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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
CSWM
601
Cassady Schiller Wealth Management
Ohio
$14K +$15.5K +166 New
BIA
602
Bell Investment Advisors
California
$13K +$373 +4 +3%
AF
603
Allworth Financial
California
$12K -$5.78K -62 -31%
TAIM
604
TD Ameritrade Investment Management
Nebraska
$11K -$120K -1,290 -91%
Baillie Gifford & Co
605
Baillie Gifford & Co
United Kingdom
$11K -$2.42K -26 -17%
VCM
606
Vigilant Capital Management
Maine
$11K – – –
ACA
607
Atlas Capital Advisors
Wyoming
$11K – – –
SIS
608
Sound Income Strategies
Florida
$10K – – –
GWS
609
Glassman Wealth Services
Virginia
$9K +$3.35K +36 +51%
SMG
610
Spectrum Management Group
Indiana
$9K +$10.2K +110 New
TSW
611
Thompson Siegel & Walmsley
Virginia
$8K – – –
SSB
612
Sandy Spring Bank
Maryland
$8K +$9.13K +98 New
EARNEST Partners
613
EARNEST Partners
Georgia
$7K – – –
LF
614
Lee Financial
Texas
$7K +$2.61K +28 +45%
GGHC
615
Gilder Gagnon Howe & Co
New York
$7K +$4.47K +48 +126%
MFAM
616
Motley Fool Asset Management
Virginia
$7K +$7.83K +84 New
FRA
617
Front Row Advisors
California
$6K – – –
Jones Financial Companies
618
Jones Financial Companies
Missouri
$6K – – –
WAS
619
Winch Advisory Services
Wisconsin
$6K – – –
MCM
620
Manchester Capital Management
Vermont
$5K – – –
TFO
621
Tarbox Family Office
California
$5K – – –
RFA
622
Reilly Financial Advisors
California
$5K +$932 +10 +20%
RCM
623
Regency Capital Management
Hawaii
$5K +$5.03K +54 New
AA
624
Addison Advisors
Vermont
$5K +$5.78K +62 New
Koshinski Asset Management
625
Koshinski Asset Management
Illinois
$3.21K – – –