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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
Capstone Investment Advisors
526
Capstone Investment Advisors
New York
$621K -$1.18M -7,498 -66%
HWM
527
HB Wealth Management
Georgia
$614K -$149K -952 -20%
NGA
528
Naples Global Advisors
Florida
$611K +$91.7K +584 +18%
CFG
529
Cooper Financial Group
California
$604K -$372K -2,369 -39%
EF
530
Empirical Finance
Pennsylvania
$604K +$19.3K +123 +3%
AWM
531
Aries Wealth Management
Maine
$598K
EAM
532
Empirical Asset Management
Massachusetts
$598K +$574K +3,658 New
CL
533
Choreo LLC
Illinois
$596K -$17K -108 -3%
AAS
534
Avantax Advisory Services
Texas
$594K +$137K +870 +31%
VDI
535
Vaughan David Investments
Illinois
$588K
DILIC
536
Dai-ichi Life Insurance Company
Japan
$585K -$338K -2,150 -38%
CTC
537
Central Trust Company
Missouri
$581K -$4.87K -31 -0.9%
CI Investments Inc
538
CI Investments Inc
Ontario, Canada
$575K -$17.9K -114 -3%
VT
539
Vise Technologies
New York
$574K +$551K +3,511 New
AWM
540
Absher Wealth Management
North Carolina
$573K +$20.4K +130 +4%
ECM
541
Everence Capital Management
Indiana
$572K
WDA
542
Wendell David Associates
New Hampshire
$572K
IC
543
IEQ Capital
California
$567K -$587K -3,741 -52%
BW
544
Basepoint Wealth
Iowa
$565K -$333K -2,118 -38%
DAS
545
Diversify Advisory Services
Utah
$564K +$428K +2,726 New
DCM
546
DGS Capital Management
New Jersey
$562K -$179K -1,143 -25%
BFA
547
Buttonwood Financial Advisors
Maryland
$557K
SWP
548
Sagespring Wealth Partners
Tennessee
$553K -$9.11K -58 -2%
PCP
549
Perbak Capital Partners
United Kingdom
$544K +$523K +3,330 New
DT
550
Diversified Trust
Tennessee
$542K +$169K +1,074 +48%