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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
576
Global Retirement Partners
California
$5K +$2.72K +42 +105%
BTI
577
Blue Trust Inc
Georgia
$5K +$4.27K +66 New
Bank of Montreal
578
Bank of Montreal
Ontario, Canada
$4.07K -$386K -5,970 -8%
IHWM
579
Iron Horse Wealth Management
Iowa
$4K
WAS
580
Winch Advisory Services
Wisconsin
$4K
SC
581
Schubert & Co
Texas
$4K +$2.33K +36 +129%
MFT
582
Moisand Fitzgerald Tamayo
Florida
$3K -$1.29K -20 -27%
BFEC
583
Benjamin F. Edwards & Company
Missouri
$3K
AA
584
AlphaMark Advisors
Kentucky
$3K +$3.23K +50 New
CWP
585
Concord Wealth Partners
Virginia
$3K +$3.23K +50 +2,500%
TWP
586
TFO Wealth Partners
Ohio
$3K +$3.62K +56 New
TPCW
587
TD Private Client Wealth
New York
$2.22K +$517 +8 +25%
Loomis, Sayles & Company
588
Loomis, Sayles & Company
Massachusetts
$2K -$228K -3,520 -99%
PFBT
589
Parkside Financial Bank & Trust
Missouri
$2K -$1.42K -22 -38%
First Manhattan
590
First Manhattan
New York
$2K
AAP
591
Arax Advisory Partners
Colorado
$2K +$1.81K +28 New
AWM
592
Atticus Wealth Management
Florida
$2K +$2.33K +36 New
CA
593
Crewe Advisors
Utah
$2K +$2.85K +44 New
SWA
594
Sutton Wealth Advisors
Florida
$1.11K -$129 -2 -9%
TFA
595
Toth Financial Advisory
Virginia
$1K -$1.29K -20 -50%
DI
596
Disciplined Investments
Oklahoma
$1K -$776 -12 -46%
FMP
597
Financial Management Professionals
Texas
$1K -$517 -8 -40%
BBPWM
598
Blue Bell Private Wealth Management
Pennsylvania
$1K
GWMIA
599
Global Wealth Management Investment Advisory
Florida
$1K
LPWM
600
Lake Point Wealth Management
Texas
$1K