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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
LF
576
Lee Financial
Texas
$5K – – –
TFO
577
Tarbox Family Office
California
$5K – – –
MCM
578
Manchester Capital Management
Vermont
$5K +$338 +4 +7%
RFA
579
Reilly Financial Advisors
California
$4K – – –
EBA
580
Eagle Bay Advisors
New York
$4K +$4.74K +56 New
Koshinski Asset Management
581
Koshinski Asset Management
Illinois
$3.37K +$3.21K +38 New
First Manhattan
582
First Manhattan
New York
$3K -$7.45K -88 -69%
GGHC
583
Gilder Gagnon Howe & Co
New York
$3K +$3.21K +38 New
TPCW
584
TD Private Client Wealth
New York
$2.84K – – –
CA
585
Clearstead Advisors
Ohio
$2K – – –
JCM
586
Jacobi Capital Management
Pennsylvania
$2K – – –
LPWM
587
Lake Point Wealth Management
Texas
$2K – – –
VCM
588
Versant Capital Management
Arizona
$2K – – –
PFBT
589
Parkside Financial Bank & Trust
Missouri
$2K +$169 +2 +8%
CPC
590
Consolidated Planning Corp
Georgia
$2K +$2.2K +26 New
LSA
591
Leonteq Securities AG
Switzerland
$1.42K – – –
LIM
592
Longfellow Investment Management
Massachusetts
$1K – – –
PWMG
593
Prestige Wealth Management Group
New Jersey
$1K – – –
WT
594
Washington Trust
Rhode Island
$1K – – –
TFS
595
TrustCore Financial Services
Tennessee
$1K +$508 +6 +75%
FMP
596
Financial Management Professionals
Texas
$1K +$1.35K +16 New
RWM
597
Raffa Wealth Management
District of Columbia
$709 – – –
WIM
598
Westside Investment Management
California
$7 – – –
Citadel Advisors
599
Citadel Advisors
Florida
– -$49M -579,606 Closed
Renaissance Technologies
600
Renaissance Technologies
New York
– -$44.4M -556,000 Closed