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Williams-Sonoma

Name Holding Trade Value Shares
Change
Change in
Stake
GPWM
601
Grant Private Wealth Management
California
$452K +$442K +2,312 New
MWM
602
Manske Wealth Management
Texas
$450K
PGAM
603
Princeton Global Asset Management
New Jersey
$450K
AG
604
Ascent Group
Virginia
$444K +$35.5K +186 +9%
ACA
605
Aptus Capital Advisors
Alabama
$443K +$7.64K +40 +2%
DFCM
606
Dark Forest Capital Management
Puerto Rico
$438K +$428K +2,242 New
PCP
607
Proficio Capital Partners
Massachusetts
$434K -$117K -611 -22%
R
608
Rebalance
California
$426K
CFO
609
Callan Family Office
Pennsylvania
$426K +$24.5K +128 +6%
GM
610
GeoWealth Management
Illinois
$425K +$21.8K +114 +6%
PCIA
611
Prime Capital Investment Advisors
Kansas
$425K -$10.3K -54 -2%
KB
612
Kimelman & Baird
New York
$419K
SAM
613
Smartleaf Asset Management
Massachusetts
$413K +$177K +925 +76%
CP
614
Canopy Partners
Ohio
$411K +$29.6K +155 +8%
TC
615
TownSquare Capital
Utah
$408K -$74.2K -388 -16%
CWS
616
Confluence Wealth Services
Pennsylvania
$408K
KPWS
617
Kestra Private Wealth Services
Texas
$404K +$573 +3 +0.1%
WTC
618
WhitTier Trust Company
Nevada
$404K +$89.1K +466 +30%
QCM
619
Qsemble Capital Management
New York
$403K +$394K +2,064 New
BBA
620
Baader Bank Aktiengesellschaft
Germany
$402K +$399K +2,086 New
DS
621
DRW Securities
Illinois
$402K +$399K +2,086 New
FFP
622
FourThought Financial Partners
Florida
$400K +$93.3K +488 +31%
PA
623
Profund Advisors
Maryland
$399K -$50.3K -263 -11%
Luther King Capital Management (LKCM)
624
Luther King Capital Management (LKCM)
Texas
$399K -$21K -110 -5%
WA
625
Whipplewood Advisors
Colorado
$391K -$3.82K -20 -1%