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Williams-Sonoma
WSM

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
601
WesBanco Bank
West Virginia
$378K +$324K +2,040 New
HCA
602
Hyperion Capital Advisors
New York
$374K – – –
WA
603
Whipplewood Advisors
Colorado
$372K +$318K +2,007 New
CCG
604
Catalina Capital Group
California
$371K -$1.11K -7 -0.3%
GWP
605
Gateway Wealth Partners
Wisconsin
$370K – – –
ITIM
606
Indiana Trust & Investment Management
Indiana
$370K – – –
RC
607
RBF Capital
California
$370K – – –
SC
608
Sapient Capital
Indiana
$370K – – –
OL
609
one8zero8 LLC
North Carolina
$370K +$317K +2,000 New
DAS
610
Diversify Advisory Services
Utah
$367K -$216K -1,363 -42%
TW
611
Trajan Wealth
Arizona
$364K -$47.3K -298 -13%
BIP
612
Blue Investment Partners
California
$364K – – –
KPWS
613
Kestra Private Wealth Services
Texas
$362K +$310K +1,956 New
HFS
614
Hantz Financial Services
Michigan
$360K -$184K -1,162 -37%
AMM
615
American Money Management
California
$360K -$51.4K -324 -14%
NP
616
NorthRock Partners
Minnesota
$358K -$13.6K -86 -4%
SPC
617
Sigma Planning Corp
Michigan
$357K -$1.59K -10 -0.5%
APA
618
Astoria Portfolio Advisors
New York
$353K -$3.17K -20 -1%
GWM
619
Geneos Wealth Management
Colorado
$352K – – –
RAM
620
Roanoke Asset Management
New Jersey
$352K – – –
LFG
621
Larson Financial Group
Missouri
$351K -$25.4K -160 -8%
TIA
622
Tiemann Investment Advisors
California
$349K +$19.8K +125 +7%
APG
623
Abacus Planning Group
South Carolina
$347K -$7.14K -45 -2%
HNW
624
High Note Wealth
Minnesota
$347K – – –
AAA
625
American Alpha Advisors
New York
$343K -$17K -107 -5%
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