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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
IAIM
551
International Assets Investment Management
Florida
$9K +$9.24K +148 New
IA
552
IFP Advisors
Florida
$8.9K -$77.7K -1,244 -76%
RTL
553
Red Tortoise LLC
Georgia
$8.76K – – –
Baillie Gifford & Co
554
Baillie Gifford & Co
United Kingdom
$7.67K – – –
Bessemer Group
555
Bessemer Group
New Jersey
$7K -$19.2K -308 -73%
FFA
556
Farther Finance Advisors
California
$6.21K -$2.25K -36 -26%
GWS
557
Glassman Wealth Services
Virginia
$5.96K – – –
SSB
558
Sandy Spring Bank
Maryland
$5.95K – – –
PWMG
559
Prestige Wealth Management Group
New Jersey
$5.72K – – –
WIM
560
Westside Investment Management
California
$5.11K – – –
EARNEST Partners
561
EARNEST Partners
Georgia
$4.99K – – –
JWA
562
JFS Wealth Advisors
Pennsylvania
$4.87K +$375 +6 +8%
SC
563
Schubert & Co
Texas
$4.38K +$1.12K +18 +33%
MFC
564
Mechanics Financial Corp
Ohio
$4.26K – – –
AWM
565
Avior Wealth Management
Nebraska
$4.14K +$4.25K +68 New
WAS
566
Winch Advisory Services
Wisconsin
$4K +$125 +2 +3%
MIFH
567
Migdal Insurance & Financial Holdings
Israel
$4K +$2.62K +42 +191%
FMII
568
Farmers & Merchants Investments Inc
Nebraska
$3.89K – – –
PGAM
569
Princeton Global Asset Management
New Jersey
$3.89K – – –
EI
570
Ellevest Inc
New York
$3.89K +$1.37K +22 +52%
MCM
571
Manchester Capital Management
Vermont
$3.65K – – –
DCM
572
Davidson Capital Management
Texas
$3.65K +$874 +14 +30%
RFG
573
RFP Financial Group
Georgia
$3.53K +$3.62K +58 New
VCM
574
Versant Capital Management
Arizona
$3.41K +$1.87K +30 +115%
PFBT
575
Parkside Financial Bank & Trust
Missouri
$3.16K – – –