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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
526
EverSource Wealth Advisors
Alabama
$35K -$5.69K -88 -12%
IA
527
IFP Advisors
Florida
$35K – – –
BC
528
Bartlett & Co
Ohio
$35K +$2.98K +46 +8%
BCWM
529
Bartlett & Co Wealth Management
Ohio
$34.6K +$2.98K +46 +8%
Capstone Investment Advisors
530
Capstone Investment Advisors
New York
$34K -$147K -2,280 -79%
AWA
531
Artemis Wealth Advisors
New York
$33K +$7.37K +114 +24%
HIA
532
Harbor Investment Advisory
Maryland
$33K – – –
AF
533
Allworth Financial
California
$33K +$15.7K +242 +70%
PMFA
534
Plante Moran Financial Advisors
Michigan
$32K – – –
CMBA
535
C.M. Bidwell & Associates
Hawaii
$32K +$37.1K +574 New
DWMG
536
DB Wealth Management Group
California
$31K – – –
SWM
537
SeaCrest Wealth Management
New York
$28K +$32.3K +500 New
CG
538
Cutler Group
California
$25K +$30.3K +468 New
DA
539
Denali Advisors
California
$22K +$12.9K +200 +100%
FRA
540
Front Row Advisors
California
$20K +$19.4K +300 +441%
DGAM
541
Desjardins Global Asset Management
Quebec, Canada
$18K +$22K +340 New
BFPW
542
BOK Financial Private Wealth
Colorado
$17K +$20.2K +312 New
VVP
543
Venture Visionary Partners
Ohio
$16.4K +$19.1K +296 New
HFM
544
Harvest Fund Management
China
$16K -$40.6K -628 -69%
MIM
545
Macroview Investment Management
Maryland
$13K +$2.33K +36 +19%
EI
546
Ellevest Inc
New York
$13K +$13.5K +208 +693%
WTC
547
WhitTier Trust Company
Nevada
$12K – – –
RTC
548
Riverview Trust Company
Washington
$12K +$906 +14 +7%
TWA
549
TCI Wealth Advisors
Arizona
$12K +$12.9K +200 +909%
MHR
550
Matthew Hamilton Rosenberg
$12K +$14.1K +218 New