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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
SI
601
Saxon Interests
Texas
$381K +$24.7K +128 +6%
Aptus Capital Advisors
602
Aptus Capital Advisors
Alabama
$379K +$144K +744 +45%
MassMutual Private Wealth & Trust
603
MassMutual Private Wealth & Trust
Connecticut
$376K -$191K -987 -29%
AG
604
Ascent Group
Virginia
$375K -$2.9K -15 -0.6%
CB
605
Centennial Bank
Arkansas
$374K -$9.66K -50 -2%
PGAM
606
Princeton Global Asset Management
New Jersey
$374K – – –
GAG
607
Goodman Advisory Group
Massachusetts
$369K +$451K +2,332 New
WAM
608
Wakefield Asset Management
Colorado
$367K -$59.9K -310 -12%
Profund Advisors
609
Profund Advisors
Maryland
$367K -$156K -809 -26%
PCM
610
Prelude Capital Management
New York
$365K +$235K +1,218 +112%
MWM
611
Manske Wealth Management
Texas
$364K – – –
World Investment Advisors
612
World Investment Advisors
California
$363K +$155K +800 +53%
MEAC
613
M.E. Allison & Co
Texas
$357K – – –
PWG
614
Portside Wealth Group
Utah
$356K -$329K -1,702 -43%
Diversified Trust
615
Diversified Trust
Tennessee
$355K +$434K +2,246 New
Luther King Capital Management (LKCM)
616
Luther King Capital Management (LKCM)
Texas
$348K -$13.5K -70 -3%
R
617
Rebalance
California
$345K – – –
MSA
618
MUFG Securities Americas
New York
$345K +$421K +2,179 New
PT
619
Plimoth Trust
Massachusetts
$342K -$4.83K -25 -1%
Wedmont Private Capital
620
Wedmont Private Capital
Pennsylvania
$341K +$49.3K +255 +12%
PCS
621
Private Client Services
Kentucky
$340K -$143K -739 -26%
PTC
622
Private Trust Company
Ohio
$339K +$4.45K +23 +1%
KB
623
Kimelman & Baird
New York
$339K – – –
WWM
624
Whalen Wealth Management
Nevada
$339K +$124K +643 +43%
Larson Financial Group
625
Larson Financial Group
Missouri
$335K +$43.7K +226 +12%