We are live on ! Find out more
WSM icon

Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
551
Cambria Investment Management
California
$503K -$46.3K -292 -10%
SMA
552
Seven Mile Advisory
New Jersey
$501K -$36.3K -229 -8%
AI
553
AdvisorShares Investments
Maryland
$498K +$427K +2,690 New
PCP
554
Proficio Capital Partners
Massachusetts
$496K +$32.2K +203 +8%
AWS
555
Atria Wealth Solutions
New York
$495K +$195K +1,228 +85%
GCP
556
GSA Capital Partners
United Kingdom
$490K -$427K -2,690 -50%
GPWM
557
Grant Private Wealth Management
California
$489K +$419K +2,642 New
WAM
558
Wakefield Asset Management
Colorado
$488K +$418K +2,634 New
MFAM
559
Motley Fool Asset Management
Virginia
$488K +$47.1K +297 +13%
GM
560
GeoWealth Management
Illinois
$486K +$192K +1,213 +86%
KWA
561
Kingswood Wealth Advisors
California
$483K +$414K +2,608 New
AAS
562
Avantax Advisory Services
Texas
$477K +$11.1K +70 +3%
AOWM
563
Alpha Omega Wealth Management
Virginia
$474K -$37.3K -235 -8%
AI
564
Atria Investments
North Carolina
$465K -$7.93K -50 -2%
BEI
565
Benjamin Edwards Inc
Missouri
$463K +$18.2K +115 +5%
AA
566
ALPS Advisors
Colorado
$461K – – –
CWS
567
Confluence Wealth Services
Pennsylvania
$454K -$139K -873 -29%
AO
568
Advisor OS
Illinois
$454K +$389K +2,449 New
SSC
569
Syverson Strege & Co
Iowa
$453K +$13.8K +87 +4%
QCM
570
Qsemble Capital Management
New York
$449K +$384K +2,422 New
CB
571
Centennial Bank
Arkansas
$447K -$14.9K -94 -4%
CIP
572
Convergence Investment Partners
Florida
$445K +$381K +2,404 New
UM
573
UniSuper Management
Australia
$444K -$592K -3,730 -61%
AG
574
Ascent Group
Virginia
$442K -$8.89K -56 -2%
PGAM
575
Princeton Global Asset Management
New Jersey
$438K +$365K +2,300 +3,594%
21 22
23
24 25