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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
LF
576
Lee Financial
Texas
$5K +$1.81K +28 +47%
MCM
577
Manchester Capital Management
Vermont
$5K +$2.2K +34 +63%
GRP
578
Global Retirement Partners
California
$5K +$2.72K +42 +105%
BTI
579
Blue Trust Inc
Georgia
$5K +$4.27K +66 New
IHWM
580
Iron Horse Wealth Management
Iowa
$4K – – –
WAS
581
Winch Advisory Services
Wisconsin
$4K – – –
SC
582
Schubert & Co
Texas
$4K +$2.33K +36 +129%
MFT
583
Moisand Fitzgerald Tamayo
Florida
$3K -$1.29K -20 -27%
BFEC
584
Benjamin F. Edwards & Company
Missouri
$3K – – –
AA
585
AlphaMark Advisors
Kentucky
$3K +$3.23K +50 New
CWP
586
Concord Wealth Partners
Virginia
$3K +$3.23K +50 +2,500%
TWP
587
TFO Wealth Partners
Ohio
$3K +$3.62K +56 New
TPCW
588
TD Private Client Wealth
New York
$2.22K +$517 +8 +25%
Loomis, Sayles & Company
589
Loomis, Sayles & Company
Massachusetts
$2K -$228K -3,520 -99%
PFBT
590
Parkside Financial Bank & Trust
Missouri
$2K -$1.42K -22 -38%
First Manhattan
591
First Manhattan
New York
$2K – – –
AAP
592
Arax Advisory Partners
Colorado
$2K +$1.81K +28 New
AWM
593
Atticus Wealth Management
Florida
$2K +$2.33K +36 New
CA
594
Crewe Advisors
Utah
$2K +$2.85K +44 New
SWA
595
Sutton Wealth Advisors
Florida
$1.11K -$129 -2 -9%
TFA
596
Toth Financial Advisory
Virginia
$1K -$1.29K -20 -50%
DI
597
Disciplined Investments
Oklahoma
$1K -$776 -12 -46%
FMP
598
Financial Management Professionals
Texas
$1K -$517 -8 -40%
BBPWM
599
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
GWMIA
600
Global Wealth Management Investment Advisory
Florida
$1K – – –