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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
551
Bleakley Financial Group
New Jersey
$381K +$16.5K +142 +6%
SW
552
Simplicity Wealth
New Jersey
$381K +$278K +2,398 New
GT
553
Glenview Trust
Kentucky
$377K +$3.71K +32 +1%
AG
554
Ascent Group
Virginia
$376K -$30.4K -262 -10%
FFA
555
Florida Financial Advisors
Florida
$375K +$274K +2,364 New
HMS
556
Hanseatic Management Services
New Mexico
$374K +$217K +1,870 +383%
NP
557
NorthRock Partners
Minnesota
$374K -$19.3K -166 -7%
IA
558
IFP Advisors
Florida
$371K +$43K +370 +19%
CPC
559
Consolidated Planning Corp
Georgia
$363K +$265K +2,286 New
SPC
560
Sigma Planning Corp
Michigan
$362K +$264K +2,276 New
P
561
Pitcairn
Pennsylvania
$359K +$22.8K +196 +9%
DFCM
562
Dark Forest Capital Management
Puerto Rico
$359K +$263K +2,262 New
OQS
563
Occudo Quantitative Strategies
Florida
$358K +$262K +2,258 New
PCM
564
Prelude Capital Management
New York
$358K +$262K +2,254 New
AMM
565
American Money Management
California
$357K +$1.16K +10 +0.4%
EI
566
EDMP Inc
Florida
$355K – – –
MOS
567
MGO One Seven
Ohio
$353K -$78.2K -674 -23%
CAM
568
Claret Asset Management
Quebec, Canada
$353K -$20.4K -176 -7%
WS
569
Wedbush Securities
California
$353K +$258K +2,222 New
GCM
570
Gallacher Capital Management
Colorado
$352K -$213K -1,836 -45%
R
571
Rebalance
California
$346K – – –
AWS
572
Atria Wealth Solutions
New York
$345K +$252K +2,174 New
LWL
573
Leo Wealth LLC
Texas
$341K -$232 -2 -0.1%
JIC
574
Joel Isaacson & Co
New York
$341K +$929 +8 +0.4%
SB
575
Strategic Blueprint
Georgia
$335K +$11.4K +98 +5%
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