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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
526
NewEdge Advisors
Louisiana
$27K -$173K -2,766 -86%
UB
527
UMB Bank
Missouri
$25.7K -$14.6K -234 -36%
TCWA
528
Ten Capital Wealth Advisors
Washington
$24.9K – – –
SC
529
Shay Capital
New York
$24.3K +$25K +400 New
FRA
530
Front Row Advisors
California
$22K – – –
DGAM
531
Desjardins Global Asset Management
Quebec, Canada
$18K +$500 +8 +3%
WTC
532
WhitTier Trust Company
Nevada
$16.9K +$4.25K +68 +32%
LC
533
Lindbrook Capital
California
$16.8K -$5.12K -82 -23%
AAS
534
Ameritas Advisory Services
Nebraska
$14.9K +$15.5K +248 New
AP
535
Advisors Preferred
Maryland
$14.5K +$14.9K +238 New
C
536
Covestor
United Kingdom
$14K -$1.12K -18 -7%
TWA
537
TCI Wealth Advisors
Arizona
$14K +$125 +2 +0.9%
MHR
538
Matthew Hamilton Rosenberg
$13.3K – – –
RTC
539
Riverview Trust Company
Washington
$12.5K – – –
DA
540
Denali Advisors
California
$12.2K -$12.5K -200 -50%
GEA
541
Glen Eagle Advisors
New Jersey
$12.2K -$1.5K -24 -11%
HPC
542
HM Payson & Co
Maine
$12.2K – – –
NIC
543
Northwest Investment Counselors
Oregon
$12.2K – – –
SN
544
Sittner & Nelson
Oregon
$12.2K – – –
AIP
545
Ahrens Investment Partners
Louisiana
$12.2K +$12.5K +200 New
CAL
546
Capital Advisors Ltd
Ohio
$11K -$39.7K -636 -77%
BIA
547
Bell Investment Advisors
California
$10.9K +$1.62K +26 +17%
CSWM
548
Cassady Schiller Wealth Management
Ohio
$10.1K – – –
ST
549
Smithfield Trust
Pennsylvania
$10K – – –
HGERS
550
Householder Group Estate & Retirement Specialist
Arizona
$10K +$10.4K +166 New
20 21
22
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