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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
AE Wealth Management
Kansas
$308K +$285K +1,989 New
BIP
602
Blue Investment Partners
California
$304K -$53.8K -375 -16%
PCM
603
Prelude Capital Management
New York
$304K +$430 +3 +0.2%
PTC
604
Private Trust Company
Ohio
$304K +$56.4K +393 +25%
Fifth Third Bancorp
605
Fifth Third Bancorp
Ohio
$304K +$41K +286 +17%
AAA
606
American Alpha Advisors
New York
$303K +$281K +1,957 New
SPC
607
Sigma Planning Corp
Michigan
$300K -$49.3K -344 -15%
APG
608
Abacus Planning Group
South Carolina
$298K +$5.31K +37 +2%
GWM
609
Geneos Wealth Management
Colorado
$295K +$9.9K +69 +4%
RAM
610
Roanoke Asset Management
New Jersey
$294K
HNW
611
High Note Wealth
Minnesota
$290K +$287 +2 +0.1%
LTAS
612
Linden Thomas Advisory Services
North Carolina
$286K +$16.8K +117 +7%
PCMH
613
Polymer Capital Management (HK)
Hong Kong
$279K +$258K +1,800 New
GT
614
Glenview Trust
Kentucky
$276K -$73.2K -510 -22%
KCM
615
Kathmere Capital Management
Pennsylvania
$275K -$90.2K -629 -26%
IB
616
Intrust Bank
Kansas
$274K -$574 -4 -0.2%
TIA
617
Tiemann Investment Advisors
California
$273K
TSS
618
Two Sigma Securities
New York
$271K -$224K -1,562 -47%
FWTB
619
First Western Trust Bank
Colorado
$270K +$42.5K +296 +20%
APA
620
Astoria Portfolio Advisors
New York
$268K -$27K -188 -9%
PWM
621
Paulson Wealth Management
Illinois
$267K +$1.29K +9 +0.5%
IPAM
622
Investment Partners Asset Management
New Jersey
$267K -$22.8K -159 -8%
ACA
623
Aptus Capital Advisors
Alabama
$267K +$247K +1,721 New
Capital World Investors
624
Capital World Investors
California
$266K
GI
625
GAMMA Investing
California
$265K +$19.2K +134 +8%