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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
526
Glenview Trust
Kentucky
$210K +$231K +2,482 New
OAM
527
Origin Asset Management
United Kingdom
$209K – – –
HFM
528
Harvest Fund Management
China
$208K +$35.6K +382 +18%
JCM
529
Jag Capital Management
Missouri
$207K +$228K +2,446 New
A
530
Astrantus
Cyprus
$205K +$226K +2,426 New
KPW
531
Kore Private Wealth
New York
$203K -$6.15K -66 -3%
WANY
532
Wealthspire Advisors (New York)
New York
$203K +$11.6K +124 +5%
VI
533
Vestcor Inc
New Brunswick, Canada
$202K -$25.2K -270 -10%
VFA
534
Valeo Financial Advisors
Indiana
$201K +$222K +2,380 New
SSC
535
Syverson Strege & Co
Iowa
$188K +$745 +8 +0.4%
EVM
536
Eaton Vance Management
Massachusetts
$179K -$2.61K -28 -1%
O
537
Ossiam
France
$168K -$563K -6,042 -75%
FWM
538
Focused Wealth Management
New York
$156K – – –
GWM
539
Geneos Wealth Management
Colorado
$154K -$18.6K -200 -10%
BWM
540
BerganKDV Wealth Management
Minnesota
$147K – – –
CFB
541
Cullen/Frost Bankers
Texas
$146K -$24.2K -260 -13%
HNB
542
Huntington National Bank
Ohio
$143K +$117K +1,260 +289%
SWM
543
Spire Wealth Management
Virginia
$137K +$22.2K +238 +17%
CFGS
544
Concourse Financial Group Securities
Alabama
$135K +$2.24K +24 +2%
FHA
545
First Horizon Advisors
Tennessee
$132K +$3.17K +34 +2%
PB
546
Pinnacle Bancorp
Nebraska
$122K – – –
GC
547
Globeflex Capital
California
$119K +$2.05K +22 +2%
ACM
548
Aquatic Capital Management
Illinois
$118K +$130K +1,400 New
PCMC
549
Paragon Capital Management (Colorado)
Colorado
$105K +$115K +1,238 New
CG
550
Cutler Group
California
$101K -$21.8K -234 -16%
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22
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