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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
SN
551
Sittner & Nelson
Oregon
$18K – – –
AF
552
Allworth Financial
California
$18K +$9.98K +118 +148%
PCG
553
Private Capital Group
Connecticut
$17K +$7.95K +94 +100%
HI
554
Harbour Investments
Wisconsin
$16K -$5.58K -66 -26%
CAL
555
Capital Advisors Ltd
Ohio
$16K – – –
ST
556
Smithfield Trust
Pennsylvania
$14K – – –
Baillie Gifford & Co
557
Baillie Gifford & Co
United Kingdom
$13K – – –
BIA
558
Bell Investment Advisors
California
$13K +$12.4K +146 New
VCM
559
Vigilant Capital Management
Maine
$12K +$9.48K +112 +509%
ACA
560
Atlas Capital Advisors
Wyoming
$11.5K – – –
SIS
561
Sound Income Strategies
Florida
$11K – – –
Loomis, Sayles & Company
562
Loomis, Sayles & Company
Massachusetts
$11K +$10.5K +124 New
MIM
563
Macroview Investment Management
Maryland
$10K +$4.91K +58 +116%
TSW
564
Thompson Siegel & Walmsley
Virginia
$9K – – –
RTL
565
Red Tortoise LLC
Georgia
$8K +$12.2K +144 New
MAM
566
Meeder Asset Management
Ohio
$7K -$482K -5,692 -99%
EARNEST Partners
567
EARNEST Partners
Georgia
$7K – – –
Jones Financial Companies
568
Jones Financial Companies
Missouri
$7K – – –
SIC
569
Salem Investment Counselors
North Carolina
$7K – – –
GWS
570
Glassman Wealth Services
Virginia
$6K -$3.55K -42 -38%
FRA
571
Front Row Advisors
California
$6K – – –
WAS
572
Winch Advisory Services
Wisconsin
$6K – – –
CFA
573
Cahill Financial Advisors
Minnesota
$6K +$5.58K +66 New
KIG
574
Kowal Investment Group
Wisconsin
$6K +$6.09K +72 New
AWA
575
Arkadios Wealth Advisors
Georgia
$5K – – –