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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
CW
526
CreativeOne Wealth
Kansas
$474K -$239K -1,606 -32%
AWM
527
Absher Wealth Management
North Carolina
$472K -$10.7K -72 -2%
SW
528
SkyOak Wealth
Michigan
$472K -$66.5K -446 -12%
RCA
529
Resonant Capital Advisors
Wisconsin
$471K +$36.7K +246 +8%
IGAM
530
iA Global Asset Management
Quebec, Canada
$469K +$495K +3,324 New
TSS
531
Two Sigma Securities
New York
$468K +$21.8K +146 +5%
Northwestern Mutual Wealth Management
532
Northwestern Mutual Wealth Management
Wisconsin
$463K +$129K +866 +36%
PI
533
PFG Investments
New York
$456K -$89.4K -600 -16%
Rafferty Asset Management
534
Rafferty Asset Management
New York
$449K +$474K +3,178 New
DAS
535
Diversify Advisory Services
Utah
$447K -$176K -1,184 -16%
SC
536
Scotia Capital
Ontario, Canada
$447K +$283K +1,898 +43%
Lido Advisors
537
Lido Advisors
California
$446K +$13.7K +92 +3%
CPC
538
Consolidated Planning Corp
Georgia
$441K +$125K +840 +37%
IPW
539
Impact Partnership Wealth
Georgia
$439K +$233K +1,566 +102%
IP
540
Isthmus Partners
Wisconsin
$437K +$15.8K +106 +4%
IP
541
Ignite Planners
California
$437K +$4.77K +32 +1%
CIM
542
Cambria Investment Management
California
$435K -$115K -774 -20%
WA
543
Wambolt & Associates
Colorado
$434K
JWM
544
Jeppson Wealth Management
California
$433K -$894 -6 -0.2%
CWS
545
Confluence Wealth Services
Pennsylvania
$426K -$14.9K -100 -3%
GWP
546
Gateway Wealth Partners
Wisconsin
$424K
AOWM
547
Alpha Omega Wealth Management
Virginia
$419K -$4.47K -30 -1%
BBHC
548
Brown Brothers Harriman & Co
New York
$417K
QCG
549
Quadrant Capital Group
Ohio
$414K +$45.9K +308 +12%
KeyBank National Association
550
KeyBank National Association
Ohio
$410K -$5.96K -40 -1%