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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
BRIA
551
Balanced Rock Investment Advisors
Massachusetts
$406K -$22.5K -157 -6%
AIC
552
Archer Investment Corporation
Indiana
$405K +$289K +2,015 +336%
JGC
553
J. Goldman & Co
New York
$404K +$375K +2,611 New
AI
554
Atria Investments
North Carolina
$397K +$151K +1,050 +70%
SI
555
Saxon Interests
Texas
$394K -$287 -2 -0.1%
CB
556
Centennial Bank
Arkansas
$389K
AAS
557
Avantax Advisory Services
Texas
$388K +$14.5K +101 +4%
SI
558
Seeds Investor
New York
$387K +$37.6K +262 +12%
WAM
559
Weiss Asset Management
Massachusetts
$387K +$358K +2,495 New
PWS
560
Precision Wealth Strategies
Missouri
$386K +$21.5K +150 +6%
SAM
561
Smithbridge Asset Management
Pennsylvania
$386K -$2.87K -20 -0.8%
AA
562
ALPS Advisors
Colorado
$386K -$11M -76,674 -97%
PCP
563
Proficio Capital Partners
Massachusetts
$383K -$21.7K -151 -6%
Carson Wealth (CWM LLC)
564
Carson Wealth (CWM LLC)
Nebraska
$381K +$12.8K +89 +4%
AG
565
Ascent Group
Virginia
$378K -$162K -1,127 -32%
CM
566
Crestline Management
Texas
$373K +$345K +2,405 New
BTI
567
Blue Trust Inc
Georgia
$373K +$29.7K +207 +19%
CG
568
Cynosure Group
Utah
$372K +$345K +2,403 New
BEI
569
Benjamin Edwards Inc
Missouri
$369K +$342K +2,385 New
SSC
570
Syverson Strege & Co
Iowa
$366K -$14.8K -103 -4%
KA
571
Klingman & Associates
New York
$362K -$15.6K -109 -4%
GAG
572
Goodman Advisory Group
Massachusetts
$361K -$269K -1,872 -45%
EAM
573
Empirical Asset Management
Massachusetts
$360K +$69.6K +485 +26%
AP
574
Adero Partners
California
$357K +$89.4K +623 +37%
BFG
575
Bleakley Financial Group
New Jersey
$357K +$34.7K +242 +12%