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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
551
Salem Investment Counselors
North Carolina
$6K – – –
WAS
552
Winch Advisory Services
Wisconsin
$6K – – –
FRA
553
Front Row Advisors
California
$5K -$4.59K -54 -44%
AWA
554
Arkadios Wealth Advisors
Georgia
$5K +$1.53K +18 +38%
LF
555
Lee Financial
Texas
$5K +$5.28K +62 New
MIM
556
Macroview Investment Management
Maryland
$4K -$681 -8 -14%
MCM
557
Manchester Capital Management
Vermont
$4K – – –
RFA
558
Reilly Financial Advisors
California
$4K – – –
TFO
559
Tarbox Family Office
California
$4K – – –
EFSCE
560
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
TPCW
561
TD Private Client Wealth
New York
$2.55K -$288K -3,386 -99%
CA
562
Clearstead Advisors
Ohio
$2K -$10.2K -120 -83%
JCM
563
Jacobi Capital Management
Pennsylvania
$2K – – –
VCM
564
Versant Capital Management
Arizona
$2K – – –
VCM
565
Vigilant Capital Management
Maine
$2K – – –
PFBT
566
Parkside Financial Bank & Trust
Missouri
$2K +$170 +2 +8%
AAP
567
Arax Advisory Partners
Colorado
$2K +$1.7K +20 New
LPWM
568
Lake Point Wealth Management
Texas
$2K +$1.7K +20 New
LSA
569
Leonteq Securities AG
Switzerland
$1.28K -$5.62K -66 -80%
LIM
570
Longfellow Investment Management
Massachusetts
$1K – – –
WT
571
Washington Trust
Rhode Island
$1K – – –
GI
572
Gradient Investments
Minnesota
$1K +$681 +8 New
TFS
573
TrustCore Financial Services
Tennessee
$1K +$681 +8 New
SWA
574
Sutton Wealth Advisors
Florida
$958 +$1.02K +12 New
RWM
575
Raffa Wealth Management
District of Columbia
$639 – – –