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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
SW
526
SkyOak Wealth
Michigan
$476K -$38.6K -269 -8%
IA
527
IFP Advisors
Florida
$474K +$80K +558 +22%
FFA
528
Florida Financial Advisors
Florida
$470K -$19.4K -135 -4%
JWM
529
Jeppson Wealth Management
California
$468K -$5.74K -40 -1%
CWS
530
Confluence Wealth Services
Pennsylvania
$467K – – –
CIM
531
Cambria Investment Management
California
$466K -$10K -70 -2%
BBHC
532
Brown Brothers Harriman & Co
New York
$463K +$4.88K +34 +1%
Rafferty Asset Management
533
Rafferty Asset Management
New York
$459K -$30.4K -212 -7%
QCG
534
Quadrant Capital Group
Ohio
$459K +$3.73K +26 +0.9%
PA
535
Parallel Advisors
California
$456K +$13.9K +97 +3%
SMA
536
Seven Mile Advisory
New Jersey
$454K +$4.73K +33 +1%
DWM
537
Diversify Wealth Management
Utah
$454K -$352K -2,457 -43%
DAS
538
Diversify Advisory Services
Utah
$451K -$440K -3,064 -49%
FFA
539
Farther Finance Advisors
California
$449K +$235K +1,636 +129%
BWM
540
Brophy Wealth Management
New Hampshire
$446K +$413K +2,879 New
CP
541
Creekside Partners
California
$443K – – –
SG Americas Securities
542
SG Americas Securities
New York
$442K +$46.9K +327 +13%
MOS
543
MGO One Seven
Ohio
$442K +$1K +7 +0.2%
BFWA
544
Benchmark Financial Wealth Advisors
Florida
$436K +$43K +300 +12%
AOWM
545
Alpha Omega Wealth Management
Virginia
$433K -$25.1K -175 -6%
PWG
546
Portside Wealth Group
Utah
$421K +$68.3K +476 +21%
OWA
547
One Wealth Advisors
California
$419K -$389K -2,713 -50%
TPI
548
Trust Point Inc
Wisconsin
$419K +$29.1K +203 +8%
EP
549
Edgestream Partners
New Jersey
$415K -$678K -4,723 -64%
HMS
550
Hanseatic Management Services
New Mexico
$409K +$40.3K +281 +12%