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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
551
Front Row Advisors
California
$5K -$4.59K -54 -44%
AWA
552
Arkadios Wealth Advisors
Georgia
$5K +$1.53K +18 +38%
LF
553
Lee Financial
Texas
$5K +$5.28K +62 New
MIM
554
Macroview Investment Management
Maryland
$4K -$681 -8 -14%
MCM
555
Manchester Capital Management
Vermont
$4K – – –
RFA
556
Reilly Financial Advisors
California
$4K – – –
TFO
557
Tarbox Family Office
California
$4K – – –
EFSCE
558
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
TPCW
559
TD Private Client Wealth
New York
$2.55K -$288K -3,386 -99%
CA
560
Clearstead Advisors
Ohio
$2K -$10.2K -120 -83%
JCM
561
Jacobi Capital Management
Pennsylvania
$2K – – –
VCM
562
Versant Capital Management
Arizona
$2K – – –
VCM
563
Vigilant Capital Management
Maine
$2K – – –
PFBT
564
Parkside Financial Bank & Trust
Missouri
$2K +$170 +2 +8%
AAP
565
Arax Advisory Partners
Colorado
$2K +$1.7K +20 New
LPWM
566
Lake Point Wealth Management
Texas
$2K +$1.7K +20 New
LSA
567
Leonteq Securities AG
Switzerland
$1.28K -$5.62K -66 -80%
MF
568
Magnetar Financial
Illinois
$1.04K +$1.11M +13,028 New
LIM
569
Longfellow Investment Management
Massachusetts
$1K – – –
WT
570
Washington Trust
Rhode Island
$1K – – –
GI
571
Gradient Investments
Minnesota
$1K +$681 +8 New
TFS
572
TrustCore Financial Services
Tennessee
$1K +$681 +8 New
SWA
573
Sutton Wealth Advisors
Florida
$958 +$1.02K +12 New
RWM
574
Raffa Wealth Management
District of Columbia
$639 – – –
BBHC
575
Brown Brothers Harriman & Co
New York
$22 – – –
21 22
23
24 25