208K +$35.6K +382 +18%
JCM
532
Jag Capital Management
Missouri
$207K +$228K +2,446 New
A
533
Astrantus
Cyprus
$205K +$226K +2,426 New
KPW
534
Kore Private Wealth
New York
$203K -$6.15K -66 -3%
WANY
535
Wealthspire Advisors (New York)
New York
$203K +$11.6K +124 +5%
VI
536
Vestcor Inc
New Brunswick, Canada
$202K -$25.2K -270 -10%
VFA
537
Valeo Financial Advisors
Indiana
$201K +$222K +2,380 New
SSC
538
Syverson Strege & Co
Iowa
$188K +$745 +8 +0.4%
EVM
539
Eaton Vance Management
Massachusetts
$179K -$2.61K -28 -1%
O
540
Ossiam
France
$168K -$563K -6,042 -75%
FWM
541
Focused Wealth Management
New York
$156K – – –
GWM
542
Geneos Wealth Management
Colorado
$154K -$18.6K -200 -10%
BWM
543
BerganKDV Wealth Management
Minnesota
$147K – – –
CFB
544
Cullen/Frost Bankers
Texas
$146K -$24.2K -260 -13%
HNB
545
Huntington National Bank
Ohio
$143K +$117K +1,260 +289%
SWM
546
Spire Wealth Management
Virginia
$137K +$22.2K +238 +17%
CFGS
547
Concourse Financial Group Securities
Alabama
$135K +$2.24K +24 +2%
FHA
548
First Horizon Advisors
Tennessee
$132K +$3.17K +34 +2%
PB
549
Pinnacle Bancorp
Nebraska
$122K – – –
GC
550
Globeflex Capital
California
$119K +$2.05K +22 +2%
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22
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