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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
551
Mechanics Financial Corp
Ohio
$4.38K – – –
PGAM
552
Princeton Global Asset Management
New Jersey
$4K – – –
WAS
553
Winch Advisory Services
Wisconsin
$4K -$119 -2 -3%
DCM
554
Davidson Capital Management
Texas
$3.88K +$119 +2 +3%
KFI
555
Key Financial Inc
Pennsylvania
$3.88K +$3.69K +62 New
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$3.75K -$238 -4 -6%
FHA
557
First Horizon Advisors
Tennessee
$3.13K – – –
CCM
558
Copeland Capital Management
Pennsylvania
$3K – – –
PFBT
559
Parkside Financial Bank & Trust
Missouri
$2.88K -$358 -6 -12%
MFT
560
Moisand Fitzgerald Tamayo
Florida
$2.88K – – –
VCM
561
Versant Capital Management
Arizona
$2.25K -$1.19K -20 -36%
CP
562
Castleview Partners
Texas
$2.25K – – –
LSA
563
Leonteq Securities AG
Switzerland
$2.13K -$52.2K -876 -96%
MIFH
564
Migdal Insurance & Financial Holdings
Israel
$2K -$2.03K -34 -53%
HI
565
Harbour Investments
Wisconsin
$1.88K +$1.07K +18 +150%
LF
566
Lee Financial
Texas
$1.75K – – –
SIC
567
SJS Investment Consulting
Ohio
$1.63K -$119 -2 -7%
GI
568
Gradient Investments
Minnesota
$1.63K +$1.43K +24 +1,200%
CCP
569
Cunning Capital Partners
North Carolina
$1.5K -$1.43M -24,000 Closed
DI
570
Disciplined Investments
Oklahoma
$1.5K +$596 +10 +71%
AWM
571
Atticus Wealth Management
Florida
$1.28K – – –
TFA
572
Toth Financial Advisory
Virginia
$1.25K – – –
WT
573
Washington Trust
Rhode Island
$1.25K – – –
VCM
574
Vigilant Capital Management
Maine
$1K – – –
CFS
575
CGC Financial Services
Oregon
$626 +$596 +10 New
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