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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
551
Frec Markets Inc
California
$705K +$599K +3,024 New
SAM
552
Securian Asset Management
Minnesota
$705K -$19.8K -100 -3%
NG
553
Norden Group
Utah
$703K +$27.9K +141 +5%
KRSITF
554
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$702K -$20.6K -104 -3%
DCM
555
Donaldson Capital Management
Indiana
$699K +$595K +3,000 New
WI
556
Wahed Invest
New York
$689K +$2.18K +11 +0.4%
APA
557
Astoria Portfolio Advisors
New York
$685K +$51.7K +261 +10%
PWG
558
Portside Wealth Group
Utah
$679K +$25.6K +129 +5%
CAG
559
Crestwood Advisors Group
Massachusetts
$659K +$61.8K +312 +12%
WPC
560
Wedmont Private Capital
Pennsylvania
$651K +$19K +96 +3%
SWM
561
Spire Wealth Management
Virginia
$650K +$86K +434 +18%
FAL
562
Focused Alpha LLC
Colorado
$649K +$2.97K +15 +0.5%
RA
563
RFG Advisory
Alabama
$646K +$96.3K +486 +21%
SMA
564
Seven Mile Advisory
New Jersey
$638K -$20.8K -105 -4%
PI
565
PFG Investments
New York
$635K -$1.78K -9 -0.3%
SO
566
STRS Ohio
Ohio
$623K -$15.7K -79 -3%
SSC
567
Syverson Strege & Co
Iowa
$620K -$12.1K -61 -2%
SCM
568
Stevens Capital Management
Pennsylvania
$617K +$524K +2,645 New
JWM
569
Jeppson Wealth Management
California
$614K -$9.71K -49 -2%
C
570
Certuity
Florida
$611K +$11.5K +58 +2%
TSS
571
Two Sigma Securities
New York
$610K +$518K +2,615 New
FCBT
572
First Citizens Bank & Trust
North Carolina
$607K – – –
GP
573
GLR Partners
Maryland
$602K -$23.2K -117 -4%
CFO
574
Callan Family Office
Pennsylvania
$592K +$62.8K +317 +14%
VCM
575
Versant Capital Management
Arizona
$590K +$1.98K +10 +0.4%
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