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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
SS
526
Simplicity Solutions
Minnesota
$226K +$194K +2,238 New
EI
527
EDMP Inc
Florida
$226K +$194K +2,236 New
PWP
528
Phillips Wealth Planners
Mississippi
$223K +$187K +2,156 New
BFEC
529
Benjamin F. Edwards & Company
Missouri
$222K +$121K +1,392 +171%
R
530
Rebalance
California
$220K +$189K +2,180 New
JIC
531
Joel Isaacson & Co
New York
$216K +$185K +2,138 New
BSW
532
Buckingham Strategic Wealth
Missouri
$212K +$182K +2,106 New
P
533
Pitcairn
Pennsylvania
$209K +$179K +2,068 New
IB
534
Intrust Bank
Kansas
$208K +$179K +2,062 New
APG
535
Abacus Planning Group
South Carolina
$205K +$176K +2,028 New
TCPWM
536
Traverso Chambers Private Wealth Management
California
$203K +$175K +2,016 New
SB
537
Strategic Blueprint
Georgia
$203K +$174K +2,010 New
ITIM
538
Indiana Trust & Investment Management
Indiana
$202K
RC
539
RBF Capital
California
$202K +$173K +2,000 New
SC
540
Sapient Capital
Indiana
$202K +$173K +2,000 New
SAM
541
Silvercrest Asset Management
New York
$200K +$172K +1,986 New
IA
542
IFP Advisors
Florida
$198K +$135K +1,556 +383%
SWM
543
Spire Wealth Management
Virginia
$188K +$866 +10 +0.6%
GWM
544
Geneos Wealth Management
Colorado
$185K +$173 +2 +0.1%
BSB
545
Bangor Savings Bank
Maine
$172K -$24.8K -286 -14%
PK
546
Pflug Koory
Nebraska
$164K -$9.7K -112 -6%
ASN
547
Advisory Services Network
Georgia
$157K +$135K +1,558 New
PTC
548
Private Trust Company
Ohio
$152K
PB
549
Pinnacle Bancorp
Nebraska
$145K
Acadian Asset Management
550
Acadian Asset Management
Massachusetts
$142K +$123K +1,420 New