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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
601
Versant Capital Management
Arizona
$2K
WT
602
Washington Trust
Rhode Island
$2K +$303 +4 +22%
EI
603
Ellevest Inc
New York
$2K +$1.67K +22 +275%
DI
604
Disciplined Investments
Oklahoma
$2K +$1.97K +26 New
GRP
605
Global Retirement Partners
California
$2K +$3.03K +40 New
SWA
606
Sutton Wealth Advisors
Florida
$1.59K +$454 +6 +38%
BIM
607
Baldwin Investment Management
Pennsylvania
$1.03K +$157K +2,076 +17%
BBPWM
608
Blue Bell Private Wealth Management
Pennsylvania
$1K
LPWM
609
Lake Point Wealth Management
Texas
$1K
LIM
610
Longfellow Investment Management
Massachusetts
$1K
TFS
611
TrustCore Financial Services
Tennessee
$1K
TSWM
612
Tyler-Stone Wealth Management
Ohio
$1K
GWMIA
613
Global Wealth Management Investment Advisory
Florida
$1K +$757 +10 New
FMP
614
Financial Management Professionals
Texas
$1K +$1.51K +20 New
RWM
615
Raffa Wealth Management
District of Columbia
$580 -$606 -8 -50%
LSA
616
Leonteq Securities AG
Switzerland
$290 -$54.8K -724 -99%
WIM
617
Westside Investment Management
California
$6
FGAM
618
Financial Gravity Asset Management
Texas
$4 -$7.27K -96 -14%
Westfield Capital Management
619
Westfield Capital Management
Massachusetts
-$58.9M -696,504 Closed
SC
620
Samlyn Capital
New York
-$49.3M -582,856 Closed
CGI
621
Calixto Global Investors
Florida
-$17M -200,524 Closed
JAM
622
Jupiter Asset Management
United Kingdom
-$13.6M -160,876 Closed
SCM
623
Simcoe Capital Management
New York
-$8.08M -95,590 Closed
AC
624
Armistice Capital
New York
-$6.99M -82,676 Closed
6C
625
6elm Capital
New York
-$6.99M -82,600 Closed