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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
APA
576
Astoria Portfolio Advisors
New York
$331K -$11.1K -96 -4%
BFWA
577
Benchmark Financial Wealth Advisors
Florida
$329K +$240K +2,070 New
LFG
578
Larson Financial Group
Missouri
$328K +$100K +862 +72%
IPAM
579
Investment Partners Asset Management
New Jersey
$324K -$26.2K -226 -10%
AAS
580
Avantax Advisory Services
Texas
$322K -$29.5K -254 -11%
HCA
581
Hyperion Capital Advisors
New York
$321K +$235K +2,020 New
BCM
582
BTC Capital Management
Iowa
$319K +$233K +2,010 New
OAM
583
Oxford Asset Management
United Kingdom
$319K +$233K +2,010 New
OR
584
Olympiad Research
Connecticut
$319K -$156K -1,340 -40%
ITIM
585
Indiana Trust & Investment Management
Indiana
$318K
RC
586
RBF Capital
California
$318K
SC
587
Sapient Capital
Indiana
$318K
IMCOOI
588
Investment Management Corp of Ontario (IMCO)
Canada
$318K +$232K +2,000 New
IIM
589
INTECH Investment Management
Florida
$314K +$229K +1,976 New
TCMP
590
Thrive Capital Management (Pennsylvania)
Pennsylvania
$310K +$227K +1,954 New
CCG
591
Catalina Capital Group
California
$309K +$226K +1,944 New
RAM
592
Roanoke Asset Management
New Jersey
$302K +$221K +1,900 New
Luther King Capital Management (LKCM)
593
Luther King Capital Management (LKCM)
Texas
$302K +$221K +1,902 New
BFEC
594
Benjamin F. Edwards & Company
Missouri
$299K -$37.4K -322 -15%
APG
595
Abacus Planning Group
South Carolina
$297K -$18.1K -156 -8%
HNW
596
High Note Wealth
Minnesota
$297K +$217K +1,870 New
IB
597
Intrust Bank
Kansas
$293K -$25.1K -216 -10%
GWM
598
Geneos Wealth Management
Colorado
$291K
CP
599
Canopy Partners
Ohio
$291K +$213K +1,832 New
SWM
600
Silverlake Wealth Management
Vermont
$286K +$209K +1,800 New