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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
576
Florida Financial Advisors
Florida
$458K +$17.3K +110 +4%
BFWA
577
Benchmark Financial Wealth Advisors
Florida
$458K +$1.73K +11 +0.4%
SC
578
Scotia Capital
Ontario, Canada
$457K -$20.1K -128 -4%
WWM
579
Whalen Wealth Management
Nevada
$455K +$100K +640 +30%
SA
580
Sovran Advisors
California
$451K -$30.9K -197 -7%
SMA
581
Seven Mile Advisory
New Jersey
$450K +$5.65K +36 +1%
PI
582
PFG Investments
New York
$446K -$77.1K -491 -15%
MSA
583
MUFG Securities Americas
New York
$445K +$85.7K +546 +25%
MWM
584
Maridea Wealth Management
New York
$445K +$428K +2,723 New
SSC
585
Syverson Strege & Co
Iowa
$442K +$34.7K +221 +9%
CA
586
Cullinan Associates
Kentucky
$441K – – –
OIA
587
OneDigital Investment Advisors
Kansas
$441K +$11.9K +76 +3%
PWG
588
Portside Wealth Group
Utah
$440K +$69.6K +443 +20%
JWM
589
Jeppson Wealth Management
California
$438K -$40.8K -260 -9%
DEA
590
DoubleLine ETF Adviser
Florida
$438K +$421K +2,682 New
RB
591
Renasant Bank
Mississippi
$432K -$55.4K -353 -12%
GIA
592
GHP Investment Advisors
Colorado
$431K -$150K -955 -27%
CG
593
Cynosure Group
Utah
$429K +$122K +776 +42%
BEI
594
Benjamin Edwards Inc
Missouri
$429K +$15.9K +101 +4%
MYAM
595
Meiji Yasuda Asset Management
Japan
$424K -$202K -1,286 -33%
WPC
596
Wedmont Private Capital
Pennsylvania
$416K +$14.3K +91 +4%
CP
597
CenterBook Partners
Connecticut
$414K +$398K +2,536 New
FTWA
598
Fifth Third Wealth Advisors
Ohio
$412K -$2.98K -19 -0.7%
LCM
599
Laurion Capital Management
New York
$411K +$395K +2,518 New
GAG
600
GM Advisory Group
New York
$408K +$393K +2,500 New
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