WSM icon

Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
576
Princeton Global Asset Management
New Jersey
$438K +$365K +2,300 +3,594%
Northwestern Mutual Wealth Management
577
Northwestern Mutual Wealth Management
Wisconsin
$430K +$17.1K +108 +5%
FFA
578
Farther Finance Advisors
California
$429K -$92.7K -584 -20%
AIC
579
Archer Investment Corporation
Indiana
$429K -$47.6K -300 -11%
MWM
580
Manske Wealth Management
Texas
$427K +$366K +2,304 New
BAAM
581
Baker Avenue Asset Management
California
$425K +$30K +189 +9%
FFM
582
Forum Financial Management
Illinois
$424K +$2.06K +13 +0.6%
SI
583
Saxon Interests
Texas
$423K -$41.9K -264 -10%
Luther King Capital Management (LKCM)
584
Luther King Capital Management (LKCM)
Texas
$421K +$22.7K +143 +7%
PCIA
585
Prime Capital Investment Advisors
Kansas
$420K +$4.28K +27 +1%
MEAC
586
M.E. Allison & Co
Texas
$418K +$358K +2,257 New
KA
587
Klingman & Associates
New York
$416K -$14.4K -91 -4%
SWP
588
Stratos Wealth Partners
Ohio
$416K +$356K +2,244 New
AWM
589
AE Wealth Management
Kansas
$406K +$32.7K +206 +10%
CP
590
Canopy Partners
Ohio
$406K – – –
PT
591
Plimoth Trust
Massachusetts
$406K -$15.1K -95 -4%
R
592
Rebalance
California
$404K – – –
WPC
593
Wedmont Private Capital
Pennsylvania
$403K +$325K +2,047 New
CIBC World Market
594
CIBC World Market
Ontario, Canada
$402K +$344K +2,170 New
KB
595
Kimelman & Baird
New York
$397K – – –
SA
596
Sovran Advisors
California
$395K +$325K +2,049 New
PTC
597
Private Trust Company
Ohio
$393K +$25.5K +161 +8%
NICM
598
Neo Ivy Capital Management
New York
$389K +$334K +2,106 New
BFG
599
Bleakley Financial Group
New Jersey
$387K -$33.6K -212 -9%
DWA
600
Dorsey Wright & Associates
California
$383K -$2.38K -15 -0.7%